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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
PC
1751
Palo Capital
California
-$290K -4,598 Closed
ICM
1752
Ionic Capital Management
New York
-$265K -4,200 Closed
RMC
1753
Regis Management Company
California
-$264K -4,190 Closed
IC
1754
Inverness Counsel
New York
-$257K -4,080 Closed
VWA
1755
V Wealth Advisors
Kansas
-$248K -3,946 Closed
RWA
1756
RGT Wealth Advisors
Texas
-$239K -3,794 Closed
BFM
1757
Boothbay Fund Management
New York
-$238K -3,781 Closed
BHC
1758
Bowen Hanes & Co
Florida
-$226K -3,580 Closed
Verition Fund Management
1759
Verition Fund Management
Connecticut
-$223K -3,534 Closed
UAS
1760
United Asset Strategies
New York
-$218K -3,457 Closed
TCM
1761
Traynor Capital Management
Pennsylvania
-$205K -3,345 Closed
GA
1762
Geller Advisors
New York
-$208K -3,300 Closed
AAM
1763
Aureus Asset Management
Massachusetts
-$206K -3,265 Closed
HPWM
1764
Highland Private Wealth Management
Washington
-$204K -3,241 Closed
BCM
1765
Beck Capital Management
Texas
-$202K -3,200 Closed
FUBT
1766
First United Bank & Trust
Maryland
-$200K -3,167 Closed
BAM
1767
Brave Asset Management
New Jersey
-$164K -2,600 Closed
Parallax Volatility Advisers
1768
Parallax Volatility Advisers
California
-$137K -2,238 Closed
PCM
1769
Prelude Capital Management
New York
-$130K -2,061 Closed
HW
1770
Hedeker Wealth
Illinois
-$29.6K -1,864 Closed
CA
1771
CapWealth Advisors
Tennessee
-$97K -1,545 Closed
LWA
1772
Lenox Wealth Advisors
New York
-$46K -728 Closed
JSAM
1773
J. Safra Asset Management
New York
-$32K -507 Closed
PFG
1774
Piershale Financial Group
Illinois
-$25K -403 Closed
BBPWM
1775
Blue Bell Private Wealth Management
Pennsylvania
-$17K -255 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.