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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
CFD
1651
Creative Financial Designs
Indiana
$28K +$27.5K +450 New
ST
1652
Somerset Trust
Pennsylvania
$27K
TCCM
1653
Timber Creek Capital Management
Massachusetts
$25K
KLI
1654
Kelman-Lazarov Inc
Tennessee
$25K
MCA
1655
Mercer Capital Advisers
New Jersey
$22K
CIA
1656
Cascade Investment Advisors
Oregon
$20.7K +$20.1K +330 New
MIM
1657
Macroview Investment Management
Maryland
$19K +$183 +3 +1%
MCM
1658
MV Capital Management
Maryland
$19K +$12.3K +202 +202%
GWS
1659
Glassman Wealth Services
Virginia
$16K -$8.73K -143 -36%
PRS
1660
Pinkerton Retirement Specialists
Idaho
$16K -$977 -16 -6%
RBC
1661
Roble Belko & Company
Pennsylvania
$15K -$12.2K -200 -45%
FAM
1662
Fred Alger Management
New York
$13K
IF
1663
Ironwood Financial
Arizona
$13K
LWA
1664
Lowe Wealth Advisors
Maryland
$13K
PA
1665
Perennial Advisors
New York
$13K +$12.2K +200 New
WA
1666
WealthTrust-Arizona
Arizona
$12K
BA
1667
BCM Advisors
Louisiana
$12K +$11.5K +189 New
HFM
1668
Harvest Fund Management
China
$11K +$10.7K +175 New
HFM
1669
Hartford Financial Management
Connecticut
$10K -$54.9K -900 -85%
CP
1670
Corbenic Partners
Pennsylvania
$10K
TCM
1671
Tekla Capital Management
Massachusetts
$10K
LS
1672
Livforsakringsbolaget Skandia
Sweden
$9.38K +$527K +8,630 +6%
HIM
1673
Hillsdale Investment Management
Ontario, Canada
$9K
KKAMG
1674
Kernodle & Katon Asset Management Group
Arkansas
$9K +$2.44K +40 +37%
AP
1675
Atwood & Palmer
Missouri
$9K +$9.16K +150 New

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.