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HQH

abrdn Healthcare Investors

72 hedge funds and large institutions have $176M invested in abrdn Healthcare Investors in 2017 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 23 increasing their positions, 20 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

15% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 20

7% more funds holding

Funds holding: 6772 (+5)

3% more capital invested

Capital invested by funds: $170M → $176M (+$5.61M)

0.52% more ownership

Funds ownership: 18.57%19.09% (+0.52%)

Holders
72
Holders Change
+5
Holders Change %
+7.46%
% of All Funds
1.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
23
Reduced
20
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NSIM
51
North Star Investment Management
Illinois
$62K +$1.23K +49 +2%
GWM
52
Geneos Wealth Management
Colorado
$59K -$30K -1,195 -33%
Bank of Montreal
53
Bank of Montreal
Ontario, Canada
$54K
CBT
54
Capital Bank & Trust
California
$54K
PA
55
Parallel Advisors
California
$50K -$10.7K -426 -16%
Northwestern Mutual Wealth Management
56
Northwestern Mutual Wealth Management
Wisconsin
$44K -$29.9K -1,188 -41%
LC
57
Landaas & Company
Wisconsin
$41K +$41.3K +1,643 New
LWCFA
58
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$38K +$38.1K +1,518 New
Citigroup
59
Citigroup
New York
$35K +$34.7K +1,381 +138,100%
AOWM
60
Alpha Omega Wealth Management
Virginia
$32K
CFD
61
Creative Financial Designs
Indiana
$29K +$28.9K +1,150 New
US Bancorp
62
US Bancorp
Minnesota
$27K
BBHC
63
Brown Brothers Harriman & Co
New York
$25K
TRCT
64
Tower Research Capital (TRC)
New York
$23K -$88.5K -3,524 -79%
Fifth Third Bancorp
65
Fifth Third Bancorp
Ohio
$11K +$126 +5 +1%
TJHA
66
Thomas J. Herzfeld Advisors
Florida
$10K +$10.2K +404 New
TCM
67
Tradewinds Capital Management
Washington
$6K
PCFFS
68
Pacific Center for Financial Services
California
$1K
UAS
69
United Asset Strategies
New York
-$2.65M -105,622 Closed
PSUF
70
People's United Financial
Connecticut
-$29K -1,144 Closed
NFG
71
Next Financial Group
Texas
-$6K -253 Closed
WEC
72
Winslow Evans & Crocker
Massachusetts
-$2.03K -81 Closed
FFW
73
Fusion Family Wealth
New York
-$1K -3 Closed
BNP Paribas Financial Markets
74
BNP Paribas Financial Markets
France
-$25 -1 Closed
SEI Investments
75
SEI Investments
Pennsylvania
+$25 +1 New

HQH Hedge Fund Activity: Q3 2017 in Review

72 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in abrdn Healthcare Investors (HQH) for Q3 2017, worth a combined $176M — up 3.3% from $170M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new HQH positions and 7 closed out — a net gain of 5 holders — while 23 added to existing stakes and 20 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.49M. The largest seller was United Asset Strategies, exiting entirely with an estimated $2.65M sold.

  • 72 institutional investors held abrdn Healthcare Investors (HQH) as of Q3 2017, up from 67 in Q2 2017.
  • Funds reported $176M of abrdn Healthcare Investors stock for Q3 2017, up 3.3% quarter-over-quarter.
  • 12 funds opened new abrdn Healthcare Investors positions in Q3 2017 and 7 closed out, a net change of +5 holders.
  • The largest abrdn Healthcare Investors buyer in Q3 2017 was Morgan Stanley, an estimated $2.49M added.
  • The largest abrdn Healthcare Investors seller in Q3 2017 was United Asset Strategies, an estimated $2.65M sold.

Based on aggregated 13F filings for Q3 2017.