We are live on ! Find out more
HQH

abrdn Healthcare Investors

58 hedge funds and large institutions have $131M invested in abrdn Healthcare Investors in 2013 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 19 increasing their positions, 15 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 3

27% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 15

16% more funds holding

Funds holding: 5058 (+8)

14% more capital invested

Capital invested by funds: $115M → $131M (+$16.4M)

0.28% more ownership

Funds ownership: 18.03%18.31% (+0.28%)

Holders
58
Holders Change
+8
Holders Change %
+16%
% of All Funds
1.68%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
19
Reduced
15
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$53.4M +$177K +7,223 +0.4%
AAM
2
Advisors Asset Management
Colorado
$16.8M -$1.37M -55,871 -8%
NIM
3
Needham Investment Management
New York
$9.6M
Goldman Sachs
4
Goldman Sachs
New York
$6.65M -$405K -16,531 -6%
HSBC Holdings
5
HSBC Holdings
United Kingdom
$5.78M
Wells Fargo
6
Wells Fargo
California
$5.64M +$357K +14,578 +7%
LPL Financial
7
LPL Financial
California
$4.98M +$281K +11,490 +6%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$4.29M +$204K +8,311 +5%
U
9
UBS
Switzerland
$4.06M +$1.95M +79,478 +107%
LTFS
10
Ladenburg Thalmann Financial Services
Florida
$2M +$27.1K +1,105 +1%
UAS
11
United Asset Strategies
New York
$1.9M -$80.4K -3,282 -4%
FFSOTS
12
Fiduciary Financial Services of The Southwest
Texas
$1.67M +$28.1K +1,148 +2%
First Trust Advisors
13
First Trust Advisors
Illinois
$1.64M -$9.31K -380 -0.6%
Bank of America
14
Bank of America
North Carolina
$1.25M -$559K -22,838 -33%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$1.13M +$161K +6,563 +18%
SG Americas Securities
16
SG Americas Securities
New York
$1.09M +$1.01M +41,184 New
NSAM
17
North Star Asset Management
Wisconsin
$924K -$171K -6,977 -17%
OC
18
Oppenheimer & Co
New York
$636K +$64.5K +2,632 +12%
NPC
19
National Planning Corporation
California
$629K -$66.8K -2,729 -10%
RJA
20
Raymond James & Associates
Florida
$620K -$147K -5,989 -20%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$601K +$56.5K +2,309 +11%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$595K +$3.72K +152 +0.7%
CAN
23
Cetera Advisor Networks
California
$515K +$479K +19,547 New
AIG
24
American International Group
New York
$481K -$71.8K -2,933 -14%
CAM
25
Carret Asset Management
New York
$442K

HQH Hedge Fund Activity: Q4 2013 in Review

58 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in abrdn Healthcare Investors (HQH) for Q4 2013, worth a combined $131M — up 14% from $115M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new HQH positions and 3 closed out — a net gain of 10 holders — while 19 added to existing stakes and 15 trimmed.

The largest buyer was UBS, adding an estimated $1.95M. The largest seller was Advisors Asset Management, cutting an estimated $1.37M.

  • 58 institutional investors held abrdn Healthcare Investors (HQH) as of Q4 2013, up from 50 in Q3 2013.
  • Funds reported $131M of abrdn Healthcare Investors stock for Q4 2013, up 14% quarter-over-quarter.
  • 13 funds opened new abrdn Healthcare Investors positions in Q4 2013 and 3 closed out, a net change of +10 holders.
  • The largest abrdn Healthcare Investors buyer in Q4 2013 was UBS, an estimated $1.95M added.
  • The largest abrdn Healthcare Investors seller in Q4 2013 was Advisors Asset Management, an estimated $1.37M sold.

Based on aggregated 13F filings for Q4 2013.