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HQH

abrdn Healthcare Investors

67 hedge funds and large institutions have $170M invested in abrdn Healthcare Investors in 2017 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 29 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 16

5% more capital invested

Capital invested by funds: $162M → $170M (+$8.21M)

0.11% more ownership

Funds ownership: 18.46%18.57% (+0.11%)

0% more funds holding

Funds holding: 6767 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

Holders
67
Holders Change
Holders Change %
0%
% of All Funds
1.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
29
Reduced
16
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$82.6M +$1.52M +61,382 +2%
UBS Group
2
UBS Group
Switzerland
$12.3M +$3.14M +126,766 +35%
IG
3
ING Group
Netherlands
$11.1M -$2.48M -100,000 -18%
Wells Fargo
4
Wells Fargo
California
$10.2M +$810K +32,698 +9%
NIM
5
Needham Investment Management
New York
$9.82M -$147K -5,933 -1%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$8.29M +$472K +19,039 +6%
RJA
7
Raymond James & Associates
Florida
$5.16M +$295K +11,926 +6%
Bank of America
8
Bank of America
North Carolina
$2.82M +$910K +36,754 +49%
UAS
9
United Asset Strategies
New York
$2.65M +$67.1K +2,709 +3%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$2.58M +$264K +10,642 +12%
Bank of Nova Scotia
11
Bank of Nova Scotia
Ontario, Canada
$2.12M -$521K -21,036 -20%
Goldman Sachs
12
Goldman Sachs
New York
$2.09M +$1.64M +66,364 +391%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$1.92M +$153K +6,170 +9%
Cohen & Steers
14
Cohen & Steers
New York
$1.26M +$66.3K +2,677 +6%
HFS
15
HL Financial Services
Kentucky
$1.21M -$182K -7,353 -13%
OC
16
Oppenheimer & Co
New York
$1.16M -$8.5K -343 -0.7%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$1.01M -$158K -6,364 -14%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$917K +$47.8K +1,928 +6%
WS
19
Wedbush Securities
California
$887K +$18K +725 +2%
FFSOTS
20
Fiduciary Financial Services of The Southwest
Texas
$887K +$68.2K +2,755 +8%
LPL Financial
21
LPL Financial
California
$766K -$4.7M -189,890 -86%
Ameriprise
22
Ameriprise
Minnesota
$715K -$4.21K -170 -0.6%
CAN
23
Cetera Advisor Networks
California
$705K +$13K +523 +2%
Creative Planning
24
Creative Planning
Kansas
$595K +$348K +14,044 +145%
NSAM
25
North Star Asset Management
Wisconsin
$561K

HQH Hedge Fund Activity: Q2 2017 in Review

67 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in abrdn Healthcare Investors (HQH) for Q2 2017, worth a combined $170M — up 5.1% from $162M a quarter earlier.

Fund positioning in HQH was balanced in Q2 2017: 5 funds opened new positions, 5 closed out, 29 added to existing stakes and 16 trimmed.

The largest buyer was UBS Group, adding an estimated $3.14M. The largest seller was LPL Financial, cutting an estimated $4.7M.

  • 67 institutional investors held abrdn Healthcare Investors (HQH) as of Q2 2017, unchanged from Q1 2017.
  • Funds reported $170M of abrdn Healthcare Investors stock for Q2 2017, up 5.1% quarter-over-quarter.
  • 5 funds opened new abrdn Healthcare Investors positions in Q2 2017 and 5 closed out, a net change of 0 holders.
  • The largest abrdn Healthcare Investors buyer in Q2 2017 was UBS Group, an estimated $3.14M added.
  • The largest abrdn Healthcare Investors seller in Q2 2017 was LPL Financial, an estimated $4.7M sold.

Based on aggregated 13F filings for Q2 2017.