HQH

abrdn Healthcare Investors
HQH

Overview Fund Activity

102 hedge funds and large institutions have $220M invested in abrdn Healthcare Investors in 2021 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 41 increasing their positions, 31 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
102
Holders Change
-10
Holders Change %
-8.93%
% of All Funds
1.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
41
Reduced
31
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$3.65M
2
Wells Fargo
Wells Fargo
California
+$1.14M
3
MPCG
Matrix Private Capital Group
New York
+$792K
4
PAG
Private Advisor Group
New Jersey
+$785K
5
LPL Financial
LPL Financial
California
+$547K

Top Sellers

1
Lazard Asset Management
Lazard Asset Management
New York
-$3.66M
2
COLIM
City of London Investment Management
United Kingdom
-$2.4M
3
MC
Matisse Capital
Oregon
-$2.21M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$2.04M
5
PAIM
Punch & Associates Investment Management
Minnesota
-$1.89M
Name Holding Trade Value Shares
Change 		Shares
Change %
KAS
51
Kestra Advisory Services
Texas
$373K +$6.21K +243 +2%
SCA
52
Sippican Capital Advisors
Massachusetts
$372K -$11.2K -440 -3%
Envestnet Asset Management
53
Envestnet Asset Management
Illinois
$363K -$69.7K -2,724 -16%
SG
54
StoneX Group
New York
$339K +$339K +13,222 New
Truist Financial
55
Truist Financial
North Carolina
$323K +$26 +1 +0%
LWAC
56
Laurel Wealth Advisors (California)
California
$321K +$2.73K +107 +0.9%
CIAS
57
Capital Investment Advisory Services
North Carolina
$321K +$5.26K +206 +2%
SI
58
Stephens Inc
Arkansas
$276K -$180K -7,047 -39%
Stifel Financial
59
Stifel Financial
Missouri
$276K +$35.5K +1,389 +15%
CT
60
Coastline Trust
Rhode Island
$265K – – –
OBWG
61
Onyx Bridge Wealth Group
New York
$260K -$51.4K -1,986 -16%
MSAM
62
Moloney Securities Asset Management
Missouri
$259K -$2.45K -96 -0.9%
C
63
Certuity
Florida
$249K – – –
HGWM
64
Horst & Graben Wealth Management
Oregon
$248K +$2.63K +103 +1%
PCA
65
Private Capital Advisors
Connecticut
$227K +$4.37K +171 +2%
CW
66
CreativeOne Wealth
Kansas
$227K +$6.43K +251 +3%
IAIM
67
International Assets Investment Management
Florida
$214K +$6.64K +260 +3%
SPIA
68
Steward Partners Investment Advisory
New York
$211K +$20.3K +793 +11%
MC
69
Moors & Cabot
Massachusetts
$210K -$1.98K -78 -0.9%
LNWWM
70
Laird Norton Wetherby Wealth Management
California
$205K -$25.6K -1,000 -11%
Bessemer Group
71
Bessemer Group
New Jersey
$180K – – –
SWA
72
SOA Wealth Advisors
New York
$168K – – –
CF
73
Centaurus Financial
California
$145K +$410 +16 +0.3%
IAS
74
IMA Advisory Services
Colorado
$127K – – –
Northwestern Mutual Wealth Management
75
Northwestern Mutual Wealth Management
Wisconsin
$103K +$26.3K +1,029 +34%
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