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
NYLT
1551
New York Life Trust
New York
$104K -$35.1K -630 -26%
VIM
1552
Veritas Investment Management
United Kingdom
$103K -$8.36K -150 -8%
CM
1553
Castleark Management
Illinois
$103K
CA
1554
CapWealth Advisors
Tennessee
$103K +$35.6K +639 +55%
CF
1555
CenterStar Fund
Illinois
$99K
AWM
1556
AllSquare Wealth Management
New York
$97K
IP
1557
Isthmus Partners
Wisconsin
$93K
HCP
1558
Holt Capital Partners
Texas
$86K +$83.6K +1,500 New
HCM
1559
Highlander Capital Management
New Jersey
$80K -$39K -700 -33%
PO
1560
Private Ocean
California
$80K
GS
1561
GAM Systematic
United Kingdom
$80K +$77.9K +1,398 New
RWML
1562
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$78.9K
TCM
1563
Tradewinds Capital Management
Washington
$78K +$3.12K +56 +4%
LWM
1564
LBA Wealth Management
Florida
$72K
MBT
1565
Monroe Bank & Trust
Michigan
$71K
CHP
1566
Cable Hill Partners
Oregon
$71K +$11.1K +200 +19%
FPFS
1567
First Personal Financial Services
North Carolina
$69K -$10K -180 -13%
DSI
1568
Daiwa SB Investments
Japan
$69K +$66.9K +1,200 New
DLHL
1569
Donald L. Hagan LLC
Florida
$69K +$67.4K +1,209 New
JWA
1570
JFS Wealth Advisors
Pennsylvania
$67K +$1.9K +34 +3%
OAJ
1571
Ogorek Anthony Joseph
New York
$66K
PAM
1572
Paradigm Asset Management
New York
$65.7K +$2.84K +51 +5%
ACM
1573
Armbruster Capital Management
New York
$61K
VIA
1574
Vantage Investment Advisors
Pennsylvania
$60K +$56 +1 +0.1%
SMG
1575
Spectrum Management Group
Indiana
$56K -$68.3K -1,225 -56%

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.