We are live on ! Find out more
HQH

abrdn Healthcare Investors

69 hedge funds and large institutions have $159M invested in abrdn Healthcare Investors in 2016 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 24 increasing their positions, 20 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 20

3% more capital invested

Capital invested by funds: $154M → $159M (+$4.44M)

0.19% more ownership

Funds ownership: 18%18.18% (+0.19%)

4% less funds holding

Funds holding: 7269 (-3)

22% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 9

Holders
69
Holders Change
-3
Holders Change %
-4.17%
% of All Funds
1.84%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
24
Reduced
20
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$77.3M -$2.1M -83,441 -3%
IG
2
ING Group
Netherlands
$12.2M +$243K +9,679 +2%
Wells Fargo
3
Wells Fargo
California
$8.7M +$945K +37,595 +11%
UBS Group
4
UBS Group
Switzerland
$8.59M +$204K +8,124 +2%
NIM
5
Needham Investment Management
New York
$8.52M +$167K +6,652 +2%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$5.3M +$23.5K +934 +0.4%
LPL Financial
7
LPL Financial
California
$4.73M -$81.1K -3,227 -2%
RJA
8
Raymond James & Associates
Florida
$2.63M +$459K +18,254 +20%
Stifel Financial
9
Stifel Financial
Missouri
$2.01M -$66.4K -2,641 -3%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$1.92M +$2.03M +80,743 New
Bank of America
11
Bank of America
North Carolina
$1.77M +$967K +38,462 +107%
UAS
12
United Asset Strategies
New York
$1.69M +$185K +7,357 +12%
FFSOTS
13
Fiduciary Financial Services of The Southwest
Texas
$1.65M -$216K -8,589 -11%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$1.59M +$135K +5,366 +9%
NMC
15
Nine Masts Capital
Hong Kong
$1.54M +$1.63M +64,808 New
HFS
16
HL Financial Services
Kentucky
$1.35M -$103K -4,093 -7%
DA
17
Doliver Advisors
Texas
$1.28M +$337K +13,417 +33%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$1.27M -$71.4K -2,839 -5%
OC
19
Oppenheimer & Co
New York
$1.15M +$40.3K +1,601 +3%
Citigroup
20
Citigroup
New York
$1.02M +$973K +38,702 +923%
First Trust Advisors
21
First Trust Advisors
Illinois
$992K -$101K -4,027 -9%
CAN
22
Cetera Advisor Networks
California
$962K +$430K +17,106 +73%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$801K -$6.41K -255 -0.8%
Goldman Sachs
24
Goldman Sachs
New York
$794K -$1.16M -46,163 -58%
HighTower Advisors
25
HighTower Advisors
Illinois
$779K -$117K -4,668 -13%

HQH Hedge Fund Activity: Q3 2016 in Review

69 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in abrdn Healthcare Investors (HQH) for Q3 2016, worth a combined $159M — up 2.9% from $154M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of HQH and 7 opened new positions — a net loss of 2 holders — while 20 trimmed existing stakes and 24 added.

The largest buyer was Janney Montgomery Scott, opening a new position worth an estimated $2.03M. The largest seller was Morgan Stanley, cutting an estimated $2.1M.

  • 69 institutional investors held abrdn Healthcare Investors (HQH) as of Q3 2016, down from 72 in Q2 2016.
  • Funds reported $159M of abrdn Healthcare Investors stock for Q3 2016, up 2.9% quarter-over-quarter.
  • 7 funds opened new abrdn Healthcare Investors positions in Q3 2016 and 9 closed out, a net change of -2 holders.
  • The largest abrdn Healthcare Investors buyer in Q3 2016 was Janney Montgomery Scott, an estimated $2.03M added.
  • The largest abrdn Healthcare Investors seller in Q3 2016 was Morgan Stanley, an estimated $2.1M sold.

Based on aggregated 13F filings for Q3 2016.