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HQH

abrdn Healthcare Investors
HQH

98 hedge funds and large institutions have $205M invested in abrdn Healthcare Investors in 2019 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 34 increasing their positions, 30 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 10

24% more capital invested

Capital invested by funds: $164M → $205M (+$40.2M)

13% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 30

5% more funds holding

Funds holding: 93 → 98 (+5)

1.98% more ownership

Funds ownership: 21.15% → 23.13% (+2%)

Holders
98
Holders Change
+5
Holders Change %
+5.38%
% of All Funds
1.93%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
34
Reduced
30
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LCM
Landscape Capital Management
New Jersey
+$3.23M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$1.72M
3
WAM
Wolverine Asset Management
Illinois
+$1.66M
4
Morgan Stanley
Morgan Stanley
New York
+$1.12M
5
SS
Simplicity Solutions
Minnesota
+$724K

Top Sellers

Rank Fund Capital Flow
1
COLIM
City of London Investment Management
United Kingdom
-$2.88M
2
KIM
Karpus Investment Management
New York
-$1.6M
3
RJA
Raymond James & Associates
Florida
-$1.01M
4
Millennium Management
Millennium Management
New York
-$508K
5
PAIM
Punch & Associates Investment Management
Minnesota
-$474K
Name Holding Trade Value Shares
Change 		Change in
Stake
BBPWM
76
Blue Bell Private Wealth Management
Pennsylvania
$54K +$41.6K +2,100 +420%
APA
77
American Portfolios Advisors
New York
$47.4K – – –
FDCDDQ
78
Federation des caisses Desjardins du Quebec
Quebec, Canada
$41.8K -$13.4K -675 -25%
OIA
79
Optimum Investment Advisors
Illinois
$33K – – –
US Bancorp
80
US Bancorp
Minnesota
$32K – – –
RIA
81
Realta Investment Advisors
Delaware
$32K +$31.7K +1,600 New
IAS
82
IMA Advisory Services
Colorado
$31K – – –
CFD
83
Creative Financial Designs
Indiana
$30K +$535 +27 +2%
SL
84
Savior LLC
Massachusetts
$30K +$28.6K +1,443 New
RWB
85
RMR Wealth Builders
New Jersey
$29K +$28K +1,412 New
RG
86
Retirement Group
California
$28K +$27K +1,362 New
Northwestern Mutual Wealth Management
87
Northwestern Mutual Wealth Management
Wisconsin
$26K +$1.01K +51 +4%
PA
88
Parallel Advisors
California
$24K +$6.1K +308 +36%
PB
89
Pinnacle Bancorp
Nebraska
$21K – – –
FHA
90
Flagship Harbor Advisors
Massachusetts
$18K -$9.45K -477 -35%
TRCT
91
Tower Research Capital (TRC)
New York
$14K +$2.97K +150 +28%
MSFP
92
Mark Sheptoff Financial Planning
Connecticut
$8K +$7.92K +400 New
PA
93
Procyon Advisors
Connecticut
$5K +$4.95K +250 New
Citigroup
94
Citigroup
New York
$1K – – –
Millennium Management
95
Millennium Management
New York
– -$508K -27,734 Closed
Baird Financial Group
96
Baird Financial Group
Wisconsin
– -$292K -15,920 Closed
WAM
97
Weiss Asset Management
Massachusetts
– -$261K -14,245 Closed
GSWM
98
Golden State Wealth Management
California
– -$87K -4,750 Closed
TC
99
Truvestments Capital
Florida
– -$64K -3,510 Closed
NIC
100
Northwest Investment Counselors
Oregon
– -$56K -3,039 Closed
1 2 3
4
5

HQH Hedge Fund Activity: Q4 2019 in Review

98 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in abrdn Healthcare Investors (HQH) for Q4 2019, worth a combined $205M — up 24% from $164M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new HQH positions and 10 closed out — a net gain of 6 holders — while 34 added to existing stakes and 30 trimmed.

The largest buyer was Landscape Capital Management, opening a new position worth an estimated $3.23M. The largest seller was City of London Investment Management, cutting an estimated $2.88M.

  • 98 institutional investors held abrdn Healthcare Investors (HQH) as of Q4 2019, up from 93 in Q3 2019.
  • Funds reported $205M of abrdn Healthcare Investors stock for Q4 2019, up 24% quarter-over-quarter.
  • 16 funds opened new abrdn Healthcare Investors positions in Q4 2019 and 10 closed out, a net change of +6 holders.
  • The largest abrdn Healthcare Investors buyer in Q4 2019 was Landscape Capital Management, an estimated $3.23M added.
  • The largest abrdn Healthcare Investors seller in Q4 2019 was City of London Investment Management, an estimated $2.88M sold.

Based on aggregated 13F filings for Q4 2019.