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HQH

abrdn Healthcare Investors

69 hedge funds and large institutions have $191M invested in abrdn Healthcare Investors in 2015 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 22 increasing their positions, 30 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

8% more funds holding

Funds holding: 6469 (+5)

0.36% less ownership

Funds ownership: 19.31%18.95% (-0.36%)

22% less capital invested

Capital invested by funds: $245M → $191M (-$53.8M)

27% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 30

Holders
69
Holders Change
+5
Holders Change %
+7.81%
% of All Funds
1.93%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
11
Increased
22
Reduced
30
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
26
Shaker Financial Services
Virginia
$758K +$935K +27,471 New
CAN
27
Cetera Advisor Networks
California
$736K +$44.1K +1,295 +5%
HighTower Advisors
28
HighTower Advisors
Illinois
$630K +$162K +4,770 +26%
SPC
29
Sigma Planning Corp
Michigan
$620K -$356K -10,447 -32%
Stifel Financial
30
Stifel Financial
Missouri
$617K +$715 +21 +0.1%
Baird Financial Group
31
Baird Financial Group
Wisconsin
$491K -$96.1K -2,824 -14%
Ameriprise
32
Ameriprise
Minnesota
$477K +$107K +3,152 +22%
SCA
33
Sippican Capital Advisors
Massachusetts
$469K -$13K -382 -2%
FTIOP
34
Fiduciary Trust International of Pennsylvania
Pennsylvania
$466K -$177K -5,213 -24%
WS
35
Wedbush Securities
California
$404K +$4.77K +140 +1%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$375K +$462K +13,584 New
CRC
37
Curi RMB Capital
Illinois
$372K +$459K +13,471 New
WRM
38
Westport Resources Management
Connecticut
$357K -$340 -10 -0.1%
DC
39
Davenport & Co
Virginia
$328K -$26.5K -779 -6%
NMC
40
Nine Masts Capital
Hong Kong
$270K +$330K +9,700 New
BC
41
Bartlett & Co
Ohio
$238K -$6.6K -194 -2%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$221K +$272K +7,995 New
GIA
43
Guyasuta Investment Advisors
Pennsylvania
$220K -$75.7K -2,225 -22%
JMPWA
44
JP Morgan Private Wealth Advisors
California
$204K +$20.6K +604 +9%
Creative Planning
45
Creative Planning
Kansas
$162K +$200K +5,862 New
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$159K -$4.32K -127 -2%
WEC
47
Winslow Evans & Crocker
Massachusetts
$147K +$4.97K +146 +3%
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$138K +$119K +3,489 +228%
GT
49
Glenmede Trust
Pennsylvania
$132K +$127K +3,735 +343%
SIA
50
SeaBridge Investment Advisors
New Jersey
$128K -$3.54K -104 -2%

HQH Hedge Fund Activity: Q3 2015 in Review

69 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in abrdn Healthcare Investors (HQH) for Q3 2015, worth a combined $191M — down 22% from $245M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new HQH positions and 6 closed out — a net gain of 5 holders — while 22 added to existing stakes and 30 trimmed.

The largest buyer was Doliver Advisors, opening a new position worth an estimated $3.9M. The largest seller was Goldman Sachs, cutting an estimated $15.5M.

  • 69 institutional investors held abrdn Healthcare Investors (HQH) as of Q3 2015, up from 64 in Q2 2015.
  • Funds reported $191M of abrdn Healthcare Investors stock for Q3 2015, down 22% quarter-over-quarter.
  • 11 funds opened new abrdn Healthcare Investors positions in Q3 2015 and 6 closed out, a net change of +5 holders.
  • The largest abrdn Healthcare Investors buyer in Q3 2015 was Doliver Advisors, an estimated $3.9M added.
  • The largest abrdn Healthcare Investors seller in Q3 2015 was Goldman Sachs, an estimated $15.5M sold.

Based on aggregated 13F filings for Q3 2015.