We are live on ! Find out more
HQH

abrdn Healthcare Investors

114 hedge funds and large institutions have $242M invested in abrdn Healthcare Investors in 2020 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 34 increasing their positions, 31 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 12

18% more capital invested

Capital invested by funds: $206M → $242M (+$36.7M)

18% more funds holding

Funds holding: 97114 (+17)

10% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 31

0.47% more ownership

Funds ownership: 23.14%23.61% (+0.47%)

Holders
114
Holders Change
+17
Holders Change %
+17.53%
% of All Funds
2.02%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
29
Increased
34
Reduced
31
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCA
51
Sippican Capital Advisors
Massachusetts
$357K
RCA
52
Rowland Carmichael Advisors
Arizona
$343K -$24K -1,105 -7%
Truist Financial
53
Truist Financial
North Carolina
$326K +$22.1K +1,017 +8%
SCA
54
Sage Capital Advisors
South Dakota
$311K +$30.7K +1,413 +13%
MAFM
55
Mid Atlantic Financial Management
Pennsylvania
$304K -$76K -3,500 -22%
OBWG
56
Onyx Bridge Wealth Group
New York
$290K +$264K +12,159 New
CA
57
Cetera Advisors
Colorado
$288K -$117K -5,384 -31%
JMPWA
58
JP Morgan Private Wealth Advisors
California
$278K +$16.7K +768 +7%
SPIA
59
Steward Partners Investment Advisory
New York
$274K -$6.04K -278 -2%
MSAM
60
Moloney Securities Asset Management
Missouri
$261K -$2.67K -123 -1%
CT
61
Coastline Trust
Rhode Island
$247K
CIAS
62
Capital Investment Advisory Services
North Carolina
$242K +$221K +10,156 New
FCI
63
Financial Counselors Inc
Kansas
$238K
Stifel Financial
64
Stifel Financial
Missouri
$235K +$214K +9,833 New
LWAC
65
Laurel Wealth Advisors (California)
California
$228K +$208K +9,581 New
HGWM
66
Horst & Graben Wealth Management
Oregon
$223K +$204K +9,377 New
KAS
67
Kestra Advisory Services
Texas
$213K +$197K +9,086 New
IAIM
68
International Assets Investment Management
Florida
$212K -$34.5K -1,588 -15%
FLPIM
69
F.L. Putnam Investment Management
Massachusetts
$209K +$190K +8,762 New
IFG
70
Independent Financial Group
California
$208K +$189K +8,713 New
PCA
71
Private Capital Advisors
Connecticut
$204K +$186K +8,543 New
APWA
72
Atlas Private Wealth Advisors
New Jersey
$173K -$45.1K -2,078 -22%
Bessemer Group
73
Bessemer Group
New Jersey
$168K
SWA
74
SOA Wealth Advisors
New York
$143K +$122K +5,600 New
RWA
75
Ropes Wealth Advisors
Massachusetts
$133K +$2.43K +112 +2%

HQH Hedge Fund Activity: Q4 2020 in Review

114 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in abrdn Healthcare Investors (HQH) for Q4 2020, worth a combined $242M — up 18% from $206M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new HQH positions and 12 closed out — a net gain of 17 holders — while 34 added to existing stakes and 31 trimmed.

The largest buyer was Cetera Investment Advisers, opening a new position worth an estimated $1.98M. The largest seller was Karpus Investment Management, exiting entirely with an estimated $2.85M sold.

  • 114 institutional investors held abrdn Healthcare Investors (HQH) as of Q4 2020, up from 97 in Q3 2020.
  • Funds reported $242M of abrdn Healthcare Investors stock for Q4 2020, up 18% quarter-over-quarter.
  • 29 funds opened new abrdn Healthcare Investors positions in Q4 2020 and 12 closed out, a net change of +17 holders.
  • The largest abrdn Healthcare Investors buyer in Q4 2020 was Cetera Investment Advisers, an estimated $1.98M added.
  • The largest abrdn Healthcare Investors seller in Q4 2020 was Karpus Investment Management, an estimated $2.85M sold.

Based on aggregated 13F filings for Q4 2020.