HQH

abrdn Healthcare Investors

122 hedge funds and large institutions have $257M invested in abrdn Healthcare Investors in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 46 increasing their positions, 34 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
122
Holders Change
+9
Holders Change %
+7.96%
% of All Funds
1.79%
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
46
Reduced
34
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MAM
76
Milestone Asset Management
Pennsylvania
$212K +$212K +12,776 New
EH
77
Equitable Holdings
New York
$205K -$57.8K -3,490 -22%
Stifel Financial
78
Stifel Financial
Missouri
$200K -$3.94K -238 -2%
JPMorgan Chase & Co
79
JPMorgan Chase & Co
New York
$200K +$195K +11,781 +4,253%
EC
80
Elequin Capital
New York
$199K -$756K -45,629 -79%
HGWM
81
Horst & Graben Wealth Management
Oregon
$188K
Truist Financial
82
Truist Financial
North Carolina
$186K
IWC
83
Integrated Wealth Concepts
Massachusetts
$183K -$60.8K -3,667 -25%
MSAM
84
Moloney Securities Asset Management
Missouri
$178K +$178K +10,744 New
BBPWM
85
Blue Bell Private Wealth Management
Pennsylvania
$173K +$74.9K +4,520 +77%
Comerica Bank
86
Comerica Bank
Texas
$142K +$4.37K +264 +3%
SWA
87
SOA Wealth Advisors
New York
$96.7K
RIL
88
Rothschild Investment LLC
Illinois
$87.9K +$87.9K +5,305 New
CFB
89
Cullen/Frost Bankers
Texas
$72.9K
SS
90
Sunbelt Securities
Texas
$72.4K
ASN
91
Advisory Services Network
Georgia
$57.9K +$57.9K +3,496 New
Wells Fargo
92
Wells Fargo
California
$49.6K -$460K -27,775 -90%
Northwestern Mutual Wealth Management
93
Northwestern Mutual Wealth Management
Wisconsin
$46K -$166 -10 -0.4%
NSIM
94
North Star Investment Management
Illinois
$44.3K
TC
95
Truvestments Capital
Florida
$41.4K
US Bancorp
96
US Bancorp
Minnesota
$38.1K +$17K +1,023 +80%
BCWM
97
Bartlett & Co Wealth Management
Ohio
$34.2K
BC
98
Bartlett & Co
Ohio
$34K
MSWM
99
Mowery & Schoenfeld Wealth Management
Illinois
$27K +$27K +1,629 New
BLC
100
Brown, Lisle/Cummings
Rhode Island
$26.5K +$26.5K +1,600 New