abrdn Life Sciences Investors
HQL
61 hedge funds and large institutions have $50M invested in abrdn Life Sciences Investors in 2019 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 13 reducing their positions, and 3 closing their positions.
200% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 3
92% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 13
11% more funds holding
Funds holding: 55 → 61 (+6)
0.62% more ownership
Funds ownership: 13.91% → 14.54% (+0.62%)
6% less capital invested
Capital invested by funds: $53.3M → $50M (-$3.29M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$705K |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$634K |
| 3 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
+$561K |
| 4 |
Lido Advisors
Los Angeles,
California
|
+$320K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$293K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$796K |
| 2 |
Invesco
Atlanta,
Georgia
|
-$529K |
| 3 |
CAN
Claraphi Advisory Network
Aliso Viejo,
United States
|
-$436K |
| 4 |
Morgan Stanley
New York
|
-$414K |
| 5 |
NIM
Needham Investment Management
New York
|
-$280K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FMII
51
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
| $22K | +$22.8K | +1,426 | New |
|
|
SIA
52
SeaBridge Investment Advisors
Summit,
New Jersey
| $14K | – | – | – |
|
|
BFEC
53
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $12K | – | – | – |
|
|
PMFA
54
Plante Moran Financial Advisors
Southfield,
Michigan
| $12K | – | – | – |
|
|
VNA
55
Valley National Advisers
Bethlehem,
Pennsylvania
| $10K | – | – | – |
|
|
SWM
56
Selective Wealth Management
Forest,
Virginia
| $9K | +$9.37K | +585 | New |
|
|
CAC
57
Certified Advisory Corp
Altamonte Springs,
Florida
| $8K | +$192 | +12 | +2% |
|
|
BL
58
Balentine LLC
Atlanta,
Georgia
| – | -$134K | -7,933 | Closed |
|
|
CL
59
CSS LLC
Chicago,
Illinois
| – | -$34K | -2,044 | Closed |
|
|
AWM
60
Arbor Wealth Management
Miramar Beach,
Florida
| – | -$18K | -1,097 | Closed |
|
61
JP Morgan Chase
New York
| – | +$16 | +1 | +100% |
|
HQL Hedge Fund Activity: Q3 2019 in Review
61 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in abrdn Life Sciences Investors (HQL) for Q3 2019, worth a combined $50M — down 6.2% from $53.3M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new HQL positions and 3 closed out — a net gain of 6 holders — while 25 added to existing stakes and 13 trimmed.
The largest buyer was Wolverine Asset Management, adding an estimated $705K. The largest seller was Raymond James & Associates, cutting an estimated $796K.
- 61 institutional investors held abrdn Life Sciences Investors (HQL) as of Q3 2019, up from 55 in Q2 2019.
- Funds reported $50M of abrdn Life Sciences Investors stock for Q3 2019, down 6.2% quarter-over-quarter.
- 9 funds opened new abrdn Life Sciences Investors positions in Q3 2019 and 3 closed out, a net change of +6 holders.
- The largest abrdn Life Sciences Investors buyer in Q3 2019 was Wolverine Asset Management, an estimated $705K added.
- The largest abrdn Life Sciences Investors seller in Q3 2019 was Raymond James & Associates, an estimated $796K sold.
Based on aggregated 13F filings for Q3 2019.