We are live on ! Find out more
ABBV icon

AbbVie

1,296 hedge funds and large institutions have $49B invested in AbbVie in 2013 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 477 increasing their positions, 562 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

166% more call options, than puts

Call options by funds: $297M | Put options by funds: $111M

43% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 53

10% more capital invested

Capital invested by funds: $44.6B → $49B (+$4.47B)

8% more funds holding in top 10

Funds holding in top 10: 3942 (+3)

0.88% more ownership

Funds ownership: 68.14%69.02% (+0.88%)

1% more funds holding

Funds holding: 1,2861,296 (+10)

15% less repeat investments, than reductions

Existing positions increased: 477 | Existing positions reduced: 562

Holders
1,296
Holders Change
+10
Holders Change %
+0.78%
% of All Funds
42.02%
Holding in Top 10
42
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.69%
% of All Funds
1.36%
New
76
Increased
477
Reduced
562
Closed
53
Calls
$297M
Puts
$111M
Net Calls
+$185M
Net Calls Change
+$140M
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
901
Anchor Capital Advisors
Massachusetts
$896K +$133K +3,000 +18%
EM
902
Excalibur Management
Massachusetts
$895K -$9.97K -225 -1%
DCM
903
Dinsmore Capital Management
New Jersey
$895K
DDC
904
DF Dent & Co
Maryland
$892K
LIC
905
Lodestar Investment Counsel
Illinois
$891K
SACTSONJ
906
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$888K
CIM
907
CIM Investment Management
Pennsylvania
$885K
CNBT
908
Canandaigua National Bank & Trust
New York
$884K +$8.2K +185 +0.9%
CCM
909
Carderock Capital Management
Maryland
$878K -$1.24M -27,921 -59%
BHBT
910
Burke & Herbert Bank & Trust
Virginia
$875K -$16K -360 -2%
ACM
911
Avalon Capital Management
California
$875K -$4.43K -100 -0.5%
SAG
912
Sterne Agee Group
Alabama
$875K +$13K +294 +2%
WS
913
Wedbush Securities
California
$871K +$2.22K +50 +0.3%
PP
914
Patten & Patten
Tennessee
$870K -$7.98K -180 -0.9%
PFBT
915
Parkside Financial Bank & Trust
Missouri
$868K -$90.3K -2,036 -9%
PSI
916
Pinnacle Summer Investments
Virginia
$861K +$31K +700 +4%
BIA
917
Biondo Investment Advisors
Pennsylvania
$860K +$235K +5,300 +38%
CAL
918
Capital Analysts LLC
Pennsylvania
$854K +$846K +19,093 New
GLI
919
Guardian Life Insurance
New York
$854K +$3.19K +72 +0.4%
FCCM
920
First City Capital Management
Georgia
$849K +$291K +6,575 +53%
PFC
921
Poplar Forest Capital
California
$849K
DG
922
Davidson & Garrard
Virginia
$846K +$2.22K +50 +0.3%
AI
923
Atria Investments
North Carolina
$840K +$58.7K +1,325 +8%
LNWWM
924
Laird Norton Wetherby Wealth Management
California
$833K +$12.2K +275 +1%
CAM
925
Congress Asset Management
Massachusetts
$830K -$17.2K -389 -2%

ABBV Hedge Fund Activity: Q3 2013 in Review

1,296 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in AbbVie (ABBV) for Q3 2013, worth a combined $49B — up 10% from $44.6B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new ABBV positions and 53 closed out — a net gain of 23 holders — while 477 added to existing stakes and 562 trimmed.

The largest buyer was Vanguard Group, adding an estimated $136M. The largest seller was Capital Research Global Investors, cutting an estimated $125M.

  • 1,296 institutional investors held AbbVie (ABBV) as of Q3 2013, up from 1,286 in Q2 2013.
  • Funds reported $49B of AbbVie stock for Q3 2013, up 10% quarter-over-quarter.
  • 76 funds opened new AbbVie positions in Q3 2013 and 53 closed out, a net change of +23 holders.
  • The largest AbbVie buyer in Q3 2013 was Vanguard Group, an estimated $136M added.
  • The largest AbbVie seller in Q3 2013 was Capital Research Global Investors, an estimated $125M sold.

Based on aggregated 13F filings for Q3 2013.