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HQH

abrdn Healthcare Investors

103 hedge funds and large institutions have $221M invested in abrdn Healthcare Investors in 2021 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 42 increasing their positions, 31 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 31

0.66% less ownership

Funds ownership: 19.98%19.32% (-0.66%)

4% less capital invested

Capital invested by funds: $230M → $221M (-$9.01M)

9% less funds holding

Funds holding: 113103 (-10)

56% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 16

Holders
103
Holders Change
-10
Holders Change %
-8.85%
% of All Funds
1.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
42
Reduced
31
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
76
Northwestern Mutual Wealth Management
Wisconsin
$103K +$27.1K +1,029 +34%
NSIM
77
North Star Investment Management
Illinois
$68K
APA
78
American Portfolios Advisors
New York
$67.7K +$26 +1 +0%
TC
79
Truvestments Capital
Florida
$64K
APWA
80
Atlas Private Wealth Advisors
New Jersey
$58K -$2.13K -81 -3%
BCWM
81
Bartlett & Co Wealth Management
Ohio
$56.2K
BC
82
Bartlett & Co
Ohio
$56K
LC
83
Lindbrook Capital
California
$51K
CBT
84
CoreFirst Bank & Trust
Kansas
$49K
TWM
85
Tradition Wealth Management
Minnesota
$44K +$17.1K +650 +61%
DOA
86
D'Orazio & Associates
Virginia
$40K -$6.08K -231 -13%
PA
87
Parallel Advisors
California
$32K
First Manhattan
88
First Manhattan
New York
$32K +$33.5K +1,275 New
HI
89
Harbour Investments
Wisconsin
$25K
GWM
90
Geneos Wealth Management
Colorado
$22K +$789 +30 +3%
RFA
91
Reilly Financial Advisors
California
$17K
AWM
92
Accel Wealth Management
Iowa
$15K +$15.2K +576 New
SWM
93
Spire Wealth Management
Virginia
$14K
SN
94
Sittner & Nelson
Oregon
$12K +$237 +9 +2%
OIA
95
Optimum Investment Advisors
Illinois
$9K
AA
96
AlphaMark Advisors
Kentucky
$8K
HIA
97
Harbor Investment Advisory
Maryland
$8K +$8.68K +330 New
GRP
98
Global Retirement Partners
California
$1K +$26 +1 +2%
MC
99
Matisse Capital
Oregon
-$2.21M -86,000 Closed
1832 Asset Management
100
1832 Asset Management
Ontario, Canada
-$2.04M -79,000 Closed

HQH Hedge Fund Activity: Q3 2021 in Review

103 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in abrdn Healthcare Investors (HQH) for Q3 2021, worth a combined $221M — down 3.9% from $230M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of HQH and 7 opened new positions — a net loss of 9 holders — while 31 trimmed existing stakes and 42 added.

The largest buyer was Morgan Stanley, adding an estimated $3.75M. The largest seller was Lazard Asset Management, cutting an estimated $3.76M.

  • 103 institutional investors held abrdn Healthcare Investors (HQH) as of Q3 2021, down from 113 in Q2 2021.
  • Funds reported $221M of abrdn Healthcare Investors stock for Q3 2021, down 3.9% quarter-over-quarter.
  • 7 funds opened new abrdn Healthcare Investors positions in Q3 2021 and 16 closed out, a net change of -9 holders.
  • The largest abrdn Healthcare Investors buyer in Q3 2021 was Morgan Stanley, an estimated $3.75M added.
  • The largest abrdn Healthcare Investors seller in Q3 2021 was Lazard Asset Management, an estimated $3.76M sold.

Based on aggregated 13F filings for Q3 2021.