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HQH

abrdn Healthcare Investors

115 hedge funds and large institutions have $160M invested in abrdn Healthcare Investors in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 48 increasing their positions, 32 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 32

1.24% more ownership

Funds ownership: 20.07%21.3% (+1.2%)

1% more capital invested

Capital invested by funds: $159M → $160M (+$1.61M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 10

1% less funds holding

Funds holding: 116115 (-1)

Holders
115
Holders Change
-1
Holders Change %
-0.86%
% of All Funds
1.82%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
48
Reduced
32
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LFAS
76
Level Four Advisory Services
Texas
$191K +$16.6K +994 +9%
JMPWA
77
JP Morgan Private Wealth Advisors
California
$188K -$61.8K -3,707 -24%
HGWM
78
Horst & Graben Wealth Management
Oregon
$177K
Truist Financial
79
Truist Financial
North Carolina
$174K
AWM
80
Apollon Wealth Management
South Carolina
$172K +$15.8K +946 +9%
Mercer Global Advisors
81
Mercer Global Advisors
Colorado
$171K +$183K +10,967 New
Comerica Bank
82
Comerica Bank
Texas
$129K +$138K +8,286 New
BBPWM
83
Blue Bell Private Wealth Management
Pennsylvania
$91.7K
SWA
84
SOA Wealth Advisors
New York
$90.8K
CFB
85
Cullen/Frost Bankers
Texas
$68.4K
SS
86
Sunbelt Securities
Texas
$67.9K
IAS
87
IMA Advisory Services
Colorado
$60.6K
NIC
88
Northwest Investment Counselors
Oregon
$47.3K
Northwestern Mutual Wealth Management
89
Northwestern Mutual Wealth Management
Wisconsin
$43.3K -$4.92K -295 -10%
NSIM
90
North Star Investment Management
Illinois
$41.6K
TC
91
Truvestments Capital
Florida
$38.8K
BCWM
92
Bartlett & Co Wealth Management
Ohio
$31.5K
BC
93
Bartlett & Co
Ohio
$31K
TWM
94
Tradition Wealth Management
Minnesota
$21K
PA
95
Parallel Advisors
California
$20.4K +$417 +25 +2%
US Bancorp
96
US Bancorp
Minnesota
$19.8K
AA
97
AlphaMark Advisors
Kentucky
$18K +$3.5K +210 +22%
FCMT
98
Founders Capital Management (Texas)
Texas
$15.6K
CSPIA
99
Cary Street Partners Investment Advisory
Virginia
$14.5K
KFI
100
Key Financial Inc
Pennsylvania
$14.2K +$367 +22 +2%

HQH Hedge Fund Activity: Q3 2023 in Review

115 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in abrdn Healthcare Investors (HQH) for Q3 2023, worth a combined $160M — up 1% from $159M a quarter earlier.

Fund positioning in HQH was balanced in Q3 2023: 10 funds opened new positions, 10 closed out, 48 added to existing stakes and 32 trimmed.

The largest buyer was AQR Arbitrage, adding an estimated $2.97M. The largest seller was Wells Fargo, cutting an estimated $3.04M.

  • 115 institutional investors held abrdn Healthcare Investors (HQH) as of Q3 2023, down from 116 in Q2 2023.
  • Funds reported $160M of abrdn Healthcare Investors stock for Q3 2023, up 1% quarter-over-quarter.
  • 10 funds opened new abrdn Healthcare Investors positions in Q3 2023 and 10 closed out, a net change of 0 holders.
  • The largest abrdn Healthcare Investors buyer in Q3 2023 was AQR Arbitrage, an estimated $2.97M added.
  • The largest abrdn Healthcare Investors seller in Q3 2023 was Wells Fargo, an estimated $3.04M sold.

Based on aggregated 13F filings for Q3 2023.