We are live on ! Find out more
ABBV icon

AbbVie

1,634 hedge funds and large institutions have $69.9B invested in AbbVie in 2016 Q2 according to their latest regulatory filings, with 97 funds opening new positions, 621 increasing their positions, 698 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more funds holding in top 10

Funds holding in top 10: 8194 (+13)

13% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 86

12% more capital invested

Capital invested by funds: $62.5B → $69.9B (+$7.32B)

0% less funds holding

Funds holding: 1,6381,634 (-4)

2.72% less ownership

Funds ownership: 69.94%67.22% (-2.7%)

11% less repeat investments, than reductions

Existing positions increased: 621 | Existing positions reduced: 698

26% less call options, than puts

Call options by funds: $1.17B | Put options by funds: $1.58B

Holders
1,634
Holders Change
-4
Holders Change %
-0.24%
% of All Funds
43.6%
Holding in Top 10
94
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+16.05%
% of All Funds
2.51%
New
97
Increased
621
Reduced
698
Closed
86
Calls
$1.17B
Puts
$1.58B
Net Calls
-$411M
Net Calls Change
-$430M
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
1476
Modera Wealth Management
New Jersey
$247K +$5.54K +91 +2%
BFA
1477
Beaumont Financial Advisors
Massachusetts
$247K +$243K +3,983 New
MI
1478
Montage Investments
Kansas
$244K -$10.7K -175 -4%
GAM
1479
Gemmer Asset Management
California
$244K
FNBSF
1480
First National Bank Sioux Falls
South Dakota
$243K
SCM
1481
Sitrin Capital Management
California
$243K
KF
1482
Krilogy Financial
Missouri
$242K -$13.9K -228 -6%
CFA
1483
Carroll Financial Associates
North Carolina
$242K -$853 -14 -0.4%
HA
1484
Harfst & Associates
Wyoming
$241K -$114K -1,872 -32%
VFA
1485
Virtus Fund Advisers
Connecticut
$240K
PCA
1486
Peddock Capital Advisors
Massachusetts
$239K +$235K +3,853 New
PM
1487
Penbrook Management
New York
$238K
CCM
1488
Canal Capital Management
Virginia
$237K -$146K -2,404 -39%
HC
1489
Hourglass Capital
Texas
$237K
CCM
1490
Cribstone Capital Management
Maine
$235K -$42.1K -691 -15%
VCM
1491
Versant Capital Management
Arizona
$235K -$2.25K -37 -1%
BAM
1492
Brave Asset Management
New Jersey
$235K
GIA
1493
Granite Investment Advisors
New Hampshire
$235K
HCM
1494
Harvest Capital Management
New Hampshire
$235K
UAS
1495
United Asset Strategies
New York
$234K +$230K +3,780 New
WCM
1496
Weatherstone Capital Management
Colorado
$232K
ASN
1497
Advisory Services Network
Georgia
$231K -$7.19K -118 -3%
HHGA
1498
Halbert Hargrove Global Advisors
California
$230K +$6.88K +113 +3%
BWA
1499
Burt Wealth Advisors
Maryland
$229K -$61.9K -1,016 -22%
WRM
1500
Weybosset Research & Management
Rhode Island
$229K

ABBV Hedge Fund Activity: Q2 2016 in Review

1,634 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in AbbVie (ABBV) for Q2 2016, worth a combined $69.9B — up 12% from $62.5B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new ABBV positions and 86 closed out — a net gain of 11 holders — while 621 added to existing stakes and 698 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $4.67B. The largest seller was Royal London Asset Management, cutting an estimated $1.36B.

  • 1,634 institutional investors held AbbVie (ABBV) as of Q2 2016, down from 1,638 in Q1 2016.
  • Funds reported $69.9B of AbbVie stock for Q2 2016, up 12% quarter-over-quarter.
  • 97 funds opened new AbbVie positions in Q2 2016 and 86 closed out, a net change of +11 holders.
  • The largest AbbVie buyer in Q2 2016 was Capital Research Global Investors, an estimated $4.67B added.
  • The largest AbbVie seller in Q2 2016 was Royal London Asset Management, an estimated $1.36B sold.

Based on aggregated 13F filings for Q2 2016.