HQH

abrdn Healthcare Investors
HQH

Overview Fund Activity

50 hedge funds and large institutions have $115M invested in abrdn Healthcare Investors in 2013 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
50
Holders Change
+4
Holders Change %
+8.7%
% of All Funds
1.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
22
Reduced
10
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$47.3M
2
Bank of America
Bank of America
North Carolina
$1.65M
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$850K
4
NPC
National Planning Corporation
California
$641K
5
LPL Financial
LPL Financial
California
$4.07M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
$526K
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.62M
3
Goldman Sachs
Goldman Sachs
New York
$6.3M
4
NSAM
North Star Asset Management
Wisconsin
$985K
5
RJA
Raymond James & Associates
Florida
$691K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$47.3M +$2.39M +101,866 +5%
AAM
2
Advisors Asset Management
Colorado
$16.3M +$436K +18,597 +3%
NIM
3
Needham Investment Management
New York
$8.53M +$153K +6,546 +2%
Goldman Sachs
4
Goldman Sachs
New York
$6.3M -$394K -16,787 -6%
HSBC Holdings
5
HSBC Holdings
United Kingdom
$5.14M – – –
Wells Fargo
6
Wells Fargo
California
$4.67M +$241K +10,302 +5%
LPL Financial
7
LPL Financial
California
$4.07M +$571K +24,888 +16%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$3.62M -$619K -26,395 -15%
UAS
9
United Asset Strategies
New York
$1.77M -$22.8K -974 -1%
LTFS
10
Ladenburg Thalmann Financial Services
Florida
$1.75M +$62.5K +2,666 +4%
U
11
UBS
Switzerland
$1.74M +$58.4K +2,491 +3%
Bank of America
12
Bank of America
North Carolina
$1.65M +$1.26M +53,849 +330%
First Trust Advisors
13
First Trust Advisors
Illinois
$1.47M +$102K +4,369 +8%
FFSOTS
14
Fiduciary Financial Services of The Southwest
Texas
$1.46M +$347K +14,795 +31%
NSAM
15
North Star Asset Management
Wisconsin
$985K -$374K -15,944 -28%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$850K +$850K +36,247 New
RJA
17
Raymond James & Associates
Florida
$691K -$349K -14,872 -34%
NPC
18
National Planning Corporation
California
$641K +$641K +26,847 New
SNC
19
Stifel Nicolaus & Co
Missouri
$534K +$32.2K +1,374 +6%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$526K -$1.25M -53,150 -70%
OC
21
Oppenheimer & Co
New York
$504K +$71.6K +3,050 +17%
AIG
22
American International Group
New York
$496K +$26.7K +1,140 +6%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$480K -$7.39K -315 -2%
SFS
24
Shaker Financial Services
Virginia
$429K +$429K +18,280 New
CAM
25
Carret Asset Management
New York
$393K -$6.09K -260 -2%
1
2