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AbbVie

1,692 hedge funds and large institutions have $68.3B invested in AbbVie in 2016 Q4 according to their latest regulatory filings, with 147 funds opening new positions, 648 increasing their positions, 669 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 147 | Existing positions closed: 86

5% more funds holding in top 10

Funds holding in top 10: 8185 (+4)

2% more funds holding

Funds holding: 1,6541,692 (+38)

1% more call options, than puts

Call options by funds: $1.06B | Put options by funds: $1.04B

2% less capital invested

Capital invested by funds: $69.4B → $68.3B (-$1.08B)

3% less repeat investments, than reductions

Existing positions increased: 648 | Existing positions reduced: 669

1.09% less ownership

Funds ownership: 68.28%67.19% (-1.1%)

Holders
1,692
Holders Change
+38
Holders Change %
+2.3%
% of All Funds
42.29%
Holding in Top 10
85
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+4.94%
% of All Funds
2.12%
New
147
Increased
648
Reduced
669
Closed
86
Calls
$1.06B
Puts
$1.04B
Net Calls
+$12.1M
Net Calls Change
+$127M
Name Holding Trade Value Shares
Change
Change in
Stake
BE
776
Bonness Enterprises
District of Columbia
$2.35M -$153K -2,500 -6%
ADBIC
777
A.D. Beadell Investment Counsel
Wisconsin
$2.35M -$65.6K -1,075 -3%
OC
778
Oarsman Capital
Wisconsin
$2.31M -$228K -3,736 -9%
GT
779
Greenleaf Trust
Michigan
$2.3M +$65.8K +1,078 +3%
GHCM
780
Glen Harbor Capital Management
California
$2.29M +$2.24M +36,618 New
CI Investments Inc
781
CI Investments Inc
Ontario, Canada
$2.29M -$25.5M -417,386 -92%
M
782
MOTCO
Texas
$2.29M +$1.82M +29,861 +447%
FQ
783
First Quadrant
California
$2.29M -$3.3M -54,006 -60%
LIM
784
Loudon Investment Management
New Hampshire
$2.28M +$5.19K +85 +0.2%
ACP
785
Aviance Capital Partners
Florida
$2.27M +$1.59K +26 +0.1%
IAA
786
Ironsides Asset Advisors
North Carolina
$2.25M +$106K +1,743 +5%
SHCM
787
Stokes & Hubbell Capital Management
Louisiana
$2.24M +$54.5K +893 +3%
IFS
788
Ifrah Financial Services
Arkansas
$2.22M -$325K -5,320 -13%
CPO
789
Cerity Partners OCIO
New York
$2.22M +$51.6K +846 +2%
MBI
790
Montrusco Bolton Investments
Quebec, Canada
$2.21M +$501K +8,215 +30%
CNBT
791
Canandaigua National Bank & Trust
New York
$2.19M +$76.4K +1,252 +4%
AF
792
Alerus Financial
North Dakota
$2.19M +$250K +4,103 +13%
NME
793
Notis-McConarty Edward
$2.19M -$1.83K -30 -0.1%
MFBTD
794
MB Financial Bank - Trust Department
Illinois
$2.17M -$24.6K -403 -1%
HCIA
795
Hochman Cole Investment Advisors
Illinois
$2.17M -$305K -4,996 -13%
NAMA
796
Nikko Asset Management Americas
New York
$2.17M -$1.22M -20,000 -37%
SS
797
Simplicity Solutions
Minnesota
$2.17M +$756K +12,381 +56%
RC
798
Roundview Capital
New Jersey
$2.17M -$195K -3,200 -8%
RWA
799
Ropes Wealth Advisors
Massachusetts
$2.16M +$51.7K +847 +3%
IWA
800
IBEX Wealth Advisors
New Jersey
$2.16M -$914K -14,973 -30%

ABBV Hedge Fund Activity: Q4 2016 in Review

1,692 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in AbbVie (ABBV) for Q4 2016, worth a combined $68.3B — down 1.6% from $69.4B a quarter earlier.

Buyers outnumbered sellers: 147 funds opened new ABBV positions and 86 closed out — a net gain of 61 holders — while 648 added to existing stakes and 669 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $836M. The largest seller was Baker Bros. Advisors, cutting an estimated $773M.

  • 1,692 institutional investors held AbbVie (ABBV) as of Q4 2016, up from 1,654 in Q3 2016.
  • Funds reported $68.3B of AbbVie stock for Q4 2016, down 1.6% quarter-over-quarter.
  • 147 funds opened new AbbVie positions in Q4 2016 and 86 closed out, a net change of +61 holders.
  • The largest AbbVie buyer in Q4 2016 was Capital Research Global Investors, an estimated $836M added.
  • The largest AbbVie seller in Q4 2016 was Baker Bros. Advisors, an estimated $773M sold.

Based on aggregated 13F filings for Q4 2016.