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HQH

abrdn Healthcare Investors

90 hedge funds and large institutions have $183M invested in abrdn Healthcare Investors in 2018 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 34 increasing their positions, 21 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 21

21% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 14

3% more funds holding

Funds holding: 8790 (+3)

3% more capital invested

Capital invested by funds: $177M → $183M (+$5.39M)

0.68% more ownership

Funds ownership: 22.57%23.26% (+0.68%)

Holders
90
Holders Change
+3
Holders Change %
+3.45%
% of All Funds
2.06%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
34
Reduced
21
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$66M -$4.63M -217,545 -7%
COLIM
2
City of London Investment Management
United Kingdom
$14.1M +$3.78M +177,750 +37%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$9.78M +$720K +33,852 +8%
1832 Asset Management
4
1832 Asset Management
Ontario, Canada
$8.92M +$2.3M +108,167 +35%
NIM
5
Needham Investment Management
New York
$8.49M
RJA
6
Raymond James & Associates
Florida
$8.04M +$667K +31,355 +9%
PAIM
7
Punch & Associates Investment Management
Minnesota
$6.85M +$2.12M +99,683 +46%
UBS Group
8
UBS Group
Switzerland
$6.84M -$583K -27,405 -8%
WAM
9
Wolverine Asset Management
Illinois
$5.98M -$276K -12,963 -4%
Wells Fargo
10
Wells Fargo
California
$4.55M -$682K -32,024 -13%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$4.1M +$321K +15,065 +9%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$2.9M +$87.5K +4,112 +3%
Bank of America
13
Bank of America
North Carolina
$2.88M -$448K -21,028 -14%
Cohen & Steers
14
Cohen & Steers
New York
$2.81M +$118K +5,560 +4%
First Trust Advisors
15
First Trust Advisors
Illinois
$2.5M +$682K +32,069 +38%
UAS
16
United Asset Strategies
New York
$1.91M -$204K -9,573 -10%
TJHA
17
Thomas J. Herzfeld Advisors
Florida
$1.72M +$23.9K +1,122 +1%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$1.67M +$34.4K +1,616 +2%
Bank of Nova Scotia
19
Bank of Nova Scotia
Ontario, Canada
$1.49M -$363K -17,077 -20%
AAM
20
Advisors Asset Management
Colorado
$1.47M +$784K +36,840 +118%
William Blair & Company
21
William Blair & Company
Illinois
$1.3M +$1.29M +60,510 New
LPL Financial
22
LPL Financial
California
$1.29M +$264K +12,419 +26%
DA
23
Doliver Advisors
Texas
$1.18M +$322K +15,119 +38%
OC
24
Oppenheimer & Co
New York
$1.01M +$55.9K +2,626 +6%
FFSOTS
25
Fiduciary Financial Services of The Southwest
Texas
$867K -$21.2K -994 -2%

HQH Hedge Fund Activity: Q2 2018 in Review

90 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in abrdn Healthcare Investors (HQH) for Q2 2018, worth a combined $183M — up 3% from $177M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new HQH positions and 14 closed out — a net gain of 3 holders — while 34 added to existing stakes and 21 trimmed.

The largest buyer was City of London Investment Management, adding an estimated $3.78M. The largest seller was Morgan Stanley, cutting an estimated $4.63M.

  • 90 institutional investors held abrdn Healthcare Investors (HQH) as of Q2 2018, up from 87 in Q1 2018.
  • Funds reported $183M of abrdn Healthcare Investors stock for Q2 2018, up 3% quarter-over-quarter.
  • 17 funds opened new abrdn Healthcare Investors positions in Q2 2018 and 14 closed out, a net change of +3 holders.
  • The largest abrdn Healthcare Investors buyer in Q2 2018 was City of London Investment Management, an estimated $3.78M added.
  • The largest abrdn Healthcare Investors seller in Q2 2018 was Morgan Stanley, an estimated $4.63M sold.

Based on aggregated 13F filings for Q2 2018.