We are live on ! Find out more
HQH

abrdn Healthcare Investors

78 hedge funds and large institutions have $249M invested in abrdn Healthcare Investors in 2014 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 34 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

425% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 4

209% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 11

85% more capital invested

Capital invested by funds: $135M → $249M (+$114M)

28% more funds holding

Funds holding: 6178 (+17)

15.72% more ownership

Funds ownership: 18.66%34.38% (+16%)

Holders
78
Holders Change
+17
Holders Change %
+27.87%
% of All Funds
2.24%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
21
Increased
34
Reduced
11
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OC
26
Oppenheimer & Co
New York
$806K +$170K +6,514 +26%
BBPWM
27
Blue Bell Private Wealth Management
Pennsylvania
$799K +$755K +28,990 +1,434%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$640K +$105K +4,031 +19%
First Trust Advisors
29
First Trust Advisors
Illinois
$610K -$1.19M -45,738 -66%
NPC
30
National Planning Corporation
California
$601K -$94.5K -3,629 -13%
Stifel Financial
31
Stifel Financial
Missouri
$598K +$101K +3,885 +20%
TJHA
32
Thomas J. Herzfeld Advisors
Florida
$594K +$601K +23,056 New
Bank of America
33
Bank of America
North Carolina
$519K -$103K -3,940 -16%
CAN
34
Cetera Advisor Networks
California
$504K +$45.1K +1,731 +10%
PWM
35
ParenteBeard Wealth Management
Pennsylvania
$464K -$207K -7,940 -31%
HighTower Advisors
36
HighTower Advisors
Illinois
$435K +$13.4K +513 +3%
CS
37
Credit Suisse
Switzerland
$418K +$422K +16,210 New
FTIOP
38
Fiduciary Trust International of Pennsylvania
Pennsylvania
$417K +$421K +16,181 New
BC
39
Bartlett & Co
Ohio
$395K
DC
40
Davenport & Co
Virginia
$347K +$57.2K +2,197 +20%
WRM
41
Westport Resources Management
Connecticut
$310K +$6.28K +241 +2%
SIA
42
SeaBridge Investment Advisors
New Jersey
$277K +$112K +4,290 +67%
Ameriprise
43
Ameriprise
Minnesota
$237K -$15K -574 -6%
RJT
44
Raymond James Trust
Florida
$228K
NEPWA
45
New England Private Wealth Advisors
Massachusetts
$228K +$231K +8,853 New
TRCT
46
Tower Research Capital (TRC)
New York
$134K +$80.9K +3,105 +150%
Creative Planning
47
Creative Planning
Kansas
$125K +$7.24K +278 +6%
BBHC
48
Brown Brothers Harriman & Co
New York
$105K
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$57K +$495 +19 +0.9%
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$56K

HQH Hedge Fund Activity: Q2 2014 in Review

78 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in abrdn Healthcare Investors (HQH) for Q2 2014, worth a combined $249M — up 85% from $135M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new HQH positions and 4 closed out — a net gain of 17 holders — while 34 added to existing stakes and 11 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $47.1M. The largest seller was HSBC Holdings, exiting entirely with an estimated $5.94M sold.

  • 78 institutional investors held abrdn Healthcare Investors (HQH) as of Q2 2014, up from 61 in Q1 2014.
  • Funds reported $249M of abrdn Healthcare Investors stock for Q2 2014, up 85% quarter-over-quarter.
  • 21 funds opened new abrdn Healthcare Investors positions in Q2 2014 and 4 closed out, a net change of +17 holders.
  • The largest abrdn Healthcare Investors buyer in Q2 2014 was Goldman Sachs, an estimated $47.1M added.
  • The largest abrdn Healthcare Investors seller in Q2 2014 was HSBC Holdings, an estimated $5.94M sold.

Based on aggregated 13F filings for Q2 2014.