We are live on ! Find out more
ABBV icon

AbbVie

1,634 hedge funds and large institutions have $69.9B invested in AbbVie in 2016 Q2 according to their latest regulatory filings, with 97 funds opening new positions, 621 increasing their positions, 698 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more funds holding in top 10

Funds holding in top 10: 8194 (+13)

13% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 86

12% more capital invested

Capital invested by funds: $62.5B → $69.9B (+$7.32B)

0% less funds holding

Funds holding: 1,6381,634 (-4)

2.72% less ownership

Funds ownership: 69.94%67.22% (-2.7%)

11% less repeat investments, than reductions

Existing positions increased: 621 | Existing positions reduced: 698

26% less call options, than puts

Call options by funds: $1.17B | Put options by funds: $1.58B

Holders
1,634
Holders Change
-4
Holders Change %
-0.24%
% of All Funds
43.6%
Holding in Top 10
94
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+16.05%
% of All Funds
2.51%
New
97
Increased
621
Reduced
698
Closed
86
Calls
$1.17B
Puts
$1.58B
Net Calls
-$411M
Net Calls Change
-$430M
Name Holding Trade Value Shares
Change
Change in
Stake
JWA
1576
JFS Wealth Advisors
Pennsylvania
$70K -$2.07K -34 -3%
ACM
1577
Armbruster Capital Management
New York
$66K
HFM
1578
Hartford Financial Management
Connecticut
$60K
CAL
1579
Capital Advisors Ltd
Ohio
$59K
SHJ
1580
Sharkey, Howes & Javer
Colorado
$57K
PCM
1581
Penserra Capital Management
California
$55K +$17.9K +294 +50%
LWA
1582
Lenox Wealth Advisors
New York
$45K
BL
1583
Balentine LLC
Georgia
$43K -$1.71K -28 -4%
HI
1584
Hudock Inc
Pennsylvania
$41K +$4.14K +68 +11%
FWC
1585
First Washington Corp
Washington
$37K
AOWM
1586
Alpha Omega Wealth Management
Virginia
$36K
RCG
1587
Ruggie Capital Group
Florida
$33K -$20.7K -340 -39%
PFG
1588
Piershale Financial Group
Illinois
$33K +$8.29K +136 +34%
ANBT
1589
American National Bank & Trust
Texas
$32K +$31.4K +515 New
LIM
1590
Lagoda Investment Management
New York
$30K
NO
1591
Ninety One
South Africa
$30K +$29.9K +490 New
SIM
1592
Sonora Investment Management
Arizona
$28.7K +$6.83K +112 +32%
SAM
1593
Solaris Asset Management
New York
$27K
ST
1594
Somerset Trust
Pennsylvania
$27K
RFWA
1595
RPg Family Wealth Advisory
Massachusetts
$26.8K -$28K -460 -52%
KLI
1596
Kelman-Lazarov Inc
Tennessee
$25K +$24.3K +399 New
NYLT
1597
New York Life Trust
New York
$22K -$89.4K -1,467 -80%
MCA
1598
Mercer Capital Advisers
New Jersey
$22K
CIA
1599
Cascade Investment Advisors
Oregon
$20.4K +$20.1K +330 New
MIM
1600
Macroview Investment Management
Maryland
$19K +$183 +3 +1%

ABBV Hedge Fund Activity: Q2 2016 in Review

1,634 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in AbbVie (ABBV) for Q2 2016, worth a combined $69.9B — up 12% from $62.5B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new ABBV positions and 86 closed out — a net gain of 11 holders — while 621 added to existing stakes and 698 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $4.67B. The largest seller was Royal London Asset Management, cutting an estimated $1.36B.

  • 1,634 institutional investors held AbbVie (ABBV) as of Q2 2016, down from 1,638 in Q1 2016.
  • Funds reported $69.9B of AbbVie stock for Q2 2016, up 12% quarter-over-quarter.
  • 97 funds opened new AbbVie positions in Q2 2016 and 86 closed out, a net change of +11 holders.
  • The largest AbbVie buyer in Q2 2016 was Capital Research Global Investors, an estimated $4.67B added.
  • The largest AbbVie seller in Q2 2016 was Royal London Asset Management, an estimated $1.36B sold.

Based on aggregated 13F filings for Q2 2016.