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HQH

abrdn Healthcare Investors

95 hedge funds and large institutions have $181M invested in abrdn Healthcare Investors in 2017 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 34 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

288% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 8

79% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 19

32% more funds holding

Funds holding: 7295 (+23)

2.94% more ownership

Funds ownership: 19.09%22.03% (+2.9%)

3% more capital invested

Capital invested by funds: $176M → $181M (+$5.28M)

Holders
95
Holders Change
+23
Holders Change %
+31.94%
% of All Funds
2.15%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
31
Increased
34
Reduced
19
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$76.4M -$5.76K -246 -0%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$9.59M +$1.33M +56,858 +15%
NIM
3
Needham Investment Management
New York
$8.88M +$58.5K +2,500 +0.6%
UBS Group
4
UBS Group
Switzerland
$7.58M -$3.38M -144,478 -30%
RJA
5
Raymond James & Associates
Florida
$7.18M +$2.28M +97,501 +44%
LCM
6
Laurion Capital Management
New York
$6.75M +$7M +299,344 New
Wells Fargo
7
Wells Fargo
California
$6.25M -$3.55M -151,778 -35%
COLIM
8
City of London Investment Management
United Kingdom
$5.9M +$6.12M +261,401 New
PAIM
9
Punch & Associates Investment Management
Minnesota
$5.01M +$5.2M +222,080 New
WAM
10
Wolverine Asset Management
Illinois
$4.82M +$3.82M +163,096 +321%
Bank of America
11
Bank of America
North Carolina
$3.49M +$384K +16,404 +12%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$2.82M +$260K +11,105 +10%
Cohen & Steers
13
Cohen & Steers
New York
$2.82M +$1.14M +48,826 +64%
Goldman Sachs
14
Goldman Sachs
New York
$2.16M +$1.31M +55,968 +140%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$2.15M +$1.32M +56,330 +145%
UAS
16
United Asset Strategies
New York
$2.05M +$2.13M +91,066 New
First Trust Advisors
17
First Trust Advisors
Illinois
$1.78M +$792K +33,833 +75%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$1.69M +$14.3K +613 +0.8%
Bank of Nova Scotia
19
Bank of Nova Scotia
Ontario, Canada
$1.37M -$245K -10,459 -15%
TJHA
20
Thomas J. Herzfeld Advisors
Florida
$1.27M +$1.31M +56,096 +13,885%
OC
21
Oppenheimer & Co
New York
$1.02M -$4.91K -210 -0.5%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$888K -$9.85K -421 -1%
LPL Financial
23
LPL Financial
California
$837K +$60.6K +2,588 +7%
FFSOTS
24
Fiduciary Financial Services of The Southwest
Texas
$810K -$4.75K -203 -0.6%
WAM
25
Weiss Asset Management
Massachusetts
$802K +$832K +35,572 New

HQH Hedge Fund Activity: Q4 2017 in Review

95 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in abrdn Healthcare Investors (HQH) for Q4 2017, worth a combined $181M — up 3% from $176M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new HQH positions and 8 closed out — a net gain of 23 holders — while 34 added to existing stakes and 19 trimmed.

The largest buyer was Laurion Capital Management, opening a new position worth an estimated $7M. The largest seller was ING Group, exiting entirely with an estimated $8.61M sold.

  • 95 institutional investors held abrdn Healthcare Investors (HQH) as of Q4 2017, up from 72 in Q3 2017.
  • Funds reported $181M of abrdn Healthcare Investors stock for Q4 2017, up 3% quarter-over-quarter.
  • 31 funds opened new abrdn Healthcare Investors positions in Q4 2017 and 8 closed out, a net change of +23 holders.
  • The largest abrdn Healthcare Investors buyer in Q4 2017 was Laurion Capital Management, an estimated $7M added.
  • The largest abrdn Healthcare Investors seller in Q4 2017 was ING Group, an estimated $8.61M sold.

Based on aggregated 13F filings for Q4 2017.