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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
1SB
951
1ST Source Bank
Indiana
$1.53M -$19.7K -322 -1%
VDI
952
Vaughan David Investments
Illinois
$1.52M +$33.6K +550 +2%
GIM
953
Guardian Investment Management
California
$1.51M +$104K +1,700 +8%
BWM
954
BerganKDV Wealth Management
Minnesota
$1.51M -$65.5K -1,073 -4%
PL
955
Plancorp LLC
Missouri
$1.5M +$7.51K +123 +0.5%
NMIFOAC
956
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$1.5M
KFC
957
Klingenstein Fields & Co
New York
$1.49M -$254K -4,162 -15%
FWCM
958
First Western Capital Management
California
$1.49M -$1.35M -22,065 -48%
EP
959
Elkfork Partners
Oregon
$1.48M +$1.45M +23,694 New
MSR
960
Main Street Research
Connecticut
$1.48M +$71.5K +1,172 +5%
CC
961
Courier Capital
New York
$1.48M -$71.8K -1,177 -5%
11A
962
10-15 Associates
New York
$1.47M +$108K +1,762 +8%
PIM
963
Partner Investment Management
California
$1.47M +$1.05M +17,146 +270%
MSS
964
Mitchell Sinkler & Starr
Pennsylvania
$1.47M -$170K -2,780 -11%
RCAMU
965
Rothschild & Co Asset Management US
Connecticut
$1.46M +$217K +3,561 +18%
TNAM
966
Terra Nova Asset Management
New York
$1.46M -$110K -1,810 -7%
SC
967
Schulhoff & Co
Ohio
$1.46M +$36.4K +597 +3%
BTW
968
Boston Trust Walden
Massachusetts
$1.45M +$33.9K +556 +2%
CA
969
Cullinan Associates
Kentucky
$1.45M -$5.53M -90,560 -80%
CG
970
Caprock Group
Idaho
$1.45M -$724K -11,866 -34%
PP
971
Paloma Partners
Connecticut
$1.44M -$605K -9,905 -30%
DVM
972
Dreman Value Management
Florida
$1.44M +$482K +7,889 +53%
CDH
973
Charles D. Hyman
$1.43M +$14.3K +235 +1%
ACS
974
Archford Capital Strategies
Illinois
$1.42M -$38.9K -637 -3%
PCTC
975
Perkins Coie Trust Company
Washington
$1.41M -$16K -262 -1%

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.