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HQH

abrdn Healthcare Investors

97 hedge funds and large institutions have $206M invested in abrdn Healthcare Investors in 2020 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 32 increasing their positions, 33 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.37% more ownership

Funds ownership: 22.78%23.14% (+0.37%)

2% less capital invested

Capital invested by funds: $209M → $206M (-$3.58M)

3% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 33

5% less funds holding

Funds holding: 10297 (-5)

29% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 14

Holders
97
Holders Change
-5
Holders Change %
-4.9%
% of All Funds
1.96%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
32
Reduced
33
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
26
Invesco
Georgia
$1.52M -$48.5K -2,296 -3%
Ameriprise
27
Ameriprise
Minnesota
$1.49M +$876K +41,434 +135%
LWM
28
Laidlaw Wealth Management
New York
$1.48M -$77K -3,642 -5%
GC
29
Guggenheim Capital
Illinois
$1.47M +$27.3K +1,293 +2%
UAS
30
United Asset Strategies
New York
$1.47M -$20.8K -982 -1%
OC
31
Oppenheimer & Co
New York
$1.21M -$10.4K -492 -0.8%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$1.15M -$75.1K -3,554 -6%
EP
33
Eudaimonia Partners
Tennessee
$925K +$18.6K +879 +2%
SFS
34
Shaker Financial Services
Virginia
$862K
PAG
35
Private Advisor Group
New Jersey
$850K +$1.42K +67 +0.2%
CRC
36
Curi RMB Capital
Illinois
$824K +$350K +16,556 +71%
BRWA
37
B. Riley Wealth Advisors
Florida
$751K +$185K +8,760 +32%
SI
38
Stephens Inc
Arkansas
$654K -$11.3K -534 -2%
OA
39
Oxbow Advisors
Texas
$542K -$27.9K -1,320 -5%
NFG
40
Next Financial Group
Texas
$529K -$4.69K -222 -0.9%
Walleye Capital
41
Walleye Capital
New York
$525K +$253K +11,989 +89%
EH
42
Equitable Holdings
New York
$522K +$12.1K +573 +2%
SWM
43
Stockman Wealth Management
Montana
$515K +$24.9K +1,179 +5%
AWM
44
AE Wealth Management
Kansas
$477K -$735K -34,799 -60%
SS
45
Simplicity Solutions
Minnesota
$451K -$517K -24,472 -53%
WS
46
Wedbush Securities
California
$434K -$104K -4,943 -19%
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$421K -$111K -5,255 -20%
CA
48
Cetera Advisors
Colorado
$360K -$602K -28,508 -62%
SKK
49
Shepherd Kaplan Krochuk
Massachusetts
$353K
HighTower Advisors
50
HighTower Advisors
Illinois
$343K +$74.4K +3,522 +27%

HQH Hedge Fund Activity: Q3 2020 in Review

97 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in abrdn Healthcare Investors (HQH) for Q3 2020, worth a combined $206M — down 1.7% from $209M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of HQH and 10 opened new positions — a net loss of 4 holders — while 33 trimmed existing stakes and 32 added.

The largest buyer was Morgan Stanley, adding an estimated $2.54M. The largest seller was Karpus Investment Management, cutting an estimated $3.37M.

  • 97 institutional investors held abrdn Healthcare Investors (HQH) as of Q3 2020, down from 102 in Q2 2020.
  • Funds reported $206M of abrdn Healthcare Investors stock for Q3 2020, down 1.7% quarter-over-quarter.
  • 10 funds opened new abrdn Healthcare Investors positions in Q3 2020 and 14 closed out, a net change of -4 holders.
  • The largest abrdn Healthcare Investors buyer in Q3 2020 was Morgan Stanley, an estimated $2.54M added.
  • The largest abrdn Healthcare Investors seller in Q3 2020 was Karpus Investment Management, an estimated $3.37M sold.

Based on aggregated 13F filings for Q3 2020.