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HQH

abrdn Healthcare Investors

68 hedge funds and large institutions have $214M invested in abrdn Healthcare Investors in 2014 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 27 increasing their positions, 14 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 14

1% more capital invested

Capital invested by funds: $212M → $214M (+$1.84M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2.45% less ownership

Funds ownership: 26.99%24.55% (-2.4%)

8% less funds holding

Funds holding: 7468 (-6)

27% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 15

Holders
68
Holders Change
-6
Holders Change %
-8.11%
% of All Funds
1.81%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
11
Increased
27
Reduced
14
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFS
51
MSI Financial Services
Massachusetts
$34K +$541 +18 +2%
IP
52
Isthmus Partners
Wisconsin
$34K +$32.8K +1,091 New
MA
53
MUFG Americas
New York
$33K -$30 -1 -0.1%
MCM
54
Manchester Capital Management
Vermont
$27K
MA
55
MCF Advisors
Kentucky
$27K
FCCM
56
First City Capital Management
Georgia
$25.7K
PWM
57
ParenteBeard Wealth Management
Pennsylvania
$18K -$527K -17,546 -97%
RFA
58
Reilly Financial Advisors
California
$16K +$15.4K +511 New
BBPWM
59
Blue Bell Private Wealth Management
Pennsylvania
$10K -$30.9K -1,027 -75%
HCM
60
Highlander Capital Management
New Jersey
$9K +$150 +5 +2%
TRCT
61
Tower Research Capital (TRC)
New York
$9K +$8.47K +282 New
WEC
62
Winslow Evans & Crocker
Massachusetts
$2.43K +$60 +2 +3%
BCM
63
Blume Capital Management
California
$1K -$30.2K -1,004 -98%
CCS
64
Crosspoint Capital Strategies
California
$1K
BRWA
65
B. Riley Wealth Advisors
Florida
$13 +$12.3K +409 New
AAM
66
Advisors Asset Management
Colorado
-$9.05M -325,740 Closed
YCM
67
Yakira Capital Management
Connecticut
-$7.23M -260,457 Closed
1832 Asset Management
68
1832 Asset Management
Ontario, Canada
-$6.87M -246,930 Closed
UAS
69
United Asset Strategies
New York
-$2.34M -84,132 Closed
JP Morgan Chase
70
JP Morgan Chase
New York
-$974K -35,071 Closed
TJHA
71
Thomas J. Herzfeld Advisors
Florida
-$647K -23,305 Closed
Susquehanna International Group
72
Susquehanna International Group
Pennsylvania
-$590K -21,256 Closed
HCMT
73
Highland Capital Management (Texas)
Texas
-$562K -20,245 Closed
WAM
74
Wolverine Asset Management
Illinois
-$388K -13,982 Closed
RJT
75
Raymond James Trust
Florida
-$255K -9,197 Closed

HQH Hedge Fund Activity: Q4 2014 in Review

68 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in abrdn Healthcare Investors (HQH) for Q4 2014, worth a combined $214M — up 0.87% from $212M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of HQH and 11 opened new positions — a net loss of 4 holders — while 14 trimmed existing stakes and 27 added.

The largest buyer was ING Group, opening a new position worth an estimated $14.4M. The largest seller was Advisors Asset Management, exiting entirely with an estimated $9.05M sold.

  • 68 institutional investors held abrdn Healthcare Investors (HQH) as of Q4 2014, down from 74 in Q3 2014.
  • Funds reported $214M of abrdn Healthcare Investors stock for Q4 2014, up 0.87% quarter-over-quarter.
  • 11 funds opened new abrdn Healthcare Investors positions in Q4 2014 and 15 closed out, a net change of -4 holders.
  • The largest abrdn Healthcare Investors buyer in Q4 2014 was ING Group, an estimated $14.4M added.
  • The largest abrdn Healthcare Investors seller in Q4 2014 was Advisors Asset Management, an estimated $9.05M sold.

Based on aggregated 13F filings for Q4 2014.