HQH

abrdn Healthcare Investors
HQH

Overview Fund Activity

72 hedge funds and large institutions have $175M invested in abrdn Healthcare Investors in 2016 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 30 increasing their positions, 20 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
72
Holders Change
-2
Holders Change %
-2.7%
% of All Funds
1.92%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
30
Reduced
20
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
COLIM
City of London Investment Management
United Kingdom
+$6.7M
2
NCM
Newgate Capital Management
Connecticut
+$930K
3
Citigroup
Citigroup
New York
+$696K
4
GIA
Guyasuta Investment Advisors
Pennsylvania
+$546K
5
AAM
Advisors Asset Management
Colorado
+$436K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$7.3M
2
DA
Doliver Advisors
Texas
-$2.63M
3
Wells Fargo
Wells Fargo
California
-$1.44M
4
WAM
Weiss Asset Management
Massachusetts
-$1.28M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$950K
Name Holding Trade Value Shares
Change 		Shares
Change %
NSAM
26
North Star Asset Management
Wisconsin
$775K -$66.2K -2,757 -8%
GIA
27
Guyasuta Investment Advisors
Pennsylvania
$738K +$546K +22,750 +284%
CAN
28
Cetera Advisor Networks
California
$653K -$33.3K -1,387 -5%
HighTower Advisors
29
HighTower Advisors
Illinois
$533K +$33.4K +1,393 +7%
Ameriprise
30
Ameriprise
Minnesota
$509K +$32.1K +1,337 +7%
WS
31
Wedbush Securities
California
$478K +$37.9K +1,580 +9%
FTIOP
32
Fiduciary Trust International of Pennsylvania
Pennsylvania
$424K +$10.5K +436 +3%
SCA
33
Sippican Capital Advisors
Massachusetts
$408K – – –
RMC
34
Regis Management Company
California
$393K – – –
OTC
35
Opera Trading Capital
France
$302K +$302K +12,587 New
JPMPWA
36
J.P. Morgan Private Wealth Advisors
California
$286K +$68.2K +2,839 +31%
Baird Financial Group
37
Baird Financial Group
Wisconsin
$284K -$132K -5,510 -32%
MFS
38
MSI Financial Services
Massachusetts
$258K -$15.1K -628 -6%
NEPWA
39
New England Private Wealth Advisors
Massachusetts
$216K +$1.65K +69 +0.8%
Invesco
40
Invesco
Georgia
$215K +$215K +8,968 New
Bank of New York Mellon
41
Bank of New York Mellon
New York
$214K +$23.2K +966 +12%
WRM
42
Westport Resources Management
Connecticut
$212K +$5.18K +216 +3%
BC
43
Bartlett & Co
Ohio
$207K – – –
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$207K +$27.8K +1,159 +16%
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$194K +$36K +1,500 +23%
Creative Planning
46
Creative Planning
Kansas
$178K +$42.3K +1,765 +31%
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$128K +$60.8K +2,537 +90%
DADC
48
D.A. Davidson & Co
Montana
$118K – – –
GWM
49
Geneos Wealth Management
Colorado
$107K +$107K +4,367 New
BBHC
50
Brown Brothers Harriman & Co
New York
$96K – – –
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