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HQL

abrdn Life Sciences Investors
HQL

57 hedge funds and large institutions have $64.6M invested in abrdn Life Sciences Investors in 2018 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 12 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 12

7% more capital invested

Capital invested by funds: $60.2M → $64.6M (+$4.32M)

0.19% less ownership

Funds ownership: 14.56% → 14.37% (-0.19%)

3% less funds holding

Funds holding: 59 → 57 (-2)

18% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 11

Holders
57
Holders Change
-2
Holders Change %
-3.39%
% of All Funds
1.3%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.05%
New
9
Increased
26
Reduced
12
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$583K
2
Cohen & Steers
Cohen & Steers
New York
+$496K
3
Invesco
Invesco
Georgia
+$387K
4
AG
Advisor Group
Arizona
+$336K
5
MIAN
Mariner Independent Advisor Network
Kansas
+$283K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$1.18M
2
WAM
Wolverine Asset Management
Illinois
-$1.13M
3
DA
Doliver Advisors
Texas
-$632K
4
NMC
Nine Masts Capital
Hong Kong
-$456K
5
UBS Group
UBS Group
Switzerland
-$362K
Name Holding Trade Value Shares
Change 		Change in
Stake
GC
26
Guggenheim Capital
Illinois
$291K +$283K +14,245 New
MIAN
27
Mariner Independent Advisor Network
Kansas
$290K +$283K +14,249 New
Bank of Montreal
28
Bank of Montreal
Ontario, Canada
$281K +$274K +13,772 New
Creative Planning
29
Creative Planning
Kansas
$276K +$38.9K +1,958 +17%
IA
30
IFP Advisors
Florida
$266K +$8.77K +441 +3%
BTS
31
BB&T Securities
Virginia
$260K +$1.21K +61 +0.5%
NEPWA
32
New England Private Wealth Advisors
Massachusetts
$260K +$1.95K +98 +0.8%
WS
33
Wedbush Securities
California
$239K +$233K +11,707 New
PA
34
Parallel Advisors
California
$236K +$83.7K +4,207 +57%
Bank of Nova Scotia
35
Bank of Nova Scotia
Ontario, Canada
$225K +$219K +11,019 New
UCFA
36
United Capital Financial Advisors
Texas
$219K – – –
QCIG
37
Quad-Cities Investment Group
Iowa
$215K +$4.44K +223 +2%
LNB
38
Ledyard National Bank
$81K +$1.61K +81 +2%
SPIA
39
Steward Partners Investment Advisory
New York
$70K +$1.29K +65 +2%
VNA
40
Valley National Advisers
Pennsylvania
$57K -$4.54K -228 -8%
TJHA
41
Thomas J. Herzfeld Advisors
Florida
$55K – – –
ASN
42
Advisory Services Network
Georgia
$54K +$875 +44 +2%
First Manhattan
43
First Manhattan
New York
$50K – – –
RE
44
RBC Europe
United Kingdom
$45.9K – – –
Citigroup
45
Citigroup
New York
$41K +$776 +39 +2%
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$24K – – –
SIA
47
SeaBridge Investment Advisors
New Jersey
$20K – – –
SWP
48
Stratos Wealth Partners
Ohio
$17K +$16.5K +830 New
AF
49
Advisornet Financial
Minnesota
$14K +$278 +14 +2%
FHB
50
First Hawaiian Bank
Hawaii
$11K +$10.4K +525 New
1
2
3

HQL Hedge Fund Activity: Q3 2018 in Review

57 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in abrdn Life Sciences Investors (HQL) for Q3 2018, worth a combined $64.6M — up 7.2% from $60.2M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of HQL and 9 opened new positions — a net loss of 2 holders — while 12 trimmed existing stakes and 26 added.

The largest buyer was Wells Fargo, adding an estimated $583K. The largest seller was Morgan Stanley, cutting an estimated $1.18M.

  • 57 institutional investors held abrdn Life Sciences Investors (HQL) as of Q3 2018, down from 59 in Q2 2018.
  • Funds reported $64.6M of abrdn Life Sciences Investors stock for Q3 2018, up 7.2% quarter-over-quarter.
  • 9 funds opened new abrdn Life Sciences Investors positions in Q3 2018 and 11 closed out, a net change of -2 holders.
  • The largest abrdn Life Sciences Investors buyer in Q3 2018 was Wells Fargo, an estimated $583K added.
  • The largest abrdn Life Sciences Investors seller in Q3 2018 was Morgan Stanley, an estimated $1.18M sold.

Based on aggregated 13F filings for Q3 2018.