abrdn Healthcare Investors
74 hedge funds and large institutions have $222M invested in abrdn Healthcare Investors in 2015 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 24 increasing their positions, 20 reducing their positions, and 10 closing their positions.
50% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 10
20% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 20
16% more capital invested
Capital invested by funds: $191M → $222M (+$31M)
7% more funds holding
Funds holding: 69 → 74 (+5)
1.59% more ownership
Funds ownership: 18.95% → 20.54% (+1.6%)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$8.2M |
| 2 |
LPL Financial
San Diego,
California
|
+$7.68M |
| 3 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
+$4.74M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$2.31M |
| 5 |
WAM
Weiss Asset Management
Boston,
Massachusetts
|
+$1.34M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$4.4M |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$1.08M |
| 3 |
VKH
Virtu KCG Holdings
New York
|
-$1.06M |
| 4 |
DA
Doliver Advisors
Houston,
Texas
|
-$798K |
| 5 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$758K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SIA
76
SeaBridge Investment Advisors
Summit,
New Jersey
| – | -$128K | -4,644 | Closed |
|
77
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$27K | -990 | Closed |
|
|
MA
78
MCF Advisors
Covington,
Kentucky
| – | -$24K | -860 | Closed |
|
|
JWA
79
JFS Wealth Advisors
Hermitage,
Pennsylvania
| – | +$93 | +3 | New |
|
80
BlackRock
New York
| – | +$247 | +8 | New |
|
HQH Hedge Fund Activity: Q4 2015 in Review
74 of the 3,813 institutional investors tracked by Wall St. Rank reported a position in abrdn Healthcare Investors (HQH) for Q4 2015, worth a combined $222M — up 16% from $191M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new HQH positions and 10 closed out — a net gain of 5 holders — while 24 added to existing stakes and 20 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $8.2M. The largest seller was Goldman Sachs, cutting an estimated $4.4M.
- 74 institutional investors held abrdn Healthcare Investors (HQH) as of Q4 2015, up from 69 in Q3 2015.
- Funds reported $222M of abrdn Healthcare Investors stock for Q4 2015, up 16% quarter-over-quarter.
- 15 funds opened new abrdn Healthcare Investors positions in Q4 2015 and 10 closed out, a net change of +5 holders.
- The largest abrdn Healthcare Investors buyer in Q4 2015 was Morgan Stanley, an estimated $8.2M added.
- The largest abrdn Healthcare Investors seller in Q4 2015 was Goldman Sachs, an estimated $4.4M sold.
Based on aggregated 13F filings for Q4 2015.