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HQH

abrdn Healthcare Investors

116 hedge funds and large institutions have $159M invested in abrdn Healthcare Investors in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 45 increasing their positions, 31 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 31

1.38% more ownership

Funds ownership: 18.69%20.07% (+1.4%)

4% more capital invested

Capital invested by funds: $152M → $159M (+$6.81M)

0% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 10

2% less funds holding

Funds holding: 118116 (-2)

Holders
116
Holders Change
-2
Holders Change %
-1.69%
% of All Funds
1.82%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
45
Reduced
31
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCA
51
Sage Capital Advisors
South Dakota
$431K +$6K +346 +1%
FIA
52
Foundations Investment Advisors
Arizona
$418K
WS
53
Wedbush Securities
California
$416K +$53.1K +3,062 +14%
CA
54
Claro Advisors
Massachusetts
$385K +$11K +632 +3%
Walleye Capital
55
Walleye Capital
New York
$378K -$159K -9,150 -29%
Envestnet Asset Management
56
Envestnet Asset Management
Illinois
$377K -$274K -15,814 -42%
GC
57
Guggenheim Capital
Illinois
$348K +$39.9K +2,304 +13%
COLIM
58
City of London Investment Management
United Kingdom
$332K +$144K +8,300 +74%
ASFA
59
All Season Financial Advisors
Colorado
$326K +$52 +3 +0%
AUB
60
Atlantic Union Bankshares
Virginia
$318K -$22.7K -1,311 -7%
AFG
61
Atomi Financial Group
New York
$309K -$11.1K -641 -3%
HWAM
62
Hennion & Walsh Asset Management
New Jersey
$289K -$7.85K -453 -3%
SFS
63
Shaker Financial Services
Virginia
$289K -$35.7K -2,059 -11%
EH
64
Equitable Holdings
New York
$288K -$177K -10,226 -38%
PIWA
65
Prevail Innovative Wealth Advisors
Kansas
$277K +$282K +16,241 New
IFG
66
Independent Financial Group
California
$273K -$29K -1,671 -9%
JMPWA
67
JP Morgan Private Wealth Advisors
California
$269K -$1.75K -101 -0.6%
CIAS
68
Capital Investment Advisory Services
North Carolina
$253K +$1.27K +73 +0.5%
IWC
69
Integrated Wealth Concepts
Massachusetts
$248K +$2.95K +170 +1%
Stifel Financial
70
Stifel Financial
Missouri
$239K -$2.83K -163 -1%
SPIA
71
Steward Partners Investment Advisory
New York
$228K +$5.17K +298 +2%
IA
72
IFP Advisors
Florida
$228K
Rockefeller Capital Management
73
Rockefeller Capital Management
New York
$221K -$75.9K -4,378 -25%
HGWM
74
Horst & Graben Wealth Management
Oregon
$194K +$4.42K +255 +2%
LFAS
75
Level Four Advisory Services
Texas
$192K +$11K +633 +6%

HQH Hedge Fund Activity: Q2 2023 in Review

116 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in abrdn Healthcare Investors (HQH) for Q2 2023, worth a combined $159M — up 4.5% from $152M a quarter earlier.

Fund positioning in HQH was balanced in Q2 2023: 10 funds opened new positions, 10 closed out, 45 added to existing stakes and 31 trimmed.

The largest buyer was RPO LLC, opening a new position worth an estimated $4.43M. The largest seller was Matrix Private Capital Group, cutting an estimated $734K.

  • 116 institutional investors held abrdn Healthcare Investors (HQH) as of Q2 2023, down from 118 in Q1 2023.
  • Funds reported $159M of abrdn Healthcare Investors stock for Q2 2023, up 4.5% quarter-over-quarter.
  • 10 funds opened new abrdn Healthcare Investors positions in Q2 2023 and 10 closed out, a net change of 0 holders.
  • The largest abrdn Healthcare Investors buyer in Q2 2023 was RPO LLC, an estimated $4.43M added.
  • The largest abrdn Healthcare Investors seller in Q2 2023 was Matrix Private Capital Group, an estimated $734K sold.

Based on aggregated 13F filings for Q2 2023.