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AbbVie

1,727 hedge funds and large institutions have $71.3B invested in AbbVie in 2017 Q1 according to their latest regulatory filings, with 123 funds opening new positions, 651 increasing their positions, 742 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 123 | Existing positions closed: 71

18% more call options, than puts

Call options by funds: $1.25B | Put options by funds: $1.07B

2% more funds holding

Funds holding: 1,6921,727 (+35)

1.45% more ownership

Funds ownership: 67.19%68.64% (+1.5%)

4% more capital invested

Capital invested by funds: $68.3B → $71.3B (+$2.93B)

2% less funds holding in top 10

Funds holding in top 10: 8583 (-2)

12% less repeat investments, than reductions

Existing positions increased: 651 | Existing positions reduced: 742

Holders
1,727
Holders Change
+35
Holders Change %
+2.07%
% of All Funds
42.98%
Holding in Top 10
83
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.35%
% of All Funds
2.07%
New
123
Increased
651
Reduced
742
Closed
71
Calls
$1.25B
Puts
$1.07B
Net Calls
+$188M
Net Calls Change
+$176M
Name Holding Trade Value Shares
Change
Change in
Stake
ITIM
1051
Indiana Trust & Investment Management
Indiana
$1.23M -$121K -1,925 -9%
BIM
1052
Baldwin Investment Management
Pennsylvania
$1.23M
CG
1053
Caprock Group
Idaho
$1.23M -$270K -4,287 -19%
EFSCE
1054
Enterprise Financial Services Corp (EFSC)
Missouri
$1.22M +$1.95K +31 +0.2%
CCA
1055
Checchi Capital Advisers
California
$1.21M +$121K +1,924 +12%
TWA
1056
TCI Wealth Advisors
Arizona
$1.21M -$87K -1,384 -7%
MBI
1057
Montrusco Bolton Investments
Quebec, Canada
$1.21M -$1.06M -16,859 -48%
EM
1058
ELCO Management
New York
$1.21M
LNB
1059
Ledyard National Bank
$1.2M +$245K +3,890 +27%
FNBOO
1060
First National Bank of Omaha
Nebraska
$1.2M -$27.7K -440 -2%
DLA
1061
Douglas Lane & Associates
New York
$1.19M -$65.6K -1,043 -5%
FNBTCON
1062
First National Bank & Trust Co of Newtown
Pennsylvania
$1.19M
MWNA
1063
Marshall Wace North America
New York
$1.18M +$1.15M +18,214 New
JIM
1064
Jupiter Investment Management
United Kingdom
$1.18M +$16.1K +256 +1%
BA
1065
Bennicas & Associates
California
$1.18M -$50.3K -800 -4%
LF
1066
Lee Financial
Texas
$1.18M -$35.3K -561 -3%
SSWM
1067
Sheets Smith Wealth Management
North Carolina
$1.18M -$12.1K -192 -1%
DP
1068
Dearborn Partners
Illinois
$1.17M -$82.7K -1,315 -7%
IAS
1069
IMA Advisory Services
Colorado
$1.17M +$149K +2,367 +15%
BWL
1070
Bogart Wealth LLC
Virginia
$1.17M +$96.1K +1,528 +9%
WIA
1071
Westbourne Investment Advisors
Maryland
$1.17M -$31.4K -500 -3%
JAM
1072
Jolley Asset Management
North Carolina
$1.16M -$17.6K -280 -2%
MC
1073
Miles Capital
Iowa
$1.15M -$91K -1,448 -8%
SIAP
1074
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.14M +$15.7K +250 +1%
FIM
1075
Fernwood Investment Management
Massachusetts
$1.14M +$62.9K +1,000 +6%

ABBV Hedge Fund Activity: Q1 2017 in Review

1,727 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in AbbVie (ABBV) for Q1 2017, worth a combined $71.3B — up 4.3% from $68.3B a quarter earlier.

Buyers outnumbered sellers: 123 funds opened new ABBV positions and 71 closed out — a net gain of 52 holders — while 651 added to existing stakes and 742 trimmed.

The largest buyer was BlackRock, adding an estimated $5.55B. The largest seller was Highfields Capital Management, exiting entirely with an estimated $372M sold.

  • 1,727 institutional investors held AbbVie (ABBV) as of Q1 2017, up from 1,692 in Q4 2016.
  • Funds reported $71.3B of AbbVie stock for Q1 2017, up 4.3% quarter-over-quarter.
  • 123 funds opened new AbbVie positions in Q1 2017 and 71 closed out, a net change of +52 holders.
  • The largest AbbVie buyer in Q1 2017 was BlackRock, an estimated $5.55B added.
  • The largest AbbVie seller in Q1 2017 was Highfields Capital Management, an estimated $372M sold.

Based on aggregated 13F filings for Q1 2017.