We are live on ! Find out more
ABBV icon

AbbVie

1,501 hedge funds and large institutions have $72.7B invested in AbbVie in 2014 Q3 according to their latest regulatory filings, with 105 funds opening new positions, 581 increasing their positions, 589 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more call options, than puts

Call options by funds: $1.05B | Put options by funds: $449M

110% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 50

16% more funds holding in top 10

Funds holding in top 10: 6980 (+11)

13% more capital invested

Capital invested by funds: $64.1B → $72.7B (+$8.59B)

7.96% more ownership

Funds ownership: 71.1%79.06% (+8%)

3% more funds holding

Funds holding: 1,4571,501 (+44)

1% less repeat investments, than reductions

Existing positions increased: 581 | Existing positions reduced: 589

Holders
1,501
Holders Change
+44
Holders Change %
+3.02%
% of All Funds
43.55%
Holding in Top 10
80
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+15.94%
% of All Funds
2.32%
New
105
Increased
581
Reduced
589
Closed
50
Calls
$1.05B
Puts
$449M
Net Calls
+$597M
Net Calls Change
+$482M
Name Holding Trade Value Shares
Change
Change in
Stake
ARM
1301
Adirondack Research & Management
New York
$374K
FFA
1302
First Foundation Advisors
California
$370K +$70.7K +1,273 +25%
HC
1303
Hourglass Capital
Texas
$366K -$4.3M -77,370 -92%
LA
1304
Lau Associates
Delaware
$362K -$83.3K -1,500 -19%
SC
1305
Stratford Consulting
Texas
$360K +$1.78K +32 +0.5%
IC
1306
IKOS CIF
Cyprus
$358K +$342K +6,169 New
SOADOR
1307
State of Alaska Department of Revenue
Alaska
$354K -$144K -2,600 -30%
PFM
1308
Parsec Financial Management
North Carolina
$351K -$21.9K -395 -6%
SAMC
1309
Shinko Asset Management Company
Japan
$349K -$16.7K -300 -5%
HDIM
1310
Hanson & Doremus Investment Management
Vermont
$348K -$11.1K -200 -3%
B
1311
BancorpSouth
Mississippi
$345K -$175K -3,148 -34%
OA
1312
Outfitter Advisors
Virginia
$343K
PHAM
1313
Palisades Hudson Asset Management
Florida
$342K
HSA
1314
HBK Sorce Advisory
Pennsylvania
$340K -$14K -253 -4%
AWM
1315
Altavista Wealth Management
North Carolina
$339K -$14.2K -255 -4%
AIM
1316
Aspen Investment Management
Michigan
$339K +$10.1K +182 +3%
EBSAM
1317
Eubel Brady & Suttman Asset Management
Ohio
$339K -$15.5K -280 -5%
CW
1318
Cobiz Wealth
Colorado
$338K -$13.8K -248 -4%
WPP
1319
Whalerock Point Partners
Rhode Island
$337K +$8.33K +150 +3%
CCC
1320
Chelsea Counsel Company
California
$336K -$9.5M -171,159 -97%
SSG
1321
Summit Securities Group
New York
$335K +$172K +3,100 +115%
Kayne Anderson Rudnick Investment Management
1322
Kayne Anderson Rudnick Investment Management
California
$334K
MCTIC
1323
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$329K
ST
1324
Stifel Trust
Missouri
$326K
KJHP
1325
K.J. Harrison & Partners
Ontario, Canada
$325K

ABBV Hedge Fund Activity: Q3 2014 in Review

1,501 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in AbbVie (ABBV) for Q3 2014, worth a combined $72.7B — up 13% from $64.1B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new ABBV positions and 50 closed out — a net gain of 55 holders — while 581 added to existing stakes and 589 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $1.35B. The largest seller was Norges Bank, cutting an estimated $634M.

  • 1,501 institutional investors held AbbVie (ABBV) as of Q3 2014, up from 1,457 in Q2 2014.
  • Funds reported $72.7B of AbbVie stock for Q3 2014, up 13% quarter-over-quarter.
  • 105 funds opened new AbbVie positions in Q3 2014 and 50 closed out, a net change of +55 holders.
  • The largest AbbVie buyer in Q3 2014 was Fidelity Investments, an estimated $1.35B added.
  • The largest AbbVie seller in Q3 2014 was Norges Bank, an estimated $634M sold.

Based on aggregated 13F filings for Q3 2014.