HQH

abrdn Healthcare Investors
HQH

Overview Fund Activity

113 hedge funds and large institutions have $153M invested in abrdn Healthcare Investors in 2022 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 34 increasing their positions, 35 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
113
Holders Change
+9
Holders Change %
+8.65%
% of All Funds
1.82%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
34
Reduced
35
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
Cornerstone Advisors
North Carolina
+$4.43M
2
Morgan Stanley
Morgan Stanley
New York
+$2.6M
3
LSC
Logan Stone Capital
Illinois
+$1.79M
4
WAM
Wolverine Asset Management
Illinois
+$1.05M
5
AA
AQR Arbitrage
Connecticut
+$977K

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$2.92M
2
NIM
Needham Investment Management
New York
-$2.13M
3
Wells Fargo
Wells Fargo
California
-$1.13M
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$899K
5
GC
Guggenheim Capital
Illinois
-$844K
Name Holding Trade Value Shares
Change 		Shares
Change %
WS
51
Wedbush Securities
California
$375K -$24.9K -1,385 -6%
AWM
52
AE Wealth Management
Kansas
$356K +$18.2K +1,009 +5%
SFS
53
Shaker Financial Services
Virginia
$342K +$342K +19,000 New
ASFA
54
All Season Financial Advisors
Colorado
$336K +$336K +18,664 New
Walleye Capital
55
Walleye Capital
New York
$327K +$141K +7,836 +76%
HWAM
56
Hennion & Walsh Asset Management
New Jersey
$320K +$320K +17,788 New
Envestnet Asset Management
57
Envestnet Asset Management
Illinois
$312K -$6.44K -358 -2%
Rockefeller Capital Management
58
Rockefeller Capital Management
New York
$311K -$10.8K -599 -3%
IA
59
IFP Advisors
Florida
$289K +$4.27K +200 +1%
JPMPWA
60
J.P. Morgan Private Wealth Advisors
California
$279K -$75.5K -4,197 -21%
Stifel Financial
61
Stifel Financial
Missouri
$275K +$30K +1,667 +12%
LWAC
62
Laurel Wealth Advisors (California)
California
$268K +$12.3K +685 +5%
CIAS
63
Capital Investment Advisory Services
North Carolina
$257K +$1.37K +76 +0.5%
Bank of Montreal
64
Bank of Montreal
Ontario, Canada
$212K -$8.67K -415 -4%
Truist Financial
65
Truist Financial
North Carolina
$202K – – –
MSAM
66
Moloney Securities Asset Management
Missouri
$200K +$4.21K +234 +2%
COLIM
67
City of London Investment Management
United Kingdom
$191K +$191K +10,600 New
CT
68
Coastline Trust
Rhode Island
$188K – – –
DADC
69
D.A. Davidson & Co
Montana
$183K -$4.63K -257 -2%
AWM
70
Apollon Wealth Management
South Carolina
$183K – – –
MCC
71
Money Concepts Capital
Florida
$132K +$132K +7,310 New
CCP
72
Clough Capital Partners
Massachusetts
$113K +$113K +6,300 New
SWA
73
SOA Wealth Advisors
New York
$105K -$12.3K -684 -10%
SPIA
74
Steward Partners Investment Advisory
New York
$97.5K -$13.9K -772 -12%
CFB
75
Cullen/Frost Bankers
Texas
$79.1K – – –
1 2
3
4 5