We are live on ! Find out more
ABBV icon

AbbVie

1,501 hedge funds and large institutions have $72.7B invested in AbbVie in 2014 Q3 according to their latest regulatory filings, with 105 funds opening new positions, 581 increasing their positions, 589 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more call options, than puts

Call options by funds: $1.05B | Put options by funds: $449M

110% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 50

16% more funds holding in top 10

Funds holding in top 10: 6980 (+11)

13% more capital invested

Capital invested by funds: $64.1B → $72.7B (+$8.59B)

7.96% more ownership

Funds ownership: 71.1%79.06% (+8%)

3% more funds holding

Funds holding: 1,4571,501 (+44)

1% less repeat investments, than reductions

Existing positions increased: 581 | Existing positions reduced: 589

Holders
1,501
Holders Change
+44
Holders Change %
+3.02%
% of All Funds
43.55%
Holding in Top 10
80
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+15.94%
% of All Funds
2.32%
New
105
Increased
581
Reduced
589
Closed
50
Calls
$1.05B
Puts
$449M
Net Calls
+$597M
Net Calls Change
+$482M
Name Holding Trade Value Shares
Change
Change in
Stake
MIM
1476
Macroview Investment Management
Maryland
$29K +$444 +8 +2%
MUMSS
1477
Mitsubishi UFJ Morgan Stanley Securities
Japan
$28K
DBT
1478
Dubuque Bank & Trust
Iowa
$26K
VIA
1479
Vantage Investment Advisors
Pennsylvania
$26K
ST
1480
Somerset Trust
Pennsylvania
$25K
WA
1481
WealthTrust-Arizona
Arizona
$24K +$4.05K +73 +21%
WA
1482
Waverly Advisors
Alabama
$24K +$22.9K +412 New
RAM
1483
Riggs Asset Management
Pennsylvania
$24K +$22.9K +413 New
AFIA
1484
America First Investment Advisors
Nebraska
$23K
SAM
1485
Solaris Asset Management
New York
$23K
WCM
1486
Westend Capital Management
California
$19K +$19.4K +350 New
NYLT
1487
New York Life Trust
New York
$18K -$179K -3,222 -91%
CAW
1488
Cornerstone Advisors (Washington)
Washington
$18K -$1.55K -28 -8%
AWM
1489
Avior Wealth Management
Nebraska
$17K +$56 +1 +0.3%
PMAM
1490
Picton Mahoney Asset Management
Ontario, Canada
$16.7K +$2.74M +49,300 +21%
GXMC
1491
Global X Management Company
New York
$14K -$4.55K -82 -25%
LFR
1492
Lehman Financial Resources
Pennsylvania
$12K
TDC
1493
Thompson Davis & Co
Virginia
$11K +$10.7K +192 New
NG
1494
NatWest Group
United Kingdom
$10.6K -$1.31M -23,512 -11%
IPC
1495
Independent Portfolio Consultants
Florida
$9K -$94.3K -1,699 -91%
TCCM
1496
Timber Creek Capital Management
Massachusetts
$7K
NMIS
1497
Northwestern Mutual Investment Services
Wisconsin
$5K +$5K +90 New
UB
1498
UMB Bank
Missouri
$4.27K -$93.7K -1,688 -2%
WCM
1499
Wealthcare Capital Management
Virginia
$4K
WAS
1500
Winch Advisory Services
Wisconsin
$4K +$56 +1 +1%

ABBV Hedge Fund Activity: Q3 2014 in Review

1,501 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in AbbVie (ABBV) for Q3 2014, worth a combined $72.7B — up 13% from $64.1B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new ABBV positions and 50 closed out — a net gain of 55 holders — while 581 added to existing stakes and 589 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $1.35B. The largest seller was Norges Bank, cutting an estimated $634M.

  • 1,501 institutional investors held AbbVie (ABBV) as of Q3 2014, up from 1,457 in Q2 2014.
  • Funds reported $72.7B of AbbVie stock for Q3 2014, up 13% quarter-over-quarter.
  • 105 funds opened new AbbVie positions in Q3 2014 and 50 closed out, a net change of +55 holders.
  • The largest AbbVie buyer in Q3 2014 was Fidelity Investments, an estimated $1.35B added.
  • The largest AbbVie seller in Q3 2014 was Norges Bank, an estimated $634M sold.

Based on aggregated 13F filings for Q3 2014.