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HQH

abrdn Healthcare Investors
HQH

67 hedge funds and large institutions have $170M invested in abrdn Healthcare Investors in 2017 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 29 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 16

5% more capital invested

Capital invested by funds: $162M → $170M (+$8.21M)

0.11% more ownership

Funds ownership: 18.46% → 18.57% (+0.11%)

0% more funds holding

Funds holding: 67 → 67 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

Holders
67
Holders Change
–
Holders Change %
0%
% of All Funds
1.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
29
Reduced
16
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$3.14M
2
Goldman Sachs
Goldman Sachs
New York
+$1.64M
3
Morgan Stanley
Morgan Stanley
New York
+$1.52M
4
Bank of America
Bank of America
North Carolina
+$910K
5
Wells Fargo
Wells Fargo
California
+$810K

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$4.7M
2
IG
ING Group
Netherlands
-$2.48M
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$521K
4
AAM
Advisors Asset Management
Colorado
-$473K
5
NEPWA
New England Private Wealth Advisors
Massachusetts
-$297K
Name Holding Trade Value Shares
Change 		Change in
Stake
CBT
51
Capital Bank & Trust
California
$54K +$53.1K +2,144 New
AOWM
52
Alpha Omega Wealth Management
Virginia
$32K – – –
PSUF
53
People's United Financial
Connecticut
$29K – – –
US Bancorp
54
US Bancorp
Minnesota
$27K -$6.34K -256 -19%
BBHC
55
Brown Brothers Harriman & Co
New York
$25K -$25K -1,010 -51%
Fifth Third Bancorp
56
Fifth Third Bancorp
Ohio
$11K +$10.7K +432 +43,200%
NFG
57
Next Financial Group
Texas
$6K +$99 +4 +2%
TCM
58
Tradewinds Capital Management
Washington
$6K +$5.89K +238 New
WEC
59
Winslow Evans & Crocker
Massachusetts
$2.03K -$25 -1 -1%
FFW
60
Fusion Family Wealth
New York
$1K – – –
PCFFS
61
Pacific Center for Financial Services
California
$1K – – –
BNP Paribas Financial Markets
62
BNP Paribas Financial Markets
France
$25 – – –
AAM
63
Advisors Asset Management
Colorado
– -$473K -19,661 Closed
WAM
64
Wolverine Asset Management
Illinois
– -$234K -9,769 Closed
CGT
65
Capital Guardian Trust
California
– -$52K -2,144 Closed
FMII
66
Farmers & Merchants Investments Inc
Nebraska
– -$2K -102 Closed
Citigroup
67
Citigroup
New York
– -$1.98K -80 -99%
JP Morgan Chase
68
JP Morgan Chase
New York
– -$1K -46 Closed
RIA
69
RPG Investment Advisory
California
– +$322 +13 New
MLFP
70
MPS Loria Financial Planners
Illinois
– +$446 +18 New
1 2
3

HQH Hedge Fund Activity: Q2 2017 in Review

67 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in abrdn Healthcare Investors (HQH) for Q2 2017, worth a combined $170M — up 5.1% from $162M a quarter earlier.

Fund positioning in HQH was balanced in Q2 2017: 5 funds opened new positions, 5 closed out, 29 added to existing stakes and 16 trimmed.

The largest buyer was UBS Group, adding an estimated $3.14M. The largest seller was LPL Financial, cutting an estimated $4.7M.

  • 67 institutional investors held abrdn Healthcare Investors (HQH) as of Q2 2017, unchanged from Q1 2017.
  • Funds reported $170M of abrdn Healthcare Investors stock for Q2 2017, up 5.1% quarter-over-quarter.
  • 5 funds opened new abrdn Healthcare Investors positions in Q2 2017 and 5 closed out, a net change of 0 holders.
  • The largest abrdn Healthcare Investors buyer in Q2 2017 was UBS Group, an estimated $3.14M added.
  • The largest abrdn Healthcare Investors seller in Q2 2017 was LPL Financial, an estimated $4.7M sold.

Based on aggregated 13F filings for Q2 2017.