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HQH

abrdn Healthcare Investors

114 hedge funds and large institutions have $242M invested in abrdn Healthcare Investors in 2020 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 34 increasing their positions, 31 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 12

18% more capital invested

Capital invested by funds: $206M → $242M (+$36.7M)

18% more funds holding

Funds holding: 97114 (+17)

10% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 31

0.47% more ownership

Funds ownership: 23.14%23.61% (+0.47%)

Holders
114
Holders Change
+17
Holders Change %
+17.53%
% of All Funds
2.02%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
29
Increased
34
Reduced
31
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UAS
26
United Asset Strategies
New York
$1.78M +$74.7K +3,439 +5%
UR
27
USCA RIA
Texas
$1.77M -$14.9K -685 -0.9%
Bank of Montreal
28
Bank of Montreal
Ontario, Canada
$1.63M +$1.45M +66,903 +2,842%
QC
29
Quantedge Capital
Singapore
$1.55M +$1.41M +65,047 New
OC
30
Oppenheimer & Co
New York
$1.52M +$112K +5,172 +9%
OFA
31
Oak Family Advisors
Illinois
$1.51M +$1.38M +63,470 New
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$1.5M +$154K +7,087 +13%
AA
33
AQR Arbitrage
Connecticut
$1.21M -$581K -26,758 -35%
EP
34
Eudaimonia Partners
Tennessee
$1.1M +$26.4K +1,217 +3%
SFS
35
Shaker Financial Services
Virginia
$996K
Invesco
36
Invesco
Georgia
$928K -$757K -34,824 -47%
BRWA
37
B. Riley Wealth Advisors
Florida
$848K -$17.5K -805 -2%
LCM
38
Landscape Capital Management
New Jersey
$827K +$754K +34,688 New
BRWM
39
B. Riley Wealth Management
Tennessee
$759K -$1.97M -90,626 -74%
SI
40
Stephens Inc
Arkansas
$756K -$43 -2 -0%
NFG
41
Next Financial Group
Texas
$631K +$18.2K +837 +3%
SWM
42
Stockman Wealth Management
Montana
$605K +$9.56K +440 +2%
EH
43
Equitable Holdings
New York
$593K -$8.95K -412 -2%
AWM
44
AE Wealth Management
Kansas
$567K +$14.2K +655 +3%
WS
45
Wedbush Securities
California
$538K +$33K +1,519 +7%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$479K +$80.3K +3,695 +22%
SS
47
Simplicity Solutions
Minnesota
$437K -$77.1K -3,551 -16%
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$432K -$49.1K -2,260 -11%
HighTower Advisors
49
HighTower Advisors
Illinois
$424K +$23.6K +1,084 +6%
SKK
50
Shepherd Kaplan Krochuk
Massachusetts
$408K

HQH Hedge Fund Activity: Q4 2020 in Review

114 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in abrdn Healthcare Investors (HQH) for Q4 2020, worth a combined $242M — up 18% from $206M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new HQH positions and 12 closed out — a net gain of 17 holders — while 34 added to existing stakes and 31 trimmed.

The largest buyer was Cetera Investment Advisers, opening a new position worth an estimated $1.98M. The largest seller was Karpus Investment Management, exiting entirely with an estimated $2.85M sold.

  • 114 institutional investors held abrdn Healthcare Investors (HQH) as of Q4 2020, up from 97 in Q3 2020.
  • Funds reported $242M of abrdn Healthcare Investors stock for Q4 2020, up 18% quarter-over-quarter.
  • 29 funds opened new abrdn Healthcare Investors positions in Q4 2020 and 12 closed out, a net change of +17 holders.
  • The largest abrdn Healthcare Investors buyer in Q4 2020 was Cetera Investment Advisers, an estimated $1.98M added.
  • The largest abrdn Healthcare Investors seller in Q4 2020 was Karpus Investment Management, an estimated $2.85M sold.

Based on aggregated 13F filings for Q4 2020.