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HQH

abrdn Healthcare Investors

103 hedge funds and large institutions have $221M invested in abrdn Healthcare Investors in 2021 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 42 increasing their positions, 31 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 31

0.66% less ownership

Funds ownership: 19.98%19.32% (-0.66%)

4% less capital invested

Capital invested by funds: $230M → $221M (-$9.01M)

9% less funds holding

Funds holding: 113103 (-10)

56% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 16

Holders
103
Holders Change
-10
Holders Change %
-8.85%
% of All Funds
1.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
42
Reduced
31
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
51
Kestra Advisory Services
Texas
$373K +$6.39K +243 +2%
SCA
52
Sippican Capital Advisors
Massachusetts
$372K -$11.6K -440 -3%
Envestnet Asset Management
53
Envestnet Asset Management
Illinois
$363K -$71.7K -2,724 -16%
SG
54
StoneX Group
New York
$339K +$348K +13,222 New
Truist Financial
55
Truist Financial
North Carolina
$323K +$26 +1 +0%
LWAC
56
Laurel Wealth Advisors (California)
California
$321K +$2.82K +107 +0.9%
CIAS
57
Capital Investment Advisory Services
North Carolina
$321K +$5.42K +206 +2%
IFG
58
Independent Financial Group
California
$297K +$5.79K +220 +2%
SI
59
Stephens Inc
Arkansas
$276K -$185K -7,047 -39%
Stifel Financial
60
Stifel Financial
Missouri
$276K +$36.5K +1,389 +15%
CT
61
Coastline Trust
Rhode Island
$265K
OBWG
62
Onyx Bridge Wealth Group
New York
$260K -$52.3K -1,986 -16%
MSAM
63
Moloney Securities Asset Management
Missouri
$259K -$2.53K -96 -0.9%
C
64
Certuity
Florida
$249K
HGWM
65
Horst & Graben Wealth Management
Oregon
$248K +$2.71K +103 +1%
PCA
66
Private Capital Advisors
Connecticut
$227K +$4.5K +171 +2%
CW
67
CreativeOne Wealth
Kansas
$227K +$6.61K +251 +3%
IAIM
68
International Assets Investment Management
Florida
$214K +$6.84K +260 +3%
SPIA
69
Steward Partners Investment Advisory
New York
$211K +$20.9K +793 +11%
MC
70
Moors & Cabot
Massachusetts
$210K -$2.05K -78 -0.9%
LNWWM
71
Laird Norton Wetherby Wealth Management
California
$205K -$26.3K -1,000 -11%
Bessemer Group
72
Bessemer Group
New Jersey
$180K
SWA
73
SOA Wealth Advisors
New York
$168K
CF
74
Centaurus Financial
California
$145K +$421 +16 +0.3%
IAS
75
IMA Advisory Services
Colorado
$127K

HQH Hedge Fund Activity: Q3 2021 in Review

103 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in abrdn Healthcare Investors (HQH) for Q3 2021, worth a combined $221M — down 3.9% from $230M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of HQH and 7 opened new positions — a net loss of 9 holders — while 31 trimmed existing stakes and 42 added.

The largest buyer was Morgan Stanley, adding an estimated $3.75M. The largest seller was Lazard Asset Management, cutting an estimated $3.76M.

  • 103 institutional investors held abrdn Healthcare Investors (HQH) as of Q3 2021, down from 113 in Q2 2021.
  • Funds reported $221M of abrdn Healthcare Investors stock for Q3 2021, down 3.9% quarter-over-quarter.
  • 7 funds opened new abrdn Healthcare Investors positions in Q3 2021 and 16 closed out, a net change of -9 holders.
  • The largest abrdn Healthcare Investors buyer in Q3 2021 was Morgan Stanley, an estimated $3.75M added.
  • The largest abrdn Healthcare Investors seller in Q3 2021 was Lazard Asset Management, an estimated $3.76M sold.

Based on aggregated 13F filings for Q3 2021.