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HQL

abrdn Life Sciences Investors

49 hedge funds and large institutions have $57.5M invested in abrdn Life Sciences Investors in 2014 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 12 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 12

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6.27% less ownership

Funds ownership: 23.3%17.03% (-6.3%)

9% less funds holding

Funds holding: 5449 (-5)

22% less capital invested

Capital invested by funds: $73.9M → $57.5M (-$16.4M)

38% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 13

Holders
49
Holders Change
-5
Holders Change %
-9.26%
% of All Funds
1.42%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
8
Increased
20
Reduced
12
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CL
26
CSS LLC
Illinois
$237K +$4.8K +221 +2%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$206K +$202K +9,303 New
Ameriprise
28
Ameriprise
Minnesota
$203K -$25.4K -1,171 -11%
B
29
Baird
Wisconsin
$201K +$197K +9,088 New
PNC Financial Services Group
30
PNC Financial Services Group
Pennsylvania
$188K
LTFS
31
Ladenburg Thalmann Financial Services
Florida
$163K +$586 +27 +0.4%
Bank of America
32
Bank of America
North Carolina
$144K +$40.6K +1,871 +40%
NFG
33
Next Financial Group
Texas
$57K +$45.1K +2,078 +407%
TJHA
34
Thomas J. Herzfeld Advisors
Florida
$43K +$1.32K +61 +3%
MFS
35
MSI Financial Services
Massachusetts
$32K +$5.37K +247 +21%
Creative Planning
36
Creative Planning
Kansas
$31K -$174 -8 -0.6%
CFN
37
Cordasco Financial Network
Florida
$29K
Citigroup
38
Citigroup
New York
$29K +$11.4K +525 +65%
Fifth Third Bancorp
39
Fifth Third Bancorp
Ohio
$24K +$434 +20 +2%
SIA
40
SeaBridge Investment Advisors
New Jersey
$21K
RIA
41
Regal Investment Advisors
Michigan
$21K +$413 +19 +2%
RFS
42
Rockefeller Financial Services
New York
$18K
FWM
43
Focused Wealth Management
New York
$17K
BPBT
44
Boston Private Bank & Trust
Massachusetts
$4K
TFA
45
Transamerica Financial Advisors
Florida
$1K
FTUS
46
Flow Traders U.S.
New York
$1K +$1.17K +54 New
SIA
47
Sit Investment Associates
Minnesota
-$8.25M -397,457 Closed
WAM
48
Weiss Asset Management
Massachusetts
-$2.25M -108,203 Closed
CS
49
Credit Suisse
Switzerland
-$1.95M -94,101 Closed
BI
50
Bulldog Investors
New Jersey
-$1.86M -89,615 Closed

HQL Hedge Fund Activity: Q3 2014 in Review

49 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in abrdn Life Sciences Investors (HQL) for Q3 2014, worth a combined $57.5M — down 22% from $73.9M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of HQL and 8 opened new positions — a net loss of 5 holders — while 12 trimmed existing stakes and 20 added.

The largest buyer was Morgan Stanley, adding an estimated $1.49M. The largest seller was Sit Investment Associates, exiting entirely with an estimated $8.25M sold.

  • 49 institutional investors held abrdn Life Sciences Investors (HQL) as of Q3 2014, down from 54 in Q2 2014.
  • Funds reported $57.5M of abrdn Life Sciences Investors stock for Q3 2014, down 22% quarter-over-quarter.
  • 8 funds opened new abrdn Life Sciences Investors positions in Q3 2014 and 13 closed out, a net change of -5 holders.
  • The largest abrdn Life Sciences Investors buyer in Q3 2014 was Morgan Stanley, an estimated $1.49M added.
  • The largest abrdn Life Sciences Investors seller in Q3 2014 was Sit Investment Associates, an estimated $8.25M sold.

Based on aggregated 13F filings for Q3 2014.