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HQH

abrdn Healthcare Investors

71 hedge funds and large institutions have $146M invested in abrdn Healthcare Investors in 2016 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 27 increasing their positions, 16 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 16

40% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 10

3% more funds holding

Funds holding: 6971 (+2)

0.77% more ownership

Funds ownership: 18.18%18.95% (+0.77%)

8% less capital invested

Capital invested by funds: $159M → $146M (-$12.2M)

Holders
71
Holders Change
+2
Holders Change %
+2.9%
% of All Funds
1.77%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
27
Reduced
16
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$66M -$2.77M -124,332 -4%
IG
2
ING Group
Netherlands
$11.3M +$274K +12,303 +2%
UBS Group
3
UBS Group
Switzerland
$8M +$395K +17,729 +5%
Wells Fargo
4
Wells Fargo
California
$7.98M +$280K +12,557 +3%
NIM
5
Needham Investment Management
New York
$7.74M +$188K +8,458 +2%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$5.27M +$595K +26,726 +12%
LPL Financial
7
LPL Financial
California
$4.45M +$100K +4,500 +2%
RJA
8
Raymond James & Associates
Florida
$3.93M +$1.68M +75,436 +68%
Bank of Nova Scotia
9
Bank of Nova Scotia
Ontario, Canada
$2.26M +$2.38M +106,869 New
HFS
10
HL Financial Services
Kentucky
$2.13M +$983K +44,135 +78%
UAS
11
United Asset Strategies
New York
$2.07M +$604K +27,131 +38%
Citigroup
12
Citigroup
New York
$2.04M +$1.19M +53,409 +125%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$1.85M +$152K +6,808 +8%
LCM
14
Laurion Capital Management
New York
$1.82M +$1.91M +85,931 New
Bank of America
15
Bank of America
North Carolina
$1.69M +$118K +5,279 +7%
DA
16
Doliver Advisors
Texas
$1.3M +$171K +7,678 +14%
Stifel Financial
17
Stifel Financial
Missouri
$1.28M -$532K -23,873 -28%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$1.22M -$209K -9,398 -14%
OC
19
Oppenheimer & Co
New York
$1.03M +$6.01K +270 +0.6%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$1.02M -$110K -4,922 -9%
NMC
21
Nine Masts Capital
Hong Kong
$863K -$534K -23,988 -37%
AGM
22
Alpine Global Management
New York
$856K +$902K +40,512 New
RCM
23
Rivernorth Capital Management
Florida
$719K +$757K +34,004 New
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$705K -$5.41K -243 -0.7%
WS
25
Wedbush Securities
California
$705K +$180K +8,070 +32%

HQH Hedge Fund Activity: Q4 2016 in Review

71 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in abrdn Healthcare Investors (HQH) for Q4 2016, worth a combined $146M — down 7.7% from $159M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new HQH positions and 10 closed out — a net gain of 4 holders — while 27 added to existing stakes and 16 trimmed.

The largest buyer was Bank of Nova Scotia, opening a new position worth an estimated $2.38M. The largest seller was Morgan Stanley, cutting an estimated $2.77M.

  • 71 institutional investors held abrdn Healthcare Investors (HQH) as of Q4 2016, up from 69 in Q3 2016.
  • Funds reported $146M of abrdn Healthcare Investors stock for Q4 2016, down 7.7% quarter-over-quarter.
  • 14 funds opened new abrdn Healthcare Investors positions in Q4 2016 and 10 closed out, a net change of +4 holders.
  • The largest abrdn Healthcare Investors buyer in Q4 2016 was Bank of Nova Scotia, an estimated $2.38M added.
  • The largest abrdn Healthcare Investors seller in Q4 2016 was Morgan Stanley, an estimated $2.77M sold.

Based on aggregated 13F filings for Q4 2016.