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HQH

abrdn Healthcare Investors

118 hedge funds and large institutions have $152M invested in abrdn Healthcare Investors in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 56 increasing their positions, 23 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 23

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

4% more funds holding

Funds holding: 114118 (+4)

0.22% more ownership

Funds ownership: 18.47%18.69% (+0.22%)

1% less capital invested

Capital invested by funds: $154M → $152M (-$1.93M)

Holders
118
Holders Change
+4
Holders Change %
+3.51%
% of All Funds
1.88%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
56
Reduced
23
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
51
Claro Advisors
Massachusetts
$388K +$400K +21,968 New
WS
52
Wedbush Securities
California
$377K +$9.49K +522 +3%
SIC
53
Samalin Investment Counsel
New York
$360K +$371K +20,408 New
AUB
54
Atlantic Union Bankshares
Virginia
$353K -$17.8K -977 -5%
ASFA
55
All Season Financial Advisors
Colorado
$337K +$7.86K +432 +2%
SFS
56
Shaker Financial Services
Virginia
$335K
AFG
57
Atomi Financial Group
New York
$331K +$341K +18,743 New
GC
58
Guggenheim Capital
Illinois
$320K +$330K +18,133 New
IFG
59
Independent Financial Group
California
$312K +$25.4K +1,399 +9%
HWAM
60
Hennion & Walsh Asset Management
New Jersey
$308K -$6.49K -357 -2%
Rockefeller Capital Management
61
Rockefeller Capital Management
New York
$305K +$236 +13 +0.1%
QC
62
Quantedge Capital
Singapore
$293K +$302K +16,600 New
IA
63
IFP Advisors
Florida
$285K -$3.64K -200 -1%
JMPWA
64
JP Morgan Private Wealth Advisors
California
$280K +$6.89K +379 +2%
CIAS
65
Capital Investment Advisory Services
North Carolina
$261K +$9.44K +519 +4%
IWC
66
Integrated Wealth Concepts
Massachusetts
$254K +$261K +14,378 New
Stifel Financial
67
Stifel Financial
Missouri
$251K -$19.8K -1,086 -7%
Bank of Montreal
68
Bank of Montreal
Ontario, Canada
$248K +$39.8K +2,186 +22%
SPIA
69
Steward Partners Investment Advisory
New York
$231K +$139K +7,669 +142%
Truist Financial
70
Truist Financial
North Carolina
$198K -$382 -21 -0.2%
COLIM
71
City of London Investment Management
United Kingdom
$198K +$10.9K +600 +6%
HGWM
72
Horst & Graben Wealth Management
Oregon
$196K +$202K +11,107 New
DADC
73
D.A. Davidson & Co
Montana
$193K +$14.4K +794 +8%
LFAS
74
Level Four Advisory Services
Texas
$188K +$193K +10,625 New
MSAM
75
Moloney Securities Asset Management
Missouri
$186K -$10.6K -582 -5%

HQH Hedge Fund Activity: Q1 2023 in Review

118 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in abrdn Healthcare Investors (HQH) for Q1 2023, worth a combined $152M — down 1.3% from $154M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new HQH positions and 8 closed out — a net gain of 7 holders — while 56 added to existing stakes and 23 trimmed.

The largest buyer was Advisors Asset Management, adding an estimated $1.27M. The largest seller was Cornerstone Advisors, cutting an estimated $2.81M.

  • 118 institutional investors held abrdn Healthcare Investors (HQH) as of Q1 2023, up from 114 in Q4 2022.
  • Funds reported $152M of abrdn Healthcare Investors stock for Q1 2023, down 1.3% quarter-over-quarter.
  • 15 funds opened new abrdn Healthcare Investors positions in Q1 2023 and 8 closed out, a net change of +7 holders.
  • The largest abrdn Healthcare Investors buyer in Q1 2023 was Advisors Asset Management, an estimated $1.27M added.
  • The largest abrdn Healthcare Investors seller in Q1 2023 was Cornerstone Advisors, an estimated $2.81M sold.

Based on aggregated 13F filings for Q1 2023.