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AbbVie

1,435 hedge funds and large institutions have $58.2B invested in AbbVie in 2013 Q4 according to their latest regulatory filings, with 192 funds opening new positions, 453 increasing their positions, 606 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

405% more first-time investments, than exits

New positions opened: 192 | Existing positions closed: 38

95% more call options, than puts

Call options by funds: $411M | Put options by funds: $211M

40% more funds holding in top 10

Funds holding in top 10: 4259 (+17)

19% more capital invested

Capital invested by funds: $49B → $58.2B (+$9.16B)

11% more funds holding

Funds holding: 1,2971,435 (+138)

0.04% more ownership

Funds ownership: 69.02%69.06% (+0.04%)

25% less repeat investments, than reductions

Existing positions increased: 453 | Existing positions reduced: 606

Holders
1,435
Holders Change
+138
Holders Change %
+10.64%
% of All Funds
41.63%
Holding in Top 10
59
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+40.48%
% of All Funds
1.71%
New
192
Increased
453
Reduced
606
Closed
38
Calls
$411M
Puts
$211M
Net Calls
+$200M
Net Calls Change
+$14.2M
Name Holding Trade Value Shares
Change
Change in
Stake
NC
1351
NewSquare Capital
Pennsylvania
$189K +$14.1K +286 +9%
JT
1352
Jump Trading
Illinois
$187K +$174K +3,538 New
NCM
1353
Nelson Capital Management
California
$173K
ACM
1354
Antonetti Capital Management
Florida
$172K -$175K -3,570 -52%
MAM
1355
Mizuho Asset Management
Japan
$167K
CFN
1356
Cordasco Financial Network
Florida
$166K +$155K +3,150 New
Cohen & Steers
1357
Cohen & Steers
New York
$164K -$63.9K -1,300 -30%
Manulife (Manufacturers Life Insurance)
1358
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$162K +$767K +15,610 +0.5%
AC
1359
Alexandria Capital
Virginia
$160K +$28.3K +576 +24%
JG
1360
Jefferies Group
New York
$150K -$5.79M -117,709 -98%
PAS
1361
Partnervest Advisory Services
California
$142K -$17.9K -365 -12%
SIA
1362
SeaBridge Investment Advisors
New Jersey
$137K
VNB
1363
Valley National Bancorp
New York
$137K +$127K +2,590 New
CG
1364
Colony Group
Massachusetts
$133K +$124K +2,515 New
WA
1365
Waverly Advisors
Alabama
$128K -$9.88K -201 -8%
RFA
1366
Reilly Financial Advisors
California
$124K +$46.2K +940 +66%
AIM
1367
Acropolis Investment Management
Missouri
$121K
NYLT
1368
New York Life Trust
New York
$110K -$1.43K -29 -1%
CA
1369
CapWealth Advisors
Tennessee
$109K
WIL
1370
Winifred I. Li
$107K -$33.8K -687 -25%
WCM
1371
Windsor Capital Management
Arizona
$104K +$246 +5 +0.3%
BG
1372
Bollard Group
Massachusetts
$95K
CM
1373
Castleark Management
Illinois
$95K
PIM
1374
Parasol Investment Management
Illinois
$78K +$72.7K +1,479 New
TIM
1375
Tortoise Investment Management
New York
$74K

ABBV Hedge Fund Activity: Q4 2013 in Review

1,435 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in AbbVie (ABBV) for Q4 2013, worth a combined $58.2B — up 19% from $49B a quarter earlier.

Buyers outnumbered sellers: 192 funds opened new ABBV positions and 38 closed out — a net gain of 154 holders — while 453 added to existing stakes and 606 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $647M. The largest seller was Wellington Management Group, cutting an estimated $330M.

  • 1,435 institutional investors held AbbVie (ABBV) as of Q4 2013, up from 1,297 in Q3 2013.
  • Funds reported $58.2B of AbbVie stock for Q4 2013, up 19% quarter-over-quarter.
  • 192 funds opened new AbbVie positions in Q4 2013 and 38 closed out, a net change of +154 holders.
  • The largest AbbVie buyer in Q4 2013 was Fidelity Investments, an estimated $647M added.
  • The largest AbbVie seller in Q4 2013 was Wellington Management Group, an estimated $330M sold.

Based on aggregated 13F filings for Q4 2013.