HQH

abrdn Healthcare Investors
HQH

Overview Fund Activity

61 hedge funds and large institutions have $135M invested in abrdn Healthcare Investors in 2014 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 28 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
61
Holders Change
+3
Holders Change %
+5.17%
% of All Funds
1.76%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
28
Reduced
11
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$4.19M
2
Wells Fargo
Wells Fargo
California
+$1.14M
3
YCM
Yakira Capital Management
Connecticut
+$1.05M
4
Goldman Sachs
Goldman Sachs
New York
+$782K
5
SIA
Sit Investment Associates
Minnesota
+$582K

Top Sellers

1
AAM
Advisors Asset Management
Colorado
-$2.46M
2
U
UBS
Switzerland
-$1.33M
3
SG Americas Securities
SG Americas Securities
New York
-$1.09M
4
LTFS
Ladenburg Thalmann Financial Services
Florida
-$871K
5
Bank of America
Bank of America
North Carolina
-$618K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$58.1M +$4.19M +157,343 +8%
AAM
2
Advisors Asset Management
Colorado
$14.5M -$2.46M -92,291 -14%
NIM
3
Needham Investment Management
New York
$9.68M – – –
Goldman Sachs
4
Goldman Sachs
New York
$7.5M +$782K +29,392 +12%
Wells Fargo
5
Wells Fargo
California
$6.83M +$1.14M +42,744 +20%
HSBC Holdings
6
HSBC Holdings
United Kingdom
$5.94M +$112K +4,208 +2%
LPL Financial
7
LPL Financial
California
$5.41M +$387K +14,543 +8%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$4.15M -$179K -6,720 -4%
U
9
UBS
Switzerland
$2.76M -$1.33M -49,967 -32%
UAS
10
United Asset Strategies
New York
$2.13M +$208K +7,799 +11%
First Trust Advisors
11
First Trust Advisors
Illinois
$1.85M +$191K +7,160 +12%
FFSOTS
12
Fiduciary Financial Services of The Southwest
Texas
$1.84M +$156K +5,867 +9%
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$1.15M -$871K -32,721 -43%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$1.13M -$11.5K -432 -1%
YCM
15
Yakira Capital Management
Connecticut
$1.05M +$1.05M +39,378 New
NSAM
16
North Star Asset Management
Wisconsin
$841K -$91.3K -3,431 -10%
NPC
17
National Planning Corporation
California
$738K +$76.9K +2,805 +12%
AIG
18
American International Group
New York
$725K +$240K +9,009 +49%
PWM
19
ParenteBeard Wealth Management
Pennsylvania
$690K +$350K +13,162 +103%
OC
20
Oppenheimer & Co
New York
$658K +$16.8K +631 +3%
Bank of America
21
Bank of America
North Carolina
$640K -$618K -23,257 -49%
RJA
22
Raymond James & Associates
Florida
$640K +$15.1K +566 +2%
SIA
23
Sit Investment Associates
Minnesota
$582K +$582K +21,881 New
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$553K -$52.8K -1,985 -9%
Stifel Financial
25
Stifel Financial
Missouri
$514K +$514K +19,323 New
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