HQH

abrdn Healthcare Investors
HQH

Overview Fund Activity

65 hedge funds and large institutions have $235M invested in abrdn Healthcare Investors in 2015 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 18 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
65
Holders Change
-3
Holders Change %
-4.41%
% of All Funds
1.73%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
7
Increased
21
Reduced
18
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$2.62M
2
UBS Group
UBS Group
Switzerland
+$1.19M
3
LPL Financial
LPL Financial
California
+$681K
4
Wells Fargo
Wells Fargo
California
+$489K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$472K

Top Sellers

1
NIM
Needham Investment Management
New York
-$1.8M
2
DA
Doliver Advisors
Texas
-$1.62M
3
NPC
National Planning Corporation
California
-$1.2M
4
Morgan Stanley
Morgan Stanley
New York
-$1.11M
5
CA
Cornerstone Advisors
North Carolina
-$903K
Name Holding Trade Value Shares
Change 		Shares
Change %
WS
26
Wedbush Securities
California
$462K +$122K +3,591 +36%
DC
27
Davenport & Co
Virginia
$451K – – –
Ameriprise
28
Ameriprise
Minnesota
$439K +$31.7K +931 +8%
WRM
29
Westport Resources Management
Connecticut
$434K -$152K -4,446 -26%
AWA
30
Arete Wealth Advisors
Illinois
$431K -$6.89K -205 -2%
B
31
Baird
Wisconsin
$377K +$377K +11,068 New
SIA
32
SeaBridge Investment Advisors
New Jersey
$366K – – –
GIA
33
Guyasuta Investment Advisors
Pennsylvania
$348K – – –
BC
34
Bartlett & Co
Ohio
$301K – – –
CFA
35
Cahill Financial Advisors
Minnesota
$243K -$32K -939 -12%
OA
36
Outfitter Advisors
Virginia
$227K – – –
NEPWA
37
New England Private Wealth Advisors
Massachusetts
$218K -$86.6K -2,543 -28%
Creative Planning
38
Creative Planning
Kansas
$215K +$11K +323 +5%
Citigroup
39
Citigroup
New York
$204K -$17.4K -510 -8%
CAM
40
Carret Asset Management
New York
$200K +$200K +5,870 New
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$198K -$266K -7,765 -57%
BBHC
42
Brown Brothers Harriman & Co
New York
$139K – – –
CTC
43
Central Trust Company
Missouri
$89K +$89K +2,599 New
DADC
44
D.A. Davidson & Co
Montana
$83K +$17.3K +511 +26%
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$75K – – –
CGT
46
Capital Guardian Trust
California
$73K – – –
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$60K +$1.02K +30 +2%
MFS
48
MSI Financial Services
Massachusetts
$45K +$7.79K +229 +21%
PSUF
49
People's United Financial
Connecticut
$40K – – –
MA
50
MUFG Americas
New York
$38K +$1.33K +39 +4%
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