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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
NCM
1676
New Capital Management
Texas
$9K +$9.22K +151 New
AWMS
1677
Advocacy Wealth Management Services
Georgia
$6K
SFPIA
1678
Stevens First Principles Investment Advisors
California
$6K
TIM
1679
Tortoise Investment Management
New York
$6K
FAN
1680
Financial Advisors Network
California
$5.38K +$5.43K +89 New
LYV
1681
Live Your Vision
Pennsylvania
$5K
RI
1682
Redwood Investments
Massachusetts
$5K
TFA
1683
Transamerica Financial Advisors
Florida
$4K +$3.36K +55 New
AWA
1684
Artemis Wealth Advisors
New York
$4K +$4.21K +69 New
SLF
1685
Sun Life Financial
Ontario, Canada
$3.8K +$14.5K +238 New
CWM
1686
Cedar Wealth Management
California
$3K
SJIM
1687
St. Johns Investment Management
Florida
$3K
RWML
1688
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$2.38K -$6.1K -100 -72%
Winslow Capital Management
1689
Winslow Capital Management
Minnesota
$2K -$1.77K -29 -53%
WCM
1690
Wealthcare Capital Management
Virginia
$1K -$4.09K -67 -84%
PK
1691
Pflug Koory
Nebraska
$624 +$609K +9,970 New
GVT
1692
Genesee Valley Trust
New York
$209
MTB
1693
Mizuho Trust & Banking
Japan
-$163M -2,579,678 Closed
HL
1694
Harding Loevner
New Jersey
-$139M -2,207,008 Closed
Boston Partners
1695
Boston Partners
Massachusetts
-$88.4M -1,401,128 Closed
ACM
1696
Aviance Capital Management
Florida
-$34.5M -547,056 Closed
HI
1697
HBK Investments
Texas
-$26.7M -422,600 Closed
SG
1698
Swarthmore Group
Pennsylvania
-$21.6M -342,350 Closed
Arrowstreet Capital
1699
Arrowstreet Capital
Massachusetts
-$15.8M -250,786 Closed
DILH
1700
Dai-ichi Life Holdings
Japan
-$14.5M -230,500 Closed

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.