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HQH

abrdn Healthcare Investors

113 hedge funds and large institutions have $230M invested in abrdn Healthcare Investors in 2021 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 41 increasing their positions, 36 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 36

3% less capital invested

Capital invested by funds: $236M → $230M (-$6.48M)

2% less funds holding

Funds holding: 115113 (-2)

2.47% less ownership

Funds ownership: 22.45%19.98% (-2.5%)

14% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 14

Holders
113
Holders Change
-2
Holders Change %
-1.74%
% of All Funds
1.97%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
41
Reduced
36
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IAS
76
IMA Advisory Services
Colorado
$128K
Northwestern Mutual Wealth Management
77
Northwestern Mutual Wealth Management
Wisconsin
$77K +$12.3K +500 +20%
NSIM
78
North Star Investment Management
Illinois
$69K
APA
79
American Portfolios Advisors
New York
$68.1K +$1.5K +61 +2%
TC
80
Truvestments Capital
Florida
$64K -$74.1K -3,005 -55%
Rockefeller Capital Management
81
Rockefeller Capital Management
New York
$64K +$247 +10 +0.4%
APWA
82
Atlas Private Wealth Advisors
New Jersey
$60K -$54.9K -2,226 -49%
BC
83
Bartlett & Co
Ohio
$57K
BCWM
84
Bartlett & Co Wealth Management
Ohio
$56.6K
LC
85
Lindbrook Capital
California
$51K -$12.3K -500 -20%
CBT
86
CoreFirst Bank & Trust
Kansas
$50K
CFD
87
Creative Financial Designs
Indiana
$47K +$45.4K +1,842 New
DOA
88
D'Orazio & Associates
Virginia
$46K +$18.5K +751 +73%
HNB
89
Huntington National Bank
Ohio
$45K
SL
90
Savior LLC
Massachusetts
$42K +$789 +32 +2%
MAM
91
Meeder Asset Management
Ohio
$39K +$37.5K +1,522 New
Fifth Third Bancorp
92
Fifth Third Bancorp
Ohio
$36K +$641 +26 +2%
ASN
93
Advisory Services Network
Georgia
$34K +$32.4K +1,313 New
EVM
94
Eaton Vance Management
Massachusetts
$33K +$31.5K +1,276 New
PA
95
Parallel Advisors
California
$32K
WP
96
WealthShield Partners
North Carolina
$31K
TWM
97
Tradition Wealth Management
Minnesota
$27K
HI
98
Harbour Investments
Wisconsin
$25K -$25 -1 -0.1%
PB
99
Pinnacle Bancorp
Nebraska
$25K
GWM
100
Geneos Wealth Management
Colorado
$22K

HQH Hedge Fund Activity: Q2 2021 in Review

113 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in abrdn Healthcare Investors (HQH) for Q2 2021, worth a combined $230M — down 2.7% from $236M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of HQH and 12 opened new positions — a net loss of 2 holders — while 36 trimmed existing stakes and 41 added.

The largest buyer was Morgan Stanley, adding an estimated $1.24M. The largest seller was Punch & Associates Investment Management, cutting an estimated $5.4M.

  • 113 institutional investors held abrdn Healthcare Investors (HQH) as of Q2 2021, down from 115 in Q1 2021.
  • Funds reported $230M of abrdn Healthcare Investors stock for Q2 2021, down 2.7% quarter-over-quarter.
  • 12 funds opened new abrdn Healthcare Investors positions in Q2 2021 and 14 closed out, a net change of -2 holders.
  • The largest abrdn Healthcare Investors buyer in Q2 2021 was Morgan Stanley, an estimated $1.24M added.
  • The largest abrdn Healthcare Investors seller in Q2 2021 was Punch & Associates Investment Management, an estimated $5.4M sold.

Based on aggregated 13F filings for Q2 2021.