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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
BWM
1451
Baystate Wealth Management
Massachusetts
$331K +$113K +1,796 +54%
AI
1452
Accredited Investors
Minnesota
$330K -$24.5K -389 -7%
KJHP
1453
K.J. Harrison & Partners
Ontario, Canada
$328K +$1.95K +31 +0.6%
PAMG
1454
Patton Albertson Miller Group
Tennessee
$327K +$32.4K +516 +12%
CSM
1455
CAMG Solamere Management
North Carolina
$325K -$55.1K -876 -15%
NB
1456
Nicolet Bankshares
Wisconsin
$324K -$40K -637 -11%
SWA
1457
Sutton Wealth Advisors
Florida
$324K
UBV
1458
United Bank (Virginia)
Virginia
$323K
CTB
1459
Country Trust Bank
Illinois
$322K -$1.57K -25 -0.5%
PVWM
1460
Point View Wealth Management
New Jersey
$318K +$26.9K +428 +10%
PV
1461
Private Vista
Illinois
$317K -$4.71K -75 -2%
AW
1462
Alpha Windward
Massachusetts
$315K +$440 +7 +0.1%
TPWA
1463
TRUE Private Wealth Advisors
Oregon
$313K +$1.51K +24 +0.5%
FRM
1464
Fox Run Management
Connecticut
$313K +$302K +4,800 New
SCG
1465
Sonata Capital Group
Washington
$311K
ATIA
1466
American Trust Investment Advisors
New Hampshire
$310K +$72K +1,145 +32%
MIM
1467
Miller Investment Management
Pennsylvania
$309K
AC
1468
Alexandria Capital
Virginia
$308K +$3.58K +57 +1%
SOAMC
1469
Spirit of America Management Corp
New York
$306K
TNAM
1470
Terra Nova Asset Management
New York
$305K -$1.17M -18,624 -80%
CCM
1471
CWH Capital Management
Washington
$304K
NCM
1472
Nelson Capital Management
California
$304K
CCM
1473
Copeland Capital Management
Pennsylvania
$303K -$29.2K -465 -9%
Acadian Asset Management
1474
Acadian Asset Management
Massachusetts
$302K +$121K +1,924 +71%
NERM
1475
New England Research & Management
Illinois
$300K -$261K -4,150 -47%

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.