HQH

abrdn Healthcare Investors
HQH

Overview Fund Activity

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
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

1
UBS Group
UBS Group
Switzerland
+$3.18M
2
Goldman Sachs
Goldman Sachs
New York
+$1.67M
3
Morgan Stanley
Morgan Stanley
New York
+$1.54M
4
Bank of America
Bank of America
North Carolina
+$923K
5
Wells Fargo
Wells Fargo
California
+$821K

Top Sellers

1
LPL Financial
LPL Financial
California
-$4.76M
2
IG
ING Group
Netherlands
-$2.51M
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$528K
4
AAM
Advisors Asset Management
Colorado
-$473K
5
NEPWA
New England Private Wealth Advisors
Massachusetts
-$301K
Name Holding Trade Value Shares
Change 		Shares
Change %
DC
26
Davenport & Co
Virginia
$550K +$212K +8,465 +63%
FTIOP
27
Fiduciary Trust International of Pennsylvania
Pennsylvania
$546K +$103K +4,098 +23%
Baird Financial Group
28
Baird Financial Group
Wisconsin
$444K +$52K +2,072 +13%
SCA
29
Sippican Capital Advisors
Massachusetts
$427K – – –
RMC
30
Regis Management Company
California
$411K – – –
Stifel Financial
31
Stifel Financial
Missouri
$395K -$7.1K -280 -2%
HighTower Advisors
32
HighTower Advisors
Illinois
$354K -$11.7K -463 -3%
JPMPWA
33
J.P. Morgan Private Wealth Advisors
California
$343K +$6.32K +252 +2%
AG
34
Advisor Group
Arizona
$264K +$753 +30 +0.3%
LWAC
35
Laurel Wealth Advisors (California)
California
$240K +$1.35K +54 +0.6%
NEPWA
36
New England Private Wealth Advisors
Massachusetts
$238K -$301K -11,992 -56%
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$218K -$104K -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 +$37.5K +1,499 +48%
TRCT
41
Tower Research Capital (TRC)
New York
$112K +$112K +4,455 New
GT
42
Glenmede Trust
Pennsylvania
$99K – – –
GWM
43
Geneos Wealth Management
Colorado
$89K +$1.45K +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 +$7.08K +283 +11%
IA
46
IFP Advisors
Florida
$69K – – –
ASN
47
Advisory Services Network
Georgia
$69K +$1.22K +49 +2%
PA
48
Parallel Advisors
California
$68K – – –
NSIM
49
North Star Investment Management
Illinois
$60K +$1.12K +45 +2%
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$54K – – –
1
2
3