We are live on ! Find out more
HQH

abrdn Healthcare Investors

67 hedge funds and large institutions have $162M invested in abrdn Healthcare Investors in 2017 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 19 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more capital invested

Capital invested by funds: $146M → $162M (+$15.6M)

5% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 19

0.49% less ownership

Funds ownership: 18.95%18.46% (-0.49%)

6% less funds holding

Funds holding: 7167 (-4)

25% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 12

Holders
67
Holders Change
-4
Holders Change %
-5.63%
% of All Funds
1.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
20
Reduced
19
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$77.6M +$2.43M +103,435 +3%
IG
2
ING Group
Netherlands
$13M +$237K +10,104 +2%
NIM
3
Needham Investment Management
New York
$9.54M +$727K +30,945 +8%
Wells Fargo
4
Wells Fargo
California
$9.02M -$57.9K -2,468 -0.7%
UBS Group
5
UBS Group
Switzerland
$8.7M -$396K -16,846 -4%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$7.48M +$1.45M +61,845 +25%
LPL Financial
7
LPL Financial
California
$5.33M +$361K +15,388 +8%
RJA
8
Raymond James & Associates
Florida
$4.65M +$176K +7,496 +4%
Bank of Nova Scotia
9
Bank of Nova Scotia
Ontario, Canada
$2.54M -$29.5K -1,258 -1%
UAS
10
United Asset Strategies
New York
$2.47M +$114K +4,858 +5%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$2.22M +$111K +4,732 +5%
Bank of America
12
Bank of America
North Carolina
$1.81M -$101K -4,319 -5%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$1.69M +$300K +12,796 +22%
HFS
14
HL Financial Services
Kentucky
$1.34M -$1.06M -45,025 -45%
Cohen & Steers
15
Cohen & Steers
New York
$1.14M +$1.11M +47,400 New
RJFSA
16
Raymond James Financial Services Advisors
Florida
$1.12M -$43.6K -1,859 -4%
OC
17
Oppenheimer & Co
New York
$1.11M -$54.4K -2,319 -5%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$833K +$28.9K +1,231 +4%
WS
19
Wedbush Securities
California
$832K +$28.9K +1,232 +4%
FFSOTS
20
Fiduciary Financial Services of The Southwest
Texas
$783K -$446 -19 -0.1%
Ameriprise
21
Ameriprise
Minnesota
$689K +$56.9K +2,423 +9%
CAN
22
Cetera Advisor Networks
California
$657K +$58K +2,472 +10%
NSAM
23
North Star Asset Management
Wisconsin
$538K -$9.37K -399 -2%
AAM
24
Advisors Asset Management
Colorado
$473K -$72.7K -3,096 -14%
NEPWA
25
New England Private Wealth Advisors
Massachusetts
$460K +$504K +21,462 New

HQH Hedge Fund Activity: Q1 2017 in Review

67 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in abrdn Healthcare Investors (HQH) for Q1 2017, worth a combined $162M — up 11% from $146M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of HQH and 9 opened new positions — a net loss of 3 holders — while 19 trimmed existing stakes and 20 added.

The largest buyer was Morgan Stanley, adding an estimated $2.43M. The largest seller was Citigroup, cutting an estimated $2.26M.

  • 67 institutional investors held abrdn Healthcare Investors (HQH) as of Q1 2017, down from 71 in Q4 2016.
  • Funds reported $162M of abrdn Healthcare Investors stock for Q1 2017, up 11% quarter-over-quarter.
  • 9 funds opened new abrdn Healthcare Investors positions in Q1 2017 and 12 closed out, a net change of -3 holders.
  • The largest abrdn Healthcare Investors buyer in Q1 2017 was Morgan Stanley, an estimated $2.43M added.
  • The largest abrdn Healthcare Investors seller in Q1 2017 was Citigroup, an estimated $2.26M sold.

Based on aggregated 13F filings for Q1 2017.