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HQH

abrdn Healthcare Investors

93 hedge funds and large institutions have $203M invested in abrdn Healthcare Investors in 2018 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 40 increasing their positions, 17 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 17

21% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 14

11% more capital invested

Capital invested by funds: $183M → $203M (+$20M)

3% more funds holding

Funds holding: 9093 (+3)

0.72% more ownership

Funds ownership: 23.26%23.98% (+0.72%)

Holders
93
Holders Change
+3
Holders Change %
+3.33%
% of All Funds
2.13%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
40
Reduced
17
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
$75.7M +$4.54M +200,653 +7%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$11.5M +$931K +41,114 +9%
COLIM
3
City of London Investment Management
United Kingdom
$10.9M -$4.2M -185,511 -28%
1832 Asset Management
4
1832 Asset Management
Ontario, Canada
$9.81M +$193K +8,534 +2%
NIM
5
Needham Investment Management
New York
$9.19M +$45.3K +2,000 +0.5%
RJA
6
Raymond James & Associates
Florida
$9.02M +$352K +15,554 +4%
PAIM
7
Punch & Associates Investment Management
Minnesota
$7.4M +$24.8K +1,095 +0.3%
UBS Group
8
UBS Group
Switzerland
$6.9M -$461K -20,365 -6%
Wells Fargo
9
Wells Fargo
California
$5.61M +$687K +30,324 +14%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$4.74M +$321K +14,196 +7%
WAM
11
Wolverine Asset Management
Illinois
$3.54M -$2.84M -125,220 -45%
Cohen & Steers
12
Cohen & Steers
New York
$3.39M +$357K +15,744 +12%
AAM
13
Advisors Asset Management
Colorado
$3.24M +$1.62M +71,753 +105%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$3.08M -$39.4K -1,740 -1%
First Trust Advisors
15
First Trust Advisors
Illinois
$2.91M +$211K +9,335 +8%
Bank of America
16
Bank of America
North Carolina
$2.77M -$324K -14,304 -11%
KIM
17
Karpus Investment Management
New York
$2.25M +$1.5M +66,096 +214%
LPL Financial
18
LPL Financial
California
$2.23M +$828K +36,561 +61%
UAS
19
United Asset Strategies
New York
$2.04M -$11.5K -508 -0.6%
BA
20
Boston Advisors
Massachusetts
$2.01M +$1.97M +86,845 New
TJHA
21
Thomas J. Herzfeld Advisors
Florida
$1.87M +$14.2K +626 +0.8%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$1.78M -$13.2K -583 -0.8%
William Blair & Company
23
William Blair & Company
Illinois
$1.35M -$48K -2,120 -4%
FFSOTS
24
Fiduciary Financial Services of The Southwest
Texas
$1.09M +$154K +6,789 +17%
OC
25
Oppenheimer & Co
New York
$1.07M -$24.3K -1,073 -2%

HQH Hedge Fund Activity: Q3 2018 in Review

93 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in abrdn Healthcare Investors (HQH) for Q3 2018, worth a combined $203M — up 11% from $183M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new HQH positions and 14 closed out — a net gain of 3 holders — while 40 added to existing stakes and 17 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $4.54M. The largest seller was City of London Investment Management, cutting an estimated $4.2M.

  • 93 institutional investors held abrdn Healthcare Investors (HQH) as of Q3 2018, up from 90 in Q2 2018.
  • Funds reported $203M of abrdn Healthcare Investors stock for Q3 2018, up 11% quarter-over-quarter.
  • 17 funds opened new abrdn Healthcare Investors positions in Q3 2018 and 14 closed out, a net change of +3 holders.
  • The largest abrdn Healthcare Investors buyer in Q3 2018 was Morgan Stanley, an estimated $4.54M added.
  • The largest abrdn Healthcare Investors seller in Q3 2018 was City of London Investment Management, an estimated $4.2M sold.

Based on aggregated 13F filings for Q3 2018.