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
WI
1226
Wintrust Investments
Illinois
$673K +$97.5K +1,597 +17%
MIH
1227
Madison Investment Holdings
Wisconsin
$670K
TF
1228
Tompkins Financial
New York
$668K -$61K -1,000 -9%
PFA
1229
Pure Financial Advisors
California
$667K +$1.47K +24 +0.2%
JIP
1230
Jaffetilchin Investment Partners
Florida
$666K -$255K -4,182 -28%
OWP
1231
Obermeyer Wealth Partners
Colorado
$666K -$42.7K -700 -6%
MHS
1232
M Holdings Securities
Oregon
$666K +$60.7K +995 +10%
FMW
1233
Farr Miller & Washington
District of Columbia
$664K -$48.8K -800 -7%
BSWMG
1234
Barrington Strategic Wealth Management Group
Illinois
$664K -$1.22K -20 -0.2%
B
1235
Bellecapital
Switzerland
$661K -$32.7K -536 -5%
AMG
1236
Asset Management Group
Connecticut
$661K +$732 +12 +0.1%
SG
1237
StoneX Group
New York
$661K +$644K +10,553 New
OC
1238
Oakworth Capital
Alabama
$660K +$39.4K +645 +6%
WAS
1239
WESPAC Advisors SoCal
California
$658K -$15.3K -250 -2%
CFA
1240
CT Financial Advisors
Pennsylvania
$657K +$1.53K +25 +0.2%
IAMOG
1241
Investors Asset Management of Georgia
Georgia
$656K +$40.3K +660 +7%
EDRH
1242
Edmond de Rothschild Holding
Switzerland
$652K +$245K +4,007 +63%
CRC
1243
Curi RMB Capital
Illinois
$652K +$635K +10,408 New
GWCM
1244
Godshalk Welsh Capital Management
Pennsylvania
$649K -$30.5K -500 -5%
MMPW
1245
Mitchell McLeod Pugh & Williams
Alabama
$648K +$30.6K +501 +5%
MIFH
1246
Migdal Insurance & Financial Holdings
Israel
$648K +$631K +10,333 New
IPC
1247
Independent Portfolio Consultants
Florida
$647K -$5.49K -90 -0.9%
ZCA
1248
Zeke Capital Advisors
Pennsylvania
$645K +$276K +4,529 +78%
PFBT
1249
Parkside Financial Bank & Trust
Missouri
$642K -$366 -6 -0.1%
NAM
1250
Needelman Asset Management
California
$638K

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.