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HQH

abrdn Healthcare Investors

72 hedge funds and large institutions have $176M invested in abrdn Healthcare Investors in 2017 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 23 increasing their positions, 20 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

15% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 20

7% more funds holding

Funds holding: 6772 (+5)

3% more capital invested

Capital invested by funds: $170M → $176M (+$5.61M)

0.52% more ownership

Funds ownership: 18.57%19.09% (+0.52%)

Holders
72
Holders Change
+5
Holders Change %
+7.46%
% of All Funds
1.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
23
Reduced
20
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
26
Creative Planning
Kansas
$598K +$226 +9 +0%
WS
27
Wedbush Securities
California
$596K -$294K -11,698 -33%
NSAM
28
North Star Asset Management
Wisconsin
$564K
DC
29
Davenport & Co
Virginia
$542K -$10.1K -400 -2%
FTIOP
30
Fiduciary Trust International of Pennsylvania
Pennsylvania
$526K -$22.6K -901 -4%
Baird Financial Group
31
Baird Financial Group
Wisconsin
$461K +$14.5K +579 +3%
SCA
32
Sippican Capital Advisors
Massachusetts
$429K
RMC
33
Regis Management Company
California
$413K
SPIA
34
Steward Partners Investment Advisory
New York
$368K +$251K +9,981 +215%
MSAM
35
Moloney Securities Asset Management
Missouri
$367K +$366K +14,550 New
Stifel Financial
36
Stifel Financial
Missouri
$340K -$55.5K -2,208 -14%
HighTower Advisors
37
HighTower Advisors
Illinois
$336K -$18.8K -749 -5%
Invesco
38
Invesco
Georgia
$325K +$324K +12,887 New
Millennium Management
39
Millennium Management
New York
$279K +$278K +11,049 New
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$274K +$52.7K +2,097 +24%
AG
41
Advisor Group
Arizona
$268K +$2.44K +97 +0.9%
JMPWA
42
JP Morgan Private Wealth Advisors
California
$259K -$85.7K -3,411 -25%
NEPWA
43
New England Private Wealth Advisors
Massachusetts
$242K +$3.39K +135 +1%
BC
44
Bartlett & Co
Ohio
$218K
LWAC
45
Laurel Wealth Advisors (California)
California
$209K -$31.8K -1,265 -13%
DADC
46
D.A. Davidson & Co
Montana
$201K +$44K +1,750 +28%
GT
47
Glenmede Trust
Pennsylvania
$103K
FDCDDQ
48
Federation des caisses Desjardins du Quebec
Quebec, Canada
$75.7K
ASN
49
Advisory Services Network
Georgia
$75K +$4.82K +192 +7%
IA
50
IFP Advisors
Florida
$70K +$176 +7 +0.3%

HQH Hedge Fund Activity: Q3 2017 in Review

72 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in abrdn Healthcare Investors (HQH) for Q3 2017, worth a combined $176M — up 3.3% from $170M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new HQH positions and 7 closed out — a net gain of 5 holders — while 23 added to existing stakes and 20 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.49M. The largest seller was United Asset Strategies, exiting entirely with an estimated $2.65M sold.

  • 72 institutional investors held abrdn Healthcare Investors (HQH) as of Q3 2017, up from 67 in Q2 2017.
  • Funds reported $176M of abrdn Healthcare Investors stock for Q3 2017, up 3.3% quarter-over-quarter.
  • 12 funds opened new abrdn Healthcare Investors positions in Q3 2017 and 7 closed out, a net change of +5 holders.
  • The largest abrdn Healthcare Investors buyer in Q3 2017 was Morgan Stanley, an estimated $2.49M added.
  • The largest abrdn Healthcare Investors seller in Q3 2017 was United Asset Strategies, an estimated $2.65M sold.

Based on aggregated 13F filings for Q3 2017.