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HQH

abrdn Healthcare Investors

93 hedge funds and large institutions have $164M invested in abrdn Healthcare Investors in 2019 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 34 increasing their positions, 25 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 9

36% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 25

6% more funds holding

Funds holding: 8893 (+5)

0.64% less ownership

Funds ownership: 21.79%21.15% (-0.64%)

11% less capital invested

Capital invested by funds: $185M → $164M (-$20.8M)

Holders
93
Holders Change
+5
Holders Change %
+5.68%
% of All Funds
2.04%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
34
Reduced
25
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$56M -$1.54M -79,827 -3%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$8.43M +$522K +27,106 +6%
PAIM
3
Punch & Associates Investment Management
Minnesota
$7.88M -$143K -7,419 -2%
NIM
4
Needham Investment Management
New York
$6.71M -$289K -15,000 -4%
KIM
5
Karpus Investment Management
New York
$6.61M -$73.8K -3,829 -1%
1832 Asset Management
6
1832 Asset Management
Ontario, Canada
$6.09M
AAM
7
Advisors Asset Management
Colorado
$5.7M +$410K +21,259 +7%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$5.44M +$349K +18,104 +6%
Wells Fargo
9
Wells Fargo
California
$5.24M +$452K +23,473 +9%
RJA
10
Raymond James & Associates
Florida
$4.01M -$643K -33,368 -13%
COLIM
11
City of London Investment Management
United Kingdom
$3.87M -$8.81M -457,315 -68%
Lazard Asset Management
12
Lazard Asset Management
New York
$3.23M
First Trust Advisors
13
First Trust Advisors
Illinois
$3.21M +$399K +20,683 +13%
Cohen & Steers
14
Cohen & Steers
New York
$3M
Bank of America
15
Bank of America
North Carolina
$2.93M +$246K +12,770 +9%
LPL Financial
16
LPL Financial
California
$2.74M +$153K +7,946 +6%
WAM
17
Wolverine Asset Management
Illinois
$2.62M +$1.64M +84,861 +147%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$2.49M +$37.2K +1,931 +1%
UBS Group
19
UBS Group
Switzerland
$2.41M -$127K -6,563 -5%
PAG
20
Private Advisor Group
New Jersey
$1.85M +$550K +28,521 +43%
UAS
21
United Asset Strategies
New York
$1.59M +$42.1K +2,185 +3%
DA
22
Doliver Advisors
Texas
$1.35M +$1.4M +72,844 New
Invesco
23
Invesco
Georgia
$1.2M +$122K +6,304 +11%
AWM
24
AE Wealth Management
Kansas
$1.16M +$219K +11,382 +22%
GC
25
Guggenheim Capital
Illinois
$1.05M +$127K +6,593 +13%

HQH Hedge Fund Activity: Q3 2019 in Review

93 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in abrdn Healthcare Investors (HQH) for Q3 2019, worth a combined $164M — down 11% from $185M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new HQH positions and 9 closed out — a net gain of 5 holders — while 34 added to existing stakes and 25 trimmed.

The largest buyer was Wolverine Asset Management, adding an estimated $1.64M. The largest seller was City of London Investment Management, cutting an estimated $8.81M.

  • 93 institutional investors held abrdn Healthcare Investors (HQH) as of Q3 2019, up from 88 in Q2 2019.
  • Funds reported $164M of abrdn Healthcare Investors stock for Q3 2019, down 11% quarter-over-quarter.
  • 14 funds opened new abrdn Healthcare Investors positions in Q3 2019 and 9 closed out, a net change of +5 holders.
  • The largest abrdn Healthcare Investors buyer in Q3 2019 was Wolverine Asset Management, an estimated $1.64M added.
  • The largest abrdn Healthcare Investors seller in Q3 2019 was City of London Investment Management, an estimated $8.81M sold.

Based on aggregated 13F filings for Q3 2019.