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HQH

abrdn Healthcare Investors
HQH

67 hedge funds and large institutions have $162M invested in abrdn Healthcare Investors in 2017 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 19 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more capital invested

Capital invested by funds: $146M → $162M (+$15.6M)

5% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 19

0.49% less ownership

Funds ownership: 18.95% → 18.46% (-0.49%)

6% less funds holding

Funds holding: 71 → 67 (-4)

25% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 12

Holders
67
Holders Change
-4
Holders Change %
-5.63%
% of All Funds
1.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
20
Reduced
19
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$2.43M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.45M
3
Cohen & Steers
Cohen & Steers
New York
+$1.11M
4
NIM
Needham Investment Management
New York
+$727K
5
NEPWA
New England Private Wealth Advisors
Massachusetts
+$504K

Top Sellers

Rank Fund Capital Flow
1
Citigroup
Citigroup
New York
-$2.26M
2
LCM
Laurion Capital Management
New York
-$1.82M
3
DA
Doliver Advisors
Texas
-$1.3M
4
Stifel Financial
Stifel Financial
Missouri
-$1.06M
5
HFS
HL Financial Services
Kentucky
-$1.06M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of Montreal
51
Bank of Montreal
Ontario, Canada
$52K -$7.87K -335 -14%
CGT
52
Capital Guardian Trust
California
$52K – – –
BBHC
53
Brown Brothers Harriman & Co
New York
$48K – – –
US Bancorp
54
US Bancorp
Minnesota
$32K +$4.34K +185 +16%
AOWM
55
Alpha Omega Wealth Management
Virginia
$31K – – –
PSUF
56
People's United Financial
Connecticut
$28K – – –
TCM
57
Tradewinds Capital Management
Washington
$9K – – –
NFG
58
Next Financial Group
Texas
$6K -$3.31K -141 -36%
Citigroup
59
Citigroup
New York
$2K -$2.26M -96,221 -100%
FMII
60
Farmers & Merchants Investments Inc
Nebraska
$2K +$2.4K +102 New
WEC
61
Winslow Evans & Crocker
Massachusetts
$1.95K – – –
FFW
62
Fusion Family Wealth
New York
$1K – – –
PCFFS
63
Pacific Center for Financial Services
California
$1K – – –
JP Morgan Chase
64
JP Morgan Chase
New York
$1K +$1.08K +46 New
BNP Paribas Financial Markets
65
BNP Paribas Financial Markets
France
$24 – – –
LCM
66
Laurion Capital Management
New York
– -$1.82M -85,931 Closed
DA
67
Doliver Advisors
Texas
– -$1.3M -61,403 Closed
NMC
68
Nine Masts Capital
Hong Kong
– -$863K -40,820 Closed
AGM
69
Alpine Global Management
New York
– -$856K -40,512 Closed
RCM
70
Rivernorth Capital Management
Florida
– -$719K -34,004 Closed
COLIM
71
City of London Investment Management
United Kingdom
– -$465K -22,035 Closed
WAM
72
Weiss Asset Management
Massachusetts
– -$379K -17,956 Closed
DBT
73
Dubuque Bank & Trust
Iowa
– -$45K -2,122 Closed
TJHA
74
Thomas J. Herzfeld Advisors
Florida
– -$30K -1,433 Closed
IP
75
Isthmus Partners
Wisconsin
– -$23K -1,067 Closed
1 2
3
4

HQH Hedge Fund Activity: Q1 2017 in Review

67 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in abrdn Healthcare Investors (HQH) for Q1 2017, worth a combined $162M — up 11% from $146M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of HQH and 9 opened new positions — a net loss of 3 holders — while 19 trimmed existing stakes and 20 added.

The largest buyer was Morgan Stanley, adding an estimated $2.43M. The largest seller was Citigroup, cutting an estimated $2.26M.

  • 67 institutional investors held abrdn Healthcare Investors (HQH) as of Q1 2017, down from 71 in Q4 2016.
  • Funds reported $162M of abrdn Healthcare Investors stock for Q1 2017, up 11% quarter-over-quarter.
  • 9 funds opened new abrdn Healthcare Investors positions in Q1 2017 and 12 closed out, a net change of -3 holders.
  • The largest abrdn Healthcare Investors buyer in Q1 2017 was Morgan Stanley, an estimated $2.43M added.
  • The largest abrdn Healthcare Investors seller in Q1 2017 was Citigroup, an estimated $2.26M sold.

Based on aggregated 13F filings for Q1 2017.