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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
ACM
1576
AUA Capital Management
Pennsylvania
$189K +$184K +3,012 New
GWA
1577
Guidant Wealth Advisors
Illinois
$187K
RFA
1578
Reilly Financial Advisors
California
$186K +$19.2K +314 +12%
GRP
1579
Global Retirement Partners
California
$184K +$179K +2,940 New
GEA
1580
Glen Eagle Advisors
New Jersey
$180K +$175K +2,868 New
GBBWRPM
1581
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$179K -$11.7K -192 -6%
DSN
1582
D. Scott Neal
Kentucky
$179K
PG
1583
Patten Group
Tennessee
$177K -$18.3K -300 -9%
SQA
1584
Simon Quick Advisors
New Jersey
$177K +$172K +2,822 New
CAW
1585
Cornerstone Advisors (Washington)
Washington
$176K +$7.51K +123 +5%
ARMC
1586
American Research & Management Company
Massachusetts
$174K
Acadian Asset Management
1587
Acadian Asset Management
Massachusetts
$170K -$334K -5,472 -67%
SIA
1588
SeaBridge Investment Advisors
New Jersey
$163K
WIM
1589
Westside Investment Management
California
$161K +$161K +2,632 New
PCP
1590
Proficio Capital Partners
Massachusetts
$158K -$12.3K -201 -7%
CHP
1591
Cable Hill Partners
Oregon
$158K +$122 +2 +0.1%
PFGIA
1592
Patriot Financial Group Insurance Agency
Massachusetts
$137K +$136K +2,234 New
ANBT
1593
American National Bank & Trust
Texas
$136K +$101K +1,657 +322%
NYLT
1594
New York Life Trust
New York
$129K +$40.7K +666 +48%
CFN
1595
Cordasco Financial Network
Florida
$125K
PCM
1596
Penserra Capital Management
California
$123K +$12.8K +210 +12%
FPB
1597
First PREMIER Bank
South Dakota
$122K
IP
1598
Isthmus Partners
Wisconsin
$120K +$18.1K +297 +18%
AFIA
1599
America First Investment Advisors
Nebraska
$118K +$115K +1,884 New
MWM
1600
MinichMacGregor Wealth Management
New York
$115K -$5.13K -84 -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.