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HQH

abrdn Healthcare Investors

114 hedge funds and large institutions have $242M invested in abrdn Healthcare Investors in 2020 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 34 increasing their positions, 31 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 12

18% more capital invested

Capital invested by funds: $206M → $242M (+$36.7M)

18% more funds holding

Funds holding: 97114 (+17)

10% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 31

0.47% more ownership

Funds ownership: 23.14%23.61% (+0.47%)

Holders
114
Holders Change
+17
Holders Change %
+17.53%
% of All Funds
2.02%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
29
Increased
34
Reduced
31
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IAS
76
IMA Advisory Services
Colorado
$118K +$42.8K +1,968 +66%
BBPWM
77
Blue Bell Private Wealth Management
Pennsylvania
$110K -$36.9K -1,700 -26%
CF
78
Centaurus Financial
California
$107K +$97.8K +4,500 New
TC
79
Truvestments Capital
Florida
$72K
PNC Financial Services Group
80
PNC Financial Services Group
Pennsylvania
$68K -$190K -8,748 -75%
NSIM
81
North Star Investment Management
Illinois
$64K
LC
82
Lindbrook Capital
California
$60K +$54.3K +2,500 New
Rockefeller Capital Management
83
Rockefeller Capital Management
New York
$59K +$217 +10 +0.4%
BCWM
84
Bartlett & Co Wealth Management
Ohio
$52.5K
BC
85
Bartlett & Co
Ohio
$52K
Northwestern Mutual Wealth Management
86
Northwestern Mutual Wealth Management
Wisconsin
$51K +$1.82K +84 +4%
FDCDDQ
87
Federation des caisses Desjardins du Quebec
Quebec, Canada
$47.7K
CBT
88
CoreFirst Bank & Trust
Kansas
$46K +$41.9K +1,927 New
ASN
89
Advisory Services Network
Georgia
$44K -$3.35K -154 -8%
Fifth Third Bancorp
90
Fifth Third Bancorp
Ohio
$44K +$40.3K +1,855 New
HNB
91
Huntington National Bank
Ohio
$42K
SL
92
Savior LLC
Massachusetts
$38K +$695 +32 +2%
GWM
93
Geneos Wealth Management
Colorado
$35K -$39.9K -1,835 -56%
AWG
94
Altus Wealth Group
Colorado
$32K +$29K +1,335 New
PA
95
Parallel Advisors
California
$30K
FIA
96
FNY Investment Advisers
New York
$28K +$25.7K +1,182 New
TWM
97
Tradition Wealth Management
Minnesota
$25K +$23.1K +1,064 New
PB
98
Pinnacle Bancorp
Nebraska
$24K
RWB
99
RMR Wealth Builders
New Jersey
$22K +$19.7K +908 New
FCH
100
Freestone Capital Holdings
Washington
$20.5K +$18.7K +859 New

HQH Hedge Fund Activity: Q4 2020 in Review

114 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in abrdn Healthcare Investors (HQH) for Q4 2020, worth a combined $242M — up 18% from $206M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new HQH positions and 12 closed out — a net gain of 17 holders — while 34 added to existing stakes and 31 trimmed.

The largest buyer was Cetera Investment Advisers, opening a new position worth an estimated $1.98M. The largest seller was Karpus Investment Management, exiting entirely with an estimated $2.85M sold.

  • 114 institutional investors held abrdn Healthcare Investors (HQH) as of Q4 2020, up from 97 in Q3 2020.
  • Funds reported $242M of abrdn Healthcare Investors stock for Q4 2020, up 18% quarter-over-quarter.
  • 29 funds opened new abrdn Healthcare Investors positions in Q4 2020 and 12 closed out, a net change of +17 holders.
  • The largest abrdn Healthcare Investors buyer in Q4 2020 was Cetera Investment Advisers, an estimated $1.98M added.
  • The largest abrdn Healthcare Investors seller in Q4 2020 was Karpus Investment Management, an estimated $2.85M sold.

Based on aggregated 13F filings for Q4 2020.