HQH

abrdn Healthcare Investors
HQH

Overview Fund Activity

113 hedge funds and large institutions have $242M invested in abrdn Healthcare Investors in 2020 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 34 increasing their positions, 31 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
113
Holders Change
+16
Holders Change %
+16.49%
% of All Funds
2%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
28
Increased
34
Reduced
31
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$2.17M
2
Lazard Asset Management
Lazard Asset Management
New York
+$2.1M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$1.57M
4
RJA
Raymond James & Associates
Florida
+$1.51M
5
1CP
1607 Capital Partners
Virginia
+$858K

Top Sellers

1
KIM
Karpus Investment Management
New York
-$2.85M
2
BRWM
B. Riley Wealth Management
Tennessee
-$2.16M
3
Morgan Stanley
Morgan Stanley
New York
-$1.2M
4
PAG
Private Advisor Group
New Jersey
-$850K
5
Invesco
Invesco
Georgia
-$830K
Name Holding Trade Value Shares
Change 		Shares
Change %
SCA
51
Sippican Capital Advisors
Massachusetts
$357K – – –
RCA
52
Rowland Carmichael Advisors
Arizona
$343K -$26.4K -1,105 -7%
Truist Financial
53
Truist Financial
North Carolina
$326K +$24.3K +1,017 +8%
SCA
54
Sage Capital Advisors
South Dakota
$311K +$35.2K +1,413 +13%
MAFM
55
Mid Atlantic Financial Management
Pennsylvania
$304K -$83.3K -3,500 -22%
OBWG
56
Onyx Bridge Wealth Group
New York
$290K +$290K +12,159 New
CA
57
Cetera Advisors
Colorado
$288K -$128K -5,384 -31%
JPMPWA
58
J.P. Morgan Private Wealth Advisors
California
$278K +$18.3K +768 +7%
SPIA
59
Steward Partners Investment Advisory
New York
$274K -$6.61K -278 -2%
MSAM
60
Moloney Securities Asset Management
Missouri
$261K -$2.93K -123 -1%
CT
61
Coastline Trust
Rhode Island
$247K – – –
CIAS
62
Capital Investment Advisory Services
North Carolina
$242K +$242K +10,156 New
FCI
63
Financial Counselors Inc
Kansas
$238K – – –
Stifel Financial
64
Stifel Financial
Missouri
$235K +$235K +9,833 New
LWAC
65
Laurel Wealth Advisors (California)
California
$228K +$228K +9,581 New
HGWM
66
Horst & Graben Wealth Management
Oregon
$223K +$223K +9,377 New
KAS
67
Kestra Advisory Services
Texas
$213K +$213K +9,086 New
IAIM
68
International Assets Investment Management
Florida
$212K -$37.9K -1,588 -15%
FLPIM
69
F.L. Putnam Investment Management
Massachusetts
$209K +$209K +8,762 New
PCA
70
Private Capital Advisors
Connecticut
$204K +$204K +8,543 New
APWA
71
Atlas Private Wealth Advisors
New Jersey
$173K -$49.6K -2,078 -22%
Bessemer Group
72
Bessemer Group
New Jersey
$168K – – –
SWA
73
SOA Wealth Advisors
New York
$143K +$143K +5,600 New
RWA
74
Ropes Wealth Advisors
Massachusetts
$133K +$2.66K +112 +2%
IAS
75
IMA Advisory Services
Colorado
$118K +$46.7K +1,968 +66%
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