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
CAL
1576
Capital Advisors Ltd
Ohio
$55K
HFM
1577
Hartford Financial Management
Connecticut
$55K +$4.4K +79 +9%
DSN
1578
D. Scott Neal
Kentucky
$55K +$22.3K +400 +71%
SHJ
1579
Sharkey, Howes & Javer
Colorado
$53K
RFWA
1580
RPg Family Wealth Advisory
Massachusetts
$51K +$49.8K +893 New
TDC
1581
Thompson Davis & Co
Virginia
$50K +$15K +269 +44%
RCG
1582
Ruggie Capital Group
Florida
$50K +$48.5K +870 New
TFA
1583
Transamerica Financial Advisors
Florida
$49K -$311K -5,579 -87%
HF
1584
Hoxton Financial
West Virginia
$45K +$5.29K +95 +14%
LWA
1585
Lenox Wealth Advisors
New York
$42K
BL
1586
Balentine LLC
Georgia
$41K -$6.69K -120 -14%
AWMS
1587
Advocacy Wealth Management Services
Georgia
$39K +$14.8K +265 +63%
N
1588
Nuveen
North Carolina
$35.3K -$4.82M -86,413 -12%
EDRS
1589
Edmond de Rothschild (Suisse)
Switzerland
$34K -$22.3K -400 -40%
FWC
1590
First Washington Corp
Washington
$34K
HI
1591
Hudock Inc
Pennsylvania
$34K +$2.12K +38 +7%
AOWM
1592
Alpha Omega Wealth Management
Virginia
$33K +$26.5K +475 +475%
GWS
1593
Glassman Wealth Services
Virginia
$32K
PG
1594
PEAK6 Group
Illinois
$30K -$7.55M -135,438 -100%
CGH
1595
Cleary Gull Holdings
Wisconsin
$29K
PWM
1596
Perigon Wealth Management
California
$28K -$619K -11,100 -69%
LIM
1597
Lagoda Investment Management
New York
$28K
SAM
1598
Solaris Asset Management
New York
$25K
ST
1599
Somerset Trust
Pennsylvania
$25K
PFG
1600
Piershale Financial Group
Illinois
$23K -$4.01K -72 -15%

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.