We are live on ! Find out more
ABBV icon

AbbVie

1,457 hedge funds and large institutions have $64.1B invested in AbbVie in 2014 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 551 increasing their positions, 593 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 55

60% more call options, than puts

Call options by funds: $306M | Put options by funds: $191M

35% more funds holding in top 10

Funds holding in top 10: 5169 (+18)

13% more capital invested

Capital invested by funds: $56.7B → $64.1B (+$7.44B)

2% more funds holding

Funds holding: 1,4221,457 (+35)

2.13% more ownership

Funds ownership: 68.97%71.1% (+2.1%)

7% less repeat investments, than reductions

Existing positions increased: 551 | Existing positions reduced: 593

Holders
1,457
Holders Change
+35
Holders Change %
+2.46%
% of All Funds
41.88%
Holding in Top 10
69
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+35.29%
% of All Funds
1.98%
New
98
Increased
551
Reduced
593
Closed
55
Calls
$306M
Puts
$191M
Net Calls
+$115M
Net Calls Change
-$51.6M
Name Holding Trade Value Shares
Change
Change in
Stake
RWM
1051
RKL Wealth Management
Pennsylvania
$815K +$81.3K +1,550 +12%
NIC
1052
Northwest Investment Counselors
Oregon
$814K -$68.2K -1,300 -8%
BB
1053
Bell Bank
North Dakota
$811K -$6.45K -123 -0.8%
DCM
1054
Driehaus Capital Management
Illinois
$806K +$30K +572 +4%
SIP
1055
Stoneridge Investment Partners
Pennsylvania
$806K +$749K +14,279 New
AW
1056
Alpha Windward
Massachusetts
$804K +$448K +8,533 +149%
RH
1057
Rayner & Haynor
California
$803K -$31.5K -600 -4%
FC
1058
FIC Capital
New York
$796K
SNBOSD
1059
Security National Bank of So Dak
Iowa
$795K -$15K -285 -2%
PAWC
1060
P.A.W. Capital
Connecticut
$790K
TBA
1061
Train Babcock Advisors
New York
$781K
FAM
1062
Formidable Asset Management
Ohio
$779K
PWM
1063
Perigon Wealth Management
California
$778K +$121K +2,305 +20%
NES
1064
New England Securities
New York
$770K +$8.97K +171 +1%
DT
1065
Diversified Trust
Tennessee
$769K +$715K +13,630 New
NAMA
1066
Nikko Asset Management Americas
New York
$767K -$278K -5,300 -28%
FMWA
1067
Forvis Mazars Wealth Advisors
Missouri
$767K -$58.1K -1,107 -8%
MCM
1068
Manchester Capital Management
Vermont
$767K -$2.62K -50 -0.4%
HCM
1069
Hodges Capital Management
Texas
$764K -$2.41K -46 -0.3%
SIG
1070
Sky Investment Group
Connecticut
$759K -$249K -4,743 -26%
ACM
1071
Argyle Capital Management
Pennsylvania
$759K
LNB
1072
Ledyard National Bank
$757K -$1.1K -21 -0.2%
OMCS
1073
Old Mutual Customised Solutions
South Africa
$756K +$105K +2,000 +18%
NFGCM
1074
Norman Fields Gottscho Capital Management
New York
$753K
PMFA
1075
Plante Moran Financial Advisors
Michigan
$751K +$86.9K +1,656 +14%