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HQH

abrdn Healthcare Investors
HQH

97 hedge funds and large institutions have $206M invested in abrdn Healthcare Investors in 2020 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 32 increasing their positions, 33 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.37% more ownership

Funds ownership: 22.78% → 23.14% (+0.37%)

2% less capital invested

Capital invested by funds: $209M → $206M (-$3.58M)

3% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 33

5% less funds holding

Funds holding: 102 → 97 (-5)

29% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 14

Holders
97
Holders Change
-5
Holders Change %
-4.9%
% of All Funds
1.96%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
32
Reduced
33
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$2.54M
2
BRWM
B. Riley Wealth Management
Tennessee
+$1.96M
3
Wells Fargo
Wells Fargo
California
+$1.61M
4
UR
USCA RIA
Texas
+$1.59M
5
1CP
1607 Capital Partners
Virginia
+$1.4M

Top Sellers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
-$3.37M
2
AAM
Advisors Asset Management
Colorado
-$1.27M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$1.16M
4
AWM
AE Wealth Management
Kansas
-$735K
5
CA
Cetera Advisors
Colorado
-$602K
Name Holding Trade Value Shares
Change 		Change in
Stake
NSIM
76
North Star Investment Management
Illinois
$55K – – –
APA
77
American Portfolios Advisors
New York
$53.3K – – –
Rockefeller Capital Management
78
Rockefeller Capital Management
New York
$51K +$1.18K +56 +2%
Bank of Montreal
79
Bank of Montreal
Ontario, Canada
$49K -$1.16M -54,768 -96%
BCWM
80
Bartlett & Co Wealth Management
Ohio
$45.3K – – –
BC
81
Bartlett & Co
Ohio
$45K – – –
Northwestern Mutual Wealth Management
82
Northwestern Mutual Wealth Management
Wisconsin
$42K +$16.3K +769 +60%
FDCDDQ
83
Federation des caisses Desjardins du Quebec
Quebec, Canada
$41.2K – – –
ASN
84
Advisory Services Network
Georgia
$41K +$42.1K +1,994 New
SL
85
Savior LLC
Massachusetts
$32K +$761 +36 +2%
PA
86
Parallel Advisors
California
$26K -$18.2K -859 -41%
PB
87
Pinnacle Bancorp
Nebraska
$20K – – –
NFSG
88
Newbridge Financial Services Group
Florida
$19K +$19.4K +920 New
PGAM
89
Princeton Global Asset Management
New Jersey
$16K – – –
OIA
90
Optimum Investment Advisors
Illinois
$7K – – –
AA
91
AlphaMark Advisors
Kentucky
$6K +$6.34K +300 New
TRCT
92
Tower Research Capital (TRC)
New York
$4K +$4.27K +202 New
FHA
93
Flagship Harbor Advisors
Massachusetts
$3K +$63 +3 +2%
Citigroup
94
Citigroup
New York
$1K -$43.6K -2,063 -98%
LCM
95
Landscape Capital Management
New Jersey
– -$350K -16,395 Closed
LC
96
Lindbrook Capital
California
– -$250K -11,850 Closed
MIAN
97
Mariner Independent Advisor Network
Kansas
– -$235K -10,962 Closed
Stifel Financial
98
Stifel Financial
Missouri
– -$205K -9,635 Closed
NSAM
99
North Star Asset Management
Wisconsin
– -$203K -9,536 Closed
CF
100
Centaurus Financial
California
– -$181K -8,500 Closed
1 2 3
4
5

HQH Hedge Fund Activity: Q3 2020 in Review

97 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in abrdn Healthcare Investors (HQH) for Q3 2020, worth a combined $206M — down 1.7% from $209M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of HQH and 10 opened new positions — a net loss of 4 holders — while 33 trimmed existing stakes and 32 added.

The largest buyer was Morgan Stanley, adding an estimated $2.54M. The largest seller was Karpus Investment Management, cutting an estimated $3.37M.

  • 97 institutional investors held abrdn Healthcare Investors (HQH) as of Q3 2020, down from 102 in Q2 2020.
  • Funds reported $206M of abrdn Healthcare Investors stock for Q3 2020, down 1.7% quarter-over-quarter.
  • 10 funds opened new abrdn Healthcare Investors positions in Q3 2020 and 14 closed out, a net change of -4 holders.
  • The largest abrdn Healthcare Investors buyer in Q3 2020 was Morgan Stanley, an estimated $2.54M added.
  • The largest abrdn Healthcare Investors seller in Q3 2020 was Karpus Investment Management, an estimated $3.37M sold.

Based on aggregated 13F filings for Q3 2020.