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HQH

abrdn Healthcare Investors

105 hedge funds and large institutions have $196M invested in abrdn Healthcare Investors in 2021 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 45 increasing their positions, 24 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 24

27% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 15

2% more funds holding

Funds holding: 103105 (+2)

0.83% less ownership

Funds ownership: 19.32%18.49% (-0.83%)

11% less capital invested

Capital invested by funds: $221M → $196M (-$24.5M)

Holders
105
Holders Change
+2
Holders Change %
+1.94%
% of All Funds
1.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
45
Reduced
24
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CBT
76
CoreFirst Bank & Trust
Kansas
$46K
CA
77
CoreCap Advisors
Michigan
$42K +$44.2K +1,776 New
TWM
78
Tradition Wealth Management
Minnesota
$41K
Northwestern Mutual Wealth Management
79
Northwestern Mutual Wealth Management
Wisconsin
$35K -$63.2K -2,537 -63%
First Manhattan
80
First Manhattan
New York
$31K +$1.3K +52 +4%
EVM
81
Eaton Vance Management
Massachusetts
$30K
PA
82
Parallel Advisors
California
$30K
FAG
83
Fortitude Advisory Group
Washington
$30K +$31.2K +1,253 New
PMFA
84
Plante Moran Financial Advisors
Michigan
$27K +$27.9K +1,118 New
RA
85
Rise Advisors
New York
$26.7K +$28K +1,123 New
RFA
86
Reilly Financial Advisors
California
$24K +$8.22K +330 +49%
GWM
87
Geneos Wealth Management
Colorado
$21K +$349 +14 +2%
MTWM
88
Masso Torrence Wealth Management
New Jersey
$15K +$15.8K +636 New
AWM
89
Accel Wealth Management
Iowa
$14K +$274 +11 +2%
FFWM
90
Future Financial Wealth Management
Ohio
$14K +$14.9K +600 New
SWM
91
Spire Wealth Management
Virginia
$13K
SN
92
Sittner & Nelson
Oregon
$12K +$473 +19 +4%
AIP
93
Ahrens Investment Partners
Louisiana
$10K +$9.97K +400 New
CFN
94
Cordasco Financial Network
Florida
$10K +$9.97K +400 New
OIA
95
Optimum Investment Advisors
Illinois
$8K
HIA
96
Harbor Investment Advisory
Maryland
$8K +$274 +11 +3%
UB
97
UMB Bank
Missouri
$8K +$8.32K +334 New
AA
98
AlphaMark Advisors
Kentucky
$7K
LFG
99
Larson Financial Group
Missouri
$7K +$7.47K +300 New
TRCT
100
Tower Research Capital (TRC)
New York
$7K +$7.47K +300 New

HQH Hedge Fund Activity: Q4 2021 in Review

105 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in abrdn Healthcare Investors (HQH) for Q4 2021, worth a combined $196M — down 11% from $221M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new HQH positions and 15 closed out — a net gain of 4 holders — while 45 added to existing stakes and 24 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $1.07M. The largest seller was Lazard Asset Management, exiting entirely with an estimated $4.88M sold.

  • 105 institutional investors held abrdn Healthcare Investors (HQH) as of Q4 2021, up from 103 in Q3 2021.
  • Funds reported $196M of abrdn Healthcare Investors stock for Q4 2021, down 11% quarter-over-quarter.
  • 19 funds opened new abrdn Healthcare Investors positions in Q4 2021 and 15 closed out, a net change of +4 holders.
  • The largest abrdn Healthcare Investors buyer in Q4 2021 was International Assets Investment Management, an estimated $1.07M added.
  • The largest abrdn Healthcare Investors seller in Q4 2021 was Lazard Asset Management, an estimated $4.88M sold.

Based on aggregated 13F filings for Q4 2021.