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HQH

abrdn Healthcare Investors

97 hedge funds and large institutions have $158M invested in abrdn Healthcare Investors in 2018 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 29 increasing their positions, 30 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 20

4% more funds holding

Funds holding: 9397 (+4)

3% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 30

3.12% less ownership

Funds ownership: 23.98%20.86% (-3.1%)

22% less capital invested

Capital invested by funds: $203M → $158M (-$44.5M)

Holders
97
Holders Change
+4
Holders Change %
+4.3%
% of All Funds
2.16%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
25
Increased
29
Reduced
30
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$58.7M -$16.8K -823 -0%
COLIM
2
City of London Investment Management
United Kingdom
$9.68M +$1.42M +69,515 +15%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$7.66M -$1.42M -69,276 -14%
1832 Asset Management
4
1832 Asset Management
Ontario, Canada
$7.6M
NIM
5
Needham Investment Management
New York
$7.13M
PAIM
6
Punch & Associates Investment Management
Minnesota
$6.08M +$391K +19,123 +6%
KIM
7
Karpus Investment Management
New York
$6.02M +$4.87M +238,228 +246%
RJA
8
Raymond James & Associates
Florida
$5.7M -$1.48M -72,290 -19%
UBS Group
9
UBS Group
Switzerland
$4.14M -$1.38M -67,269 -23%
AAM
10
Advisors Asset Management
Colorado
$3.71M +$1.36M +66,599 +48%
Wells Fargo
11
Wells Fargo
California
$3.66M -$782K -38,195 -16%
Cohen & Steers
12
Cohen & Steers
New York
$3.01M +$432K +21,119 +14%
First Trust Advisors
13
First Trust Advisors
Illinois
$2.38M +$137K +6,680 +5%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$2.31M -$83.1K -4,062 -3%
HI
15
HBK Investments
Texas
$2.28M +$2.6M +127,251 New
LPL Financial
16
LPL Financial
California
$2.01M +$316K +15,460 +16%
Bank of America
17
Bank of America
North Carolina
$1.7M -$503K -24,596 -21%
BA
18
Boston Advisors
Massachusetts
$1.68M +$140K +6,838 +8%
UAS
19
United Asset Strategies
New York
$1.35M -$269K -13,145 -15%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$1.07M -$353K -17,267 -22%
WAM
21
Weiss Asset Management
Massachusetts
$1.02M +$1.16M +56,775 New
CCP
22
Clough Capital Partners
Massachusetts
$905K +$841K +41,100 +442%
FFSOTS
23
Fiduciary Financial Services of The Southwest
Texas
$853K +$8.57K +419 +0.9%
OC
24
Oppenheimer & Co
New York
$852K +$27.5K +1,343 +3%
CA
25
Cornerstone Advisors
North Carolina
$819K +$933K +45,600 New

HQH Hedge Fund Activity: Q4 2018 in Review

97 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in abrdn Healthcare Investors (HQH) for Q4 2018, worth a combined $158M — down 22% from $203M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new HQH positions and 20 closed out — a net gain of 5 holders — while 29 added to existing stakes and 30 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $4.87M. The largest seller was Raymond James Financial Services Advisors, exiting entirely with an estimated $4.74M sold.

  • 97 institutional investors held abrdn Healthcare Investors (HQH) as of Q4 2018, up from 93 in Q3 2018.
  • Funds reported $158M of abrdn Healthcare Investors stock for Q4 2018, down 22% quarter-over-quarter.
  • 25 funds opened new abrdn Healthcare Investors positions in Q4 2018 and 20 closed out, a net change of +5 holders.
  • The largest abrdn Healthcare Investors buyer in Q4 2018 was Karpus Investment Management, an estimated $4.87M added.
  • The largest abrdn Healthcare Investors seller in Q4 2018 was Raymond James Financial Services Advisors, an estimated $4.74M sold.

Based on aggregated 13F filings for Q4 2018.