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HQH

abrdn Healthcare Investors

115 hedge funds and large institutions have $236M invested in abrdn Healthcare Investors in 2021 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 43 increasing their positions, 33 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 33

21% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 14

1% more funds holding

Funds holding: 114115 (+1)

3% less capital invested

Capital invested by funds: $242M → $236M (-$6.25M)

1.16% less ownership

Funds ownership: 23.61%22.45% (-1.2%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
115
Holders Change
+1
Holders Change %
+0.88%
% of All Funds
2.02%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
17
Increased
43
Reduced
33
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TC
76
Truvestments Capital
Florida
$134K +$60.9K +2,496 +83%
CF
77
Centaurus Financial
California
$130K +$19.9K +816 +18%
IAS
78
IMA Advisory Services
Colorado
$121K
APWA
79
Atlas Private Wealth Advisors
New Jersey
$111K -$65.2K -2,674 -37%
RWB
80
RMR Wealth Builders
New Jersey
$89K +$66.5K +2,729 +301%
NIC
81
Northwest Investment Counselors
Oregon
$74K +$74.1K +3,039 New
NSIM
82
North Star Investment Management
Illinois
$65K
APA
83
American Portfolios Advisors
New York
$63.1K +$42.7K +1,750 +209%
LC
84
Lindbrook Capital
California
$61K
Rockefeller Capital Management
85
Rockefeller Capital Management
New York
$61K +$268 +11 +0.4%
Northwestern Mutual Wealth Management
86
Northwestern Mutual Wealth Management
Wisconsin
$61K +$8.75K +359 +17%
Bank of Montreal
87
Bank of Montreal
Ontario, Canada
$58K -$1.63M -66,855 -97%
BC
88
Bartlett & Co
Ohio
$54K
BCWM
89
Bartlett & Co Wealth Management
Ohio
$53.7K
CBT
90
CoreFirst Bank & Trust
Kansas
$47K -$24 -1 -0.1%
HNB
91
Huntington National Bank
Ohio
$43K
SL
92
Savior LLC
Massachusetts
$40K +$805 +33 +2%
Fifth Third Bancorp
93
Fifth Third Bancorp
Ohio
$34K -$11.8K -482 -26%
PA
94
Parallel Advisors
California
$30K
WP
95
WealthShield Partners
North Carolina
$30K +$29.8K +1,222 New
TWM
96
Tradition Wealth Management
Minnesota
$26K
DOA
97
D'Orazio & Associates
Virginia
$25K +$25K +1,027 New
PB
98
Pinnacle Bancorp
Nebraska
$24K
HI
99
Harbour Investments
Wisconsin
$24K +$24K +986 New
GWM
100
Geneos Wealth Management
Colorado
$21K -$14.2K -583 -40%

HQH Hedge Fund Activity: Q1 2021 in Review

115 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in abrdn Healthcare Investors (HQH) for Q1 2021, worth a combined $236M — down 2.6% from $242M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new HQH positions and 14 closed out — a net gain of 3 holders — while 43 added to existing stakes and 33 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $1.81M. The largest seller was 1832 Asset Management, cutting an estimated $4.13M.

  • 115 institutional investors held abrdn Healthcare Investors (HQH) as of Q1 2021, up from 114 in Q4 2020.
  • Funds reported $236M of abrdn Healthcare Investors stock for Q1 2021, down 2.6% quarter-over-quarter.
  • 17 funds opened new abrdn Healthcare Investors positions in Q1 2021 and 14 closed out, a net change of +3 holders.
  • The largest abrdn Healthcare Investors buyer in Q1 2021 was Cetera Investment Advisers, an estimated $1.81M added.
  • The largest abrdn Healthcare Investors seller in Q1 2021 was 1832 Asset Management, an estimated $4.13M sold.

Based on aggregated 13F filings for Q1 2021.