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HQH

abrdn Healthcare Investors

104 hedge funds and large institutions have $171M invested in abrdn Healthcare Investors in 2020 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 37 increasing their positions, 34 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 9

6% more funds holding

Funds holding: 98104 (+6)

9% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 34

0.42% less ownership

Funds ownership: 23.13%22.72% (-0.42%)

16% less capital invested

Capital invested by funds: $205M → $171M (-$33.1M)

Holders
104
Holders Change
+6
Holders Change %
+6.12%
% of All Funds
2.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
37
Reduced
34
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ASN
76
Advisory Services Network
Georgia
$73K -$4.4K -223 -5%
GWM
77
Geneos Wealth Management
Colorado
$55K +$552 +28 +0.9%
IAS
78
IMA Advisory Services
Colorado
$53K +$29.6K +1,500 +100%
TC
79
Truvestments Capital
Florida
$53K +$59.3K +3,005 New
NSIM
80
North Star Investment Management
Illinois
$48K
Rockefeller Capital Management
81
Rockefeller Capital Management
New York
$47K +$51.5K +2,613 New
BCWM
82
Bartlett & Co Wealth Management
Ohio
$39.2K -$16.3K -824 -27%
BC
83
Bartlett & Co
Ohio
$39K +$43.4K +2,199 New
CAN
84
Claraphi Advisory Network
United States
$39K +$43.5K +2,207 New
Citigroup
85
Citigroup
New York
$37K +$40.7K +2,064 +5,432%
FDCDDQ
86
Federation des caisses Desjardins du Quebec
Quebec, Canada
$35.6K
APA
87
American Portfolios Advisors
New York
$31.2K -$10.3K -521 -23%
US Bancorp
88
US Bancorp
Minnesota
$27K
SL
89
Savior LLC
Massachusetts
$27K +$888 +45 +3%
AIC
90
Archer Investment Corporation
Indiana
$25K +$27.5K +1,396 New
Northwestern Mutual Wealth Management
91
Northwestern Mutual Wealth Management
Wisconsin
$23K +$769 +39 +3%
PA
92
Parallel Advisors
California
$20K
PB
93
Pinnacle Bancorp
Nebraska
$18K
TRCT
94
Tower Research Capital (TRC)
New York
$17K +$5.23K +265 +38%
OIA
95
Optimum Investment Advisors
Illinois
$6K -$24.7K -1,250 -78%
SFS
96
Sowell Financial Services
Arkansas
$5K +$5.9K +299 +4,983%
PA
97
Procyon Advisors
Connecticut
$4K
FHA
98
Flagship Harbor Advisors
Massachusetts
$3K -$14.2K -718 -81%
AF
99
Allworth Financial
California
$3K +$2.98K +151 New
SF
100
Synovus Financial
Georgia
$2K +$2.17K +110 New

HQH Hedge Fund Activity: Q1 2020 in Review

104 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in abrdn Healthcare Investors (HQH) for Q1 2020, worth a combined $171M — down 16% from $205M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new HQH positions and 9 closed out — a net gain of 11 holders — while 37 added to existing stakes and 34 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $4.07M. The largest seller was Cornerstone Advisors, cutting an estimated $9.06M.

  • 104 institutional investors held abrdn Healthcare Investors (HQH) as of Q1 2020, up from 98 in Q4 2019.
  • Funds reported $171M of abrdn Healthcare Investors stock for Q1 2020, down 16% quarter-over-quarter.
  • 20 funds opened new abrdn Healthcare Investors positions in Q1 2020 and 9 closed out, a net change of +11 holders.
  • The largest abrdn Healthcare Investors buyer in Q1 2020 was Karpus Investment Management, an estimated $4.07M added.
  • The largest abrdn Healthcare Investors seller in Q1 2020 was Cornerstone Advisors, an estimated $9.06M sold.

Based on aggregated 13F filings for Q1 2020.