We are live on ! Find out more
ABBV icon

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
AAM
1001
Auxier Asset Management
Oregon
$1.3M +$12.4K +203 +1%
ITIM
1002
Indiana Trust & Investment Management
Indiana
$1.3M +$5.49K +90 +0.4%
NPF
1003
Norris Perne & French
Michigan
$1.3M -$916 -15 -0.1%
RIM
1004
Ranger International Management
Illinois
$1.3M -$4.26M -69,770 -77%
NIA
1005
Northstar Investment Advisors
Colorado
$1.29M -$383K -6,277 -23%
II
1006
IFM Investors
Australia
$1.29M +$1.26M +20,576 New
CCWA
1007
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.28M +$136K +2,224 +12%
Loomis, Sayles & Company
1008
Loomis, Sayles & Company
Massachusetts
$1.27M -$34.4M -564,063 -97%
DRD
1009
Dennis R. Delaney
$1.27M -$27.5K -450 -2%
DPIM
1010
Duff & Phelps Investment Management
Illinois
$1.27M -$18.3K -300 -1%
CPA
1011
Court Place Advisors
Maryland
$1.27M +$212K +3,468 +21%
PL
1012
Perpetual Ltd
Australia
$1.26M +$201K +3,300 +20%
MIM
1013
Montgomery Investment Management
Maryland
$1.26M +$12.2K +200 +1%
GI
1014
GAMCO Investors
Connecticut
$1.26M -$7.33K -120 -0.6%
SI
1015
SII Investments
Wisconsin
$1.25M -$485K -7,943 -28%
JGGDR
1016
JGP Global Gestao de Recursos
Brazil
$1.25M +$254K +4,155 +26%
KFBMI
1017
Kentucky Farm Bureau Mutual Insurance
Kentucky
$1.25M
BOC
1018
Barbara Oil Co
Illinois
$1.25M
TWA
1019
TCI Wealth Advisors
Arizona
$1.25M +$855 +14 +0.1%
FO
1020
FT Options
Illinois
$1.25M +$1.21M +19,886 New
SACTSONJ
1021
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.24M
SAM
1022
Symphony Asset Management
California
$1.24M -$872K -14,279 -42%
AIA
1023
AIMZ Investment Advisors
California
$1.24M +$122 +2 +0%
WAM
1024
Wealthspire Advisors (Maryland)
Maryland
$1.23M -$27.3K -448 -2%
SCA
1025
Sippican Capital Advisors
Massachusetts
$1.23M +$509K +8,331 +74%

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.