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AbbVie

1,604 hedge funds and large institutions have $73.6B invested in AbbVie in 2014 Q4 according to their latest regulatory filings, with 200 funds opening new positions, 546 increasing their positions, 662 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more first-time investments, than exits

New positions opened: 200 | Existing positions closed: 83

69% more call options, than puts

Call options by funds: $1.15B | Put options by funds: $678M

18% more funds holding in top 10

Funds holding in top 10: 8094 (+14)

7% more funds holding

Funds holding: 1,5011,604 (+103)

1% more capital invested

Capital invested by funds: $72.7B → $73.6B (+$899M)

8.54% less ownership

Funds ownership: 79.06%70.51% (-8.5%)

18% less repeat investments, than reductions

Existing positions increased: 546 | Existing positions reduced: 662

Holders
1,604
Holders Change
+103
Holders Change %
+6.86%
% of All Funds
42.77%
Holding in Top 10
94
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+17.5%
% of All Funds
2.51%
New
200
Increased
546
Reduced
662
Closed
83
Calls
$1.15B
Puts
$678M
Net Calls
+$470M
Net Calls Change
-$128M
Name Holding Trade Value Shares
Change
Change in
Stake
VIA
1576
Vantage Investment Advisors
Pennsylvania
$29K
ST
1577
Somerset Trust
Pennsylvania
$28K
RAM
1578
Riggs Asset Management
Pennsylvania
$27K
AFIA
1579
America First Investment Advisors
Nebraska
$26K
SAM
1580
Solaris Asset Management
New York
$26K
CAW
1581
Cornerstone Advisors (Washington)
Washington
$25K +$4.41K +70 +23%
FCT
1582
Family Capital Trust
Massachusetts
$25K +$24.1K +382 New
GXMC
1583
Global X Management Company
New York
$22K +$5.17K +82 +33%
MCA
1584
Mercer Capital Advisers
New Jersey
$22K +$22K +349 New
HRIA
1585
Haberer Registered Investment Advisor
Ohio
$20K -$285K -4,525 -94%
NHFG
1586
New Harbor Financial Group
Massachusetts
$20K +$18.9K +300 New
AWM
1587
Avior Wealth Management
Nebraska
$19K +$63 +1 +0.3%
WA
1588
WealthTrust-Arizona
Arizona
$18K -$9.58K -152 -36%
MCM
1589
MV Capital Management
Maryland
$14K +$13.6K +215 New
EAMA
1590
EFG Asset Management (Americas)
Florida
$14K +$13.9K +220 New
IF
1591
Ironwood Financial
Arizona
$14K +$13.9K +221 New
TDC
1592
Thompson Davis & Co
Virginia
$13K +$189 +3 +2%
NG
1593
NatWest Group
United Kingdom
$10.9K -$1.13M -17,959 -10%
VAM
1594
Visionary Asset Management
Texas
$10K -$3.1M -49,224 -100%
TCCM
1595
Timber Creek Capital Management
Massachusetts
$9K
ECM
1596
Exchange Capital Management
Michigan
$9K +$8.45K +134 New
Acadian Asset Management
1597
Acadian Asset Management
Massachusetts
$9K +$8.83K +140 New
SIG
1598
Stanford Investment Group
California
$9K +$9.08K +144 New
BRWA
1599
B. Riley Wealth Advisors
Florida
$8.22K +$668K +10,595 +89%
MIM
1600
Macroview Investment Management
Maryland
$7K -$25.2K -400 -79%

ABBV Hedge Fund Activity: Q4 2014 in Review

1,604 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in AbbVie (ABBV) for Q4 2014, worth a combined $73.6B — up 1.2% from $72.7B a quarter earlier.

Buyers outnumbered sellers: 200 funds opened new ABBV positions and 83 closed out — a net gain of 117 holders — while 546 added to existing stakes and 662 trimmed.

The largest buyer was Egerton Capital (UK), opening a new position worth an estimated $246M. The largest seller was Fidelity Investments, cutting an estimated $2.98B.

  • 1,604 institutional investors held AbbVie (ABBV) as of Q4 2014, up from 1,501 in Q3 2014.
  • Funds reported $73.6B of AbbVie stock for Q4 2014, up 1.2% quarter-over-quarter.
  • 200 funds opened new AbbVie positions in Q4 2014 and 83 closed out, a net change of +117 holders.
  • The largest AbbVie buyer in Q4 2014 was Egerton Capital (UK), an estimated $246M added.
  • The largest AbbVie seller in Q4 2014 was Fidelity Investments, an estimated $2.98B sold.

Based on aggregated 13F filings for Q4 2014.