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HQH

abrdn Healthcare Investors
HQH

104 hedge funds and large institutions have $171M invested in abrdn Healthcare Investors in 2020 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 37 increasing their positions, 34 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 9

6% more funds holding

Funds holding: 98 → 104 (+6)

9% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 34

0.42% less ownership

Funds ownership: 23.13% → 22.72% (-0.42%)

16% less capital invested

Capital invested by funds: $205M → $171M (-$33.1M)

Holders
104
Holders Change
+6
Holders Change %
+6.12%
% of All Funds
2.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
37
Reduced
34
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
+$4.07M
2
BRWM
B. Riley Wealth Management
Tennessee
+$2.49M
3
Bank of America
Bank of America
North Carolina
+$1.66M
4
Lazard Asset Management
Lazard Asset Management
New York
+$1.53M
5
MC
Matisse Capital
Oregon
+$1.27M

Top Sellers

Rank Fund Capital Flow
1
CA
Cornerstone Advisors
North Carolina
-$9.06M
2
LCM
Landscape Capital Management
New Jersey
-$2.32M
3
Morgan Stanley
Morgan Stanley
New York
-$2.06M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$1.54M
5
RJA
Raymond James & Associates
Florida
-$1.48M
Name Holding Trade Value Shares
Change 		Change in
Stake
CRC
26
Curi RMB Capital
Illinois
$1.23M +$734K +37,231 +118%
MC
27
Matisse Capital
Oregon
$1.15M +$1.27M +64,538 New
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$1.03M +$94.9K +4,810 +9%
Goldman Sachs
29
Goldman Sachs
New York
$990K +$1.1M +55,591 New
AWM
30
AE Wealth Management
Kansas
$987K -$674K -34,180 -38%
OC
31
Oppenheimer & Co
New York
$824K -$19.9K -1,007 -2%
LCM
32
Landscape Capital Management
New Jersey
$805K -$2.32M -117,706 -72%
EP
33
Eudaimonia Partners
Tennessee
$805K +$422K +21,397 +90%
SFS
34
Shaker Financial Services
Virginia
$762K +$103K +5,198 +14%
SI
35
Stephens Inc
Arkansas
$744K +$134K +6,778 +19%
OA
36
Oxbow Advisors
Texas
$742K -$15.7K -795 -2%
AA
37
AQR Arbitrage
Connecticut
$696K +$229K +11,591 +42%
SS
38
Simplicity Solutions
Minnesota
$679K -$317K -16,069 -30%
MAFM
39
Mid Atlantic Financial Management
Pennsylvania
$662K -$13.8K -700 -2%
COLIM
40
City of London Investment Management
United Kingdom
$633K -$598K -30,300 -46%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$603K -$7.69K -390 -1%
LWM
42
Laidlaw Wealth Management
New York
$589K +$338K +17,123 +108%
NFG
43
Next Financial Group
Texas
$568K +$13.3K +675 +2%
Ameriprise
44
Ameriprise
Minnesota
$548K -$49.8K -2,527 -8%
Walleye Capital
45
Walleye Capital
New York
$496K +$132K +6,700 +32%
BRWA
46
B. Riley Wealth Advisors
Florida
$492K +$29.6K +1,500 +6%
MIAN
47
Mariner Independent Advisor Network
Kansas
$477K +$553K +28,028 New
EH
48
Equitable Holdings
New York
$442K +$490K +24,835 New
SWM
49
Stockman Wealth Management
Montana
$423K +$59.2K +3,000 +14%
SPIA
50
Steward Partners Investment Advisory
New York
$409K +$12.2K +618 +3%
1
2
3 4 5

HQH Hedge Fund Activity: Q1 2020 in Review

104 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in abrdn Healthcare Investors (HQH) for Q1 2020, worth a combined $171M — down 16% from $205M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new HQH positions and 9 closed out — a net gain of 11 holders — while 37 added to existing stakes and 34 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $4.07M. The largest seller was Cornerstone Advisors, cutting an estimated $9.06M.

  • 104 institutional investors held abrdn Healthcare Investors (HQH) as of Q1 2020, up from 98 in Q4 2019.
  • Funds reported $171M of abrdn Healthcare Investors stock for Q1 2020, down 16% quarter-over-quarter.
  • 20 funds opened new abrdn Healthcare Investors positions in Q1 2020 and 9 closed out, a net change of +11 holders.
  • The largest abrdn Healthcare Investors buyer in Q1 2020 was Karpus Investment Management, an estimated $4.07M added.
  • The largest abrdn Healthcare Investors seller in Q1 2020 was Cornerstone Advisors, an estimated $9.06M sold.

Based on aggregated 13F filings for Q1 2020.