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AbbVie

1,727 hedge funds and large institutions have $71.3B invested in AbbVie in 2017 Q1 according to their latest regulatory filings, with 123 funds opening new positions, 651 increasing their positions, 742 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 123 | Existing positions closed: 71

18% more call options, than puts

Call options by funds: $1.25B | Put options by funds: $1.07B

2% more funds holding

Funds holding: 1,6921,727 (+35)

1.45% more ownership

Funds ownership: 67.19%68.64% (+1.5%)

4% more capital invested

Capital invested by funds: $68.3B → $71.3B (+$2.93B)

2% less funds holding in top 10

Funds holding in top 10: 8583 (-2)

12% less repeat investments, than reductions

Existing positions increased: 651 | Existing positions reduced: 742

Holders
1,727
Holders Change
+35
Holders Change %
+2.07%
% of All Funds
42.98%
Holding in Top 10
83
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.35%
% of All Funds
2.07%
New
123
Increased
651
Reduced
742
Closed
71
Calls
$1.25B
Puts
$1.07B
Net Calls
+$188M
Net Calls Change
+$176M
Name Holding Trade Value Shares
Change
Change in
Stake
OIM
1376
Orca Investment Management
Oregon
$476K
KSA
1377
Ken Stern & Associates
California
$475K -$3.71K -59 -0.8%
FIM
1378
Frontier Investment Management
Texas
$474K -$65.1K -1,036 -12%
MHS
1379
M Holdings Securities
Oregon
$473K -$212K -3,376 -32%
AGA
1380
Accuvest Global Advisors
Utah
$473K +$456K +7,256 New
HCM
1381
Hollencrest Capital Management
California
$465K +$449K +7,139 New
CANY
1382
Caxton Associates (New York)
New York
$463K +$446K +7,100 New
CCM
1383
CrestPoint Capital Management
Missouri
$456K +$69.2K +1,100 +19%
PSC
1384
Prentiss Smith & Co
Vermont
$453K -$18.8K -299 -4%
WFG
1385
Wills Financial Group
Virginia
$451K -$28.9K -460 -6%
CAM
1386
Congress Asset Management
Massachusetts
$448K -$8.49K -135 -2%
OWP
1387
Obermeyer Wealth Partners
Colorado
$447K -$237K -3,770 -35%
WPW
1388
Waldron Private Wealth
Pennsylvania
$446K +$104K +1,653 +31%
FDCC
1389
Foster Dykema Cabot & Co
Massachusetts
$444K
DHFB
1390
Dixon Hubard Feinour & Brown
Virginia
$440K -$4.29M -68,158 -91%
IWA
1391
Intercontinental Wealth Advisors
Texas
$438K -$8.05K -128 -2%
TCOO
1392
Trust Company of Oklahoma
Oklahoma
$438K -$28K -445 -6%
CPIG
1393
Chicago Partners Investment Group
Illinois
$437K -$63.5K -1,010 -13%
IA
1394
Independence Advisors
Pennsylvania
$435K
RIG
1395
Renaissance Investment Group
Massachusetts
$432K -$118K -1,870 -22%
BP
1396
Ballentine Partners
Massachusetts
$428K -$113K -1,798 -21%
KIC
1397
Keating Investment Counselors
Florida
$428K
B
1398
Bailard
California
$422K +$64.8K +1,031 +19%
BMC
1399
Benin Management Corp
Connecticut
$421K
MCM
1400
Manchester Capital Management
Vermont
$420K -$47.2K -750 -10%

ABBV Hedge Fund Activity: Q1 2017 in Review

1,727 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in AbbVie (ABBV) for Q1 2017, worth a combined $71.3B — up 4.3% from $68.3B a quarter earlier.

Buyers outnumbered sellers: 123 funds opened new ABBV positions and 71 closed out — a net gain of 52 holders — while 651 added to existing stakes and 742 trimmed.

The largest buyer was BlackRock, adding an estimated $5.55B. The largest seller was Highfields Capital Management, exiting entirely with an estimated $372M sold.

  • 1,727 institutional investors held AbbVie (ABBV) as of Q1 2017, up from 1,692 in Q4 2016.
  • Funds reported $71.3B of AbbVie stock for Q1 2017, up 4.3% quarter-over-quarter.
  • 123 funds opened new AbbVie positions in Q1 2017 and 71 closed out, a net change of +52 holders.
  • The largest AbbVie buyer in Q1 2017 was BlackRock, an estimated $5.55B added.
  • The largest AbbVie seller in Q1 2017 was Highfields Capital Management, an estimated $372M sold.

Based on aggregated 13F filings for Q1 2017.