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HQH

abrdn Healthcare Investors
HQH

67 hedge funds and large institutions have $170M invested in abrdn Healthcare Investors in 2017 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 29 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 16

5% more capital invested

Capital invested by funds: $162M → $170M (+$8.21M)

0.11% more ownership

Funds ownership: 18.46% → 18.57% (+0.11%)

0% more funds holding

Funds holding: 67 → 67 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

Holders
67
Holders Change
–
Holders Change %
0%
% of All Funds
1.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
29
Reduced
16
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$3.14M
2
Goldman Sachs
Goldman Sachs
New York
+$1.64M
3
Morgan Stanley
Morgan Stanley
New York
+$1.52M
4
Bank of America
Bank of America
North Carolina
+$910K
5
Wells Fargo
Wells Fargo
California
+$810K

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$4.7M
2
IG
ING Group
Netherlands
-$2.48M
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$521K
4
AAM
Advisors Asset Management
Colorado
-$473K
5
NEPWA
New England Private Wealth Advisors
Massachusetts
-$297K
Name Holding Trade Value Shares
Change 		Change in
Stake
DC
26
Davenport & Co
Virginia
$550K +$210K +8,465 +63%
FTIOP
27
Fiduciary Trust International of Pennsylvania
Pennsylvania
$546K +$102K +4,098 +23%
Baird Financial Group
28
Baird Financial Group
Wisconsin
$444K +$51.3K +2,072 +13%
SCA
29
Sippican Capital Advisors
Massachusetts
$427K – – –
RMC
30
Regis Management Company
California
$411K – – –
Stifel Financial
31
Stifel Financial
Missouri
$395K -$6.93K -280 -2%
HighTower Advisors
32
HighTower Advisors
Illinois
$354K -$11.5K -463 -3%
JMPWA
33
JP Morgan Private Wealth Advisors
California
$343K +$6.24K +252 +2%
AG
34
Advisor Group
Arizona
$264K +$743 +30 +0.3%
LWAC
35
Laurel Wealth Advisors (California)
California
$240K +$1.34K +54 +0.6%
NEPWA
36
New England Private Wealth Advisors
Massachusetts
$238K -$297K -11,992 -56%
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$218K -$103K -4,171 -32%
BC
38
Bartlett & Co
Ohio
$216K – – –
DADC
39
D.A. Davidson & Co
Montana
$156K – – –
SPIA
40
Steward Partners Investment Advisory
New York
$116K +$37.1K +1,499 +48%
TRCT
41
Tower Research Capital (TRC)
New York
$112K +$110K +4,455 New
GT
42
Glenmede Trust
Pennsylvania
$99K – – –
GWM
43
Geneos Wealth Management
Colorado
$89K +$1.44K +58 +2%
FDCDDQ
44
Federation des caisses Desjardins du Quebec
Quebec, Canada
$75.3K – – –
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$73K +$7.01K +283 +11%
IA
46
IFP Advisors
Florida
$69K – – –
ASN
47
Advisory Services Network
Georgia
$69K +$1.21K +49 +2%
PA
48
Parallel Advisors
California
$68K – – –
NSIM
49
North Star Investment Management
Illinois
$60K +$1.11K +45 +2%
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$54K – – –
1
2
3

HQH Hedge Fund Activity: Q2 2017 in Review

67 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in abrdn Healthcare Investors (HQH) for Q2 2017, worth a combined $170M — up 5.1% from $162M a quarter earlier.

Fund positioning in HQH was balanced in Q2 2017: 5 funds opened new positions, 5 closed out, 29 added to existing stakes and 16 trimmed.

The largest buyer was UBS Group, adding an estimated $3.14M. The largest seller was LPL Financial, cutting an estimated $4.7M.

  • 67 institutional investors held abrdn Healthcare Investors (HQH) as of Q2 2017, unchanged from Q1 2017.
  • Funds reported $170M of abrdn Healthcare Investors stock for Q2 2017, up 5.1% quarter-over-quarter.
  • 5 funds opened new abrdn Healthcare Investors positions in Q2 2017 and 5 closed out, a net change of 0 holders.
  • The largest abrdn Healthcare Investors buyer in Q2 2017 was UBS Group, an estimated $3.14M added.
  • The largest abrdn Healthcare Investors seller in Q2 2017 was LPL Financial, an estimated $4.7M sold.

Based on aggregated 13F filings for Q2 2017.