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HQH

abrdn Healthcare Investors

114 hedge funds and large institutions have $154M invested in abrdn Healthcare Investors in 2022 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 35 increasing their positions, 35 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 7

9% more funds holding

Funds holding: 105114 (+9)

8% more capital invested

Capital invested by funds: $142M → $154M (+$11.7M)

0.72% more ownership

Funds ownership: 17.74%18.47% (+0.72%)

0% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 35

Holders
114
Holders Change
+9
Holders Change %
+8.57%
% of All Funds
1.83%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
35
Reduced
35
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WS
51
Wedbush Securities
California
$375K -$25.7K -1,385 -6%
AWM
52
AE Wealth Management
Kansas
$356K +$18.7K +1,009 +5%
SFS
53
Shaker Financial Services
Virginia
$342K +$352K +19,000 New
ASFA
54
All Season Financial Advisors
Colorado
$336K +$346K +18,664 New
Walleye Capital
55
Walleye Capital
New York
$327K +$145K +7,836 +76%
HWAM
56
Hennion & Walsh Asset Management
New Jersey
$320K +$330K +17,788 New
Envestnet Asset Management
57
Envestnet Asset Management
Illinois
$312K -$6.63K -358 -2%
Rockefeller Capital Management
58
Rockefeller Capital Management
New York
$311K -$11.1K -599 -3%
IFG
59
Independent Financial Group
California
$293K +$14.5K +783 +5%
IA
60
IFP Advisors
Florida
$289K +$3.71K +200 +1%
JMPWA
61
JP Morgan Private Wealth Advisors
California
$279K -$77.8K -4,197 -21%
Stifel Financial
62
Stifel Financial
Missouri
$275K +$30.9K +1,667 +12%
LWAC
63
Laurel Wealth Advisors (California)
California
$268K +$12.7K +685 +5%
CIAS
64
Capital Investment Advisory Services
North Carolina
$257K +$1.41K +76 +0.5%
Bank of Montreal
65
Bank of Montreal
Ontario, Canada
$212K -$7.69K -415 -4%
Truist Financial
66
Truist Financial
North Carolina
$202K
MSAM
67
Moloney Securities Asset Management
Missouri
$200K +$4.33K +234 +2%
COLIM
68
City of London Investment Management
United Kingdom
$191K +$196K +10,600 New
CT
69
Coastline Trust
Rhode Island
$188K
DADC
70
D.A. Davidson & Co
Montana
$183K -$4.76K -257 -2%
AWM
71
Apollon Wealth Management
South Carolina
$183K
MCC
72
Money Concepts Capital
Florida
$132K +$135K +7,310 New
CCP
73
Clough Capital Partners
Massachusetts
$113K +$117K +6,300 New
SWA
74
SOA Wealth Advisors
New York
$105K -$12.7K -684 -10%
SPIA
75
Steward Partners Investment Advisory
New York
$97.5K -$14.3K -772 -12%

HQH Hedge Fund Activity: Q4 2022 in Review

114 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in abrdn Healthcare Investors (HQH) for Q4 2022, worth a combined $154M — up 8.3% from $142M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new HQH positions and 7 closed out — a net gain of 11 holders — while 35 added to existing stakes and 35 trimmed.

The largest buyer was Cornerstone Advisors, adding an estimated $4.56M. The largest seller was Bank of America, cutting an estimated $3M.

  • 114 institutional investors held abrdn Healthcare Investors (HQH) as of Q4 2022, up from 105 in Q3 2022.
  • Funds reported $154M of abrdn Healthcare Investors stock for Q4 2022, up 8.3% quarter-over-quarter.
  • 18 funds opened new abrdn Healthcare Investors positions in Q4 2022 and 7 closed out, a net change of +11 holders.
  • The largest abrdn Healthcare Investors buyer in Q4 2022 was Cornerstone Advisors, an estimated $4.56M added.
  • The largest abrdn Healthcare Investors seller in Q4 2022 was Bank of America, an estimated $3M sold.

Based on aggregated 13F filings for Q4 2022.