HQH

abrdn Healthcare Investors
HQH

Overview Fund Activity

102 hedge funds and large institutions have $220M invested in abrdn Healthcare Investors in 2021 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 41 increasing their positions, 31 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
102
Holders Change
-10
Holders Change %
-8.93%
% of All Funds
1.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
41
Reduced
31
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$3.65M
2
Wells Fargo
Wells Fargo
California
+$1.14M
3
MPCG
Matrix Private Capital Group
New York
+$792K
4
PAG
Private Advisor Group
New Jersey
+$785K
5
LPL Financial
LPL Financial
California
+$547K

Top Sellers

1
Lazard Asset Management
Lazard Asset Management
New York
-$3.66M
2
COLIM
City of London Investment Management
United Kingdom
-$2.4M
3
MC
Matisse Capital
Oregon
-$2.21M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$2.04M
5
PAIM
Punch & Associates Investment Management
Minnesota
-$1.89M
Name Holding Trade Value Shares
Change 		Shares
Change %
NSIM
76
North Star Investment Management
Illinois
$68K – – –
APA
77
American Portfolios Advisors
New York
$67.7K +$26 +1 +0%
TC
78
Truvestments Capital
Florida
$64K – – –
APWA
79
Atlas Private Wealth Advisors
New Jersey
$58K -$2.08K -81 -3%
BCWM
80
Bartlett & Co Wealth Management
Ohio
$56.2K – – –
BC
81
Bartlett & Co
Ohio
$56K – – –
LC
82
Lindbrook Capital
California
$51K – – –
CBT
83
CoreFirst Bank & Trust
Kansas
$49K – – –
TWM
84
Tradition Wealth Management
Minnesota
$44K +$16.7K +650 +61%
DOA
85
D'Orazio & Associates
Virginia
$40K -$5.97K -231 -13%
PA
86
Parallel Advisors
California
$32K – – –
First Manhattan
87
First Manhattan
New York
$32K +$32K +1,275 New
HI
88
Harbour Investments
Wisconsin
$25K – – –
GWM
89
Geneos Wealth Management
Colorado
$22K +$733 +30 +3%
RFA
90
Reilly Financial Advisors
California
$17K – – –
AWM
91
Accel Wealth Management
Iowa
$15K +$15K +576 New
SWM
92
Spire Wealth Management
Virginia
$14K – – –
SN
93
Sittner & Nelson
Oregon
$12K +$222 +9 +2%
OIA
94
Optimum Investment Advisors
Illinois
$9K – – –
AA
95
AlphaMark Advisors
Kentucky
$8K – – –
HIA
96
Harbor Investment Advisory
Maryland
$8K +$8K +330 New
GRP
97
Global Retirement Partners
California
$1K +$18 +1 +2%
MC
98
Matisse Capital
Oregon
– -$2.21M -86,000 Closed
1832 Asset Management
99
1832 Asset Management
Ontario, Canada
– -$2.04M -79,000 Closed
PAIM
100
Punch & Associates Investment Management
Minnesota
– -$1.89M -73,282 Closed
1 2 3
4
5