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AbbVie

1,501 hedge funds and large institutions have $72.7B invested in AbbVie in 2014 Q3 according to their latest regulatory filings, with 105 funds opening new positions, 581 increasing their positions, 589 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more call options, than puts

Call options by funds: $1.05B | Put options by funds: $449M

110% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 50

16% more funds holding in top 10

Funds holding in top 10: 6980 (+11)

13% more capital invested

Capital invested by funds: $64.1B → $72.7B (+$8.59B)

7.96% more ownership

Funds ownership: 71.1%79.06% (+8%)

3% more funds holding

Funds holding: 1,4571,501 (+44)

1% less repeat investments, than reductions

Existing positions increased: 581 | Existing positions reduced: 589

Holders
1,501
Holders Change
+44
Holders Change %
+3.02%
% of All Funds
43.55%
Holding in Top 10
80
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+15.94%
% of All Funds
2.32%
New
105
Increased
581
Reduced
589
Closed
50
Calls
$1.05B
Puts
$449M
Net Calls
+$597M
Net Calls Change
+$482M
Name Holding Trade Value Shares
Change
Change in
Stake
TIA
1026
Tiemann Investment Advisors
California
$1.06M +$9.72K +175 +1%
PSI
1027
Pinnacle Summer Investments
Virginia
$1.06M +$11.2K +201 +1%
GHAM
1028
Gilman Hill Asset Management
Connecticut
$1.06M -$1.39K -25 -0.1%
TWA
1029
TCI Wealth Advisors
Arizona
$1.06M
ACA
1030
Anchor Capital Advisors
Massachusetts
$1.06M -$38K -684 -4%
PFBT
1031
Parkside Financial Bank & Trust
Missouri
$1.06M +$1.17K +21 +0.1%
VWM
1032
Valley Wealth Managers
New Jersey
$1.05M +$38K +685 +4%
Two Sigma Advisers
1033
Two Sigma Advisers
New York
$1.05M -$44.3M -797,100 -98%
IAS
1034
IMA Advisory Services
Colorado
$1.05M
LWM
1035
Lyons Wealth Management
Florida
$1.04M +$20.9K +377 +2%
VCM
1036
Violich Capital Management
California
$1.04M +$391K +7,050 +64%
FCCM
1037
First City Capital Management
Georgia
$1.04M -$35.6K -642 -3%
PG
1038
PEAK6 Group
Illinois
$1.03M
OCG
1039
Opus Capital Group
Ohio
$1.03M +$27.8K +500 +3%
IIC
1040
Ironwood Investment Counsel
Arizona
$1.03M -$11.1K -200 -1%
GIM
1041
Guardian Investment Management
California
$1.03M
CCT
1042
Capital City Trust
Florida
$1.02M +$56.4K +1,016 +6%
CLOS
1043
Compagnie Lombard Odier SCmA
Switzerland
$1.02M -$78.1K -1,406 -7%
FNBTCON
1044
First National Bank & Trust Co of Newtown
Pennsylvania
$1.02M
CCA
1045
Cobblestone Capital Advisors
New York
$1.01M +$1.22K +22 +0.1%
BHBT
1046
Burke & Herbert Bank & Trust
Virginia
$1.01M -$66.6K -1,200 -6%
NSAM
1047
North Star Asset Management
Wisconsin
$1M -$26.4K -475 -3%
RWM
1048
RKL Wealth Management
Pennsylvania
$1M +$161K +2,899 +20%
HAIM
1049
Hunter Associates Investment Management
Pennsylvania
$999K -$7.5K -135 -0.8%
KCPG
1050
Kavar Capital Partners Group
Kansas
$997K +$55.5K +1,000 +6%

ABBV Hedge Fund Activity: Q3 2014 in Review

1,501 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in AbbVie (ABBV) for Q3 2014, worth a combined $72.7B — up 13% from $64.1B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new ABBV positions and 50 closed out — a net gain of 55 holders — while 581 added to existing stakes and 589 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $1.35B. The largest seller was Norges Bank, cutting an estimated $634M.

  • 1,501 institutional investors held AbbVie (ABBV) as of Q3 2014, up from 1,457 in Q2 2014.
  • Funds reported $72.7B of AbbVie stock for Q3 2014, up 13% quarter-over-quarter.
  • 105 funds opened new AbbVie positions in Q3 2014 and 50 closed out, a net change of +55 holders.
  • The largest AbbVie buyer in Q3 2014 was Fidelity Investments, an estimated $1.35B added.
  • The largest AbbVie seller in Q3 2014 was Norges Bank, an estimated $634M sold.

Based on aggregated 13F filings for Q3 2014.