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AbbVie
ABBV

Overview Fund Activity

1,432 hedge funds and large institutions have $58.2B invested in AbbVie in 2013 Q4 according to their latest regulatory filings, with 191 funds opening new positions, 453 increasing their positions, 605 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,432
Holders Change
+137
Holders Change %
+10.58%
% of All Funds
41.59%
Holding in Top 10
59
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+40.48%
% of All Funds
1.71%
New
191
Increased
453
Reduced
605
Closed
38
Calls
$411M
Puts
$211M
Net Calls
+$200M
Net Calls Change
+$14.2M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$3.86B
2
Fidelity International
Fidelity International
Bermuda
$230M
3
Capital International Investors
Capital International Investors
California
$548M
4
Morgan Stanley
Morgan Stanley
New York
$506M
5
Westfield Capital Management
Westfield Capital Management
Massachusetts
$153M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$94.3M
2
Capital Research Global Investors
Capital Research Global Investors
California
$5.28B
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$15M
4
JHIU
Janus Henderson Investors US
Colorado
$1.08B
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$376M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWM
1376
Focused Wealth Management
New York
$67K +$53 +1 +0.1%
HF
1377
Hoxton Financial
West Virginia
$66K +$12.9K +246 +24%
IMS
1378
Index Management Solutions
Pennsylvania
$66K +$49.4K +941 +298%
TCM
1379
Tradewinds Capital Management
Washington
$66K +$66K +1,245 New
AFIA
1380
America First Investment Advisors
Nebraska
$65K – – –
FA
1381
Financial Advantage
Maryland
$63K – – –
OC
1382
Oakworth Capital
Alabama
$58K +$58K +1,099 New
CCM
1383
Chilton Capital Management
Texas
$58K – – –
CAL
1384
Capital Advisors Ltd
Ohio
$54K +$54K +1,022 New
CFG
1385
CKW Financial Group
Hawaii
$54K +$54K +1,028 New
NHFG
1386
New Harbor Financial Group
Massachusetts
$53K -$42.2K -800 -44%
FMA
1387
FNY Managed Accounts
New York
$53K +$53K +1,000 New
LWM
1388
LBA Wealth Management
Florida
$53K +$53K +1,000 New
TFMS
1389
Trust & Fiduciary Management Services
Massachusetts
$48K -$3.58K -68 -7%
HCP
1390
Holt Capital Partners
Texas
$48K +$48K +900 New
SMG
1391
Spectrum Management Group
Indiana
$40K +$40K +750 New
MUMSS
1392
Mitsubishi UFJ Morgan Stanley Securities
Japan
$37K – – –
SHWM
1393
Smith & Howard Wealth Management
Georgia
$37K +$17.3K +329 +88%
CFA
1394
Carroll Financial Associates
North Carolina
$36K -$13K -250 -27%
SMU
1395
Signet Management USA
Virginia
$36K +$36K +685 New
JIR
1396
James Investment Research
Ohio
$32K – – –
FWC
1397
First Washington Corp
Washington
$32K +$32K +600 New
HI
1398
Hudock Inc
Pennsylvania
$29K – – –
TRCT
1399
Tower Research Capital (TRC)
New York
$27K -$1.73M -32,378 -98%
BBPWM
1400
Blue Bell Private Wealth Management
Pennsylvania
$27K +$27K +520 New
54 55
56
57 58