We are live on ! Find out more
HQH

abrdn Healthcare Investors

74 hedge funds and large institutions have $222M invested in abrdn Healthcare Investors in 2015 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 24 increasing their positions, 20 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 10

20% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 20

16% more capital invested

Capital invested by funds: $191M → $222M (+$31M)

7% more funds holding

Funds holding: 6974 (+5)

1.59% more ownership

Funds ownership: 18.95%20.54% (+1.6%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
74
Holders Change
+5
Holders Change %
+7.25%
% of All Funds
1.94%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
15
Increased
24
Reduced
20
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NSAM
26
North Star Asset Management
Wisconsin
$1.04M -$1.54K -50 -0.1%
CAN
27
Cetera Advisor Networks
California
$848K +$53.3K +1,728 +6%
HighTower Advisors
28
HighTower Advisors
Illinois
$618K -$62.6K -2,028 -9%
Stifel Financial
29
Stifel Financial
Missouri
$615K -$50.5K -1,636 -7%
Ameriprise
30
Ameriprise
Minnesota
$589K +$80.2K +2,597 +15%
GT
31
Glenmede Trust
Pennsylvania
$553K +$428K +13,860 +287%
WS
32
Wedbush Securities
California
$544K +$114K +3,690 +25%
Baird Financial Group
33
Baird Financial Group
Wisconsin
$515K -$13.7K -445 -3%
FTIOP
34
Fiduciary Trust International of Pennsylvania
Pennsylvania
$511K +$10K +325 +2%
SCA
35
Sippican Capital Advisors
Massachusetts
$504K
RMC
36
Regis Management Company
California
$486K +$506K +16,386 New
SG Americas Securities
37
SG Americas Securities
New York
$403K +$419K +13,574 New
DC
38
Davenport & Co
Virginia
$353K
MFS
39
MSI Financial Services
Massachusetts
$337K +$225K +7,276 +178%
AGM
40
Alpine Global Management
New York
$295K +$307K +9,933 New
JMPWA
41
JP Morgan Private Wealth Advisors
California
$269K +$51.5K +1,667 +23%
NEPWA
42
New England Private Wealth Advisors
Massachusetts
$266K +$276K +8,949 New
WRM
43
Westport Resources Management
Connecticut
$256K -$134K -4,331 -33%
BC
44
Bartlett & Co
Ohio
$256K
GIA
45
Guyasuta Investment Advisors
Pennsylvania
$237K
Bank of New York Mellon
46
Bank of New York Mellon
New York
$236K +$246K +7,954 New
LWAC
47
Laurel Wealth Advisors (California)
California
$230K +$240K +7,769 New
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$222K +$53.4K +1,730 +30%
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$195K +$61.7K +2,000 +44%
Creative Planning
50
Creative Planning
Kansas
$168K -$5.99K -194 -3%

HQH Hedge Fund Activity: Q4 2015 in Review

74 of the 3,813 institutional investors tracked by Wall St. Rank reported a position in abrdn Healthcare Investors (HQH) for Q4 2015, worth a combined $222M — up 16% from $191M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new HQH positions and 10 closed out — a net gain of 5 holders — while 24 added to existing stakes and 20 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $8.2M. The largest seller was Goldman Sachs, cutting an estimated $4.4M.

  • 74 institutional investors held abrdn Healthcare Investors (HQH) as of Q4 2015, up from 69 in Q3 2015.
  • Funds reported $222M of abrdn Healthcare Investors stock for Q4 2015, up 16% quarter-over-quarter.
  • 15 funds opened new abrdn Healthcare Investors positions in Q4 2015 and 10 closed out, a net change of +5 holders.
  • The largest abrdn Healthcare Investors buyer in Q4 2015 was Morgan Stanley, an estimated $8.2M added.
  • The largest abrdn Healthcare Investors seller in Q4 2015 was Goldman Sachs, an estimated $4.4M sold.

Based on aggregated 13F filings for Q4 2015.