We are live on ! Find out more
ABBV icon

AbbVie

1,639 hedge funds and large institutions have $62.5B invested in AbbVie in 2016 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 727 increasing their positions, 603 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 85

21% more repeat investments, than reductions

Existing positions increased: 727 | Existing positions reduced: 603

1.93% more ownership

Funds ownership: 68.01%69.94% (+1.9%)

3% more call options, than puts

Call options by funds: $651M | Put options by funds: $632M

0% more funds holding

Funds holding: 1,6361,639 (+3)

5% less capital invested

Capital invested by funds: $65.6B → $62.5B (-$3.06B)

16% less funds holding in top 10

Funds holding in top 10: 9681 (-15)

Holders
1,639
Holders Change
+3
Holders Change %
+0.18%
% of All Funds
43.66%
Holding in Top 10
81
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-15.63%
% of All Funds
2.16%
New
109
Increased
727
Reduced
603
Closed
85
Calls
$651M
Puts
$632M
Net Calls
+$18.4M
Net Calls Change
+$204M
Name Holding Trade Value Shares
Change
Change in
Stake
SFA
1526
Sequoia Financial Advisors
Ohio
$202K +$197K +3,540 New
BPB
1527
Badgley, Phelps & Bell
Washington
$201K -$11.1K -200 -5%
DAM
1528
Delta Asset Management
Tennessee
$201K
WPC
1529
Waters Parkerson & Co
Louisiana
$200K
KA
1530
Kovack Advisors
Florida
$200K +$195K +3,506 New
CAAS
1531
Capital Asset Advisory Services
Michigan
$200K +$196K +3,510 New
MA
1532
MCF Advisors
Kentucky
$197K
EDRE
1533
Edmond de Rothschild (Europe)
Luxembourg
$192K -$11.1K -200 -6%
LD
1534
Lipe & Dalton
New York
$189K +$11.1K +200 +6%
PG
1535
Patten Group
Tennessee
$186K +$34.3K +615 +23%
IIM
1536
Ipswich Investment Management
Massachusetts
$185K -$1.55M -27,855 -91%
HIIFS
1537
Harel Insurance Investments & Financial Services
Israel
$181K -$57.4K -1,030 -25%
MIC
1538
MU Investments Company
Japan
$180K
CAW
1539
Cornerstone Advisors (Washington)
Washington
$179K +$153K +2,740 +682%
ARMC
1540
American Research & Management Company
Massachusetts
$167K
AF
1541
Allworth Financial
California
$162K -$2.23K -40 -1%
RFA
1542
Reilly Financial Advisors
California
$159K -$2.79K -50 -2%
SIA
1543
SeaBridge Investment Advisors
New Jersey
$149K
GBBWRPM
1544
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$139K
PCP
1545
Proficio Capital Partners
Massachusetts
$131K +$112K +2,008 +688%
FWM
1546
Focused Wealth Management
New York
$125K +$15.3K +274 +14%
WA
1547
Winfield Associates
Ohio
$116K -$214K -3,840 -65%
CFN
1548
Cordasco Financial Network
Florida
$114K
MWM
1549
MinichMacGregor Wealth Management
New York
$109K -$4.51K -81 -4%
CCMW
1550
Cypress Capital Management (Wyoming)
Wyoming
$105K

ABBV Hedge Fund Activity: Q1 2016 in Review

1,639 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in AbbVie (ABBV) for Q1 2016, worth a combined $62.5B — down 4.7% from $65.6B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new ABBV positions and 85 closed out — a net gain of 24 holders — while 727 added to existing stakes and 603 trimmed.

The largest buyer was Royal London Asset Management, adding an estimated $1.24B. The largest seller was Fidelity Investments, cutting an estimated $1.01B.

  • 1,639 institutional investors held AbbVie (ABBV) as of Q1 2016, up from 1,636 in Q4 2015.
  • Funds reported $62.5B of AbbVie stock for Q1 2016, down 4.7% quarter-over-quarter.
  • 109 funds opened new AbbVie positions in Q1 2016 and 85 closed out, a net change of +24 holders.
  • The largest AbbVie buyer in Q1 2016 was Royal London Asset Management, an estimated $1.24B added.
  • The largest AbbVie seller in Q1 2016 was Fidelity Investments, an estimated $1.01B sold.

Based on aggregated 13F filings for Q1 2016.