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AbbVie

1,727 hedge funds and large institutions have $71.3B invested in AbbVie in 2017 Q1 according to their latest regulatory filings, with 123 funds opening new positions, 651 increasing their positions, 742 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 123 | Existing positions closed: 71

18% more call options, than puts

Call options by funds: $1.25B | Put options by funds: $1.07B

2% more funds holding

Funds holding: 1,6921,727 (+35)

1.45% more ownership

Funds ownership: 67.19%68.64% (+1.5%)

4% more capital invested

Capital invested by funds: $68.3B → $71.3B (+$2.93B)

2% less funds holding in top 10

Funds holding in top 10: 8583 (-2)

12% less repeat investments, than reductions

Existing positions increased: 651 | Existing positions reduced: 742

Holders
1,727
Holders Change
+35
Holders Change %
+2.07%
% of All Funds
42.98%
Holding in Top 10
83
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.35%
% of All Funds
2.07%
New
123
Increased
651
Reduced
742
Closed
71
Calls
$1.25B
Puts
$1.07B
Net Calls
+$188M
Net Calls Change
+$176M
Name Holding Trade Value Shares
Change
Change in
Stake
FPTW
1626
Franklin, Parlapiano, Turner & Welch
Texas
$108K
SIM
1627
Sonora Investment Management
Arizona
$106K -$6.29K -100 -6%
VIM
1628
Veritas Investment Management
United Kingdom
$104K
IP
1629
Isthmus Partners
Wisconsin
$103K -$21.1K -336 -18%
PIM
1630
Parasol Investment Management
Illinois
$102K -$92.4K -1,470 -48%
FCB
1631
First Command Bank
Texas
$102K +$6.22K +99 +7%
FCFS
1632
First Command Financial Services
Texas
$102K +$6.22K +99 +7%
CAM
1633
Close Asset Management
United Kingdom
$101K +$97.4K +1,550 New
CG
1634
Cutler Group
California
$98K -$369K -5,874 -80%
CAG
1635
Crestwood Advisors Group
Massachusetts
$94K +$88.5K +1,408 New
SQA
1636
Simon Quick Advisors
New Jersey
$93K -$87.7K -1,395 -49%
FWM
1637
Focused Wealth Management
New York
$91K -$25.1K -400 -22%
PO
1638
Private Ocean
California
$91K
JCM
1639
Jacobi Capital Management
Pennsylvania
$90K -$7.1K -113 -8%
LWM
1640
LBA Wealth Management
Florida
$90K
VIA
1641
Vantage Investment Advisors
Pennsylvania
$90K +$10.1K +161 +13%
DPA
1642
Delphi Private Advisors
California
$83K -$32.3K -513 -29%
HCA
1643
Harbour Capital Advisors
Virginia
$80.1K +$77.3K +1,229 New
OAJ
1644
Ogorek Anthony Joseph
New York
$75K
RCG
1645
Ruggie Capital Group
Florida
$74K +$37.7K +600 +113%
OFS
1646
Orrstown Financial Services
Pennsylvania
$72K +$69.5K +1,105 New
JWA
1647
JFS Wealth Advisors
Pennsylvania
$71K
MBT
1648
Monroe Bank & Trust
Michigan
$66K -$12.6K -200 -16%
IAS
1649
INR Advisory Services
Pennsylvania
$65K
HIIFS
1650
Harel Insurance Investments & Financial Services
Israel
$64K -$140K -2,230 -69%

ABBV Hedge Fund Activity: Q1 2017 in Review

1,727 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in AbbVie (ABBV) for Q1 2017, worth a combined $71.3B — up 4.3% from $68.3B a quarter earlier.

Buyers outnumbered sellers: 123 funds opened new ABBV positions and 71 closed out — a net gain of 52 holders — while 651 added to existing stakes and 742 trimmed.

The largest buyer was BlackRock, adding an estimated $5.55B. The largest seller was Highfields Capital Management, exiting entirely with an estimated $372M sold.

  • 1,727 institutional investors held AbbVie (ABBV) as of Q1 2017, up from 1,692 in Q4 2016.
  • Funds reported $71.3B of AbbVie stock for Q1 2017, up 4.3% quarter-over-quarter.
  • 123 funds opened new AbbVie positions in Q1 2017 and 71 closed out, a net change of +52 holders.
  • The largest AbbVie buyer in Q1 2017 was BlackRock, an estimated $5.55B added.
  • The largest AbbVie seller in Q1 2017 was Highfields Capital Management, an estimated $372M sold.

Based on aggregated 13F filings for Q1 2017.