HQH

abrdn Healthcare Investors
HQH

Overview Fund Activity

72 hedge funds and large institutions have $154M invested in abrdn Healthcare Investors in 2016 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 23 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
72
Holders Change
–
Holders Change %
0%
% of All Funds
1.92%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
20
Reduced
23
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Stifel Financial
Stifel Financial
Missouri
+$2.05M
2
UAS
United Asset Strategies
New York
+$1.49M
3
Morgan Stanley
Morgan Stanley
New York
+$1.02M
4
DA
Doliver Advisors
Texas
+$965K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$679K

Top Sellers

1
COLIM
City of London Investment Management
United Kingdom
-$6.7M
2
Goldman Sachs
Goldman Sachs
New York
-$4.28M
3
LPL Financial
LPL Financial
California
-$4.1M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$2.73M
5
Citigroup
Citigroup
New York
-$1.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
WS
26
Wedbush Securities
California
$574K +$108K +4,595 +23%
CAN
27
Cetera Advisor Networks
California
$548K -$91.1K -3,875 -14%
Ameriprise
28
Ameriprise
Minnesota
$494K -$2.51K -107 -0.5%
FTIOP
29
Fiduciary Trust International of Pennsylvania
Pennsylvania
$413K -$281 -12 -0.1%
SCA
30
Sippican Capital Advisors
Massachusetts
$398K – – –
RMC
31
Regis Management Company
California
$384K – – –
AG
32
Advisor Group
Arizona
$365K +$365K +15,648 New
JPMPWA
33
J.P. Morgan Private Wealth Advisors
California
$281K +$1.88K +80 +0.7%
OFG
34
OTA Financial Group
New York
$268K +$268K +11,471 New
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$236K +$33.3K +1,419 +16%
TC
36
TFS Capital
Pennsylvania
$223K +$223K +9,511 New
MFS
37
MSI Financial Services
Massachusetts
$215K -$36.7K -1,565 -15%
NEPWA
38
New England Private Wealth Advisors
Massachusetts
$212K – – –
Invesco
39
Invesco
Georgia
$211K +$587 +25 +0.3%
WRM
40
Westport Resources Management
Connecticut
$211K +$4.26K +182 +2%
Bank of New York Mellon
41
Bank of New York Mellon
New York
$209K -$70 -3 -0%
BC
42
Bartlett & Co
Ohio
$202K – – –
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$189K – – –
Creative Planning
44
Creative Planning
Kansas
$186K +$11.7K +499 +7%
DADC
45
D.A. Davidson & Co
Montana
$116K – – –
Citigroup
46
Citigroup
New York
$98K -$1.6M -68,534 -94%
GWM
47
Geneos Wealth Management
Colorado
$89K -$15.3K -641 -15%
NFG
48
Next Financial Group
Texas
$89K +$89K +3,816 +190,800%
GT
49
Glenmede Trust
Pennsylvania
$67K +$41.8K +1,800 +166%
IA
50
IFP Advisors
Florida
$58K +$58K +2,455 New
1
2
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