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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
VC
1301
Vicus Capital
Pennsylvania
$557K +$139K +2,285 +35%
DAS
1302
Dynamic Advisor Solutions
Arizona
$557K +$543K +8,898 New
KA
1303
Kovack Advisors
Florida
$555K +$71.2K +1,167 +15%
BFG
1304
Beacon Financial Group
Texas
$550K +$58.1K +952 +12%
NERM
1305
New England Research & Management
Illinois
$548K +$302K +4,950 +130%
S
1306
SignatureFD
Georgia
$547K -$61.7K -1,011 -10%
WA
1307
Wealth Architects
California
$547K +$225K +3,693 +73%
EGA
1308
E&G Advisors
Texas
$545K -$122K -2,000 -19%
SWM
1309
Stockman Wealth Management
Montana
$544K
FBA
1310
Front Barnett Associates
Illinois
$542K
Jane Street
1311
Jane Street
New York
$537K -$2.54M -41,537 -83%
BWP
1312
Baldwin Wealth Partners
Massachusetts
$537K
SEC
1313
Seven Eight Capital
New York
$536K +$522K +8,558 New
BONST
1314
Bank of Nova Scotia Trust
Ontario, Canada
$533K -$18.3K -299 -3%
GIA
1315
Gargoyle Investment Advisor
New Jersey
$533K +$519K +8,504 New
FC
1316
Fayerweather Charles
$532K -$179K -2,928 -26%
RIG
1317
Renaissance Investment Group
Massachusetts
$532K -$12.2K -200 -2%
KP
1318
Keel Point
Alabama
$532K +$67.6K +1,107 +15%
AIM
1319
Allen Investment Management
New York
$531K
FIM
1320
Frontier Investment Management
Texas
$529K -$16.5K -270 -3%
HEIP
1321
Hudson Edge Investment Partners
New Jersey
$528K +$3.05K +50 +0.6%
Koshinski Asset Management
1322
Koshinski Asset Management
Illinois
$527K -$103K -1,689 -17%
RA
1323
RFG Advisory
Alabama
$526K
BP
1324
Ballentine Partners
Massachusetts
$523K +$66.2K +1,085 +15%
TC
1325
TFS Capital
Pennsylvania
$523K +$139K +2,271 +37%

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.