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
SIM
1601
Sonora Investment Management
Arizona
$21.4K -$5.74K -103 -23%
TSU
1602
TD Securities (USA)
New York
$21K -$167 -3 -0.8%
MCA
1603
Mercer Capital Advisers
New Jersey
$20K
WAS
1604
Winch Advisory Services
Wisconsin
$19K +$15.1K +271 +387%
MIM
1605
Macroview Investment Management
Maryland
$17K +$167 +3 +1%
DPA
1606
Delphi Private Advisors
California
$16K -$5.35K -96 -26%
UFA
1607
US Financial Advisors
Massachusetts
$16K +$10K +180 +180%
BBPWM
1608
Blue Bell Private Wealth Management
Pennsylvania
$15K -$14.8K -265 -51%
FPTW
1609
Franklin, Parlapiano, Turner & Welch
Texas
$15K
RBC
1610
Roble Belko & Company
Pennsylvania
$14K
GXMC
1611
Global X Management Company
New York
$13K -$3.57K -64 -22%
IF
1612
Ironwood Financial
Arizona
$12K +$11.9K +214 New
FAM
1613
Fred Alger Management
New York
$11K -$688K -12,350 -98%
JIR
1614
James Investment Research
Ohio
$11K
WA
1615
WealthTrust-Arizona
Arizona
$11K +$56 +1 +0.5%
PFO
1616
Pathstone Family Office
New Jersey
$10K +$10.3K +184 New
CWM
1617
Catamount Wealth Management
Connecticut
$9K
LWA
1618
Lowe Wealth Advisors
Maryland
$9K
TCM
1619
Tekla Capital Management
Massachusetts
$9K
CPIG
1620
Chicago Partners Investment Group
Illinois
$7K -$13.9K -249 -66%
OSAM
1621
O'Shaughnessy Asset Management
Connecticut
$7K -$1.73K -31 -21%
CWM
1622
Cedar Wealth Management
California
$7K +$6.69K +120 New
MIM
1623
Marco Investment Management
Georgia
$6.52K +$72.5K +1,300 +1%
EWM
1624
Endurance Wealth Management
Rhode Island
$6.46K +$43.7K +784 +0.7%
RI
1625
Redwood Investments
Massachusetts
$6K -$13.9M -249,086 -100%

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.