We are live on ! Find out more
ABBV icon

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
SCG
1451
Sonata Capital Group
Washington
$299K
RCM
1452
RB Capital Management
Nevada
$299K +$291K +4,774 New
MIM
1453
Miller Investment Management
Pennsylvania
$297K -$6.1K -100 -2%
AWM
1454
Altavista Wealth Management
North Carolina
$295K
PV
1455
Private Vista
Illinois
$295K +$45.2K +741 +18%
SOAMC
1456
Spirit of America Management Corp
New York
$294K -$183K -3,000 -39%
ADL
1457
Asset Dedication LLC
California
$294K +$24.5K +402 +9%
AC
1458
Alexandria Capital
Virginia
$292K -$52.9K -867 -16%
CCM
1459
CWH Capital Management
Washington
$292K
NCM
1460
Nelson Capital Management
California
$292K
OCM
1461
Osterweis Capital Management
California
$292K
NED
1462
Nancy E. Dempze
$292K +$38.1K +625 +16%
YWP
1463
YorkBridge Wealth Partners
New York
$291K +$293K +4,807 New
STB
1464
S&T Bank
Pennsylvania
$290K -$12.1K -198 -4%
TPWA
1465
TRUE Private Wealth Advisors
Oregon
$290K +$11.4K +186 +4%
GI
1466
Glovista Investments
New Jersey
$289K +$61 +1 +0%
TWM
1467
Torch Wealth Management
Ohio
$289K +$61 +1 +0%
WPP
1468
Whalerock Point Partners
Rhode Island
$289K +$27.4K +449 +11%
PFO
1469
Pathstone Family Office
New Jersey
$289K +$276K +4,528 +4,717%
VWM
1470
Vector Wealth Management
Minnesota
$287K +$11.6K +190 +4%
LI
1471
Lafayette Investments
Maryland
$282K +$2.32K +38 +0.9%
SFM
1472
Signature Financial Management
Virginia
$281K
CG
1473
Colony Group
Massachusetts
$281K +$29.2K +479 +12%
PVWM
1474
Point View Wealth Management
New Jersey
$279K +$272K +4,455 New
LKIM
1475
Lawson Kroeker Investment Management
Nebraska
$278K

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.