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HQH

abrdn Healthcare Investors
HQH

61 hedge funds and large institutions have $135M invested in abrdn Healthcare Investors in 2014 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 28 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

155% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 11

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

5% more funds holding

Funds holding: 58 → 61 (+3)

3% more capital invested

Capital invested by funds: $131M → $135M (+$3.72M)

0.35% more ownership

Funds ownership: 18.31% → 18.66% (+0.35%)

Holders
61
Holders Change
+3
Holders Change %
+5.17%
% of All Funds
1.76%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
28
Reduced
11
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$4.37M
2
Wells Fargo
Wells Fargo
California
+$1.19M
3
YCM
Yakira Capital Management
Connecticut
+$1.09M
4
Goldman Sachs
Goldman Sachs
New York
+$817K
5
SIA
Sit Investment Associates
Minnesota
+$608K

Top Sellers

Rank Fund Capital Flow
1
AAM
Advisors Asset Management
Colorado
-$2.57M
2
U
UBS
Switzerland
-$1.39M
3
SG Americas Securities
SG Americas Securities
New York
-$1.09M
4
LTFS
Ladenburg Thalmann Financial Services
Florida
-$909K
5
Bank of America
Bank of America
North Carolina
-$646K
Name Holding Trade Value Shares
Change 		Change in
Stake
CAN
26
Cetera Advisor Networks
California
$474K -$48.3K -1,739 -9%
CAM
27
Carret Asset Management
New York
$446K – – –
HighTower Advisors
28
HighTower Advisors
Illinois
$436K +$8.14K +293 +2%
BC
29
Bartlett & Co
Ohio
$407K – – –
WRM
30
Westport Resources Management
Connecticut
$314K +$6K +216 +2%
DC
31
Davenport & Co
Virginia
$299K – – –
BNP Paribas Financial Markets
32
BNP Paribas Financial Markets
France
$265K -$122K -4,390 -30%
Ameriprise
33
Ameriprise
Minnesota
$260K +$7.2K +259 +3%
RJT
34
Raymond James Trust
Florida
$235K – – –
SIA
35
SeaBridge Investment Advisors
New Jersey
$171K – – –
US Bancorp
36
US Bancorp
Minnesota
$136K +$29.6K +1,066 +26%
Creative Planning
37
Creative Planning
Kansas
$122K +$3.75K +135 +3%
BBHC
38
Brown Brothers Harriman & Co
New York
$109K +$114K +4,090 New
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$58K – – –
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$58K – – –
CGT
41
Capital Guardian Trust
California
$57K – – –
TRCT
42
Tower Research Capital (TRC)
New York
$55K +$39.2K +1,410 +212%
BBPWM
43
Blue Bell Private Wealth Management
Pennsylvania
$54K +$54K +1,942 +2,458%
CTC
44
Central Trust Company
Missouri
$51K – – –
BCM
45
Blume Capital Management
California
$41K -$11.4K -409 -21%
PSUF
46
People's United Financial
Connecticut
$31K – – –
MA
47
MUFG Americas
New York
$28K +$528 +19 +2%
GT
48
Glenmede Trust
Pennsylvania
$28K +$556 +20 +2%
MA
49
MCF Advisors
Kentucky
$23K – – –
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$21K +$389 +14 +2%
1
2
3

HQH Hedge Fund Activity: Q1 2014 in Review

61 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in abrdn Healthcare Investors (HQH) for Q1 2014, worth a combined $135M — up 2.8% from $131M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new HQH positions and 3 closed out — a net gain of 3 holders — while 28 added to existing stakes and 11 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $4.37M. The largest seller was Advisors Asset Management, cutting an estimated $2.57M.

  • 61 institutional investors held abrdn Healthcare Investors (HQH) as of Q1 2014, up from 58 in Q4 2013.
  • Funds reported $135M of abrdn Healthcare Investors stock for Q1 2014, up 2.8% quarter-over-quarter.
  • 6 funds opened new abrdn Healthcare Investors positions in Q1 2014 and 3 closed out, a net change of +3 holders.
  • The largest abrdn Healthcare Investors buyer in Q1 2014 was Morgan Stanley, an estimated $4.37M added.
  • The largest abrdn Healthcare Investors seller in Q1 2014 was Advisors Asset Management, an estimated $2.57M sold.

Based on aggregated 13F filings for Q1 2014.