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AbbVie

1,634 hedge funds and large institutions have $69.9B invested in AbbVie in 2016 Q2 according to their latest regulatory filings, with 97 funds opening new positions, 621 increasing their positions, 698 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more funds holding in top 10

Funds holding in top 10: 8194 (+13)

13% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 86

12% more capital invested

Capital invested by funds: $62.5B → $69.9B (+$7.32B)

0% less funds holding

Funds holding: 1,6381,634 (-4)

2.72% less ownership

Funds ownership: 69.94%67.22% (-2.7%)

11% less repeat investments, than reductions

Existing positions increased: 621 | Existing positions reduced: 698

26% less call options, than puts

Call options by funds: $1.17B | Put options by funds: $1.58B

Holders
1,634
Holders Change
-4
Holders Change %
-0.24%
% of All Funds
43.6%
Holding in Top 10
94
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+16.05%
% of All Funds
2.51%
New
97
Increased
621
Reduced
698
Closed
86
Calls
$1.17B
Puts
$1.58B
Net Calls
-$411M
Net Calls Change
-$430M
Name Holding Trade Value Shares
Change
Change in
Stake
Kayne Anderson Rudnick Investment Management
1376
Kayne Anderson Rudnick Investment Management
California
$358K
RIG
1377
Roosevelt Investment Group
New York
$356K -$11.3K -186 -3%
LFA
1378
Landmark Financial Advisors
Kentucky
$355K +$183 +3 +0.1%
EBSAM
1379
Eubel Brady & Suttman Asset Management
Ohio
$354K -$19.8K -325 -5%
MCTIC
1380
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$353K
MWP
1381
MYCIO Wealth Partners
Pennsylvania
$353K
PAMG
1382
Patton Albertson Miller Group
Tennessee
$352K -$135K -2,210 -28%
HDIM
1383
Hanson & Doremus Investment Management
Vermont
$351K +$2.13K +35 +0.6%
CFS
1384
Commonwealth Financial Services
West Virginia
$348K -$25K -410 -7%
FC
1385
FIC Capital
New York
$347K
CRIG
1386
Charter Research & Investment Group
Connecticut
$345K
M
1387
MOTCO
Texas
$344K
CFA
1388
Camarda Financial Advisors
Florida
$344K +$42.2K +692 +14%
TRCT
1389
Tower Research Capital (TRC)
New York
$343K +$332K +5,456 +6,495%
DMC
1390
Drexel Morgan & Co
Pennsylvania
$342K
LD
1391
Lipe & Dalton
New York
$341K +$134K +2,200 +66%
ZCI
1392
Zevenbergen Capital Investments
Washington
$340K
S
1393
SignatureFD
Georgia
$340K +$87.6K +1,438 +35%
LPC
1394
Loeb Partners Corp
New York
$339K +$334K +5,480 New
BCM
1395
Becker Capital Management
Oregon
$337K -$13.1K -215 -4%
GIA
1396
GHP Investment Advisors
Colorado
$337K -$2.01K -33 -0.6%
B
1397
Bailard
California
$336K +$331K +5,429 New
CCM
1398
Copeland Capital Management
Pennsylvania
$335K -$14K -230 -4%
WA
1399
Wealth Architects
California
$333K -$31.2K -512 -9%
WIP
1400
Wellesley Investment Partners
Massachusetts
$325K

ABBV Hedge Fund Activity: Q2 2016 in Review

1,634 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in AbbVie (ABBV) for Q2 2016, worth a combined $69.9B — up 12% from $62.5B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new ABBV positions and 86 closed out — a net gain of 11 holders — while 621 added to existing stakes and 698 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $4.67B. The largest seller was Royal London Asset Management, cutting an estimated $1.36B.

  • 1,634 institutional investors held AbbVie (ABBV) as of Q2 2016, down from 1,638 in Q1 2016.
  • Funds reported $69.9B of AbbVie stock for Q2 2016, up 12% quarter-over-quarter.
  • 97 funds opened new AbbVie positions in Q2 2016 and 86 closed out, a net change of +11 holders.
  • The largest AbbVie buyer in Q2 2016 was Capital Research Global Investors, an estimated $4.67B added.
  • The largest AbbVie seller in Q2 2016 was Royal London Asset Management, an estimated $1.36B sold.

Based on aggregated 13F filings for Q2 2016.