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HQH

abrdn Healthcare Investors

58 hedge funds and large institutions have $131M invested in abrdn Healthcare Investors in 2013 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 19 increasing their positions, 15 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 3

27% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 15

16% more funds holding

Funds holding: 5058 (+8)

14% more capital invested

Capital invested by funds: $115M → $131M (+$16.4M)

0.28% more ownership

Funds ownership: 18.03%18.31% (+0.28%)

Holders
58
Holders Change
+8
Holders Change %
+16%
% of All Funds
1.68%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
19
Reduced
15
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
26
HighTower Advisors
Illinois
$424K -$16.9K -689 -4%
BC
27
Bartlett & Co
Ohio
$404K
BNP Paribas Financial Markets
28
BNP Paribas Financial Markets
France
$385K +$358K +14,602 New
PWM
29
ParenteBeard Wealth Management
Pennsylvania
$337K +$23.4K +954 +8%
WRM
30
Westport Resources Management
Connecticut
$305K -$52.3K -2,135 -16%
DC
31
Davenport & Co
Virginia
$297K -$35.5K -1,451 -11%
Ameriprise
32
Ameriprise
Minnesota
$252K +$108K +4,393 +86%
MWR
33
McAdams Wright Ragen
Washington
$251K +$233K +9,521 New
RJT
34
Raymond James Trust
Florida
$233K +$216K +8,829 New
SIA
35
SeaBridge Investment Advisors
New Jersey
$170K
Creative Planning
36
Creative Planning
Kansas
$117K +$14.5K +591 +15%
US Bancorp
37
US Bancorp
Minnesota
$107K +$11.9K +486 +14%
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$58K
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$57K
CGT
40
Capital Guardian Trust
California
$57K +$52.7K +2,152 New
BCM
41
Blume Capital Management
California
$51K +$47.6K +1,943 New
CTC
42
Central Trust Company
Missouri
$50K +$46.8K +1,912 New
PSUF
43
People's United Financial
Connecticut
$31K -$6.25K -255 -18%
MA
44
MUFG Americas
New York
$27K +$441 +18 +2%
GT
45
Glenmede Trust
Pennsylvania
$27K +$25.7K +1,051 New
MA
46
MCF Advisors
Kentucky
$23K
1IC
47
1919 Investment Counsel
Maryland
$20K +$294 +12 +2%
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$20K +$18.7K +763 New
TRCT
49
Tower Research Capital (TRC)
New York
$18K -$3.23K -132 -17%
WA
50
WFG Advisors
Texas
$17K +$269 +11 +2%

HQH Hedge Fund Activity: Q4 2013 in Review

58 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in abrdn Healthcare Investors (HQH) for Q4 2013, worth a combined $131M — up 14% from $115M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new HQH positions and 3 closed out — a net gain of 10 holders — while 19 added to existing stakes and 15 trimmed.

The largest buyer was UBS, adding an estimated $1.95M. The largest seller was Advisors Asset Management, cutting an estimated $1.37M.

  • 58 institutional investors held abrdn Healthcare Investors (HQH) as of Q4 2013, up from 50 in Q3 2013.
  • Funds reported $131M of abrdn Healthcare Investors stock for Q4 2013, up 14% quarter-over-quarter.
  • 13 funds opened new abrdn Healthcare Investors positions in Q4 2013 and 3 closed out, a net change of +10 holders.
  • The largest abrdn Healthcare Investors buyer in Q4 2013 was UBS, an estimated $1.95M added.
  • The largest abrdn Healthcare Investors seller in Q4 2013 was Advisors Asset Management, an estimated $1.37M sold.

Based on aggregated 13F filings for Q4 2013.