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HQL

abrdn Life Sciences Investors
HQL

44 hedge funds and large institutions have $47.7M invested in abrdn Life Sciences Investors in 2013 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 8

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

13% more funds holding

Funds holding: 39 → 44 (+5)

4% more capital invested

Capital invested by funds: $46.1M → $47.7M (+$1.63M)

0.4% less ownership

Funds ownership: 16.27% → 15.87% (-0.4%)

Holders
44
Holders Change
+5
Holders Change %
+12.82%
% of All Funds
1.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
19
Reduced
8
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$694K
2
SG Americas Securities
SG Americas Securities
New York
+$563K
3
SFS
Shaker Financial Services
Virginia
+$563K
4
JP Morgan Chase
JP Morgan Chase
New York
+$514K
5
NEPWA
New England Private Wealth Advisors
Massachusetts
+$326K

Top Sellers

Rank Fund Capital Flow
1
AAM
Advisors Asset Management
Colorado
-$5.74M
2
WAM
Wolverine Asset Management
Illinois
-$483K
3
NPC
National Planning Corporation
California
-$386K
4
BA
Bard Associates
Illinois
-$66.1K
5
LPL Financial
LPL Financial
California
-$52.7K
Name Holding Trade Value Shares
Change 		Change in
Stake
PNC Financial Services Group
26
PNC Financial Services Group
Pennsylvania
$174K +$17.3K +892 +12%
LTFS
27
Ladenburg Thalmann Financial Services
Florida
$141K +$2.1K +108 +2%
US Bancorp
28
US Bancorp
Minnesota
$88K – – –
Bank of America
29
Bank of America
North Carolina
$84K +$10.2K +527 +15%
Creative Planning
30
Creative Planning
Kansas
$31K +$4.44K +229 +18%
TRCT
31
Tower Research Capital (TRC)
New York
$27K +$23.4K +1,207 +1,219%
RFA
32
Reilly Financial Advisors
California
$19K +$18K +929 New
RIA
33
Regal Investment Advisors
Michigan
$18K -$3.49K -180 -17%
RFS
34
Rockefeller Financial Services
New York
$17K -$19 -1 -0.1%
FWM
35
Focused Wealth Management
New York
$15K -$13.9K -719 -50%
Citigroup
36
Citigroup
New York
$14K -$15.6K -803 -54%
CBT
37
Central Bank & Trust
Kentucky
$14K +$233 +12 +2%
MFS
38
MSI Financial Services
Massachusetts
$13K +$175 +9 +1%
SIA
39
SeaBridge Investment Advisors
New Jersey
$12K – – –
Fifth Third Bancorp
40
Fifth Third Bancorp
Ohio
$10K – – –
ASN
41
Advisory Services Network
Georgia
$7K +$6.52K +336 New
BPBT
42
Boston Private Bank & Trust
Massachusetts
$4K – – –
TFA
43
Transamerica Financial Advisors
Florida
$1K – – –
WAM
44
Wolverine Asset Management
Illinois
– -$483K -25,122 Closed
SSB
45
Sandy Spring Bank
Maryland
– -$10K -500 Closed
Nomura Holdings
46
Nomura Holdings
Japan
– -$4K -200 Closed
1
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HQL Hedge Fund Activity: Q4 2013 in Review

44 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in abrdn Life Sciences Investors (HQL) for Q4 2013, worth a combined $47.7M — up 3.5% from $46.1M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new HQL positions and 4 closed out — a net gain of 5 holders — while 19 added to existing stakes and 8 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $694K. The largest seller was Advisors Asset Management, cutting an estimated $5.74M.

  • 44 institutional investors held abrdn Life Sciences Investors (HQL) as of Q4 2013, up from 39 in Q3 2013.
  • Funds reported $47.7M of abrdn Life Sciences Investors stock for Q4 2013, up 3.5% quarter-over-quarter.
  • 9 funds opened new abrdn Life Sciences Investors positions in Q4 2013 and 4 closed out, a net change of +5 holders.
  • The largest abrdn Life Sciences Investors buyer in Q4 2013 was Morgan Stanley, an estimated $694K added.
  • The largest abrdn Life Sciences Investors seller in Q4 2013 was Advisors Asset Management, an estimated $5.74M sold.

Based on aggregated 13F filings for Q4 2013.