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HQH

abrdn Healthcare Investors

97 hedge funds and large institutions have $158M invested in abrdn Healthcare Investors in 2018 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 29 increasing their positions, 30 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 20

4% more funds holding

Funds holding: 9397 (+4)

3% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 30

3.12% less ownership

Funds ownership: 23.98%20.86% (-3.1%)

22% less capital invested

Capital invested by funds: $203M → $158M (-$44.5M)

Holders
97
Holders Change
+4
Holders Change %
+4.3%
% of All Funds
2.16%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
25
Increased
29
Reduced
30
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MSAM
51
Moloney Securities Asset Management
Missouri
$293K +$3.97K +194 +1%
NSAM
52
North Star Asset Management
Wisconsin
$289K -$25.2K -1,232 -7%
LCM
53
Landscape Capital Management
New Jersey
$283K +$322K +15,755 New
CS
54
Credit Suisse
Switzerland
$274K +$312K +15,269 New
IA
55
IFP Advisors
Florida
$250K -$21.8K -1,067 -7%
CAN
56
Cetera Advisor Networks
California
$249K -$86.1K -4,208 -23%
Stifel Financial
57
Stifel Financial
Missouri
$234K +$75.2K +3,675 +40%
Baird Financial Group
58
Baird Financial Group
Wisconsin
$200K -$91.2K -4,459 -29%
TSS
59
Two Sigma Securities
New York
$193K +$220K +10,731 New
NEPWA
60
New England Private Wealth Advisors
Massachusetts
$187K +$4.46K +218 +2%
CT
61
Coastline Trust
Rhode Island
$185K
FCI
62
Financial Counselors Inc
Kansas
$180K -$8.7K -425 -4%
BCWM
63
Bartlett & Co Wealth Management
Ohio
$123K
BC
64
Bartlett & Co
Ohio
$123K
Bessemer Group
65
Bessemer Group
New Jersey
$121K +$137K +6,713 New
TRCT
66
Tower Research Capital (TRC)
New York
$87K +$99K +4,839 New
FDCDDQ
67
Federation des caisses Desjardins du Quebec
Quebec, Canada
$66K
SWM
68
SeaCrest Wealth Management
New York
$64K -$6.65K -325 -8%
GWM
69
Geneos Wealth Management
Colorado
$54K -$5.03K -246 -7%
OIA
70
Optimum Investment Advisors
Illinois
$53K -$20.5K -1,000 -25%
NSIM
71
North Star Investment Management
Illinois
$48K
Bank of Montreal
72
Bank of Montreal
Ontario, Canada
$39K -$11K -536 -20%
PA
73
Parallel Advisors
California
$39K
IWA
74
Intercontinental Wealth Advisors
Texas
$39K +$44.4K +2,169 New
ASN
75
Advisory Services Network
Georgia
$37K -$16.4K -801 -28%

HQH Hedge Fund Activity: Q4 2018 in Review

97 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in abrdn Healthcare Investors (HQH) for Q4 2018, worth a combined $158M — down 22% from $203M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new HQH positions and 20 closed out — a net gain of 5 holders — while 29 added to existing stakes and 30 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $4.87M. The largest seller was Raymond James Financial Services Advisors, exiting entirely with an estimated $4.74M sold.

  • 97 institutional investors held abrdn Healthcare Investors (HQH) as of Q4 2018, up from 93 in Q3 2018.
  • Funds reported $158M of abrdn Healthcare Investors stock for Q4 2018, down 22% quarter-over-quarter.
  • 25 funds opened new abrdn Healthcare Investors positions in Q4 2018 and 20 closed out, a net change of +5 holders.
  • The largest abrdn Healthcare Investors buyer in Q4 2018 was Karpus Investment Management, an estimated $4.87M added.
  • The largest abrdn Healthcare Investors seller in Q4 2018 was Raymond James Financial Services Advisors, an estimated $4.74M sold.

Based on aggregated 13F filings for Q4 2018.