ABBV icon

AbbVie
ABBV

Overview Fund Activity

1,432 hedge funds and large institutions have $58.2B invested in AbbVie in 2013 Q4 according to their latest regulatory filings, with 191 funds opening new positions, 453 increasing their positions, 605 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,432
Holders Change
+137
Holders Change %
+10.58%
% of All Funds
41.59%
Holding in Top 10
59
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+40.48%
% of All Funds
1.71%
New
191
Increased
453
Reduced
605
Closed
38
Calls
$411M
Puts
$211M
Net Calls
+$200M
Net Calls Change
+$14.2M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$695M
2
Fidelity International
Fidelity International
Bermuda
+$225M
3
Capital International Investors
Capital International Investors
California
+$224M
4
Morgan Stanley
Morgan Stanley
New York
+$186M
5
Westfield Capital Management
Westfield Capital Management
Massachusetts
+$151M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$355M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$254M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$217M
4
JHIU
Janus Henderson Investors US
Colorado
-$196M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$159M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
1076
Callahan Advisors
Texas
$651K +$1.06K +20 +0.2%
MJP
1077
Michael J. Puzo
$650K – – –
LSA
1078
L & S Advisors
California
$648K +$83.2K +1,576 +15%
MTC
1079
McDaniel Terry & Co
Texas
$646K – – –
AAM
1080
Augustine Asset Management
Florida
$640K -$452K -8,550 -41%
CHAM
1081
Clear Harbor Asset Management
Connecticut
$640K – – –
NIM
1082
Northeast Investment Management
Massachusetts
$632K +$23.5K +445 +4%
PMFA
1083
Plante Moran Financial Advisors
Michigan
$629K -$47.5K -899 -7%
SA
1084
Strategic Advisors
New York
$619K -$14K -266 -2%
ARMT
1085
Amica Retiree Medical Trust
Rhode Island
$612K +$612K +11,586 New
FANJ
1086
Financial Architects (New Jersey)
New Jersey
$611K +$63.5K +1,201 +12%
CCA
1087
Conestoga Capital Advisors
Pennsylvania
$610K – – –
CAI
1088
Capital Advisors Inc
Oklahoma
$607K – – –
GJCM
1089
Grand Jean Capital Management
California
$607K – – –
CC
1090
Capital Counsel
New York
$603K +$3.96K +75 +0.7%
TCMG
1091
TSP Capital Management Group
New Jersey
$602K -$510K – –
LKIM
1092
Lawson Kroeker Investment Management
Nebraska
$602K – – –
VKH
1093
Virtu KCG Holdings
New York
$599K -$12.6K -238 -2%
PWM
1094
Perigon Wealth Management
California
$596K +$596K +11,300 New
EAM
1095
Evanson Asset Management
California
$591K +$591K +11,183 New
PCMC
1096
Paragon Capital Management (Colorado)
Colorado
$590K – – –
LWM
1097
Lyons Wealth Management
Florida
$589K +$62.9K +1,188 +12%
CIP
1098
Convergence Investment Partners
Florida
$588K +$87.5K +1,656 +17%
VCM
1099
Violich Capital Management
California
$587K -$46.7K -885 -7%
MBT
1100
Montecito Bank & Trust
California
$585K -$10.6K -200 -2%
42 43
44
45 46