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HQH

abrdn Healthcare Investors

122 hedge funds and large institutions have $220M invested in abrdn Healthcare Investors in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 50 increasing their positions, 38 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 38

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 13

2% less funds holding

Funds holding: 124122 (-2)

5.21% less ownership

Funds ownership: 32.19%26.97% (-5.2%)

15% less capital invested

Capital invested by funds: $258M → $220M (-$38.4M)

Holders
122
Holders Change
-2
Holders Change %
-1.61%
% of All Funds
1.76%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
13
Increased
50
Reduced
38
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$1.73M -$105K -6,177 -6%
CCP
27
Clough Capital Partners
Massachusetts
$1.63M -$3.86M -226,463 -70%
CA
28
Cornerstone Advisors
North Carolina
$1.41M -$11.1M -648,797 -89%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$1.39M +$51.4K +3,015 +4%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$1.25M +$70.1K +4,116 +6%
BRWA
31
B. Riley Wealth Advisors
Florida
$1.1M -$266K -15,590 -18%
NAS
32
NWF Advisory Services
California
$1.08M +$114K +6,691 +12%
CWP
33
Cyndeo Wealth Partners
Florida
$1.08M
EP
34
Eudaimonia Partners
Tennessee
$1.05M +$51K +2,995 +5%
Cohen & Steers
35
Cohen & Steers
New York
$1.02M
SIC
36
Samalin Investment Counsel
New York
$1M +$75.6K +4,436 +8%
PIWA
37
Prevail Innovative Wealth Advisors
Kansas
$1,000K +$186K +10,914 +23%
MPCG
38
Matrix Private Capital Group
New York
$964K
CAN
39
Cetera Advisor Networks
California
$904K +$132K +7,773 +17%
AWM
40
AE Wealth Management
Kansas
$788K +$24.6K +1,443 +3%
Qube Research & Technologies (QRT)
41
Qube Research & Technologies (QRT)
United Kingdom
$764K +$17.6K +1,031 +2%
GC
42
Guggenheim Capital
Illinois
$744K +$93.7K +5,500 +14%
Invesco
43
Invesco
Georgia
$674K -$60.8K -3,568 -8%
PAG
44
Private Advisor Group
New Jersey
$612K +$81.8K +4,798 +15%
NFG
45
Nations Financial Group
Iowa
$601K
KAS
46
Kestra Advisory Services
Texas
$599K +$41.3K +2,423 +7%
Bank of New York Mellon
47
Bank of New York Mellon
New York
$573K -$17 -1 -0%
ASFA
48
All Season Financial Advisors
Colorado
$554K +$230K +13,491 +70%
SI
49
Stephens Inc
Arkansas
$535K -$11.9K -698 -2%
NA
50
NewEdge Advisors
Louisiana
$498K -$195K -11,449 -28%

HQH Hedge Fund Activity: Q1 2024 in Review

122 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in abrdn Healthcare Investors (HQH) for Q1 2024, worth a combined $220M — down 15% from $258M a quarter earlier.

Fund positioning in HQH was balanced in Q1 2024: 13 funds opened new positions, 13 closed out, 50 added to existing stakes and 38 trimmed.

The largest buyer was Saba Capital Management, adding an estimated $19.3M. The largest seller was Morgan Stanley, cutting an estimated $50M.

  • 122 institutional investors held abrdn Healthcare Investors (HQH) as of Q1 2024, down from 124 in Q4 2023.
  • Funds reported $220M of abrdn Healthcare Investors stock for Q1 2024, down 15% quarter-over-quarter.
  • 13 funds opened new abrdn Healthcare Investors positions in Q1 2024 and 13 closed out, a net change of 0 holders.
  • The largest abrdn Healthcare Investors buyer in Q1 2024 was Saba Capital Management, an estimated $19.3M added.
  • The largest abrdn Healthcare Investors seller in Q1 2024 was Morgan Stanley, an estimated $50M sold.

Based on aggregated 13F filings for Q1 2024.