We are live on ! Find out more
HQH

abrdn Healthcare Investors

118 hedge funds and large institutions have $152M invested in abrdn Healthcare Investors in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 56 increasing their positions, 23 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 23

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

4% more funds holding

Funds holding: 114118 (+4)

0.22% more ownership

Funds ownership: 18.47%18.69% (+0.22%)

1% less capital invested

Capital invested by funds: $154M → $152M (-$1.93M)

Holders
118
Holders Change
+4
Holders Change %
+3.51%
% of All Funds
1.88%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
56
Reduced
23
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CT
76
Coastline Trust
Rhode Island
$185K
AWM
77
Apollon Wealth Management
South Carolina
$179K
BAM
78
Belpointe Asset Management
Nevada
$112K +$115K +6,344 New
SWA
79
SOA Wealth Advisors
New York
$103K
CFB
80
Cullen/Frost Bankers
Texas
$77.6K
SS
81
Sunbelt Securities
Texas
$76.1K +$79.4K +4,368 New
IAS
82
IMA Advisory Services
Colorado
$68.8K
Northwestern Mutual Wealth Management
83
Northwestern Mutual Wealth Management
Wisconsin
$66.6K +$20.7K +1,137 +43%
ASN
84
Advisory Services Network
Georgia
$61.7K +$63.6K +3,496 +349,600%
NIC
85
Northwest Investment Counselors
Oregon
$53.6K
IAIM
86
International Assets Investment Management
Florida
$49.5K +$51K +2,805 New
NSIM
87
North Star Investment Management
Illinois
$47.2K
TC
88
Truvestments Capital
Florida
$44K
BC
89
Bartlett & Co
Ohio
$36K -$3.18K -175 -8%
BCWM
90
Bartlett & Co Wealth Management
Ohio
$35.7K -$3.18K -175 -8%
AIP
91
Ahrens Investment Partners
Louisiana
$33.5K +$34.6K +1,900 New
First Manhattan
92
First Manhattan
New York
$26.2K +$655 +36 +2%
TWM
93
Tradition Wealth Management
Minnesota
$24K
US Bancorp
94
US Bancorp
Minnesota
$22.5K +$23.1K +1,268 +18,114%
PA
95
Parallel Advisors
California
$22.3K +$418 +23 +2%
RA
96
Rise Advisors
New York
$22.2K +$546 +30 +2%
FCMT
97
Founders Capital Management (Texas)
Texas
$18K +$18.2K +1,000 New
CSPIA
98
Cary Street Partners Investment Advisory
Virginia
$16.5K
PFG
99
Piershale Financial Group
Illinois
$15.9K +$400 +22 +3%
KFI
100
Key Financial Inc
Pennsylvania
$15.3K +$691 +38 +5%

HQH Hedge Fund Activity: Q1 2023 in Review

118 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in abrdn Healthcare Investors (HQH) for Q1 2023, worth a combined $152M — down 1.3% from $154M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new HQH positions and 8 closed out — a net gain of 7 holders — while 56 added to existing stakes and 23 trimmed.

The largest buyer was Advisors Asset Management, adding an estimated $1.27M. The largest seller was Cornerstone Advisors, cutting an estimated $2.81M.

  • 118 institutional investors held abrdn Healthcare Investors (HQH) as of Q1 2023, up from 114 in Q4 2022.
  • Funds reported $152M of abrdn Healthcare Investors stock for Q1 2023, down 1.3% quarter-over-quarter.
  • 15 funds opened new abrdn Healthcare Investors positions in Q1 2023 and 8 closed out, a net change of +7 holders.
  • The largest abrdn Healthcare Investors buyer in Q1 2023 was Advisors Asset Management, an estimated $1.27M added.
  • The largest abrdn Healthcare Investors seller in Q1 2023 was Cornerstone Advisors, an estimated $2.81M sold.

Based on aggregated 13F filings for Q1 2023.