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HQH

abrdn Healthcare Investors
HQH

91 hedge funds and large institutions have $186M invested in abrdn Healthcare Investors in 2019 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 41 increasing their positions, 18 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 18

18% more capital invested

Capital invested by funds: $158M → $186M (+$27.9M)

0.6% more ownership

Funds ownership: 20.86% → 21.46% (+0.6%)

6% less funds holding

Funds holding: 97 → 91 (-6)

33% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 18

Holders
91
Holders Change
-6
Holders Change %
-6.19%
% of All Funds
1.97%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
41
Reduced
18
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
+$5.29M
2
Lazard Asset Management
Lazard Asset Management
New York
+$3.6M
3
CA
Cornerstone Advisors
North Carolina
+$1.49M
4
COLIM
City of London Investment Management
United Kingdom
+$1.49M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.21M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$3.05M
2
HI
HBK Investments
Texas
-$2.28M
3
UBS Group
UBS Group
Switzerland
-$2.02M
4
WAM
Weiss Asset Management
Massachusetts
-$1.02M
5
CCP
Clough Capital Partners
Massachusetts
-$905K
Name Holding Trade Value Shares
Change 		Change in
Stake
Baird Financial Group
51
Baird Financial Group
Wisconsin
$292K +$62.6K +3,058 +27%
CFA
52
Cahill Financial Advisors
Minnesota
$255K +$254K +12,414 New
NEPWA
53
New England Private Wealth Advisors
Massachusetts
$218K +$3.13K +153 +1%
CT
54
Coastline Trust
Rhode Island
$212K – – –
FCI
55
Financial Counselors Inc
Kansas
$205K – – –
SWM
56
Stockman Wealth Management
Montana
$205K +$205K +10,000 New
BCWM
57
Bartlett & Co Wealth Management
Ohio
$141K – – –
BC
58
Bartlett & Co
Ohio
$141K – – –
Bessemer Group
59
Bessemer Group
New Jersey
$139K +$757 +37 +0.6%
GSWM
60
Golden State Wealth Management
California
$103K +$103K +5,033 New
IFAM
61
Institutional & Family Asset Management
Colorado
$94K +$94.1K +4,600 New
LC
62
Lindbrook Capital
California
$82K +$40.9K +2,000 +100%
Rockefeller Capital Management
63
Rockefeller Capital Management
New York
$82K +$81.4K +3,976 New
FDCDDQ
64
Federation des caisses Desjardins du Quebec
Quebec, Canada
$75.5K – – –
TC
65
Truvestments Capital
Florida
$72K +$71.8K +3,510 New
SWM
66
SeaCrest Wealth Management
New York
$67K -$5.85K -286 -8%
GWM
67
Geneos Wealth Management
Colorado
$63K +$1.21K +59 +2%
OIA
68
Optimum Investment Advisors
Illinois
$61K – – –
NSIM
69
North Star Investment Management
Illinois
$55K – – –
APA
70
American Portfolios Advisors
New York
$46.6K +$46.5K +2,271 New
IWA
71
Intercontinental Wealth Advisors
Texas
$45K – – –
Bank of Montreal
72
Bank of Montreal
Ontario, Canada
$44K – – –
ASN
73
Advisory Services Network
Georgia
$43K +$143 +7 +0.3%
PA
74
Parallel Advisors
California
$35K -$10.2K -500 -23%
FHA
75
Flagship Harbor Advisors
Massachusetts
$35K +$655 +32 +2%
1 2
3
4 5

HQH Hedge Fund Activity: Q1 2019 in Review

91 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in abrdn Healthcare Investors (HQH) for Q1 2019, worth a combined $186M — up 18% from $158M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of HQH and 12 opened new positions — a net loss of 6 holders — while 18 trimmed existing stakes and 41 added.

The largest buyer was Raymond James Financial Services Advisors, opening a new position worth an estimated $5.29M. The largest seller was Morgan Stanley, cutting an estimated $3.05M.

  • 91 institutional investors held abrdn Healthcare Investors (HQH) as of Q1 2019, down from 97 in Q4 2018.
  • Funds reported $186M of abrdn Healthcare Investors stock for Q1 2019, up 18% quarter-over-quarter.
  • 12 funds opened new abrdn Healthcare Investors positions in Q1 2019 and 18 closed out, a net change of -6 holders.
  • The largest abrdn Healthcare Investors buyer in Q1 2019 was Raymond James Financial Services Advisors, an estimated $5.29M added.
  • The largest abrdn Healthcare Investors seller in Q1 2019 was Morgan Stanley, an estimated $3.05M sold.

Based on aggregated 13F filings for Q1 2019.