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HQH

abrdn Healthcare Investors
HQH

98 hedge funds and large institutions have $205M invested in abrdn Healthcare Investors in 2019 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 34 increasing their positions, 30 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 10

24% more capital invested

Capital invested by funds: $164M → $205M (+$40.2M)

13% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 30

5% more funds holding

Funds holding: 93 → 98 (+5)

1.98% more ownership

Funds ownership: 21.15% → 23.13% (+2%)

Holders
98
Holders Change
+5
Holders Change %
+5.38%
% of All Funds
1.93%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
34
Reduced
30
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LCM
Landscape Capital Management
New Jersey
+$3.23M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$1.72M
3
WAM
Wolverine Asset Management
Illinois
+$1.66M
4
Morgan Stanley
Morgan Stanley
New York
+$1.12M
5
SS
Simplicity Solutions
Minnesota
+$724K

Top Sellers

Rank Fund Capital Flow
1
COLIM
City of London Investment Management
United Kingdom
-$2.88M
2
KIM
Karpus Investment Management
New York
-$1.6M
3
RJA
Raymond James & Associates
Florida
-$1.01M
4
Millennium Management
Millennium Management
New York
-$508K
5
PAIM
Punch & Associates Investment Management
Minnesota
-$474K
Name Holding Trade Value Shares
Change 		Change in
Stake
GC
26
Guggenheim Capital
Illinois
$1.55M +$335K +16,930 +30%
UAS
27
United Asset Strategies
New York
$1.5M -$298K -15,029 -17%
COLIM
28
City of London Investment Management
United Kingdom
$1.38M -$2.88M -145,268 -69%
LTFS
29
Ladenburg Thalmann Financial Services
Florida
$1.14M +$132K +6,654 +14%
SS
30
Simplicity Solutions
Minnesota
$1.13M +$724K +36,545 +207%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$1.1M -$12.5K -632 -1%
OC
32
Oppenheimer & Co
New York
$988K +$22.9K +1,154 +2%
OA
33
Oxbow Advisors
Texas
$886K – – –
MAFM
34
Mid Atlantic Financial Management
Pennsylvania
$791K -$145K -7,297 -16%
SFS
35
Shaker Financial Services
Virginia
$785K -$147K -7,444 -17%
SI
36
Stephens Inc
Arkansas
$731K +$49.3K +2,491 +8%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$715K +$139K +7,018 +26%
AG
38
Advisor Group
Arizona
$700K +$160K +8,093 +32%
Ameriprise
39
Ameriprise
Minnesota
$696K -$62K -3,132 -9%
FFSOTS
40
Fiduciary Financial Services of The Southwest
Texas
$680K -$135K -6,825 -17%
CRC
41
Curi RMB Capital
Illinois
$658K +$624K +31,531 New
NFG
42
Next Financial Group
Texas
$652K +$252K +12,743 +69%
Geode Capital Management
43
Geode Capital Management
Massachusetts
$593K -$9.88K -499 -2%
AA
44
AQR Arbitrage
Connecticut
$574K – – –
BRWA
45
B. Riley Wealth Advisors
Florida
$546K +$39.6K +2,000 +8%
EP
46
Eudaimonia Partners
Tennessee
$497K +$471K +23,806 New
SPIA
47
Steward Partners Investment Advisory
New York
$467K -$87.4K -4,414 -16%
Walleye Capital
48
Walleye Capital
New York
$441K +$160K +8,100 +62%
SWM
49
Stockman Wealth Management
Montana
$434K +$55K +2,775 +15%
Lido Advisors
50
Lido Advisors
California
$392K +$114K +5,750 +44%
1
2
3 4 5

HQH Hedge Fund Activity: Q4 2019 in Review

98 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in abrdn Healthcare Investors (HQH) for Q4 2019, worth a combined $205M — up 24% from $164M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new HQH positions and 10 closed out — a net gain of 6 holders — while 34 added to existing stakes and 30 trimmed.

The largest buyer was Landscape Capital Management, opening a new position worth an estimated $3.23M. The largest seller was City of London Investment Management, cutting an estimated $2.88M.

  • 98 institutional investors held abrdn Healthcare Investors (HQH) as of Q4 2019, up from 93 in Q3 2019.
  • Funds reported $205M of abrdn Healthcare Investors stock for Q4 2019, up 24% quarter-over-quarter.
  • 16 funds opened new abrdn Healthcare Investors positions in Q4 2019 and 10 closed out, a net change of +6 holders.
  • The largest abrdn Healthcare Investors buyer in Q4 2019 was Landscape Capital Management, an estimated $3.23M added.
  • The largest abrdn Healthcare Investors seller in Q4 2019 was City of London Investment Management, an estimated $2.88M sold.

Based on aggregated 13F filings for Q4 2019.