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HQH

abrdn Healthcare Investors

72 hedge funds and large institutions have $176M invested in abrdn Healthcare Investors in 2017 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 23 increasing their positions, 20 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

15% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 20

7% more funds holding

Funds holding: 6772 (+5)

3% more capital invested

Capital invested by funds: $170M → $176M (+$5.61M)

0.52% more ownership

Funds ownership: 18.57%19.09% (+0.52%)

Holders
72
Holders Change
+5
Holders Change %
+7.46%
% of All Funds
1.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
23
Reduced
20
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$85.5M +$2.49M +99,008 +3%
UBS Group
2
UBS Group
Switzerland
$12.1M -$200K -7,954 -2%
Wells Fargo
3
Wells Fargo
California
$10.8M +$528K +21,013 +5%
NIM
4
Needham Investment Management
New York
$9.87M
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$9.3M +$963K +38,311 +12%
IG
6
ING Group
Netherlands
$8.61M -$2.51M -100,000 -23%
RJA
7
Raymond James & Associates
Florida
$5.57M +$390K +15,534 +8%
Bank of America
8
Bank of America
North Carolina
$3.49M +$653K +26,004 +23%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$2.88M +$282K +11,213 +11%
Cohen & Steers
10
Cohen & Steers
New York
$1.93M +$660K +26,276 +52%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$1.88M -$53.1K -2,112 -3%
Bank of Nova Scotia
12
Bank of Nova Scotia
Ontario, Canada
$1.8M -$335K -13,342 -16%
William Blair & Company
13
William Blair & Company
Illinois
$1.63M +$1.63M +64,772 New
WAM
14
Wolverine Asset Management
Illinois
$1.28M +$1.28M +50,815 New
HFS
15
HL Financial Services
Kentucky
$1.22M -$201 -8 -0%
OC
16
Oppenheimer & Co
New York
$1.15M -$9.52K -379 -0.8%
First Trust Advisors
17
First Trust Advisors
Illinois
$1.14M +$1.13M +45,012 New
Goldman Sachs
18
Goldman Sachs
New York
$1M -$1.09M -43,479 -52%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$1M +$81.5K +3,245 +9%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$982K -$31.4K -1,251 -3%
FFSOTS
21
Fiduciary Financial Services of The Southwest
Texas
$911K +$19.7K +784 +2%
LPL Financial
22
LPL Financial
California
$871K +$100K +3,983 +13%
Ameriprise
23
Ameriprise
Minnesota
$746K +$27.6K +1,100 +4%
CAN
24
Cetera Advisor Networks
California
$680K -$27.6K -1,100 -4%
DA
25
Doliver Advisors
Texas
$634K +$632K +25,145 New

HQH Hedge Fund Activity: Q3 2017 in Review

72 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in abrdn Healthcare Investors (HQH) for Q3 2017, worth a combined $176M — up 3.3% from $170M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new HQH positions and 7 closed out — a net gain of 5 holders — while 23 added to existing stakes and 20 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.49M. The largest seller was United Asset Strategies, exiting entirely with an estimated $2.65M sold.

  • 72 institutional investors held abrdn Healthcare Investors (HQH) as of Q3 2017, up from 67 in Q2 2017.
  • Funds reported $176M of abrdn Healthcare Investors stock for Q3 2017, up 3.3% quarter-over-quarter.
  • 12 funds opened new abrdn Healthcare Investors positions in Q3 2017 and 7 closed out, a net change of +5 holders.
  • The largest abrdn Healthcare Investors buyer in Q3 2017 was Morgan Stanley, an estimated $2.49M added.
  • The largest abrdn Healthcare Investors seller in Q3 2017 was United Asset Strategies, an estimated $2.65M sold.

Based on aggregated 13F filings for Q3 2017.