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AbbVie

1,457 hedge funds and large institutions have $64.1B invested in AbbVie in 2014 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 551 increasing their positions, 593 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 55

60% more call options, than puts

Call options by funds: $306M | Put options by funds: $191M

35% more funds holding in top 10

Funds holding in top 10: 5169 (+18)

13% more capital invested

Capital invested by funds: $56.7B → $64.1B (+$7.44B)

2% more funds holding

Funds holding: 1,4221,457 (+35)

2.13% more ownership

Funds ownership: 68.97%71.1% (+2.1%)

7% less repeat investments, than reductions

Existing positions increased: 551 | Existing positions reduced: 593

Holders
1,457
Holders Change
+35
Holders Change %
+2.46%
% of All Funds
41.88%
Holding in Top 10
69
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+35.29%
% of All Funds
1.98%
New
98
Increased
551
Reduced
593
Closed
55
Calls
$306M
Puts
$191M
Net Calls
+$115M
Net Calls Change
-$51.6M
Name Holding Trade Value Shares
Change
Change in
Stake
TWM
1326
Torch Wealth Management
Ohio
$268K +$52 +1 +0%
WRM
1327
Weybosset Research & Management
Rhode Island
$267K
BCM
1328
Brookstone Capital Management
Illinois
$263K +$10.9K +208 +5%
BRWM
1329
B. Riley Wealth Management
Tennessee
$262K -$10.3K -196 -4%
BBNB
1330
Baker Boyer National Bank
Washington
$262K
RC
1331
Roundview Capital
New Jersey
$261K
ECM
1332
Evergreen Capital Management
Washington
$258K -$36.7K -700 -13%
BSW
1333
Buckingham Strategic Wealth
Missouri
$257K +$8.66K +165 +4%
WFG
1334
Wills Financial Group
Virginia
$254K +$31.2K +595 +15%
AIC
1335
Atlantic Investment Company
Georgia
$252K
CISOA
1336
Capital Investment Services of America
Wisconsin
$248K
JIC
1337
Joel Isaacson & Co
New York
$247K +$52 +1 +0%
FIG
1338
Fusion Investment Group
Pennsylvania
$247K +$216K +4,120 +1,689%
AI
1339
Accredited Investors
Minnesota
$244K
GA
1340
Glenhill Advisors
New York
$243K -$188K -3,578 -45%
MCM
1341
Marathon Capital Management
Maryland
$243K -$5.25K -100 -2%
BMC
1342
Benin Management Corp
Connecticut
$240K
ZTNA
1343
Zions Trust National Association
Utah
$240K +$2.26K +43 +1%
HIS
1344
Horizon Investment Services
Indiana
$239K -$2.88K -55 -1%
OCM
1345
Osterweis Capital Management
California
$237K -$6.82K -130 -3%
GIA
1346
Granite Investment Advisors
New Hampshire
$237K +$12.9K +245 +6%
HBT
1347
Hills Bank & Trust
Iowa
$235K -$9.6K -183 -4%
MIM
1348
Miller Investment Management
Pennsylvania
$234K
TIM
1349
Thompson Investment Management
Wisconsin
$233K
FAT
1350
First American Trust
California
$232K +$216K +4,121 New