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HQH

abrdn Healthcare Investors
HQH

64 hedge funds and large institutions have $245M invested in abrdn Healthcare Investors in 2015 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 14 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 14

4% more capital invested

Capital invested by funds: $235M → $245M (+$9.91M)

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

2% less funds holding

Funds holding: 65 → 64 (-1)

5.09% less ownership

Funds ownership: 24.4% → 19.31% (-5.1%)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
64
Holders Change
-1
Holders Change %
-1.54%
% of All Funds
1.72%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
8
Increased
19
Reduced
14
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$5.74M
2
AAM
Advisors Asset Management
Colorado
+$3.36M
3
HFS
HL Financial Services
Kentucky
+$2.97M
4
UBS Group
UBS Group
Switzerland
+$656K
5
VKH
Virtu KCG Holdings
New York
+$327K

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$4.27M
2
NIM
Needham Investment Management
New York
-$2.99M
3
DA
Doliver Advisors
Texas
-$720K
4
Wells Fargo
Wells Fargo
California
-$504K
5
LPL Financial
LPL Financial
California
-$470K
Name Holding Trade Value Shares
Change 		Change in
Stake
PSUF
51
People's United Financial
Connecticut
$41K – – –
MA
52
MUFG Americas
New York
$40K +$694 +20 +2%
IP
53
Isthmus Partners
Wisconsin
$38K – – –
GT
54
Glenmede Trust
Pennsylvania
$37K – – –
TRCT
55
Tower Research Capital (TRC)
New York
$34K +$34.4K +992 New
MA
56
MCF Advisors
Kentucky
$31K – – –
MCM
57
Manchester Capital Management
Vermont
$30K – – –
HCMT
58
Highland Capital Management (Texas)
Texas
$11K +$10.9K +313 New
TJHA
59
Thomas J. Herzfeld Advisors
Florida
$3K – – –
BNP Paribas Financial Markets
60
BNP Paribas Financial Markets
France
$36 – – –
DA
61
Doliver Advisors
Texas
– -$720K -21,115 Closed
AWA
62
Arete Wealth Advisors
Illinois
– -$431K -12,832 Closed
Creative Planning
63
Creative Planning
Kansas
– -$215K -6,302 Closed
CAM
64
Carret Asset Management
New York
– -$200K -5,870 Closed
DW
65
Domani Wealth
Pennsylvania
– -$31K -1,103 Closed
HCM
66
Highlander Capital Management
New Jersey
– -$11K -311 Closed
W
67
Wealthfront
California
– -$4K -123 Closed
WAS
68
Winch Advisory Services
Wisconsin
– +$35 +1 +8%
1 2
3

HQH Hedge Fund Activity: Q2 2015 in Review

64 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in abrdn Healthcare Investors (HQH) for Q2 2015, worth a combined $245M — up 4.2% from $235M a quarter earlier.

Fund positioning in HQH was balanced in Q2 2015: 8 funds opened new positions, 8 closed out, 19 added to existing stakes and 14 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $5.74M. The largest seller was Goldman Sachs, cutting an estimated $4.27M.

  • 64 institutional investors held abrdn Healthcare Investors (HQH) as of Q2 2015, down from 65 in Q1 2015.
  • Funds reported $245M of abrdn Healthcare Investors stock for Q2 2015, up 4.2% quarter-over-quarter.
  • 8 funds opened new abrdn Healthcare Investors positions in Q2 2015 and 8 closed out, a net change of 0 holders.
  • The largest abrdn Healthcare Investors buyer in Q2 2015 was Morgan Stanley, an estimated $5.74M added.
  • The largest abrdn Healthcare Investors seller in Q2 2015 was Goldman Sachs, an estimated $4.27M sold.

Based on aggregated 13F filings for Q2 2015.