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HQH

abrdn Healthcare Investors
HQH

68 hedge funds and large institutions have $214M invested in abrdn Healthcare Investors in 2014 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 27 increasing their positions, 14 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 14

1% more capital invested

Capital invested by funds: $212M → $214M (+$1.84M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

2.45% less ownership

Funds ownership: 26.99% → 24.55% (-2.4%)

8% less funds holding

Funds holding: 74 → 68 (-6)

27% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 15

Holders
68
Holders Change
-6
Holders Change %
-8.11%
% of All Funds
1.81%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
11
Increased
27
Reduced
14
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IG
ING Group
Netherlands
+$14.4M
2
FFSOTS
Fiduciary Financial Services of The Southwest
Texas
+$2.33M
3
DA
Doliver Advisors
Texas
+$1.54M
4
LPL Financial
LPL Financial
California
+$1.04M
5
SCA
Sippican Capital Advisors
Massachusetts
+$522K

Top Sellers

Rank Fund Capital Flow
1
AAM
Advisors Asset Management
Colorado
-$9.05M
2
Goldman Sachs
Goldman Sachs
New York
-$7.97M
3
YCM
Yakira Capital Management
Connecticut
-$7.23M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$6.87M
5
Morgan Stanley
Morgan Stanley
New York
-$3.83M
Name Holding Trade Value Shares
Change 		Change in
Stake
HighTower Advisors
26
HighTower Advisors
Illinois
$535K +$5.62K +187 +1%
SCA
27
Sippican Capital Advisors
Massachusetts
$535K +$522K +17,382 New
WRM
28
Westport Resources Management
Connecticut
$529K +$147K +4,897 +40%
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$418K +$307K +10,226 +307%
DC
30
Davenport & Co
Virginia
$408K -$3.06K -102 -0.8%
AWA
31
Arete Wealth Advisors
Illinois
$401K +$46.9K +1,560 +14%
Ameriprise
32
Ameriprise
Minnesota
$368K +$32.4K +1,077 +10%
BNP Paribas Financial Markets
33
BNP Paribas Financial Markets
France
$333K -$615K -20,449 -65%
SIA
34
SeaBridge Investment Advisors
New Jersey
$331K – – –
GIA
35
Guyasuta Investment Advisors
Pennsylvania
$314K – – –
WS
36
Wedbush Securities
California
$307K -$33.1K -1,103 -10%
NEPWA
37
New England Private Wealth Advisors
Massachusetts
$275K +$1.38K +46 +0.5%
BC
38
Bartlett & Co
Ohio
$272K – – –
CFA
39
Cahill Financial Advisors
Minnesota
$249K +$242K +8,065 New
OA
40
Outfitter Advisors
Virginia
$205K -$20K -664 -9%
Citigroup
41
Citigroup
New York
$200K +$130K +4,327 +200%
Creative Planning
42
Creative Planning
Kansas
$184K +$15K +498 +9%
BBHC
43
Brown Brothers Harriman & Co
New York
$126K – – –
GT
44
Glenmede Trust
Pennsylvania
$115K +$81.2K +2,703 +252%
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$68K – – –
CGT
46
Capital Guardian Trust
California
$66K – – –
DADC
47
D.A. Davidson & Co
Montana
$59K – – –
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$53K +$902 +30 +2%
NHFG
49
New Harbor Financial Group
Massachusetts
$42K +$40.7K +1,355 New
PSUF
50
People's United Financial
Connecticut
$36K – – –
1
2
3 4

HQH Hedge Fund Activity: Q4 2014 in Review

68 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in abrdn Healthcare Investors (HQH) for Q4 2014, worth a combined $214M — up 0.87% from $212M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of HQH and 11 opened new positions — a net loss of 4 holders — while 14 trimmed existing stakes and 27 added.

The largest buyer was ING Group, opening a new position worth an estimated $14.4M. The largest seller was Advisors Asset Management, exiting entirely with an estimated $9.05M sold.

  • 68 institutional investors held abrdn Healthcare Investors (HQH) as of Q4 2014, down from 74 in Q3 2014.
  • Funds reported $214M of abrdn Healthcare Investors stock for Q4 2014, up 0.87% quarter-over-quarter.
  • 11 funds opened new abrdn Healthcare Investors positions in Q4 2014 and 15 closed out, a net change of -4 holders.
  • The largest abrdn Healthcare Investors buyer in Q4 2014 was ING Group, an estimated $14.4M added.
  • The largest abrdn Healthcare Investors seller in Q4 2014 was Advisors Asset Management, an estimated $9.05M sold.

Based on aggregated 13F filings for Q4 2014.