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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
CFD
76
Creative Financial Designs
Indiana
$29K +$611 +27 +2%
KJWM
77
Kiley Juergens Wealth Management
Washington
$28K – – –
NWM
78
Northwest Wealth Management
Iowa
$24K +$23.1K +1,018 New
IP
79
Intellectus Partners
California
$20K +$19.1K +845 New
TA
80
Townsend & Associates
Colorado
$19K +$362 +16 +2%
FHB
81
First Hawaiian Bank
Hawaii
$14K +$14K +617 New
SIS
82
Sound Income Strategies
Florida
$6K – – –
RFC
83
Regions Financial Corp
Alabama
$5K +$91 +4 +2%
TCM
84
Tradewinds Capital Management
Washington
$3K -$2.69K -119 -50%
FHA
85
Flagship Harbor Advisors
Massachusetts
$3K +$45 +2 +1%
PMFA
86
Plante Moran Financial Advisors
Michigan
$2K – – –
SWMG
87
Signature Wealth Management Group
Georgia
$2K +$23 +1 +1%
PCFFS
88
Pacific Center for Financial Services
California
$1K – – –
Citigroup
89
Citigroup
New York
$1K +$838 +37 New
Bank of Nova Scotia
90
Bank of Nova Scotia
Ontario, Canada
– -$1.49M -69,440 Closed
DA
91
Doliver Advisors
Texas
– -$1.18M -54,787 Closed
CRC
92
Curi RMB Capital
Illinois
– -$554K -25,764 Closed
FTIOP
93
Fiduciary Trust International of Pennsylvania
Pennsylvania
– -$321K -14,949 Closed
GT
94
Glenmede Trust
Pennsylvania
– -$89K -4,152 Closed
US Bancorp
95
US Bancorp
Minnesota
– -$65K -3,000 Closed
CF
96
Centaurus Financial
California
– -$41K -1,907 Closed
LC
97
Landaas & Company
Wisconsin
– -$37K -1,711 Closed
Manulife (Manufacturers Life Insurance)
98
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$24K -1,118 Closed
SEI Investments
99
SEI Investments
Pennsylvania
– -$10K -485 Closed
WT
100
Washington Trust
Rhode Island
– -$3K -126 Closed
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.