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HQH

abrdn Healthcare Investors

124 hedge funds and large institutions have $258M invested in abrdn Healthcare Investors in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 47 increasing their positions, 35 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 8

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

61% more capital invested

Capital invested by funds: $160M → $258M (+$98M)

34% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 35

10.88% more ownership

Funds ownership: 21.3%32.19% (+11%)

8% more funds holding

Funds holding: 115124 (+9)

Holders
124
Holders Change
+9
Holders Change %
+7.83%
% of All Funds
1.81%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
18
Increased
47
Reduced
35
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
76
Shaker Financial Services
Virginia
$222K -$59.8K -3,891 -23%
IA
77
IFP Advisors
Florida
$221K
MAM
78
Milestone Asset Management
Pennsylvania
$212K +$196K +12,776 New
EH
79
Equitable Holdings
New York
$205K -$53.6K -3,490 -22%
Stifel Financial
80
Stifel Financial
Missouri
$200K -$3.66K -238 -2%
JP Morgan Chase
81
JP Morgan Chase
New York
$200K +$181K +11,781 +4,253%
EC
82
Elequin Capital
New York
$199K -$701K -45,629 -79%
HGWM
83
Horst & Graben Wealth Management
Oregon
$188K
Truist Financial
84
Truist Financial
North Carolina
$186K
IWC
85
Integrated Wealth Concepts
Massachusetts
$183K -$56.4K -3,667 -25%
MSAM
86
Moloney Securities Asset Management
Missouri
$178K +$165K +10,744 New
BBPWM
87
Blue Bell Private Wealth Management
Pennsylvania
$173K +$69.5K +4,520 +77%
Comerica Bank
88
Comerica Bank
Texas
$142K +$4.06K +264 +3%
SWA
89
SOA Wealth Advisors
New York
$96.7K
RIL
90
Rothschild Investment LLC
Illinois
$87.9K +$81.6K +5,305 New
CFB
91
Cullen/Frost Bankers
Texas
$72.9K
SS
92
Sunbelt Securities
Texas
$72.4K
ASN
93
Advisory Services Network
Georgia
$57.9K +$53.7K +3,496 New
Wells Fargo
94
Wells Fargo
California
$49.5K -$427K -27,775 -90%
Northwestern Mutual Wealth Management
95
Northwestern Mutual Wealth Management
Wisconsin
$46K -$154 -10 -0.4%
NSIM
96
North Star Investment Management
Illinois
$44.3K
TC
97
Truvestments Capital
Florida
$41.4K
US Bancorp
98
US Bancorp
Minnesota
$38.1K +$15.7K +1,023 +80%
BCWM
99
Bartlett & Co Wealth Management
Ohio
$34.2K
BC
100
Bartlett & Co
Ohio
$34K

HQH Hedge Fund Activity: Q4 2023 in Review

124 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in abrdn Healthcare Investors (HQH) for Q4 2023, worth a combined $258M — up 61% from $160M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new HQH positions and 8 closed out — a net gain of 10 holders — while 47 added to existing stakes and 35 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $43.3M. The largest seller was Wolverine Asset Management, cutting an estimated $1.7M.

  • 124 institutional investors held abrdn Healthcare Investors (HQH) as of Q4 2023, up from 115 in Q3 2023.
  • Funds reported $258M of abrdn Healthcare Investors stock for Q4 2023, up 61% quarter-over-quarter.
  • 18 funds opened new abrdn Healthcare Investors positions in Q4 2023 and 8 closed out, a net change of +10 holders.
  • The largest abrdn Healthcare Investors buyer in Q4 2023 was Morgan Stanley, an estimated $43.3M added.
  • The largest abrdn Healthcare Investors seller in Q4 2023 was Wolverine Asset Management, an estimated $1.7M sold.

Based on aggregated 13F filings for Q4 2023.