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HQH

abrdn Healthcare Investors

124 hedge funds and large institutions have $258M invested in abrdn Healthcare Investors in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 47 increasing their positions, 35 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 8

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

61% more capital invested

Capital invested by funds: $160M → $258M (+$98M)

34% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 35

10.88% more ownership

Funds ownership: 21.3%32.19% (+11%)

8% more funds holding

Funds holding: 115124 (+9)

Holders
124
Holders Change
+9
Holders Change %
+7.83%
% of All Funds
1.81%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
18
Increased
47
Reduced
35
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SI
51
Stephens Inc
Arkansas
$538K +$42.6K +2,773 +9%
PAG
52
Private Advisor Group
New Jersey
$522K +$66.7K +4,337 +16%
WS
53
Wedbush Securities
California
$433K +$9.58K +623 +2%
CA
54
Claro Advisors
Massachusetts
$421K +$57.6K +3,745 +17%
WAM
55
Weiss Asset Management
Massachusetts
$419K +$389K +25,293 New
COLIM
56
City of London Investment Management
United Kingdom
$396K +$27.1K +1,760 +8%
SCA
57
Sage Capital Advisors
South Dakota
$373K -$62.9K -4,093 -15%
SWM
58
Stockman Wealth Management
Montana
$364K -$6.92K -450 -2%
SPIA
59
Steward Partners Investment Advisory
New York
$359K +$125K +8,138 +60%
HighTower Advisors
60
HighTower Advisors
Illinois
$354K -$61.6K -4,008 -16%
IFG
61
Independent Financial Group
California
$326K +$49.9K +3,246 +20%
ASFA
62
All Season Financial Advisors
Colorado
$321K -$11K -718 -4%
Susquehanna International Group
63
Susquehanna International Group
Pennsylvania
$320K +$296K +19,285 New
AFG
64
Atomi Financial Group
New York
$305K -$25.8K -1,680 -8%
FIA
65
Foundations Investment Advisors
Arizona
$303K +$45K +2,928 +20%
LNWWM
66
Laird Norton Wetherby Wealth Management
California
$301K +$279K +18,171 New
HWAM
67
Hennion & Walsh Asset Management
New Jersey
$284K +$1.31K +85 +0.5%
AWS
68
Atria Wealth Solutions
New York
$275K -$5.84K -380 -2%
CIAS
69
Capital Investment Advisory Services
North Carolina
$269K +$15.4K +1,000 +7%
FSI
70
Flow State Investments
Illinois
$254K +$784 +51 +0.3%
AWM
71
Apollon Wealth Management
South Carolina
$244K +$55.4K +3,607 +33%
AUB
72
Atlantic Union Bankshares
Virginia
$242K -$21.8K -1,419 -9%
BFEC
73
Benjamin F. Edwards & Company
Missouri
$234K -$322K -20,950 -60%
WAM
74
WNY Asset Management
New York
$233K +$6.15K +400 +3%
PNC Financial Services Group
75
PNC Financial Services Group
Pennsylvania
$222K -$207K -13,490 -50%

HQH Hedge Fund Activity: Q4 2023 in Review

124 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in abrdn Healthcare Investors (HQH) for Q4 2023, worth a combined $258M — up 61% from $160M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new HQH positions and 8 closed out — a net gain of 10 holders — while 47 added to existing stakes and 35 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $43.3M. The largest seller was Wolverine Asset Management, cutting an estimated $1.7M.

  • 124 institutional investors held abrdn Healthcare Investors (HQH) as of Q4 2023, up from 115 in Q3 2023.
  • Funds reported $258M of abrdn Healthcare Investors stock for Q4 2023, up 61% quarter-over-quarter.
  • 18 funds opened new abrdn Healthcare Investors positions in Q4 2023 and 8 closed out, a net change of +10 holders.
  • The largest abrdn Healthcare Investors buyer in Q4 2023 was Morgan Stanley, an estimated $43.3M added.
  • The largest abrdn Healthcare Investors seller in Q4 2023 was Wolverine Asset Management, an estimated $1.7M sold.

Based on aggregated 13F filings for Q4 2023.