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HQH

abrdn Healthcare Investors

50 hedge funds and large institutions have $115M invested in abrdn Healthcare Investors in 2013 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

120% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 10

9% more funds holding

Funds holding: 4650 (+4)

8% more capital invested

Capital invested by funds: $106M → $115M (+$8.98M)

0.71% more ownership

Funds ownership: 17.32%18.03% (+0.71%)

Holders
50
Holders Change
+4
Holders Change %
+8.7%
% of All Funds
1.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
22
Reduced
10
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
26
HighTower Advisors
Illinois
$393K +$83.1K +3,517 +27%
BC
27
Bartlett & Co
Ohio
$359K
WRM
28
Westport Resources Management
Connecticut
$322K +$3.64K +154 +1%
DC
29
Davenport & Co
Virginia
$298K +$567 +24 +0.2%
PWM
30
ParenteBeard Wealth Management
Pennsylvania
$277K -$2.08K -88 -0.7%
SIA
31
SeaBridge Investment Advisors
New Jersey
$151K
Ameriprise
32
Ameriprise
Minnesota
$120K +$6.02K +255 +5%
Creative Planning
33
Creative Planning
Kansas
$90K +$6.02K +255 +7%
US Bancorp
34
US Bancorp
Minnesota
$83K +$71 +3 +0.1%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$71K +$72K +3,047 New
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$51K
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$51K
PSUF
38
People's United Financial
Connecticut
$33K
MA
39
MCF Advisors
Kentucky
$23K
MA
40
MUFG Americas
New York
$23K +$402 +17 +2%
TRCT
41
Tower Research Capital (TRC)
New York
$19K +$18.8K +797 New
1IC
42
1919 Investment Counsel
Maryland
$17K -$12.6K -532 -43%
RFA
43
Reilly Financial Advisors
California
$17K +$16.9K +716 New
WA
44
WFG Advisors
Texas
$15K +$15K +636 New
HCM
45
Highlander Capital Management
New Jersey
$6.57K +$95 +4 +1%
MWAM
46
Mariner Wealth Advisors (Madison)
Kansas
$1K
MFS
47
MSI Financial Services
Massachusetts
$1K
Citigroup
48
Citigroup
New York
$1K +$236 +10 +53%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
-$287K -12,778 Closed
Nomura Holdings
50
Nomura Holdings
Japan
-$62K -2,768 Closed

HQH Hedge Fund Activity: Q3 2013 in Review

50 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in abrdn Healthcare Investors (HQH) for Q3 2013, worth a combined $115M — up 8.5% from $106M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new HQH positions and 3 closed out — a net gain of 4 holders — while 22 added to existing stakes and 10 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.41M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $1.26M.

  • 50 institutional investors held abrdn Healthcare Investors (HQH) as of Q3 2013, up from 46 in Q2 2013.
  • Funds reported $115M of abrdn Healthcare Investors stock for Q3 2013, up 8.5% quarter-over-quarter.
  • 7 funds opened new abrdn Healthcare Investors positions in Q3 2013 and 3 closed out, a net change of +4 holders.
  • The largest abrdn Healthcare Investors buyer in Q3 2013 was Morgan Stanley, an estimated $2.41M added.
  • The largest abrdn Healthcare Investors seller in Q3 2013 was Raymond James Financial Services Advisors, an estimated $1.26M sold.

Based on aggregated 13F filings for Q3 2013.