HQH

abrdn Healthcare Investors
HQH

Overview Fund Activity

112 hedge funds and large institutions have $229M invested in abrdn Healthcare Investors in 2021 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 40 increasing their positions, 36 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
112
Holders Change
-2
Holders Change %
-1.75%
% of All Funds
1.96%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
40
Reduced
36
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.29M
2
RJA
Raymond James & Associates
Florida
+$1.04M
3
MPCG
Matrix Private Capital Group
New York
+$957K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$757K
5
PAG
Private Advisor Group
New Jersey
+$663K

Top Sellers

1
PAIM
Punch & Associates Investment Management
Minnesota
-$5.63M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$4.58M
3
Lazard Asset Management
Lazard Asset Management
New York
-$2.38M
4
COLIM
City of London Investment Management
United Kingdom
-$2.2M
5
MC
Matisse Capital
Oregon
-$2.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAIM
26
Punch & Associates Investment Management
Minnesota
$1.89M -$5.63M -218,865 -75%
LWM
27
Laidlaw Wealth Management
New York
$1.82M -$131K -5,084 -7%
OC
28
Oppenheimer & Co
New York
$1.81M +$48.8K +1,895 +3%
OFA
29
Oak Family Advisors
Illinois
$1.68M +$69.2K +2,692 +4%
BRWM
30
B. Riley Wealth Management
Tennessee
$1.21M +$373K +14,506 +44%
BRWA
31
B. Riley Wealth Advisors
Florida
$1.03M +$111K +4,300 +12%
AUB
32
Atlantic Union Bankshares
Virginia
$964K +$85.6K +3,328 +10%
EP
33
Eudaimonia Partners
Tennessee
$832K -$298K -11,593 -26%
NFG
34
Nations Financial Group
Iowa
$763K +$111K +4,300 +17%
Invesco
35
Invesco
Georgia
$760K -$133K -5,163 -15%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$707K +$109K +4,241 +18%
NFG
37
Next Financial Group
Texas
$666K +$33.5K +1,301 +5%
PAG
38
Private Advisor Group
New Jersey
$663K +$663K +25,747 New
Barclays
39
Barclays
United Kingdom
$654K +$166K +6,396 +34%
SWM
40
Stockman Wealth Management
Montana
$653K – – –
EH
41
Equitable Holdings
New York
$627K +$11.4K +444 +2%
WS
42
Wedbush Securities
California
$598K +$46.5K +1,808 +8%
HighTower Advisors
43
HighTower Advisors
Illinois
$491K +$1.82K +71 +0.4%
MAFM
44
Mid Atlantic Financial Management
Pennsylvania
$470K -$7.72K -300 -2%
AWM
45
AE Wealth Management
Kansas
$468K -$12K -466 -2%
SI
46
Stephens Inc
Arkansas
$459K -$252K -9,789 -35%
Mercer Global Advisors
47
Mercer Global Advisors
Colorado
$442K +$6.23K +242 +1%
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$435K +$3.91K +152 +0.9%
SCA
49
Sage Capital Advisors
South Dakota
$419K +$4.54K +176 +1%
SCA
50
Sippican Capital Advisors
Massachusetts
$386K – – –
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