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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
SGH
1051
Schonfeld Group Holdings
New York
$466K +$462K +10,415 New
NAM
1052
Needelman Asset Management
California
$464K
FANJ
1053
Financial Architects (New Jersey)
New Jersey
$463K +$5.67K +128 +1%
AT
1054
Acadia Trust
Maine
$455K
HTHT
1055
Hemenway Trust Hemenway Trust
New Hampshire
$454K +$111K +2,500 +33%
JWA
1056
JFS Wealth Advisors
Pennsylvania
$454K +$450K +10,151 New
GD
1057
Grandfield & Dodd
New York
$453K
GI
1058
GAMCO Investors
Connecticut
$451K
MIC
1059
MU Investments Company
Japan
$449K -$182K -4,100 -29%
CIC
1060
Canal Insurance Company
South Carolina
$447K
NSEDCP
1061
NJ State Employees Deferred Compensation Plan
New Jersey
$447K
LWM
1062
Lyons Wealth Management
Florida
$444K +$440K +9,928 New
CNAM
1063
Campbell Newman Asset Management
Wisconsin
$442K
JFA
1064
JNBA Financial Advisors
Minnesota
$440K -$92.7K -2,092 -18%
Mackenzie Financial
1065
Mackenzie Financial
Ontario, Canada
$438K
WHG
1066
Westwood Holdings Group
Texas
$434K
CIS
1067
Capital International Sarl
California
$434K +$319K +7,200 +288%
OIM
1068
Opus Investment Management
Massachusetts
$434K +$430K +9,700 New
BHA
1069
Beech Hill Advisors
New York
$432K
PCM
1070
Perritt Capital Management
Illinois
$428K
PWAP
1071
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$425K +$13.4K +302 +3%
CIP
1072
Convergence Investment Partners
Florida
$424K +$99.4K +2,243 +31%
MAM
1073
Mastrapasqua Asset Management
Tennessee
$421K -$2.99M -67,449 -88%
SC
1074
Stralem & Co
New York
$419K -$49M -1,104,735 -99%
HRIA
1075
Haberer Registered Investment Advisor
Ohio
$417K -$186K -4,200 -31%

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.