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AbbVie

1,727 hedge funds and large institutions have $71.3B invested in AbbVie in 2017 Q1 according to their latest regulatory filings, with 123 funds opening new positions, 651 increasing their positions, 742 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 123 | Existing positions closed: 71

18% more call options, than puts

Call options by funds: $1.25B | Put options by funds: $1.07B

2% more funds holding

Funds holding: 1,6921,727 (+35)

1.45% more ownership

Funds ownership: 67.19%68.64% (+1.5%)

4% more capital invested

Capital invested by funds: $68.3B → $71.3B (+$2.93B)

2% less funds holding in top 10

Funds holding in top 10: 8583 (-2)

12% less repeat investments, than reductions

Existing positions increased: 651 | Existing positions reduced: 742

Holders
1,727
Holders Change
+35
Holders Change %
+2.07%
% of All Funds
42.98%
Holding in Top 10
83
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.35%
% of All Funds
2.07%
New
123
Increased
651
Reduced
742
Closed
71
Calls
$1.25B
Puts
$1.07B
Net Calls
+$188M
Net Calls Change
+$176M
Name Holding Trade Value Shares
Change
Change in
Stake
JIP
1251
Jaffetilchin Investment Partners
Florida
$699K +$5.47K +87 +0.8%
AMG
1252
Asset Management Group
Connecticut
$689K +$943 +15 +0.1%
SCA
1253
Salient Capital Advisors
Texas
$688K -$200K -3,175 -23%
PAS
1254
Partnervest Advisory Services
California
$687K +$38.7K +616 +6%
TBA
1255
Train Babcock Advisors
New York
$684K -$58.2K -925 -8%
MWAC
1256
Mariner Wealth Advisors (Cincinnati)
Ohio
$684K -$45.1K -717 -6%
CIP
1257
Cornerstone Investment Partners
Georgia
$682K +$658K +10,470 New
TF
1258
Tompkins Financial
New York
$681K -$14.4K -229 -2%
CFA
1259
CT Financial Advisors
Pennsylvania
$679K -$4.28K -68 -0.6%
MMPW
1260
Mitchell McLeod Pugh & Williams
Alabama
$679K +$4.97K +79 +0.8%
BIG
1261
Bellwether Investment Group
Tennessee
$675K -$183K -2,914 -22%
RWA
1262
River Wealth Advisors
Pennsylvania
$673K +$39.3K +625 +6%
FMW
1263
Farr Miller & Washington
District of Columbia
$672K -$18.9K -300 -3%
PP
1264
Pegasus Partners
Wisconsin
$670K +$396K +6,300 +158%
WHG
1265
Westwood Holdings Group
Texas
$668K -$5.35M -85,145 -89%
PIM
1266
Partner Investment Management
California
$667K -$833K -13,247 -56%
CFMC
1267
Curbstone Financial Management Corp
New Hampshire
$667K +$18.5K +295 +3%
DE
1268
Day & Ennis
Georgia
$666K -$85.9K -1,366 -12%
WIM
1269
Waverton Investment Management
United Kingdom
$663K +$639K +10,169 New
SG
1270
StoneX Group
New York
$661K -$63 -1 -0%
WCA
1271
Westover Capital Advisors
Delaware
$661K +$24.4K +388 +4%
CAS
1272
Cue Advisory Services
Arizona
$661K +$75.4K +1,200 +13%
BSWMG
1273
Barrington Strategic Wealth Management Group
Illinois
$660K -$29.5K -470 -4%
NAM
1274
Needelman Asset Management
California
$660K -$3.14K -50 -0.5%
BCA
1275
Bray Capital Advisors
Florida
$658K -$1.39M -22,144 -69%

ABBV Hedge Fund Activity: Q1 2017 in Review

1,727 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in AbbVie (ABBV) for Q1 2017, worth a combined $71.3B — up 4.3% from $68.3B a quarter earlier.

Buyers outnumbered sellers: 123 funds opened new ABBV positions and 71 closed out — a net gain of 52 holders — while 651 added to existing stakes and 742 trimmed.

The largest buyer was BlackRock, adding an estimated $5.55B. The largest seller was Highfields Capital Management, exiting entirely with an estimated $372M sold.

  • 1,727 institutional investors held AbbVie (ABBV) as of Q1 2017, up from 1,692 in Q4 2016.
  • Funds reported $71.3B of AbbVie stock for Q1 2017, up 4.3% quarter-over-quarter.
  • 123 funds opened new AbbVie positions in Q1 2017 and 71 closed out, a net change of +52 holders.
  • The largest AbbVie buyer in Q1 2017 was BlackRock, an estimated $5.55B added.
  • The largest AbbVie seller in Q1 2017 was Highfields Capital Management, an estimated $372M sold.

Based on aggregated 13F filings for Q1 2017.