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HQL

abrdn Life Sciences Investors
HQL

52 hedge funds and large institutions have $57.9M invested in abrdn Life Sciences Investors in 2017 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

120% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 10

13% more capital invested

Capital invested by funds: $51.1M → $57.9M (+$6.76M)

11% more funds holding

Funds holding: 47 → 52 (+5)

1.13% more ownership

Funds ownership: 11.58% → 12.71% (+1.1%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
52
Holders Change
+5
Holders Change %
+10.64%
% of All Funds
1.3%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
9
Increased
22
Reduced
10
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SI
Stephens Inc
Arkansas
+$1.44M
2
William Blair & Company
William Blair & Company
Illinois
+$1.19M
3
Morgan Stanley
Morgan Stanley
New York
+$1.01M
4
LPL Financial
LPL Financial
California
+$673K
5
Cohen & Steers
Cohen & Steers
New York
+$614K

Top Sellers

Rank Fund Capital Flow
1
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$1.35M
2
Stifel Financial
Stifel Financial
Missouri
-$111K
3
RJA
Raymond James & Associates
Florida
-$69.9K
4
NIM
Needham Investment Management
New York
-$53.1K
5
TWA
TCI Wealth Advisors
Arizona
-$42K
Name Holding Trade Value Shares
Change 		Change in
Stake
BTS
26
BB&T Securities
Virginia
$262K -$37.2K -1,750 -13%
IA
27
IFP Advisors
Florida
$247K +$12.7K +597 +5%
UCFA
28
United Capital Financial Advisors
Texas
$243K – – –
Creative Planning
29
Creative Planning
Kansas
$238K -$34.3K -1,613 -13%
MIC
30
Meridian Investment Counsel
California
$219K – – –
Cerity Partners
31
Cerity Partners
New York
$215K – – –
PA
32
Parallel Advisors
California
$141K +$103K +4,828 +193%
SPIA
33
Steward Partners Investment Advisory
New York
$88K +$69.7K +3,280 +398%
VNA
34
Valley National Advisers
Pennsylvania
$65K – – –
ASN
35
Advisory Services Network
Georgia
$54K – – –
AWM
36
AllSquare Wealth Management
New York
$46K +$45.1K +2,123 New
Citigroup
37
Citigroup
New York
$39K -$42 -2 -0.1%
PMFA
38
Plante Moran Financial Advisors
Michigan
$36K +$35.5K +1,670 New
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$29K – – –
NSIM
40
North Star Investment Management
Illinois
$29K +$552 +26 +2%
SIA
41
SeaBridge Investment Advisors
New Jersey
$21K – – –
TRCT
42
Tower Research Capital (TRC)
New York
$20K +$20K +940 New
IWM
43
IHT Wealth Management
Illinois
$18K +$319 +15 +2%
MSFP
44
Mark Sheptoff Financial Planning
Connecticut
$14K – – –
ACM
45
Armbruster Capital Management
New York
$13K +$12.6K +591 New
RE
46
RBC Europe
United Kingdom
$12K +$11.9K +560 New
BC
47
Barnett & Company
Tennessee
$11K – – –
SEI Investments
48
SEI Investments
Pennsylvania
$9K +$8.75K +412 New
TCOV
49
Trust Company of Vermont
Vermont
$5K +$5.29K +249 New
JCM
50
Jacobi Capital Management
Pennsylvania
$2K -$13.2K -620 -86%
1
2
3

HQL Hedge Fund Activity: Q3 2017 in Review

52 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in abrdn Life Sciences Investors (HQL) for Q3 2017, worth a combined $57.9M — up 13% from $51.1M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new HQL positions and 4 closed out — a net gain of 5 holders — while 22 added to existing stakes and 10 trimmed.

The largest buyer was Stephens Inc, opening a new position worth an estimated $1.44M. The largest seller was Bank of Nova Scotia, exiting entirely with an estimated $1.35M sold.

  • 52 institutional investors held abrdn Life Sciences Investors (HQL) as of Q3 2017, up from 47 in Q2 2017.
  • Funds reported $57.9M of abrdn Life Sciences Investors stock for Q3 2017, up 13% quarter-over-quarter.
  • 9 funds opened new abrdn Life Sciences Investors positions in Q3 2017 and 4 closed out, a net change of +5 holders.
  • The largest abrdn Life Sciences Investors buyer in Q3 2017 was Stephens Inc, an estimated $1.44M added.
  • The largest abrdn Life Sciences Investors seller in Q3 2017 was Bank of Nova Scotia, an estimated $1.35M sold.

Based on aggregated 13F filings for Q3 2017.