We are live on ! Find out more
ABBV icon

AbbVie

1,604 hedge funds and large institutions have $73.6B invested in AbbVie in 2014 Q4 according to their latest regulatory filings, with 200 funds opening new positions, 546 increasing their positions, 662 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more first-time investments, than exits

New positions opened: 200 | Existing positions closed: 83

69% more call options, than puts

Call options by funds: $1.15B | Put options by funds: $678M

18% more funds holding in top 10

Funds holding in top 10: 8094 (+14)

7% more funds holding

Funds holding: 1,5011,604 (+103)

1% more capital invested

Capital invested by funds: $72.7B → $73.6B (+$899M)

8.54% less ownership

Funds ownership: 79.06%70.51% (-8.5%)

18% less repeat investments, than reductions

Existing positions increased: 546 | Existing positions reduced: 662

Holders
1,604
Holders Change
+103
Holders Change %
+6.86%
% of All Funds
42.77%
Holding in Top 10
94
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+17.5%
% of All Funds
2.51%
New
200
Increased
546
Reduced
662
Closed
83
Calls
$1.15B
Puts
$678M
Net Calls
+$470M
Net Calls Change
-$128M
Name Holding Trade Value Shares
Change
Change in
Stake
JMPWA
201
JP Morgan Private Wealth Advisors
California
$39M +$612K +9,709 +2%
SAM
202
Sawgrass Asset Management
Florida
$39M +$6.75M +107,140 +22%
TCM
203
Tekla Capital Management
Massachusetts
$38.9M +$7.12M +113,000 +23%
DIA
204
Dana Investment Advisors
Wisconsin
$38.5M +$10.1M +160,784 +38%
RFC
205
Regions Financial Corp
Alabama
$38.1M +$14.2M +224,848 +63%
RSCM
206
Rock Springs Capital Management
Maryland
$38M +$3.47M +55,000 +10%
Federated Hermes
207
Federated Hermes
Pennsylvania
$37.8M -$5.55M -87,997 -13%
BC
208
Bartlett & Co
Ohio
$37M -$772K -12,252 -2%
CS
209
Candriam SCA
Luxembourg
$36.8M +$35.5M +562,971 New
WF
210
Welch & Forbes
Massachusetts
$36.5M -$482K -7,650 -1%
SCM
211
SKBA Capital Management
California
$35.8M +$391K +6,200 +1%
Public Sector Pension Investment Board (PSP Investments)
212
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$35.3M -$2.98M -47,200 -8%
Public Employees Retirement Association of Colorado
213
Public Employees Retirement Association of Colorado
Colorado
$35.3M -$472K -7,492 -1%
ProShare Advisors
214
ProShare Advisors
Maryland
$33.3M +$8.3M +131,645 +35%
NTC
215
North Tide Capital
Massachusetts
$32.7M -$63M -1,000,000 -67%
TG
216
TCW Group
California
$32.7M -$21.4M -339,531 -40%
Nisa Investment Advisors
217
Nisa Investment Advisors
Missouri
$32.6M -$4.37M -69,339 -12%
MC
218
Martin Currie
United Kingdom
$32.6M -$12.4M -197,050 -28%
CC
219
Curian Capital
Colorado
$32.4M +$2.32M +36,830 +8%
N
220
Natixis
France
$32.2M +$28.6M +453,218 +1,175%
ZIM
221
Zacks Investment Management
Illinois
$32M +$1.75M +27,822 +6%
EHC
222
Everett Harris & Co
California
$31.2M -$1.24M -19,613 -4%
HNB
223
Huntington National Bank
Ohio
$30.9M -$321K -5,089 -1%
HighTower Advisors
224
HighTower Advisors
Illinois
$30.8M +$3.87M +61,416 +15%
CB
225
Commerce Bank
Missouri
$30.6M -$144K -2,292 -0.5%

ABBV Hedge Fund Activity: Q4 2014 in Review

1,604 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in AbbVie (ABBV) for Q4 2014, worth a combined $73.6B — up 1.2% from $72.7B a quarter earlier.

Buyers outnumbered sellers: 200 funds opened new ABBV positions and 83 closed out — a net gain of 117 holders — while 546 added to existing stakes and 662 trimmed.

The largest buyer was Egerton Capital (UK), opening a new position worth an estimated $246M. The largest seller was Fidelity Investments, cutting an estimated $2.98B.

  • 1,604 institutional investors held AbbVie (ABBV) as of Q4 2014, up from 1,501 in Q3 2014.
  • Funds reported $73.6B of AbbVie stock for Q4 2014, up 1.2% quarter-over-quarter.
  • 200 funds opened new AbbVie positions in Q4 2014 and 83 closed out, a net change of +117 holders.
  • The largest AbbVie buyer in Q4 2014 was Egerton Capital (UK), an estimated $246M added.
  • The largest AbbVie seller in Q4 2014 was Fidelity Investments, an estimated $2.98B sold.

Based on aggregated 13F filings for Q4 2014.