We are live on ! Find out more
HQH

abrdn Healthcare Investors

71 hedge funds and large institutions have $146M invested in abrdn Healthcare Investors in 2016 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 27 increasing their positions, 16 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 16

40% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 10

3% more funds holding

Funds holding: 6971 (+2)

0.77% more ownership

Funds ownership: 18.18%18.95% (+0.77%)

8% less capital invested

Capital invested by funds: $159M → $146M (-$12.2M)

Holders
71
Holders Change
+2
Holders Change %
+2.9%
% of All Funds
1.77%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
27
Reduced
16
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FFSOTS
26
Fiduciary Financial Services of The Southwest
Texas
$689K -$817K -36,698 -53%
Ameriprise
27
Ameriprise
Minnesota
$554K +$38.7K +1,738 +7%
CAN
28
Cetera Advisor Networks
California
$531K -$341K -15,310 -38%
HighTower Advisors
29
HighTower Advisors
Illinois
$509K -$186K -8,339 -26%
NSAM
30
North Star Asset Management
Wisconsin
$481K -$142K -6,381 -22%
AAM
31
Advisors Asset Management
Colorado
$481K -$17K -762 -3%
COLIM
32
City of London Investment Management
United Kingdom
$465K +$491K +22,035 New
Goldman Sachs
33
Goldman Sachs
New York
$420K -$299K -13,440 -40%
WAM
34
Weiss Asset Management
Massachusetts
$379K +$400K +17,956 New
FTIOP
35
Fiduciary Trust International of Pennsylvania
Pennsylvania
$373K
SCA
36
Sippican Capital Advisors
Massachusetts
$359K
RMC
37
Regis Management Company
California
$346K
AG
38
Advisor Group
Arizona
$297K -$34.5K -1,549 -10%
DC
39
Davenport & Co
Virginia
$283K +$299K +13,435 New
JMPWA
40
JP Morgan Private Wealth Advisors
California
$279K +$23K +1,034 +8%
Creative Planning
41
Creative Planning
Kansas
$208K +$15.7K +707 +8%
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$207K +$30.2K +1,357 +16%
BC
43
Bartlett & Co
Ohio
$182K
SPIA
44
Steward Partners Investment Advisory
New York
$133K +$141K +6,317 New
DADC
45
D.A. Davidson & Co
Montana
$132K +$22.3K +1,000 +19%
MFS
46
MSI Financial Services
Massachusetts
$89K -$44K -1,975 -32%
GT
47
Glenmede Trust
Pennsylvania
$86K -$28.6K -1,284 -24%
GWM
48
Geneos Wealth Management
Colorado
$73K +$1.27K +57 +2%
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$57K +$7.46K +335 +16%
PA
50
Parallel Advisors
California
$56K +$58.7K +2,635 New

HQH Hedge Fund Activity: Q4 2016 in Review

71 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in abrdn Healthcare Investors (HQH) for Q4 2016, worth a combined $146M — down 7.7% from $159M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new HQH positions and 10 closed out — a net gain of 4 holders — while 27 added to existing stakes and 16 trimmed.

The largest buyer was Bank of Nova Scotia, opening a new position worth an estimated $2.38M. The largest seller was Morgan Stanley, cutting an estimated $2.77M.

  • 71 institutional investors held abrdn Healthcare Investors (HQH) as of Q4 2016, up from 69 in Q3 2016.
  • Funds reported $146M of abrdn Healthcare Investors stock for Q4 2016, down 7.7% quarter-over-quarter.
  • 14 funds opened new abrdn Healthcare Investors positions in Q4 2016 and 10 closed out, a net change of +4 holders.
  • The largest abrdn Healthcare Investors buyer in Q4 2016 was Bank of Nova Scotia, an estimated $2.38M added.
  • The largest abrdn Healthcare Investors seller in Q4 2016 was Morgan Stanley, an estimated $2.77M sold.

Based on aggregated 13F filings for Q4 2016.