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HQH

abrdn Healthcare Investors

67 hedge funds and large institutions have $162M invested in abrdn Healthcare Investors in 2017 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 19 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more capital invested

Capital invested by funds: $146M → $162M (+$15.6M)

5% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 19

0.49% less ownership

Funds ownership: 18.95%18.46% (-0.49%)

6% less funds holding

Funds holding: 7167 (-4)

25% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 12

Holders
67
Holders Change
-4
Holders Change %
-5.63%
% of All Funds
1.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
20
Reduced
19
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FTIOP
26
Fiduciary Trust International of Pennsylvania
Pennsylvania
$424K
SCA
27
Sippican Capital Advisors
Massachusetts
$409K
Goldman Sachs
28
Goldman Sachs
New York
$408K -$68.8K -2,932 -15%
RMC
29
Regis Management Company
California
$394K
Stifel Financial
30
Stifel Financial
Missouri
$377K -$1.06M -45,061 -74%
Baird Financial Group
31
Baird Financial Group
Wisconsin
$376K +$367K +15,630 New
HighTower Advisors
32
HighTower Advisors
Illinois
$347K -$228K -9,732 -40%
JMPWA
33
JP Morgan Private Wealth Advisors
California
$323K +$5.09K +217 +2%
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$310K +$71.9K +3,061 +31%
DC
35
Davenport & Co
Virginia
$284K
AG
36
Advisor Group
Arizona
$253K -$83K -3,536 -25%
WAM
37
Wolverine Asset Management
Illinois
$234K +$229K +9,769 New
Creative Planning
38
Creative Planning
Kansas
$232K -$4.41K -188 -2%
LWAC
39
Laurel Wealth Advisors (California)
California
$229K +$224K +9,527 New
BC
40
Bartlett & Co
Ohio
$207K
DADC
41
D.A. Davidson & Co
Montana
$150K
GT
42
Glenmede Trust
Pennsylvania
$99K
GWM
43
Geneos Wealth Management
Colorado
$84K +$305 +13 +0.4%
SPIA
44
Steward Partners Investment Advisory
New York
$75K -$74.5K -3,173 -50%
FDCDDQ
45
Federation des caisses Desjardins du Quebec
Quebec, Canada
$72.1K +$70.4K +3,000 New
PA
46
Parallel Advisors
California
$67K
IA
47
IFP Advisors
Florida
$66K +$4.77K +203 +8%
ASN
48
Advisory Services Network
Georgia
$65K +$63.7K +2,713 New
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$64K +$22.7K +967 +58%
NSIM
50
North Star Investment Management
Illinois
$57K +$1.03K +44 +2%

HQH Hedge Fund Activity: Q1 2017 in Review

67 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in abrdn Healthcare Investors (HQH) for Q1 2017, worth a combined $162M — up 11% from $146M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of HQH and 9 opened new positions — a net loss of 3 holders — while 19 trimmed existing stakes and 20 added.

The largest buyer was Morgan Stanley, adding an estimated $2.43M. The largest seller was Citigroup, cutting an estimated $2.26M.

  • 67 institutional investors held abrdn Healthcare Investors (HQH) as of Q1 2017, down from 71 in Q4 2016.
  • Funds reported $162M of abrdn Healthcare Investors stock for Q1 2017, up 11% quarter-over-quarter.
  • 9 funds opened new abrdn Healthcare Investors positions in Q1 2017 and 12 closed out, a net change of -3 holders.
  • The largest abrdn Healthcare Investors buyer in Q1 2017 was Morgan Stanley, an estimated $2.43M added.
  • The largest abrdn Healthcare Investors seller in Q1 2017 was Citigroup, an estimated $2.26M sold.

Based on aggregated 13F filings for Q1 2017.