HQH

abrdn Healthcare Investors
HQH

Overview Fund Activity

102 hedge funds and large institutions have $220M invested in abrdn Healthcare Investors in 2021 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 41 increasing their positions, 31 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
102
Holders Change
-10
Holders Change %
-8.93%
% of All Funds
1.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
41
Reduced
31
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$3.65M
2
Wells Fargo
Wells Fargo
California
+$1.14M
3
MPCG
Matrix Private Capital Group
New York
+$792K
4
PAG
Private Advisor Group
New Jersey
+$785K
5
LPL Financial
LPL Financial
California
+$547K

Top Sellers

1
Lazard Asset Management
Lazard Asset Management
New York
-$3.66M
2
COLIM
City of London Investment Management
United Kingdom
-$2.4M
3
MC
Matisse Capital
Oregon
-$2.21M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$2.04M
5
PAIM
Punch & Associates Investment Management
Minnesota
-$1.89M
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
26
Oppenheimer & Co
New York
$1.41M -$390K -15,241 -22%
BRWA
27
B. Riley Wealth Advisors
Florida
$1.11M +$87K +3,402 +8%
BRWM
28
B. Riley Wealth Management
Tennessee
$1.1M -$110K -4,315 -9%
AUB
29
Atlantic Union Bankshares
Virginia
$944K -$13.9K -544 -1%
NFG
30
Nations Financial Group
Iowa
$827K +$69K +2,700 +9%
EP
31
Eudaimonia Partners
Tennessee
$794K -$33.5K -1,311 -4%
Invesco
32
Invesco
Georgia
$794K +$37.8K +1,479 +5%
NFG
33
Next Financial Group
Texas
$698K +$36.2K +1,415 +5%
SWM
34
Stockman Wealth Management
Montana
$649K – – –
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$647K -$54.8K -2,144 -8%
Barclays
36
Barclays
United Kingdom
$641K – – –
EH
37
Equitable Holdings
New York
$635K +$11.9K +465 +2%
ASFA
38
All Season Financial Advisors
Colorado
$566K +$234K +9,154 +70%
WS
39
Wedbush Securities
California
$547K -$46.5K -1,820 -8%
COLIM
40
City of London Investment Management
United Kingdom
$545K -$2.4M -93,690 -81%
CAN
41
Cetera Advisor Networks
California
$496K +$496K +19,396 New
Rockefeller Capital Management
42
Rockefeller Capital Management
New York
$467K +$403K +15,760 +627%
Mercer Global Advisors
43
Mercer Global Advisors
Colorado
$461K +$22.6K +885 +5%
AWM
44
AE Wealth Management
Kansas
$446K -$19.9K -776 -4%
SCA
45
Sage Capital Advisors
South Dakota
$439K +$23.6K +922 +6%
MAFM
46
Mid Atlantic Financial Management
Pennsylvania
$419K -$48.6K -1,900 -10%
JPMPWA
47
J.P. Morgan Private Wealth Advisors
California
$406K +$83.9K +3,278 +26%
CA
48
Cetera Advisors
Colorado
$403K +$20K +782 +5%
HighTower Advisors
49
HighTower Advisors
Illinois
$401K -$87.4K -3,429 -18%
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$388K +$13.8K +538 +4%
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