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HQH

abrdn Healthcare Investors
HQH

93 hedge funds and large institutions have $203M invested in abrdn Healthcare Investors in 2018 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 40 increasing their positions, 17 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 17

21% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 14

11% more capital invested

Capital invested by funds: $183M → $203M (+$20M)

3% more funds holding

Funds holding: 90 → 93 (+3)

0.72% more ownership

Funds ownership: 23.26% → 23.98% (+0.72%)

Holders
93
Holders Change
+3
Holders Change %
+3.33%
% of All Funds
2.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
40
Reduced
17
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$4.54M
2
BA
Boston Advisors
Massachusetts
+$1.97M
3
AAM
Advisors Asset Management
Colorado
+$1.62M
4
KIM
Karpus Investment Management
New York
+$1.5M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$931K

Top Sellers

Rank Fund Capital Flow
1
COLIM
City of London Investment Management
United Kingdom
-$4.2M
2
WAM
Wolverine Asset Management
Illinois
-$2.84M
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$1.49M
4
DA
Doliver Advisors
Texas
-$1.18M
5
CRC
Curi RMB Capital
Illinois
-$554K
Name Holding Trade Value Shares
Change 		Change in
Stake
MA
26
Mutual Advisors
Nebraska
$992K +$149K +6,559 +18%
LTFS
27
Ladenburg Thalmann Financial Services
Florida
$990K +$128K +5,650 +15%
OA
28
Oxbow Advisors
Texas
$880K +$860K +38,000 New
CAN
29
Claraphi Advisory Network
United States
$851K -$7.61K -336 -0.9%
Ameriprise
30
Ameriprise
Minnesota
$844K +$114K +5,028 +16%
JMPWA
31
JP Morgan Private Wealth Advisors
California
$788K +$317K +14,007 +70%
DC
32
Davenport & Co
Virginia
$636K – – –
SFS
33
Shaker Financial Services
Virginia
$599K – – –
SS
34
Sunbelt Securities
Texas
$552K +$54K +2,386 +11%
GC
35
Guggenheim Capital
Illinois
$546K +$167K +7,388 +46%
Invesco
36
Invesco
Georgia
$506K -$19K -838 -4%
OTC
37
Opera Trading Capital
France
$485K – – –
MML Investors Services
38
MML Investors Services
Massachusetts
$463K +$242K +10,707 +115%
WS
39
Wedbush Securities
California
$445K +$14.3K +632 +3%
SPIA
40
Steward Partners Investment Advisory
New York
$430K +$5.03K +222 +1%
CAN
41
Cetera Advisor Networks
California
$421K +$1.38K +61 +0.3%
BRWA
42
B. Riley Wealth Advisors
Florida
$415K +$406K +17,918 New
NSAM
43
North Star Asset Management
Wisconsin
$401K -$17.1K -757 -4%
SI
44
Stephens Inc
Arkansas
$399K +$143K +6,295 +57%
MSAM
45
Moloney Securities Asset Management
Missouri
$374K +$7.16K +316 +2%
SCA
46
Sippican Capital Advisors
Massachusetts
$369K – – –
Baird Financial Group
47
Baird Financial Group
Wisconsin
$361K -$14.6K -644 -4%
IA
48
IFP Advisors
Florida
$347K +$256K +11,312 +307%
HighTower Advisors
49
HighTower Advisors
Illinois
$319K -$6.29K -278 -2%
AG
50
Advisor Group
Arizona
$303K +$136K +6,014 +85%
1
2
3 4 5

HQH Hedge Fund Activity: Q3 2018 in Review

93 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in abrdn Healthcare Investors (HQH) for Q3 2018, worth a combined $203M — up 11% from $183M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new HQH positions and 14 closed out — a net gain of 3 holders — while 40 added to existing stakes and 17 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $4.54M. The largest seller was City of London Investment Management, cutting an estimated $4.2M.

  • 93 institutional investors held abrdn Healthcare Investors (HQH) as of Q3 2018, up from 90 in Q2 2018.
  • Funds reported $203M of abrdn Healthcare Investors stock for Q3 2018, up 11% quarter-over-quarter.
  • 17 funds opened new abrdn Healthcare Investors positions in Q3 2018 and 14 closed out, a net change of +3 holders.
  • The largest abrdn Healthcare Investors buyer in Q3 2018 was Morgan Stanley, an estimated $4.54M added.
  • The largest abrdn Healthcare Investors seller in Q3 2018 was City of London Investment Management, an estimated $4.2M sold.

Based on aggregated 13F filings for Q3 2018.