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HQH

abrdn Healthcare Investors

97 hedge funds and large institutions have $158M invested in abrdn Healthcare Investors in 2018 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 29 increasing their positions, 30 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 20

4% more funds holding

Funds holding: 9397 (+4)

3% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 30

3.12% less ownership

Funds ownership: 23.98%20.86% (-3.1%)

22% less capital invested

Capital invested by funds: $203M → $158M (-$44.5M)

Holders
97
Holders Change
+4
Holders Change %
+4.3%
% of All Funds
2.16%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
25
Increased
29
Reduced
30
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MA
26
Mutual Advisors
Nebraska
$747K -$25.1K -1,226 -3%
LTFS
27
Ladenburg Thalmann Financial Services
Florida
$673K -$109K -5,311 -12%
Invesco
28
Invesco
Georgia
$668K +$315K +15,377 +70%
Ameriprise
29
Ameriprise
Minnesota
$634K -$29.3K -1,432 -4%
OA
30
Oxbow Advisors
Texas
$607K -$85.2K -4,165 -11%
PNC Financial Services Group
31
PNC Financial Services Group
Pennsylvania
$549K +$388K +18,937 +163%
SI
32
Stephens Inc
Arkansas
$538K +$260K +12,710 +74%
TJHA
33
Thomas J. Herzfeld Advisors
Florida
$522K -$1.05M -51,531 -64%
JMPWA
34
JP Morgan Private Wealth Advisors
California
$511K -$114K -5,589 -16%
MAFM
35
Mid Atlantic Financial Management
Pennsylvania
$488K +$556K +27,195 New
GC
36
Guggenheim Capital
Illinois
$486K +$71.4K +3,488 +15%
HighTower Advisors
37
HighTower Advisors
Illinois
$437K +$215K +10,507 +76%
SS
38
Sunbelt Securities
Texas
$428K
AA
39
AQR Arbitrage
Connecticut
$424K +$483K +23,610 New
AG
40
Advisor Group
Arizona
$409K +$198K +9,684 +74%
DC
41
Davenport & Co
Virginia
$401K -$104K -5,100 -19%
MML Investors Services
42
MML Investors Services
Massachusetts
$395K +$40.8K +1,992 +10%
SFS
43
Shaker Financial Services
Virginia
$383K -$93.2K -4,554 -18%
WS
44
Wedbush Securities
California
$383K +$42.8K +2,091 +11%
BRWA
45
B. Riley Wealth Advisors
Florida
$376K +$61.4K +3,000 +17%
SPIA
46
Steward Partners Investment Advisory
New York
$363K +$35K +1,711 +9%
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$337K +$384K +18,789 New
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$320K +$365K +17,813 New
SCA
49
Sippican Capital Advisors
Massachusetts
$305K
Jane Street
50
Jane Street
New York
$301K +$343K +16,759 New

HQH Hedge Fund Activity: Q4 2018 in Review

97 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in abrdn Healthcare Investors (HQH) for Q4 2018, worth a combined $158M — down 22% from $203M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new HQH positions and 20 closed out — a net gain of 5 holders — while 29 added to existing stakes and 30 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $4.87M. The largest seller was Raymond James Financial Services Advisors, exiting entirely with an estimated $4.74M sold.

  • 97 institutional investors held abrdn Healthcare Investors (HQH) as of Q4 2018, up from 93 in Q3 2018.
  • Funds reported $158M of abrdn Healthcare Investors stock for Q4 2018, down 22% quarter-over-quarter.
  • 25 funds opened new abrdn Healthcare Investors positions in Q4 2018 and 20 closed out, a net change of +5 holders.
  • The largest abrdn Healthcare Investors buyer in Q4 2018 was Karpus Investment Management, an estimated $4.87M added.
  • The largest abrdn Healthcare Investors seller in Q4 2018 was Raymond James Financial Services Advisors, an estimated $4.74M sold.

Based on aggregated 13F filings for Q4 2018.