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HQH

abrdn Healthcare Investors

115 hedge funds and large institutions have $160M invested in abrdn Healthcare Investors in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 48 increasing their positions, 32 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 32

1.24% more ownership

Funds ownership: 20.07%21.3% (+1.2%)

1% more capital invested

Capital invested by funds: $159M → $160M (+$1.61M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 10

1% less funds holding

Funds holding: 116115 (-1)

Holders
115
Holders Change
-1
Holders Change %
-0.86%
% of All Funds
1.82%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
48
Reduced
32
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
$414K +$22.8K +1,365 +5%
WS
52
Wedbush Securities
California
$396K +$17.6K +1,054 +4%
HighTower Advisors
53
HighTower Advisors
Illinois
$394K -$6.44K -386 -1%
NA
54
NewEdge Advisors
Louisiana
$384K -$148K -8,860 -26%
SWM
55
Stockman Wealth Management
Montana
$348K -$50K -3,000 -12%
GC
56
Guggenheim Capital
Illinois
$345K +$29.6K +1,772 +9%
COLIM
57
City of London Investment Management
United Kingdom
$344K +$44K +2,640 +14%
CA
58
Claro Advisors
Massachusetts
$337K -$15.5K -931 -4%
Envestnet Asset Management
59
Envestnet Asset Management
Illinois
$326K -$19.5K -1,166 -5%
ASFA
60
All Season Financial Advisors
Colorado
$313K +$16.7K +1,001 +5%
AFG
61
Atomi Financial Group
New York
$312K +$33.2K +1,992 +11%
HWAM
62
Hennion & Walsh Asset Management
New Jersey
$265K +$1.57K +94 +0.6%
AWS
63
Atria Wealth Solutions
New York
$264K -$399K -23,914 -58%
SFS
64
Shaker Financial Services
Virginia
$263K
IFG
65
Independent Financial Group
California
$255K +$6.79K +407 +3%
AUB
66
Atlantic Union Bankshares
Virginia
$249K -$44.2K -2,647 -14%
EH
67
Equitable Holdings
New York
$247K -$17K -1,020 -6%
FSI
68
Flow State Investments
Illinois
$237K +$255K +15,268 New
CIAS
69
Capital Investment Advisory Services
North Carolina
$237K +$6.61K +396 +3%
IWC
70
Integrated Wealth Concepts
Massachusetts
$229K +$2.9K +174 +1%
FIA
71
Foundations Investment Advisors
Arizona
$226K -$166K -9,974 -41%
WAM
72
WNY Asset Management
New York
$213K +$228K +13,680 New
SPIA
73
Steward Partners Investment Advisory
New York
$210K +$2.55K +153 +1%
IA
74
IFP Advisors
Florida
$207K
Stifel Financial
75
Stifel Financial
Missouri
$191K -$28.9K -1,732 -12%

HQH Hedge Fund Activity: Q3 2023 in Review

115 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in abrdn Healthcare Investors (HQH) for Q3 2023, worth a combined $160M — up 1% from $159M a quarter earlier.

Fund positioning in HQH was balanced in Q3 2023: 10 funds opened new positions, 10 closed out, 48 added to existing stakes and 32 trimmed.

The largest buyer was AQR Arbitrage, adding an estimated $2.97M. The largest seller was Wells Fargo, cutting an estimated $3.04M.

  • 115 institutional investors held abrdn Healthcare Investors (HQH) as of Q3 2023, down from 116 in Q2 2023.
  • Funds reported $160M of abrdn Healthcare Investors stock for Q3 2023, up 1% quarter-over-quarter.
  • 10 funds opened new abrdn Healthcare Investors positions in Q3 2023 and 10 closed out, a net change of 0 holders.
  • The largest abrdn Healthcare Investors buyer in Q3 2023 was AQR Arbitrage, an estimated $2.97M added.
  • The largest abrdn Healthcare Investors seller in Q3 2023 was Wells Fargo, an estimated $3.04M sold.

Based on aggregated 13F filings for Q3 2023.