HQH

abrdn Healthcare Investors
HQH

Overview Fund Activity

116 hedge funds and large institutions have $150M invested in abrdn Healthcare Investors in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 55 increasing their positions, 23 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
116
Holders Change
+3
Holders Change %
+2.65%
% of All Funds
1.86%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
55
Reduced
23
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAM
Advisors Asset Management
Colorado
+$1.23M
2
Morgan Stanley
Morgan Stanley
New York
+$934K
3
AA
AQR Arbitrage
Connecticut
+$803K
4
Bank of America
Bank of America
North Carolina
+$494K
5
CA
Claro Advisors
Massachusetts
+$388K

Top Sellers

1
CA
Cornerstone Advisors
North Carolina
-$2.73M
2
Wells Fargo
Wells Fargo
California
-$896K
3
WAM
Weiss Asset Management
Massachusetts
-$849K
4
Millennium Management
Millennium Management
New York
-$759K
5
First Trust Advisors
First Trust Advisors
Illinois
-$754K
Name Holding Trade Value Shares
Change 		Shares
Change %
WS
51
Wedbush Securities
California
$377K +$9.21K +522 +3%
SIC
52
Samalin Investment Counsel
New York
$360K +$360K +20,408 New
AUB
53
Atlantic Union Bankshares
Virginia
$353K -$17.2K -977 -5%
ASFA
54
All Season Financial Advisors
Colorado
$337K +$7.63K +432 +2%
SFS
55
Shaker Financial Services
Virginia
$335K – – –
AFG
56
Atomi Financial Group
New York
$331K +$331K +18,743 New
GC
57
Guggenheim Capital
Illinois
$320K +$320K +18,133 New
HWAM
58
Hennion & Walsh Asset Management
New Jersey
$308K -$6.31K -357 -2%
Rockefeller Capital Management
59
Rockefeller Capital Management
New York
$305K +$229 +13 +0.1%
QC
60
Quantedge Capital
Singapore
$293K +$293K +16,600 New
IA
61
IFP Advisors
Florida
$285K -$4.27K -200 -1%
JPMPWA
62
J.P. Morgan Private Wealth Advisors
California
$280K +$6.69K +379 +2%
CIAS
63
Capital Investment Advisory Services
North Carolina
$261K +$9.16K +519 +4%
IWC
64
Integrated Wealth Concepts
Massachusetts
$254K +$254K +14,378 New
Stifel Financial
65
Stifel Financial
Missouri
$251K -$19.2K -1,086 -7%
Bank of Montreal
66
Bank of Montreal
Ontario, Canada
$248K +$43.9K +2,186 +22%
SPIA
67
Steward Partners Investment Advisory
New York
$231K +$135K +7,669 +142%
Truist Financial
68
Truist Financial
North Carolina
$198K -$371 -21 -0.2%
COLIM
69
City of London Investment Management
United Kingdom
$198K +$10.6K +600 +6%
HGWM
70
Horst & Graben Wealth Management
Oregon
$196K +$196K +11,107 New
DADC
71
D.A. Davidson & Co
Montana
$193K +$14K +794 +8%
LFAS
72
Level Four Advisory Services
Texas
$188K +$188K +10,625 New
MSAM
73
Moloney Securities Asset Management
Missouri
$186K -$10.3K -582 -5%
CT
74
Coastline Trust
Rhode Island
$185K – – –
AWM
75
Apollon Wealth Management
South Carolina
$179K – – –
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3
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