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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
HWA
1526
Heritage Wealth Advisors
Virginia
$245K -$58K -950 -20%
TSS
1527
Two Sigma Securities
New York
$244K -$685K -11,214 -74%
CCM
1528
Canal Capital Management
Virginia
$243K +$2.01K +33 +0.9%
HCM
1529
Harvest Capital Management
New Hampshire
$238K
MWM
1530
Modera Wealth Management
New Jersey
$237K -$17.3K -283 -7%
PNAA
1531
Pictet North America Advisors
Switzerland
$236K -$1.34M -21,941 -85%
VCM
1532
Versant Capital Management
Arizona
$235K -$855 -14 -0.4%
WCM
1533
Weatherstone Capital Management
Colorado
$235K +$229K +3,745 New
BG
1534
Bollard Group
Massachusetts
$233K +$977 +16 +0.4%
FAT
1535
First American Trust
California
$233K +$22K +361 +11%
DAC
1536
Dividend Assets Capital
South Carolina
$232K -$73.9K -1,210 -25%
WRM
1537
Weybosset Research & Management
Rhode Island
$232K
PAS
1538
Park Avenue Securities
New York
$232K +$28.3K +464 +14%
TC
1539
Trust Company
Kansas
$231K -$2.35M -38,491 -91%
RCA
1540
Rowland Carmichael Advisors
Arizona
$231K -$859K -14,069 -79%
PIA
1541
Peachtree Investment Advisors
Georgia
$229K
FAG
1542
Financial Advisory Group
Texas
$229K +$9.16K +150 +4%
BAAM
1543
Baker Avenue Asset Management
California
$228K -$3.97K -65 -2%
ATIA
1544
American Trust Investment Advisors
New Hampshire
$227K -$34.5K -565 -14%
SFA
1545
Sequoia Financial Advisors
Ohio
$227K +$13.7K +224 +7%
RI
1546
Ridgewood Investments
New Jersey
$226K +$221K +3,624 New
FC
1547
FIC Capital
New York
$225K -$82.4K -1,350 -27%
FNBOH
1548
First National Bank of Hutchinson
Kansas
$225K
FCIM
1549
Fairview Capital Investment Management
California
$223K
CBT
1550
Central Bank & Trust
Kentucky
$222K -$7.87K -129 -4%

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.