abrdn Healthcare Investors
58 hedge funds and large institutions have $131M invested in abrdn Healthcare Investors in 2013 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 19 increasing their positions, 15 reducing their positions, and 3 closing their positions.
333% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 3
27% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 15
16% more funds holding
Funds holding: 50 → 58 (+8)
14% more capital invested
Capital invested by funds: $115M → $131M (+$16.4M)
0.28% more ownership
Funds ownership: 18.03% → 18.31% (+0.28%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
U
UBS
Zurich,
Switzerland
|
+$1.95M |
| 2 |
SG Americas Securities
New York
|
+$1.01M |
| 3 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$479K |
| 4 |
BNP Paribas Financial Markets
Paris,
France
|
+$358K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$357K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$1.37M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$559K |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$429K |
| 4 |
Goldman Sachs
New York
|
-$405K |
| 5 |
NSAM
North Star Asset Management
Neenah,
Wisconsin
|
-$171K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HCM
51
Highlander Capital Management
Short Hills,
New Jersey
| $7.53K | +$122 | +5 | +2% |
|
|
WEC
52
Winslow Evans & Crocker
Boston,
Massachusetts
| $2K | +$1.84K | +75 | New |
|
|
BBPWM
53
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $2K | +$1.94K | +79 | New |
|
54
Citigroup
New York
| $1K | -$245 | -10 | -34% |
|
|
MFS
55
MSI Financial Services
Springfield,
Massachusetts
| $1K | – | – | – |
|
|
CCS
56
Crosspoint Capital Strategies
Orinda,
California
| $1K | +$465 | +19 | New |
|
|
SFS
57
Shaker Financial Services
Arlington,
Virginia
| – | -$429K | -18,280 | Closed |
|
58
Envestnet Asset Management
Chicago,
Illinois
| – | -$71K | -3,047 | Closed |
|
|
RFA
59
Reilly Financial Advisors
La Mesa,
California
| – | -$17K | -716 | Closed |
|
HQH Hedge Fund Activity: Q4 2013 in Review
58 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in abrdn Healthcare Investors (HQH) for Q4 2013, worth a combined $131M — up 14% from $115M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new HQH positions and 3 closed out — a net gain of 10 holders — while 19 added to existing stakes and 15 trimmed.
The largest buyer was UBS, adding an estimated $1.95M. The largest seller was Advisors Asset Management, cutting an estimated $1.37M.
- 58 institutional investors held abrdn Healthcare Investors (HQH) as of Q4 2013, up from 50 in Q3 2013.
- Funds reported $131M of abrdn Healthcare Investors stock for Q4 2013, up 14% quarter-over-quarter.
- 13 funds opened new abrdn Healthcare Investors positions in Q4 2013 and 3 closed out, a net change of +10 holders.
- The largest abrdn Healthcare Investors buyer in Q4 2013 was UBS, an estimated $1.95M added.
- The largest abrdn Healthcare Investors seller in Q4 2013 was Advisors Asset Management, an estimated $1.37M sold.
Based on aggregated 13F filings for Q4 2013.