abrdn Healthcare Investors
68 hedge funds and large institutions have $214M invested in abrdn Healthcare Investors in 2014 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 27 increasing their positions, 14 reducing their positions, and 15 closing their positions.
93% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 14
1% more capital invested
Capital invested by funds: $212M → $214M (+$1.84M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
2.45% less ownership
Funds ownership: 26.99% → 24.55% (-2.4%)
8% less funds holding
Funds holding: 74 → 68 (-6)
27% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IG
ING Group
Amsterdam,
Netherlands
|
+$14.4M |
| 2 |
FFSOTS
Fiduciary Financial Services of The Southwest
Dallas,
Texas
|
+$2.33M |
| 3 |
DA
Doliver Advisors
Houston,
Texas
|
+$1.54M |
| 4 |
LPL Financial
San Diego,
California
|
+$1.04M |
| 5 |
SCA
Sippican Capital Advisors
Boston,
Massachusetts
|
+$522K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$9.05M |
| 2 |
Goldman Sachs
New York
|
-$7.97M |
| 3 |
YCM
Yakira Capital Management
Westport,
Connecticut
|
-$7.23M |
| 4 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$6.87M |
| 5 |
Morgan Stanley
New York
|
-$3.83M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PFS
76
Prospera Financial Services
Dallas,
Texas
| – | -$222K | -7,975 | Closed |
|
|
CTC
77
Central Trust Company
Jefferson City,
Missouri
| – | -$53K | -1,912 | Closed |
|
|
FHA
78
First Horizon Advisors
Memphis,
Tennessee
| – | -$29K | -1,042 | Closed |
|
|
MAS
79
Madden Advisory Services
Jacksonville,
Florida
| – | -$20K | -716 | Closed |
|
80
US Bancorp
Minneapolis,
Minnesota
| – | -$17K | -613 | Closed |
|
|
NFG
81
Next Financial Group
Houston,
Texas
| – | -$270 | -9 | -82% |
|
HQH Hedge Fund Activity: Q4 2014 in Review
68 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in abrdn Healthcare Investors (HQH) for Q4 2014, worth a combined $214M — up 0.87% from $212M a quarter earlier.
Sellers outnumbered buyers: 15 funds closed out of HQH and 11 opened new positions — a net loss of 4 holders — while 14 trimmed existing stakes and 27 added.
The largest buyer was ING Group, opening a new position worth an estimated $14.4M. The largest seller was Advisors Asset Management, exiting entirely with an estimated $9.05M sold.
- 68 institutional investors held abrdn Healthcare Investors (HQH) as of Q4 2014, down from 74 in Q3 2014.
- Funds reported $214M of abrdn Healthcare Investors stock for Q4 2014, up 0.87% quarter-over-quarter.
- 11 funds opened new abrdn Healthcare Investors positions in Q4 2014 and 15 closed out, a net change of -4 holders.
- The largest abrdn Healthcare Investors buyer in Q4 2014 was ING Group, an estimated $14.4M added.
- The largest abrdn Healthcare Investors seller in Q4 2014 was Advisors Asset Management, an estimated $9.05M sold.
Based on aggregated 13F filings for Q4 2014.