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HQH

abrdn Healthcare Investors
HQH

124 hedge funds and large institutions have $258M invested in abrdn Healthcare Investors in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 47 increasing their positions, 35 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 8

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

61% more capital invested

Capital invested by funds: $160M → $258M (+$98M)

34% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 35

10.88% more ownership

Funds ownership: 21.3% → 32.19% (+11%)

8% more funds holding

Funds holding: 115 → 124 (+9)

Holders
124
Holders Change
+9
Holders Change %
+7.83%
% of All Funds
1.81%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
18
Increased
47
Reduced
35
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$43.3M
2
SCM
Saba Capital Management
New York
+$17.3M
3
CA
Cornerstone Advisors
North Carolina
+$4.5M
4
EAM
Eschler Asset Management
United Kingdom
+$4.05M
5
CCP
Clough Capital Partners
Massachusetts
+$3.39M

Top Sellers

Rank Fund Capital Flow
1
WAM
Wolverine Asset Management
Illinois
-$1.7M
2
Osaic Holdings
Osaic Holdings
Arizona
-$1.65M
3
UBS Group
UBS Group
Switzerland
-$823K
4
EC
Elequin Capital
New York
-$701K
5
LPL Financial
LPL Financial
California
-$613K
Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$1.8M -$99.2K -6,455 -6%
OC
27
Oppenheimer & Co
New York
$1.61M +$227K +14,757 +18%
BRWA
28
B. Riley Wealth Advisors
Florida
$1.45M +$240K +15,590 +22%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$1.32M -$67.7K -4,405 -5%
QL
30
Quarry LP
New York
$1.23M +$335K +21,760 +41%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$1.16M -$140K -9,131 -12%
CWP
32
Cyndeo Wealth Partners
Florida
$1.06M – – –
Cohen & Steers
33
Cohen & Steers
New York
$1M -$600K -39,000 -39%
EP
34
Eudaimonia Partners
Tennessee
$980K -$115K -7,469 -11%
MPCG
35
Matrix Private Capital Group
New York
$971K -$209K -13,600 -19%
NAS
36
NWF Advisory Services
California
$952K -$398K -25,899 -31%
SIC
37
Samalin Investment Counsel
New York
$912K +$175K +11,354 +26%
PIWA
38
Prevail Innovative Wealth Advisors
Kansas
$802K +$275K +17,899 +59%
AWM
39
AE Wealth Management
Kansas
$768K +$188K +12,260 +37%
CAN
40
Cetera Advisor Networks
California
$760K +$271K +17,630 +62%
Qube Research & Technologies (QRT)
41
Qube Research & Technologies (QRT)
United Kingdom
$734K +$86.5K +5,627 +15%
Invesco
42
Invesco
Georgia
$722K +$14.8K +964 +2%
NA
43
NewEdge Advisors
Louisiana
$691K +$250K +16,283 +66%
Mercer Global Advisors
44
Mercer Global Advisors
Colorado
$653K +$438K +28,463 +260%
GC
45
Guggenheim Capital
Illinois
$640K +$252K +16,412 +74%
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$594K +$230K +14,930 +71%
NFG
47
Nations Financial Group
Iowa
$591K -$3.07K -200 -0.6%
Millennium Management
48
Millennium Management
New York
$585K -$473K -30,771 -47%
Bank of New York Mellon
49
Bank of New York Mellon
New York
$563K +$523K +34,003 New
KAS
50
Kestra Advisory Services
Texas
$548K +$23.3K +1,513 +5%
1
2
3 4 5

HQH Hedge Fund Activity: Q4 2023 in Review

124 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in abrdn Healthcare Investors (HQH) for Q4 2023, worth a combined $258M — up 61% from $160M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new HQH positions and 8 closed out — a net gain of 10 holders — while 47 added to existing stakes and 35 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $43.3M. The largest seller was Wolverine Asset Management, cutting an estimated $1.7M.

  • 124 institutional investors held abrdn Healthcare Investors (HQH) as of Q4 2023, up from 115 in Q3 2023.
  • Funds reported $258M of abrdn Healthcare Investors stock for Q4 2023, up 61% quarter-over-quarter.
  • 18 funds opened new abrdn Healthcare Investors positions in Q4 2023 and 8 closed out, a net change of +10 holders.
  • The largest abrdn Healthcare Investors buyer in Q4 2023 was Morgan Stanley, an estimated $43.3M added.
  • The largest abrdn Healthcare Investors seller in Q4 2023 was Wolverine Asset Management, an estimated $1.7M sold.

Based on aggregated 13F filings for Q4 2023.