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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
FFA
1076
First Foundation Advisors
California
$1.05M +$230K +3,772 +29%
ACA
1077
Anchor Capital Advisors
Massachusetts
$1.05M -$864K -14,150 -46%
AUB
1078
Atlantic Union Bankshares
Virginia
$1.05M
GBT
1079
Grove Bank & Trust
Florida
$1.05M +$91.9K +1,506 +10%
IAA
1080
Independent Advisor Alliance
North Carolina
$1.04M +$1.04M +17,041 New
CCA
1081
Checchi Capital Advisers
California
$1.04M +$53.2K +872 +6%
BFC
1082
Blue Fin Capital
Rhode Island
$1.04M +$59.5K +975 +6%
JWBC
1083
J.W. Burns & Co
New York
$1.03M +$153K +2,500 +18%
FIM
1084
Fernwood Investment Management
Massachusetts
$1.03M
SFG
1085
SevenBridge Financial Group
Pennsylvania
$1.03M
NSAM
1086
North Star Asset Management
Wisconsin
$1.03M
HB
1087
Homrich & Berg
Georgia
$1.03M +$31.3K +513 +3%
BWL
1088
Bogart Wealth LLC
Virginia
$1.03M +$1M +16,420 New
SPC
1089
Stewart & Patten Company
California
$1.02M +$48.8K +800 +5%
WA
1090
WBH Advisory
Maryland
$1.02M -$35.2K -577 -3%
QCMC
1091
Quantum Capital Management (California)
California
$1.02M -$13.9K -228 -1%
IB
1092
Intrust Bank
Kansas
$1.02M +$31.4K +514 +3%
BCI
1093
Brinker Capital Investments
Pennsylvania
$1.02M -$15.7K -257 -2%
GXMC
1094
Global X Management Company
New York
$1.01M +$245K +4,019 +33%
BTIS
1095
BB&T Investment Services
North Carolina
$1.01M +$981K +16,073 New
UBWV
1096
United Bank (West Virginia)
West Virginia
$1M -$77.3K -1,267 -7%
HAIM
1097
Hunter Associates Investment Management
Pennsylvania
$1M +$24.4K +400 +3%
NJBEST
1098
New Jersey Better Educational Savings Trust
New Jersey
$1M
PTC
1099
Provident Trust Company
Wisconsin
$1M
BVDMP
1100
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$996K

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.