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HQH

abrdn Healthcare Investors

116 hedge funds and large institutions have $159M invested in abrdn Healthcare Investors in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 45 increasing their positions, 31 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 31

1.38% more ownership

Funds ownership: 18.69%20.07% (+1.4%)

4% more capital invested

Capital invested by funds: $152M → $159M (+$6.81M)

0% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 10

2% less funds holding

Funds holding: 118116 (-2)

Holders
116
Holders Change
-2
Holders Change %
-1.69%
% of All Funds
1.82%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
45
Reduced
31
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
76
Truist Financial
North Carolina
$191K
DADC
77
D.A. Davidson & Co
Montana
$187K
Susquehanna International Group
78
Susquehanna International Group
Pennsylvania
$179K +$182K +10,494 New
AWM
79
Apollon Wealth Management
South Carolina
$173K
BBPWM
80
Blue Bell Private Wealth Management
Pennsylvania
$101K +$102K +5,900 New
SWA
81
SOA Wealth Advisors
New York
$99.5K
CFB
82
Cullen/Frost Bankers
Texas
$75K
SS
83
Sunbelt Securities
Texas
$74.5K
JP Morgan Chase
84
JP Morgan Chase
New York
$70.3K -$349K -20,132 -83%
IAS
85
IMA Advisory Services
Colorado
$66.5K
Northwestern Mutual Wealth Management
86
Northwestern Mutual Wealth Management
Wisconsin
$52.5K -$12K -691 -18%
NIC
87
Northwest Investment Counselors
Oregon
$51.8K
NSIM
88
North Star Investment Management
Illinois
$45.6K
TC
89
Truvestments Capital
Florida
$42.6K
BC
90
Bartlett & Co
Ohio
$35K
BCWM
91
Bartlett & Co Wealth Management
Ohio
$34.5K
TWM
92
Tradition Wealth Management
Minnesota
$23K
PA
93
Parallel Advisors
California
$21.9K +$381 +22 +2%
US Bancorp
94
US Bancorp
Minnesota
$21.7K
FCMT
95
Founders Capital Management (Texas)
Texas
$17.1K
AA
96
AlphaMark Advisors
Kentucky
$16K +$11.3K +650 +217%
CSPIA
97
Cary Street Partners Investment Advisory
Virginia
$15.9K
PFG
98
Piershale Financial Group
Illinois
$15.7K +$347 +20 +2%
KFI
99
Key Financial Inc
Pennsylvania
$15.1K +$329 +19 +2%
Carson Wealth (CWM LLC)
100
Carson Wealth (CWM LLC)
Nebraska
$14K +$13.9K +799 New

HQH Hedge Fund Activity: Q2 2023 in Review

116 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in abrdn Healthcare Investors (HQH) for Q2 2023, worth a combined $159M — up 4.5% from $152M a quarter earlier.

Fund positioning in HQH was balanced in Q2 2023: 10 funds opened new positions, 10 closed out, 45 added to existing stakes and 31 trimmed.

The largest buyer was RPO LLC, opening a new position worth an estimated $4.43M. The largest seller was Matrix Private Capital Group, cutting an estimated $734K.

  • 116 institutional investors held abrdn Healthcare Investors (HQH) as of Q2 2023, down from 118 in Q1 2023.
  • Funds reported $159M of abrdn Healthcare Investors stock for Q2 2023, up 4.5% quarter-over-quarter.
  • 10 funds opened new abrdn Healthcare Investors positions in Q2 2023 and 10 closed out, a net change of 0 holders.
  • The largest abrdn Healthcare Investors buyer in Q2 2023 was RPO LLC, an estimated $4.43M added.
  • The largest abrdn Healthcare Investors seller in Q2 2023 was Matrix Private Capital Group, an estimated $734K sold.

Based on aggregated 13F filings for Q2 2023.