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AbbVie

1,296 hedge funds and large institutions have $49B invested in AbbVie in 2013 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 477 increasing their positions, 562 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

166% more call options, than puts

Call options by funds: $297M | Put options by funds: $111M

43% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 53

10% more capital invested

Capital invested by funds: $44.6B → $49B (+$4.47B)

8% more funds holding in top 10

Funds holding in top 10: 3942 (+3)

0.88% more ownership

Funds ownership: 68.14%69.02% (+0.88%)

1% more funds holding

Funds holding: 1,2861,296 (+10)

15% less repeat investments, than reductions

Existing positions increased: 477 | Existing positions reduced: 562

Holders
1,296
Holders Change
+10
Holders Change %
+0.78%
% of All Funds
42.02%
Holding in Top 10
42
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.69%
% of All Funds
1.36%
New
76
Increased
477
Reduced
562
Closed
53
Calls
$297M
Puts
$111M
Net Calls
+$185M
Net Calls Change
+$140M
Name Holding Trade Value Shares
Change
Change in
Stake
EA
1126
Emerald Advisers
Pennsylvania
$330K +$327K +7,373 New
CASB
1127
Cape Ann Savings Bank
Massachusetts
$329K -$117K -2,632 -26%
GHAM
1128
Gilman Hill Asset Management
Connecticut
$328K -$182K -4,100 -36%
SOAMC
1129
Spirit of America Management Corp
New York
$327K
MWAC
1130
Mariner Wealth Advisors (Cincinnati)
Ohio
$327K +$10.4K +234 +3%
PAM
1131
Private Asset Management
California
$323K -$125K -2,812 -28%
EFSCE
1132
Enterprise Financial Services Corp (EFSC)
Missouri
$322K +$14.5K +326 +5%
IPRC
1133
Indices-Pac Research Corporation
New Jersey
$321K -$569K -12,839 -64%
OA
1134
Oxbow Advisors
Texas
$321K
GKIM
1135
GW&K Investment Management
Massachusetts
$318K -$8.87K -200 -3%
AI
1136
ArchPoint Investors
Florida
$310K -$9.75K -220 -3%
HL
1137
HeadInvest LLC
Maine
$306K -$46.5K -1,050 -13%
TT
1138
Tiedemann Trust
Delaware
$305K -$9.88K -223 -3%
ACM
1139
Antonetti Capital Management
Florida
$305K +$14.4K +325 +5%
BP
1140
Ballentine Partners
Massachusetts
$305K +$84.7K +1,910 +39%
HHGA
1141
Halbert Hargrove Global Advisors
California
$303K -$4.03K -91 -1%
ESBC
1142
E.S. Barr & Co
Kentucky
$303K +$37K +834 +14%
LIM
1143
Lathrop Investment Management
Arkansas
$301K +$2.39K +54 +0.8%
CW
1144
Cobiz Wealth
Colorado
$296K +$62.1K +1,402 +27%
LC
1145
Lubar & Co
Wisconsin
$296K +$115K +2,597 +65%
WA
1146
WESPAC Advisors
California
$296K +$293K +6,616 New
SWK
1147
Stephen W. Kidder
$292K -$17.4K -392 -6%
HCM
1148
Harvest Capital Management
New Hampshire
$291K
ARM
1149
Adirondack Research & Management
New York
$290K -$8.87K -200 -3%
TA
1150
TBP Advisors
New York
$285K

ABBV Hedge Fund Activity: Q3 2013 in Review

1,296 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in AbbVie (ABBV) for Q3 2013, worth a combined $49B — up 10% from $44.6B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new ABBV positions and 53 closed out — a net gain of 23 holders — while 477 added to existing stakes and 562 trimmed.

The largest buyer was Vanguard Group, adding an estimated $136M. The largest seller was Capital Research Global Investors, cutting an estimated $125M.

  • 1,296 institutional investors held AbbVie (ABBV) as of Q3 2013, up from 1,286 in Q2 2013.
  • Funds reported $49B of AbbVie stock for Q3 2013, up 10% quarter-over-quarter.
  • 76 funds opened new AbbVie positions in Q3 2013 and 53 closed out, a net change of +23 holders.
  • The largest AbbVie buyer in Q3 2013 was Vanguard Group, an estimated $136M added.
  • The largest AbbVie seller in Q3 2013 was Capital Research Global Investors, an estimated $125M sold.

Based on aggregated 13F filings for Q3 2013.