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HQH

abrdn Healthcare Investors

103 hedge funds and large institutions have $221M invested in abrdn Healthcare Investors in 2021 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 42 increasing their positions, 31 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 31

0.66% less ownership

Funds ownership: 19.98%19.32% (-0.66%)

4% less capital invested

Capital invested by funds: $230M → $221M (-$9.01M)

9% less funds holding

Funds holding: 113103 (-10)

56% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 16

Holders
103
Holders Change
-10
Holders Change %
-8.85%
% of All Funds
1.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
42
Reduced
31
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OC
26
Oppenheimer & Co
New York
$1.41M -$401K -15,241 -22%
BRWA
27
B. Riley Wealth Advisors
Florida
$1.11M +$89.5K +3,402 +8%
BRWM
28
B. Riley Wealth Management
Tennessee
$1.1M -$114K -4,315 -9%
AUB
29
Atlantic Union Bankshares
Virginia
$944K -$14.3K -544 -1%
NFG
30
Nations Financial Group
Iowa
$827K +$71K +2,700 +9%
EP
31
Eudaimonia Partners
Tennessee
$794K -$34.5K -1,311 -4%
Invesco
32
Invesco
Georgia
$794K +$38.9K +1,479 +5%
NFG
33
Next Financial Group
Texas
$698K +$37.2K +1,415 +5%
SWM
34
Stockman Wealth Management
Montana
$649K
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$647K -$56.4K -2,144 -8%
Barclays
36
Barclays
United Kingdom
$641K
EH
37
Equitable Holdings
New York
$635K +$12.2K +465 +2%
ASFA
38
All Season Financial Advisors
Colorado
$566K +$241K +9,154 +70%
WS
39
Wedbush Securities
California
$547K -$47.9K -1,820 -8%
COLIM
40
City of London Investment Management
United Kingdom
$545K -$2.47M -93,690 -81%
CAN
41
Cetera Advisor Networks
California
$496K +$510K +19,396 New
Rockefeller Capital Management
42
Rockefeller Capital Management
New York
$467K +$415K +15,760 +627%
Mercer Global Advisors
43
Mercer Global Advisors
Colorado
$461K +$23.3K +885 +5%
AWM
44
AE Wealth Management
Kansas
$446K -$20.4K -776 -4%
SCA
45
Sage Capital Advisors
South Dakota
$439K +$24.3K +922 +6%
MAFM
46
Mid Atlantic Financial Management
Pennsylvania
$419K -$50K -1,900 -10%
JMPWA
47
JP Morgan Private Wealth Advisors
California
$406K +$86.3K +3,278 +26%
CA
48
Cetera Advisors
Colorado
$403K +$20.6K +782 +5%
HighTower Advisors
49
HighTower Advisors
Illinois
$401K -$90.2K -3,429 -18%
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$388K +$14.2K +538 +4%

HQH Hedge Fund Activity: Q3 2021 in Review

103 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in abrdn Healthcare Investors (HQH) for Q3 2021, worth a combined $221M — down 3.9% from $230M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of HQH and 7 opened new positions — a net loss of 9 holders — while 31 trimmed existing stakes and 42 added.

The largest buyer was Morgan Stanley, adding an estimated $3.75M. The largest seller was Lazard Asset Management, cutting an estimated $3.76M.

  • 103 institutional investors held abrdn Healthcare Investors (HQH) as of Q3 2021, down from 113 in Q2 2021.
  • Funds reported $221M of abrdn Healthcare Investors stock for Q3 2021, down 3.9% quarter-over-quarter.
  • 7 funds opened new abrdn Healthcare Investors positions in Q3 2021 and 16 closed out, a net change of -9 holders.
  • The largest abrdn Healthcare Investors buyer in Q3 2021 was Morgan Stanley, an estimated $3.75M added.
  • The largest abrdn Healthcare Investors seller in Q3 2021 was Lazard Asset Management, an estimated $3.76M sold.

Based on aggregated 13F filings for Q3 2021.