We are live on ! Find out more
ABBV icon

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
AFC
1226
AFT Forsyth & Company
Florida
$195K -$3.59K -81 -2%
JIC
1227
Joel Isaacson & Co
New York
$187K +$91.9K +2,074 +98%
ARMC
1228
American Research & Management Company
Massachusetts
$173K
ZTNA
1229
Zions Trust National Association
Utah
$173K
DAM
1230
Delta Asset Management
Tennessee
$159K -$11.1K -250 -7%
NC
1231
NewSquare Capital
Pennsylvania
$147K -$4.34K -98 -3%
NCM
1232
Nelson Capital Management
California
$146K
MAM
1233
Mizuho Asset Management
Japan
$142K
PAS
1234
Partnervest Advisory Services
California
$137K -$43.7K -985 -24%
Manulife (Manufacturers Life Insurance)
1235
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$136K +$11.1M +249,441 +9%
WIL
1236
Winifred I. Li
$121K -$74.1K -1,672 -38%
WA
1237
Waverly Advisors
Alabama
$118K +$117K +2,630 New
SIA
1238
SeaBridge Investment Advisors
New Jersey
$116K
AC
1239
Alexandria Capital
Virginia
$110K +$576 +13 +0.5%
MP
1240
Manifold Partners
California
$105K -$42.1K -950 -29%
CM
1241
Castleark Management
Illinois
$104K
AIM
1242
Acropolis Investment Management
Missouri
$103K +$102K +2,300 New
VIM
1243
Veritas Investment Management
United Kingdom
$98K
NYLT
1244
New York Life Trust
New York
$94K -$10.3K -232 -10%
CA
1245
CapWealth Advisors
Tennessee
$92K
WCM
1246
Windsor Capital Management
Arizona
$88K -$8.64K -195 -9%
IRS
1247
Invictus RG (Singapore)
Singapore
$83K +$65.9K +1,486 +393%
NHFG
1248
New Harbor Financial Group
Massachusetts
$81K +$26.6K +600 +50%
BG
1249
Bollard Group
Massachusetts
$81K +$79.8K +1,800 New
RFA
1250
Reilly Financial Advisors
California
$65K -$4.3K -97 -6%

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.