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HQH

abrdn Healthcare Investors
HQH

88 hedge funds and large institutions have $185M invested in abrdn Healthcare Investors in 2019 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 36 increasing their positions, 23 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 23

0.34% more ownership

Funds ownership: 21.46% → 21.79% (+0.34%)

0% less capital invested

Capital invested by funds: $186M → $185M (-$750K)

3% less funds holding

Funds holding: 91 → 88 (-3)

18% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 11

Holders
88
Holders Change
-3
Holders Change %
-3.3%
% of All Funds
1.91%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
36
Reduced
23
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PAIM
Punch & Associates Investment Management
Minnesota
+$1.6M
2
PAG
Private Advisor Group
New Jersey
+$1.3M
3
WAM
Wolverine Asset Management
Illinois
+$1.14M
4
COLIM
City of London Investment Management
United Kingdom
+$1.1M
5
AWM
AE Wealth Management
Kansas
+$1.02M

Top Sellers

Rank Fund Capital Flow
1
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$1.77M
2
RJA
Raymond James & Associates
Florida
-$1.34M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.05M
4
TJHA
Thomas J. Herzfeld Advisors
Florida
-$709K
5
CFA
Cahill Financial Advisors
Minnesota
-$255K
Name Holding Trade Value Shares
Change 		Change in
Stake
OC
26
Oppenheimer & Co
New York
$1.02M +$49K +2,480 +5%
GC
27
Guggenheim Capital
Illinois
$1.02M +$482K +24,420 +93%
FFSOTS
28
Fiduciary Financial Services of The Southwest
Texas
$837K -$89.3K -4,524 -10%
LTFS
29
Ladenburg Thalmann Financial Services
Florida
$802K +$22K +1,113 +3%
MAFM
30
Mid Atlantic Financial Management
Pennsylvania
$793K +$158K +8,000 +25%
OA
31
Oxbow Advisors
Texas
$765K +$70.8K +3,585 +10%
Ameriprise
32
Ameriprise
Minnesota
$737K +$3.48K +176 +0.5%
WS
33
Wedbush Securities
California
$679K -$2.73K -138 -0.4%
JMPWA
34
JP Morgan Private Wealth Advisors
California
$602K +$14.6K +740 +3%
SI
35
Stephens Inc
Arkansas
$592K +$1.76K +89 +0.3%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$552K +$90.5K +4,583 +20%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$512K +$503K +25,489 New
AG
38
Advisor Group
Arizona
$510K +$25.3K +1,280 +5%
BRWA
39
B. Riley Wealth Advisors
Florida
$485K +$43.5K +2,200 +10%
AA
40
AQR Arbitrage
Connecticut
$466K -$72.3K -3,660 -14%
DC
41
Davenport & Co
Virginia
$445K – – –
MML Investors Services
42
MML Investors Services
Massachusetts
$441K -$6.64K -336 -2%
SFS
43
Shaker Financial Services
Virginia
$412K – – –
SPIA
44
Steward Partners Investment Advisory
New York
$394K -$6.26K -317 -2%
NFG
45
Next Financial Group
Texas
$367K +$361K +18,290 New
SWM
46
Stockman Wealth Management
Montana
$361K +$158K +8,000 +80%
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$341K -$132K -6,680 -28%
SCA
48
Sippican Capital Advisors
Massachusetts
$341K – – –
MSAM
49
Moloney Securities Asset Management
Missouri
$320K -$12.4K -630 -4%
HighTower Advisors
50
HighTower Advisors
Illinois
$309K -$214K -10,811 -41%
1
2
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HQH Hedge Fund Activity: Q2 2019 in Review

88 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in abrdn Healthcare Investors (HQH) for Q2 2019, worth a combined $185M — down 0.4% from $186M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of HQH and 9 opened new positions — a net loss of 2 holders — while 23 trimmed existing stakes and 36 added.

The largest buyer was Punch & Associates Investment Management, adding an estimated $1.6M. The largest seller was 1832 Asset Management, cutting an estimated $1.77M.

  • 88 institutional investors held abrdn Healthcare Investors (HQH) as of Q2 2019, down from 91 in Q1 2019.
  • Funds reported $185M of abrdn Healthcare Investors stock for Q2 2019, down 0.4% quarter-over-quarter.
  • 9 funds opened new abrdn Healthcare Investors positions in Q2 2019 and 11 closed out, a net change of -2 holders.
  • The largest abrdn Healthcare Investors buyer in Q2 2019 was Punch & Associates Investment Management, an estimated $1.6M added.
  • The largest abrdn Healthcare Investors seller in Q2 2019 was 1832 Asset Management, an estimated $1.77M sold.

Based on aggregated 13F filings for Q2 2019.