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HQH

abrdn Healthcare Investors
HQH

97 hedge funds and large institutions have $206M invested in abrdn Healthcare Investors in 2020 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 32 increasing their positions, 33 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.37% more ownership

Funds ownership: 22.78% → 23.14% (+0.37%)

2% less capital invested

Capital invested by funds: $209M → $206M (-$3.58M)

3% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 33

5% less funds holding

Funds holding: 102 → 97 (-5)

29% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 14

Holders
97
Holders Change
-5
Holders Change %
-4.9%
% of All Funds
1.96%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
32
Reduced
33
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$2.54M
2
BRWM
B. Riley Wealth Management
Tennessee
+$1.96M
3
Wells Fargo
Wells Fargo
California
+$1.61M
4
UR
USCA RIA
Texas
+$1.59M
5
1CP
1607 Capital Partners
Virginia
+$1.4M

Top Sellers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
-$3.37M
2
AAM
Advisors Asset Management
Colorado
-$1.27M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$1.16M
4
AWM
AE Wealth Management
Kansas
-$735K
5
CA
Cetera Advisors
Colorado
-$602K
Name Holding Trade Value Shares
Change 		Change in
Stake
MAFM
51
Mid Atlantic Financial Management
Pennsylvania
$341K -$199K -9,429 -37%
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$339K -$178K -8,422 -34%
CCP
53
Clough Capital Partners
Massachusetts
$332K +$340K +16,100 New
RCA
54
Rowland Carmichael Advisors
Arizona
$319K +$327K +15,485 New
SCA
55
Sippican Capital Advisors
Massachusetts
$309K -$42.3K -2,000 -12%
Truist Financial
56
Truist Financial
North Carolina
$261K – – –
SPIA
57
Steward Partners Investment Advisory
New York
$243K -$225K -10,634 -47%
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$240K -$27.1K -1,283 -10%
Walleye Trading
59
Walleye Trading
New York
$236K +$242K +11,448 New
MML Investors Services
60
MML Investors Services
Massachusetts
$230K -$129K -6,086 -35%
MSAM
61
Moloney Securities Asset Management
Missouri
$229K -$78.6K -3,717 -25%
SCA
62
Sage Capital Advisors
South Dakota
$229K +$234K +11,087 New
JMPWA
63
JP Morgan Private Wealth Advisors
California
$224K -$64K -3,028 -22%
IAIM
64
International Assets Investment Management
Florida
$216K -$79K -3,736 -26%
CT
65
Coastline Trust
Rhode Island
$213K – – –
FCI
66
Financial Counselors Inc
Kansas
$206K – – –
APWA
67
Atlas Private Wealth Advisors
New Jersey
$192K -$27.7K -1,312 -12%
Bessemer Group
68
Bessemer Group
New Jersey
$145K – – –
BBPWM
69
Blue Bell Private Wealth Management
Pennsylvania
$134K +$4.23K +200 +3%
RWA
70
Ropes Wealth Advisors
Massachusetts
$113K -$36.2K -1,713 -24%
GT
71
Glenmede Trust
Pennsylvania
$85K – – –
GWM
72
Geneos Wealth Management
Colorado
$66K +$211 +10 +0.3%
NIC
73
Northwest Investment Counselors
Oregon
$63K +$64.2K +3,039 New
IAS
74
IMA Advisory Services
Colorado
$62K – – –
TC
75
Truvestments Capital
Florida
$62K – – –
1 2
3
4 5

HQH Hedge Fund Activity: Q3 2020 in Review

97 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in abrdn Healthcare Investors (HQH) for Q3 2020, worth a combined $206M — down 1.7% from $209M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of HQH and 10 opened new positions — a net loss of 4 holders — while 33 trimmed existing stakes and 32 added.

The largest buyer was Morgan Stanley, adding an estimated $2.54M. The largest seller was Karpus Investment Management, cutting an estimated $3.37M.

  • 97 institutional investors held abrdn Healthcare Investors (HQH) as of Q3 2020, down from 102 in Q2 2020.
  • Funds reported $206M of abrdn Healthcare Investors stock for Q3 2020, down 1.7% quarter-over-quarter.
  • 10 funds opened new abrdn Healthcare Investors positions in Q3 2020 and 14 closed out, a net change of -4 holders.
  • The largest abrdn Healthcare Investors buyer in Q3 2020 was Morgan Stanley, an estimated $2.54M added.
  • The largest abrdn Healthcare Investors seller in Q3 2020 was Karpus Investment Management, an estimated $3.37M sold.

Based on aggregated 13F filings for Q3 2020.