We are live on ! Find out more
ABBV icon

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
KCM
1176
Kornitzer Capital Management
Kansas
$785K +$45.5K +745 +6%
JFA
1177
JNBA Financial Advisors
Minnesota
$774K +$160K +2,628 +27%
CL
1178
Choreo LLC
Illinois
$771K -$179K -2,933 -19%
IEFM
1179
IQ EQ Fund Management
Ireland
$771K -$18.9K -309 -3%
FGP
1180
Foyston, Gordon, & Payne
Ontario, Canada
$769K +$4.58K +75 +0.6%
PAI
1181
Pittenger & Anderson Inc
Nebraska
$769K +$15.7K +258 +2%
AAM
1182
AR Asset Management
California
$764K
VCAM
1183
Van Cleef Asset Management
Ohio
$764K
LWM
1184
Lyons Wealth Management
Florida
$764K +$10.9K +179 +1%
BCM
1185
Bienville Capital Management
New York
$761K +$57.6K +944 +8%
LSCM
1186
LaSalle Street Capital Management
Illinois
$758K
MCP
1187
Mirador Capital Partners
California
$757K -$40.5K -664 -5%
PWM
1188
Perigon Wealth Management
California
$757K +$14K +230 +2%
JRP
1189
Jasper Ridge Partners
California
$751K +$732K +11,993 New
DT
1190
Diversified Trust
Tennessee
$750K +$12.8K +209 +2%
HCM
1191
HMS Capital Management
Tennessee
$750K +$57.3K +938 +8%
SICM
1192
Sustainable Insight Capital Management
New York
$743K +$714K +11,700 New
BCM
1193
Boltwood Capital Management
California
$742K
ICOM
1194
Investment Counselors of Maryland
Maryland
$740K -$6.1K -100 -0.8%
CPA
1195
Capital Planning Advisors
California
$738K -$458K -7,500 -39%
AOWM
1196
Alpha Omega Wealth Management
Virginia
$738K +$684K +11,211 +1,950%
CCM
1197
Crossvault Capital Management
Texas
$733K -$113K -1,850 -14%
CL
1198
CSS LLC
Illinois
$730K
DE
1199
Day & Ennis
Georgia
$726K +$26.2K +430 +4%
FHC
1200
First Heartland Consultants
Missouri
$724K +$49.8K +816 +8%

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.