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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
UWPG
1676
Ullmann Wealth Partners Group
Florida
$29K +$28.7K +456 New
CIA
1677
Cascade Investment Advisors
Oregon
$28K +$6.29K +100 +30%
ST
1678
Somerset Trust
Pennsylvania
$28K
TCCM
1679
Timber Creek Capital Management
Massachusetts
$26K
PA
1680
Perceptive Advisors
New York
$25K +$23.9K +380 New
PCFFS
1681
Pacific Center for Financial Services
California
$24K +$23.3K +370 New
WP
1682
WealthPLAN Partners
Nebraska
$23.5K +$22.8K +362 New
MCA
1683
Mercer Capital Advisers
New Jersey
$23K
LIM
1684
Lagoda Investment Management
New York
$21K -$10.2K -163 -33%
MCM
1685
MV Capital Management
Maryland
$20K
MIM
1686
Macroview Investment Management
Maryland
$20K +$189 +3 +1%
IDBONY
1687
Israel Discount Bank of New York
New York
$17K -$12.6K -200 -44%
RBC
1688
Roble Belko & Company
Pennsylvania
$16K
IR
1689
Invictus RG
Bermuda
$15K +$14.9K +237 New
GWS
1690
Glassman Wealth Services
Virginia
$14K -$2.26K -36 -14%
IF
1691
Ironwood Financial
Arizona
$14K
FAM
1692
Fred Alger Management
New York
$13K
LWA
1693
Lowe Wealth Advisors
Maryland
$13K
WA
1694
WealthTrust-Arizona
Arizona
$13K +$63 +1 +0.5%
FFW
1695
Fusion Family Wealth
New York
$12K -$37.3K -594 -76%
HFM
1696
Harvest Fund Management
China
$11K
KKAMG
1697
Kernodle & Katon Asset Management Group
Arkansas
$11K +$1.07K +17 +11%
SSA
1698
South Street Advisors
New York
$10.8K -$50.3K -800 -0.5%
HFM
1699
Hartford Financial Management
Connecticut
$10K
HIM
1700
Hillsdale Investment Management
Ontario, Canada
$10K

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.