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
CHAM
1101
Clear Harbor Asset Management
Connecticut
$683K
LOAMS
1102
Lombard Odier Asset Management (Switzerland)
Switzerland
$683K +$638K +12,166 New
Mariner
1103
Mariner
Kansas
$681K +$69.1K +1,318 +12%
AW
1104
ACG Wealth
Georgia
$681K +$237K +4,515 +60%
SIM
1105
SSI Investment Management
California
$671K -$11K -210 -2%
MBT
1106
Montecito Bank & Trust
California
$670K -$12.1K -231 -2%
BFG
1107
Beacon Financial Group
Texas
$670K +$264K +5,039 +75%
GIS
1108
Guardian Investor Services
New York
$667K -$23.7K -451 -4%
SFT
1109
Simmons First Trust
Arkansas
$663K +$23K +439 +4%
CWA
1110
Constellation Wealth Advisors
New York
$661K -$113K -2,154 -16%
KFS
1111
KMS Financial Services
Washington
$660K +$11.2K +213 +2%
FANJ
1112
Financial Architects (New Jersey)
New Jersey
$659K +$5.09K +97 +0.8%
BCM
1113
Boltwood Capital Management
California
$657K +$145K +2,770 +31%
SMC
1114
Smith, Moore & Co
Missouri
$652K -$282K -5,371 -32%
TCMG
1115
TSP Capital Management Group
New Jersey
$652K +$606K +11,548 New
YIA
1116
YHB Investment Advisors
Connecticut
$650K +$32.3K +615 +6%
CAI
1117
Capital Advisors Inc
Oklahoma
$649K
GJCM
1118
Grand Jean Capital Management
California
$649K
CC
1119
Capital Counsel
New York
$645K
LKIM
1120
Lawson Kroeker Investment Management
Nebraska
$643K
NIM
1121
Northeast Investment Management
Massachusetts
$642K -$315 -6 -0.1%
RCAMU
1122
Rothschild & Co Asset Management US
Connecticut
$636K -$9.44K -180 -2%
TFA
1123
Toth Financial Advisory
Virginia
$634K -$74.8K -1,425 -11%
MPWT
1124
MassMutual Private Wealth & Trust
Connecticut
$633K +$241K +4,587 +69%
VCAM
1125
Van Cleef Asset Management
Ohio
$630K +$105K +2,000 +22%