abrdn Healthcare Investors
61 hedge funds and large institutions have $135M invested in abrdn Healthcare Investors in 2014 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 28 increasing their positions, 11 reducing their positions, and 3 closing their positions.
155% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 11
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
5% more funds holding
Funds holding: 58 → 61 (+3)
3% more capital invested
Capital invested by funds: $131M → $135M (+$3.72M)
0.35% more ownership
Funds ownership: 18.31% → 18.66% (+0.35%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$4.37M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$1.19M |
| 3 |
YCM
Yakira Capital Management
Westport,
Connecticut
|
+$1.09M |
| 4 |
Goldman Sachs
New York
|
+$817K |
| 5 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$608K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$2.57M |
| 2 |
U
UBS
Zurich,
Switzerland
|
-$1.39M |
| 3 |
SG Americas Securities
New York
|
-$1.09M |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$909K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$646K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1IC
51
1919 Investment Counsel
Baltimore,
Maryland
| $20K | +$361 | +13 | +2% |
|
|
WA
52
WFG Advisors
Dallas,
Texas
| $18K | +$361 | +13 | +2% |
|
|
TDC
53
Thompson Davis & Co
Richmond,
Virginia
| $14K | +$14.5K | +520 | New |
|
|
HCM
54
Highlander Capital Management
Short Hills,
New Jersey
| $7.73K | +$139 | +5 | +2% |
|
55
Citigroup
New York
| $6K | +$5.78K | +208 | +1,095% |
|
|
WEC
56
Winslow Evans & Crocker
Boston,
Massachusetts
| $2.01K | +$28 | +1 | +1% |
|
|
CCS
57
Crosspoint Capital Strategies
Orinda,
California
| $1K | – | – | – |
|
|
MFS
58
MSI Financial Services
Springfield,
Massachusetts
| $1K | – | – | – |
|
|
59
SG Americas Securities
New York
| – | -$1.09M | -41,184 | Closed |
|
|
RJFSA
60
Raymond James Financial Services Advisors
St. Petersburg,
Florida
| – | -$595K | -22,572 | Closed |
|
|
MWR
61
McAdams Wright Ragen
Seattle,
Washington
| – | -$251K | -9,521 | Closed |
|
|
WAS
62
Winch Advisory Services
Appleton,
Wisconsin
| – | +$334 | +12 | New |
|
HQH Hedge Fund Activity: Q1 2014 in Review
61 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in abrdn Healthcare Investors (HQH) for Q1 2014, worth a combined $135M — up 2.8% from $131M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new HQH positions and 3 closed out — a net gain of 3 holders — while 28 added to existing stakes and 11 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $4.37M. The largest seller was Advisors Asset Management, cutting an estimated $2.57M.
- 61 institutional investors held abrdn Healthcare Investors (HQH) as of Q1 2014, up from 58 in Q4 2013.
- Funds reported $135M of abrdn Healthcare Investors stock for Q1 2014, up 2.8% quarter-over-quarter.
- 6 funds opened new abrdn Healthcare Investors positions in Q1 2014 and 3 closed out, a net change of +3 holders.
- The largest abrdn Healthcare Investors buyer in Q1 2014 was Morgan Stanley, an estimated $4.37M added.
- The largest abrdn Healthcare Investors seller in Q1 2014 was Advisors Asset Management, an estimated $2.57M sold.
Based on aggregated 13F filings for Q1 2014.