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HQH

abrdn Healthcare Investors
HQH

93 hedge funds and large institutions have $203M invested in abrdn Healthcare Investors in 2018 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 40 increasing their positions, 17 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 17

21% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 14

11% more capital invested

Capital invested by funds: $183M → $203M (+$20M)

3% more funds holding

Funds holding: 90 → 93 (+3)

0.72% more ownership

Funds ownership: 23.26% → 23.98% (+0.72%)

Holders
93
Holders Change
+3
Holders Change %
+3.33%
% of All Funds
2.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
40
Reduced
17
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$4.54M
2
BA
Boston Advisors
Massachusetts
+$1.97M
3
AAM
Advisors Asset Management
Colorado
+$1.62M
4
KIM
Karpus Investment Management
New York
+$1.5M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$931K

Top Sellers

Rank Fund Capital Flow
1
COLIM
City of London Investment Management
United Kingdom
-$4.2M
2
WAM
Wolverine Asset Management
Illinois
-$2.84M
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$1.49M
4
DA
Doliver Advisors
Texas
-$1.18M
5
CRC
Curi RMB Capital
Illinois
-$554K
Name Holding Trade Value Shares
Change 		Change in
Stake
RJT
51
Raymond James Trust
Florida
$272K – – –
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$270K +$140K +6,164 +112%
FCI
53
Financial Counselors Inc
Kansas
$241K – – –
CT
54
Coastline Trust
Rhode Island
$239K +$234K +10,329 New
NEPWA
55
New England Private Wealth Advisors
Massachusetts
$236K +$3.4K +150 +1%
CCP
56
Clough Capital Partners
Massachusetts
$215K – – –
LWAC
57
Laurel Wealth Advisors (California)
California
$209K +$205K +9,053 New
Stifel Financial
58
Stifel Financial
Missouri
$209K +$210K +9,288 New
BCWM
59
Bartlett & Co Wealth Management
Ohio
$159K – – –
BC
60
Bartlett & Co
Ohio
$159K – – –
Walleye Trading
61
Walleye Trading
New York
$123K +$120K +5,300 New
NMC
62
Nine Masts Capital
Hong Kong
$95K +$92.8K +4,100 New
OIA
63
Optimum Investment Advisors
Illinois
$91K – – –
SWM
64
SeaCrest Wealth Management
New York
$90K -$6.23K -275 -7%
SWP
65
Stratos Wealth Partners
Ohio
$86K +$83.7K +3,696 New
FDCDDQ
66
Federation des caisses Desjardins du Quebec
Quebec, Canada
$85.1K – – –
TC
67
Truvestments Capital
Florida
$81K +$79.5K +3,510 New
GWM
68
Geneos Wealth Management
Colorado
$76K +$1.04K +46 +1%
ASN
69
Advisory Services Network
Georgia
$67K -$4.23K -187 -6%
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
$65K +$521 +23 +0.8%
NSIM
71
North Star Investment Management
Illinois
$62K +$1.22K +54 +2%
Bank of Montreal
72
Bank of Montreal
Ontario, Canada
$62K +$12.1K +536 +25%
PA
73
Parallel Advisors
California
$51K – – –
AOWM
74
Alpha Omega Wealth Management
Virginia
$30K – – –
JFA
75
JNBA Financial Advisors
Minnesota
$30K +$29.1K +1,285 New
1 2
3
4 5

HQH Hedge Fund Activity: Q3 2018 in Review

93 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in abrdn Healthcare Investors (HQH) for Q3 2018, worth a combined $203M — up 11% from $183M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new HQH positions and 14 closed out — a net gain of 3 holders — while 40 added to existing stakes and 17 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $4.54M. The largest seller was City of London Investment Management, cutting an estimated $4.2M.

  • 93 institutional investors held abrdn Healthcare Investors (HQH) as of Q3 2018, up from 90 in Q2 2018.
  • Funds reported $203M of abrdn Healthcare Investors stock for Q3 2018, up 11% quarter-over-quarter.
  • 17 funds opened new abrdn Healthcare Investors positions in Q3 2018 and 14 closed out, a net change of +3 holders.
  • The largest abrdn Healthcare Investors buyer in Q3 2018 was Morgan Stanley, an estimated $4.54M added.
  • The largest abrdn Healthcare Investors seller in Q3 2018 was City of London Investment Management, an estimated $4.2M sold.

Based on aggregated 13F filings for Q3 2018.