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HQH

abrdn Healthcare Investors

113 hedge funds and large institutions have $230M invested in abrdn Healthcare Investors in 2021 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 41 increasing their positions, 36 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 36

3% less capital invested

Capital invested by funds: $236M → $230M (-$6.48M)

2% less funds holding

Funds holding: 115113 (-2)

2.47% less ownership

Funds ownership: 22.45%19.98% (-2.5%)

14% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 14

Holders
113
Holders Change
-2
Holders Change %
-1.74%
% of All Funds
1.97%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
41
Reduced
36
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAIM
26
Punch & Associates Investment Management
Minnesota
$1.89M -$5.4M -218,865 -75%
LWM
27
Laidlaw Wealth Management
New York
$1.82M -$125K -5,084 -7%
OC
28
Oppenheimer & Co
New York
$1.81M +$46.7K +1,895 +3%
OFA
29
Oak Family Advisors
Illinois
$1.68M +$66.4K +2,692 +4%
BRWM
30
B. Riley Wealth Management
Tennessee
$1.21M +$358K +14,506 +44%
BRWA
31
B. Riley Wealth Advisors
Florida
$1.03M +$106K +4,300 +12%
AUB
32
Atlantic Union Bankshares
Virginia
$964K +$82.1K +3,328 +10%
EP
33
Eudaimonia Partners
Tennessee
$832K -$286K -11,593 -26%
NFG
34
Nations Financial Group
Iowa
$763K +$106K +4,300 +17%
Invesco
35
Invesco
Georgia
$760K -$127K -5,163 -15%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$707K +$105K +4,241 +18%
NFG
37
Next Financial Group
Texas
$666K +$32.1K +1,301 +5%
PAG
38
Private Advisor Group
New Jersey
$663K +$635K +25,747 New
Barclays
39
Barclays
United Kingdom
$654K +$158K +6,396 +34%
SWM
40
Stockman Wealth Management
Montana
$653K
EH
41
Equitable Holdings
New York
$627K +$10.9K +444 +2%
WS
42
Wedbush Securities
California
$598K +$44.6K +1,808 +8%
HighTower Advisors
43
HighTower Advisors
Illinois
$491K +$1.75K +71 +0.4%
MAFM
44
Mid Atlantic Financial Management
Pennsylvania
$470K -$7.4K -300 -2%
AWM
45
AE Wealth Management
Kansas
$468K -$11.5K -466 -2%
SI
46
Stephens Inc
Arkansas
$459K -$241K -9,789 -35%
Mercer Global Advisors
47
Mercer Global Advisors
Colorado
$442K +$5.97K +242 +1%
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$435K +$3.75K +152 +0.9%
SCA
49
Sage Capital Advisors
South Dakota
$419K +$4.34K +176 +1%
SCA
50
Sippican Capital Advisors
Massachusetts
$386K

HQH Hedge Fund Activity: Q2 2021 in Review

113 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in abrdn Healthcare Investors (HQH) for Q2 2021, worth a combined $230M — down 2.7% from $236M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of HQH and 12 opened new positions — a net loss of 2 holders — while 36 trimmed existing stakes and 41 added.

The largest buyer was Morgan Stanley, adding an estimated $1.24M. The largest seller was Punch & Associates Investment Management, cutting an estimated $5.4M.

  • 113 institutional investors held abrdn Healthcare Investors (HQH) as of Q2 2021, down from 115 in Q1 2021.
  • Funds reported $230M of abrdn Healthcare Investors stock for Q2 2021, down 2.7% quarter-over-quarter.
  • 12 funds opened new abrdn Healthcare Investors positions in Q2 2021 and 14 closed out, a net change of -2 holders.
  • The largest abrdn Healthcare Investors buyer in Q2 2021 was Morgan Stanley, an estimated $1.24M added.
  • The largest abrdn Healthcare Investors seller in Q2 2021 was Punch & Associates Investment Management, an estimated $5.4M sold.

Based on aggregated 13F filings for Q2 2021.