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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
FDCC
1376
Foster Dykema Cabot & Co
Massachusetts
$427K
CFA
1377
Camarda Financial Advisors
Florida
$426K +$34.6K +567 +9%
IA
1378
Independence Advisors
Pennsylvania
$418K -$610 -10 -0.1%
GCA
1379
Gideon Capital Advisors
New York
$418K +$407K +6,671 New
SWM
1380
SVA Wealth Management
Wisconsin
$416K
MFW
1381
Mosaic Family Wealth
Missouri
$415K +$68.4K +1,120 +20%
PBO
1382
Peoples Bank (Ohio)
Ohio
$413K +$25.9K +425 +7%
CPA
1383
Clear Perspective Advisors
Illinois
$413K +$403K +6,600 New
KIC
1384
Keating Investment Counselors
Florida
$412K +$6.1K +100 +2%
SC
1385
Stralem & Co
New York
$407K -$61K -1,000 -13%
BMC
1386
Benin Management Corp
Connecticut
$405K
DBT
1387
Dubuque Bank & Trust
Iowa
$402K +$168K +2,758 +75%
LIM
1388
Lathrop Investment Management
Arkansas
$400K -$387K -6,335 -50%
ARM
1389
Adirondack Research & Management
New York
$395K
CW
1390
Cobiz Wealth
Colorado
$394K
BSB
1391
Bangor Savings Bank
Maine
$391K -$2.32K -38 -0.6%
SCM
1392
Suffolk Capital Management
New York
$391K
LFA
1393
Landmark Financial Advisors
Kentucky
$390K +$5.07K +83 +1%
GLI
1394
Guardian Life Insurance
New York
$390K +$11.3K +185 +3%
LC
1395
Lourd Capital
California
$388K -$6.17K -101 -2%
OFW
1396
Omnia Family Wealth
Florida
$384K +$374K +6,132 New
BWFM
1397
Bridgewater Wealth & Financial Management
Maryland
$381K +$2.5K +41 +0.7%
PFS
1398
Physicians Financial Services
North Carolina
$380K +$13.7K +225 +4%
IP
1399
Investment Partners
Ohio
$379K -$544K -8,914 -60%
LC
1400
LCNB Corp
Ohio
$375K +$366K +5,988 New

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.