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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
Northwestern Mutual Wealth Management
76
Northwestern Mutual Wealth Management
Wisconsin
$36K -$17K -829 -29%
LC
77
Lindbrook Capital
California
$35K +$40.9K +2,000 New
NFG
78
Next Financial Group
Texas
$34K +$38.5K +1,879 New
FHA
79
Flagship Harbor Advisors
Massachusetts
$30K +$32.1K +1,567 +1,104%
PB
80
Pinnacle Bancorp
Nebraska
$24K +$27.6K +1,350 New
AOWM
81
Alpha Omega Wealth Management
Virginia
$23K
CFD
82
Creative Financial Designs
Indiana
$23K +$532 +26 +2%
BAM
83
Bruderman Asset Management
New York
$23K +$26.2K +1,282 New
DWM
84
Doyle Wealth Management
Florida
$20K +$22.9K +1,118 New
SIS
85
Sound Income Strategies
Florida
$13K +$10.2K +500 +200%
FHB
86
First Hawaiian Bank
Hawaii
$11K -$20 -1 -0.2%
CFG
87
Citizens Financial Group
Rhode Island
$7K +$8.19K +400 New
BBPWM
88
Blue Bell Private Wealth Management
Pennsylvania
$5K +$6.14K +300 New
RFC
89
Regions Financial Corp
Alabama
$4K +$123 +6 +3%
CIAS
90
Capital Investment Advisory Services
North Carolina
$4K +$5.12K +250 New
PWMG
91
Prestige Wealth Management Group
New Jersey
$2K +$2.05K +100 New
PCFFS
92
Pacific Center for Financial Services
California
$1K
Citigroup
93
Citigroup
New York
$1K +$20 +1 +3%
GT
94
Glenmede Trust
Pennsylvania
$73 +$85K +4,152 New
RJFSA
95
Raymond James Financial Services Advisors
Florida
-$4.74M -204,825 Closed
WAM
96
Wolverine Asset Management
Illinois
-$3.54M -153,064 Closed
William Blair & Company
97
William Blair & Company
Illinois
-$1.35M -58,390 Closed
CAN
98
Claraphi Advisory Network
United States
-$851K -36,778 Closed
OTC
99
Opera Trading Capital
France
-$485K -20,942 Closed
RJT
100
Raymond James Trust
Florida
-$272K -11,755 Closed

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.