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
SSWM
1051
Sheets Smith Wealth Management
North Carolina
$1.15M +$366 +6 +0%
FNBTCON
1052
First National Bank & Trust Co of Newtown
Pennsylvania
$1.14M
BS
1053
Banco Santander
Spain
$1.14M +$1.11M +18,238 New
CIM
1054
CIM Investment Management
Pennsylvania
$1.14M +$16.5K +270 +2%
BOS
1055
Bingham Osborn & Scarborough
California
$1.14M -$52.1K -853 -4%
JAM
1056
Jolley Asset Management
North Carolina
$1.13M +$3.05K +50 +0.3%
JIM
1057
Jupiter Investment Management
United Kingdom
$1.12M -$41M -671,052 -97%
FCAG
1058
First Capital Advisors Group
New Jersey
$1.12M +$1.09M +17,834 New
TA
1059
Tiedemann Advisors
New York
$1.1M +$507K +8,308 +90%
PCM
1060
Perkins Capital Management
Minnesota
$1.1M -$15.3K -250 -1%
MCM
1061
Mengis Capital Management
Oregon
$1.09M +$24.4K +400 +2%
SBWIC
1062
Schaper Benz & Wise Investment Counsel
Wisconsin
$1.09M -$125K -2,050 -11%
MJP
1063
Michael J. Puzo
$1.08M
SIAP
1064
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.08M +$1.06M +17,290 New
SCM
1065
Stonebridge Capital Management
California
$1.08M
TAM
1066
Tyers Asset Management
Texas
$1.08M +$1.05M +17,232 New
PWPCM
1067
Perella Weinberg Partners Capital Management
New York
$1.08M +$1.05M +17,202 New
MSAM
1068
Moloney Securities Asset Management
Missouri
$1.07M +$1.05M +17,162 New
TIA
1069
Tiemann Investment Advisors
California
$1.07M -$6.1K -100 -0.6%
GRQ
1070
Gardner Russo & Quinn
Pennsylvania
$1.07M
TTWM
1071
TCV Trust & Wealth Management
Virginia
$1.07M
SAM
1072
Security Asset Management
New York
$1.07M -$40.5K -663 -4%
OI
1073
Oakbrook Investments
Illinois
$1.07M -$119K -1,950 -10%
BDF
1074
Balasa Dinverno & Foltz
$1.06M +$118K +1,926 +13%
PFS
1075
Prospera Financial Services
Texas
$1.06M +$977 +16 +0.1%

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.