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HQH

abrdn Healthcare Investors

122 hedge funds and large institutions have $220M invested in abrdn Healthcare Investors in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 50 increasing their positions, 38 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 38

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 13

2% less funds holding

Funds holding: 124122 (-2)

5.21% less ownership

Funds ownership: 32.19%26.97% (-5.2%)

15% less capital invested

Capital invested by funds: $258M → $220M (-$38.4M)

Holders
122
Holders Change
-2
Holders Change %
-1.61%
% of All Funds
1.76%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
13
Increased
50
Reduced
38
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
51
Mercer Global Advisors
Colorado
$474K -$192K -11,292 -29%
Envestnet Asset Management
52
Envestnet Asset Management
Illinois
$459K -$148K -8,665 -24%
COLIM
53
City of London Investment Management
United Kingdom
$455K +$52.8K +3,100 +13%
WAM
54
WNY Asset Management
New York
$443K +$208K +12,214 +87%
CA
55
Claro Advisors
Massachusetts
$414K -$14.1K -830 -3%
WS
56
Wedbush Securities
California
$414K -$26.8K -1,570 -6%
SWM
57
Stockman Wealth Management
Montana
$400K +$30.1K +1,765 +8%
SCA
58
Sage Capital Advisors
South Dakota
$397K +$17.6K +1,033 +5%
HighTower Advisors
59
HighTower Advisors
Illinois
$385K +$24.5K +1,437 +7%
BBPWM
60
Blue Bell Private Wealth Management
Pennsylvania
$351K +$177K +10,381 +100%
IFG
61
Independent Financial Group
California
$349K +$17.6K +1,032 +5%
Two Sigma Investments
62
Two Sigma Investments
New York
$339K +$343K +20,100 New
AFG
63
Atomi Financial Group
New York
$310K -$937 -55 -0.3%
HWAM
64
Hennion & Walsh Asset Management
New Jersey
$291K +$1.33K +78 +0.5%
AWS
65
Atria Wealth Solutions
New York
$286K +$6.37K +374 +2%
CIAS
66
Capital Investment Advisory Services
North Carolina
$274K -$34 -2 -0%
SPIA
67
Steward Partners Investment Advisory
New York
$268K -$98.5K -5,782 -27%
WAM
68
Wolverine Asset Management
Illinois
$267K -$3.89M -228,499 -94%
Millennium Management
69
Millennium Management
New York
$266K -$334K -19,575 -55%
Susquehanna International Group
70
Susquehanna International Group
Pennsylvania
$255K -$71K -4,167 -22%
AWM
71
Apollon Wealth Management
South Carolina
$248K
AUB
72
Atlantic Union Bankshares
Virginia
$238K -$8.52K -500 -3%
PNC Financial Services Group
73
PNC Financial Services Group
Pennsylvania
$232K +$6.48K +380 +3%
IA
74
IFP Advisors
Florida
$225K
MAM
75
Milestone Asset Management
Pennsylvania
$224K +$8.67K +509 +4%

HQH Hedge Fund Activity: Q1 2024 in Review

122 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in abrdn Healthcare Investors (HQH) for Q1 2024, worth a combined $220M — down 15% from $258M a quarter earlier.

Fund positioning in HQH was balanced in Q1 2024: 13 funds opened new positions, 13 closed out, 50 added to existing stakes and 38 trimmed.

The largest buyer was Saba Capital Management, adding an estimated $19.3M. The largest seller was Morgan Stanley, cutting an estimated $50M.

  • 122 institutional investors held abrdn Healthcare Investors (HQH) as of Q1 2024, down from 124 in Q4 2023.
  • Funds reported $220M of abrdn Healthcare Investors stock for Q1 2024, down 15% quarter-over-quarter.
  • 13 funds opened new abrdn Healthcare Investors positions in Q1 2024 and 13 closed out, a net change of 0 holders.
  • The largest abrdn Healthcare Investors buyer in Q1 2024 was Saba Capital Management, an estimated $19.3M added.
  • The largest abrdn Healthcare Investors seller in Q1 2024 was Morgan Stanley, an estimated $50M sold.

Based on aggregated 13F filings for Q1 2024.