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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
HH
851
Hilltop Holdings
Texas
$1.99M +$141K +2,315 +8%
AP
852
Advisor Partners
California
$1.99M +$188K +3,073 +11%
ZIC
853
ZWJ Investment Counsel
Georgia
$1.96M -$224K -3,669 -11%
FL
854
Fort LP
Maryland
$1.95M +$1.9M +31,094 New
WAS
855
Winch Advisory Services
Wisconsin
$1.95M -$566K -9,267 -23%
WA
856
WFG Advisors
Texas
$1.95M +$727K +11,905 +62%
JIM
857
Jensen Investment Management
Oregon
$1.94M -$24.4K -400 -1%
Kovitz Investment Group Partners
858
Kovitz Investment Group Partners
Illinois
$1.94M -$6.1K -100 -0.3%
AAS
859
Annex Advisory Services
Wisconsin
$1.94M +$428K +7,010 +29%
MCM
860
Millie Capital Management
California
$1.93M -$3.23K -53 -0.2%
CIA
861
Covington Investment Advisors
Pennsylvania
$1.93M -$6.1K -100 -0.3%
SA
862
Sicart Associates
New York
$1.93M +$1.88M +30,734 New
MC
863
Moors & Cabot
Massachusetts
$1.92M -$57.6K -944 -3%
WPC
864
White Pine Capital
Minnesota
$1.92M
CAI
865
Capital Advisors Inc
Oklahoma
$1.91M +$1.09M +17,798 +140%
HTHT
866
Hemenway Trust Hemenway Trust
New Hampshire
$1.91M -$12.9K -211 -0.7%
CCM
867
Coe Capital Management
Illinois
$1.91M -$5.37K -88 -0.3%
IH
868
IFC Holdings
Florida
$1.89M +$48.6K +797 +3%
AMIM
869
Aull & Monroe Investment Management
Alabama
$1.89M -$12.2K -200 -0.7%
Susquehanna International Group
870
Susquehanna International Group
Pennsylvania
$1.89M +$1.84M +30,200 New
MCIM
871
Meadow Creek Investment Management
Georgia
$1.89M +$1.84M +30,156 New
BCB
872
Brian C. Broderick
$1.89M -$3.36K -55 -0.2%
FA
873
Fagan Associates
New York
$1.88M +$25.8K +422 +1%
CIC
874
Canal Insurance Company
South Carolina
$1.88M
HIC
875
Hartline Investment Corp
Illinois
$1.87M -$48.5K -795 -3%

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.