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HQH

abrdn Healthcare Investors

122 hedge funds and large institutions have $220M invested in abrdn Healthcare Investors in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 50 increasing their positions, 38 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 38

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 13

2% less funds holding

Funds holding: 124122 (-2)

5.21% less ownership

Funds ownership: 32.19%26.97% (-5.2%)

15% less capital invested

Capital invested by funds: $258M → $220M (-$38.4M)

Holders
122
Holders Change
-2
Holders Change %
-1.61%
% of All Funds
1.76%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
13
Increased
50
Reduced
38
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HGWM
76
Horst & Graben Wealth Management
Oregon
$196K +$4.6K +270 +2%
Truist Financial
77
Truist Financial
North Carolina
$192K +$2.64K +155 +1%
IWC
78
Integrated Wealth Concepts
Massachusetts
$185K -$1.28K -75 -0.7%
BFEC
79
Benjamin F. Edwards & Company
Missouri
$184K -$54.1K -3,172 -22%
MSAM
80
Moloney Securities Asset Management
Missouri
$184K +$2.62K +154 +1%
EH
81
Equitable Holdings
New York
$174K -$35.1K -2,062 -17%
Wells Fargo
82
Wells Fargo
California
$115K +$65.3K +3,830 +128%
Comerica Bank
83
Comerica Bank
Texas
$114K -$30.3K -1,780 -21%
SWA
84
SOA Wealth Advisors
New York
$98.4K
RIL
85
Rothschild Investment LLC
Illinois
$94.2K +$4.77K +280 +5%
CFB
86
Cullen/Frost Bankers
Texas
$74.1K
Northwestern Mutual Wealth Management
87
Northwestern Mutual Wealth Management
Wisconsin
$71.1K +$24.6K +1,443 +52%
SS
88
Sunbelt Securities
Texas
$68.7K -$4.96K -291 -7%
CIBC Private Wealth Group
89
CIBC Private Wealth Group
Georgia
$66.1K +$67.7K +3,972 New
BTI
90
Blue Trust Inc
Georgia
$53.1K +$49.6K +2,912 +1,229%
NIC
91
Northwest Investment Counselors
Oregon
$51.2K +$51.8K +3,039 New
NSIM
92
North Star Investment Management
Illinois
$45.1K
TC
93
Truvestments Capital
Florida
$42.1K
BCWM
94
Bartlett & Co Wealth Management
Ohio
$34.1K
MSWM
95
Mowery & Schoenfeld Wealth Management
Illinois
$27.5K
BLC
96
Brown, Lisle/Cummings
Rhode Island
$27K
CA
97
CoreCap Advisors
Michigan
$25.8K +$26.1K +1,532 New
US Bancorp
98
US Bancorp
Minnesota
$21.9K -$17K -997 -43%
PA
99
Parallel Advisors
California
$20.8K -$1.31K -77 -6%
AA
100
AlphaMark Advisors
Kentucky
$20K

HQH Hedge Fund Activity: Q1 2024 in Review

122 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in abrdn Healthcare Investors (HQH) for Q1 2024, worth a combined $220M — down 15% from $258M a quarter earlier.

Fund positioning in HQH was balanced in Q1 2024: 13 funds opened new positions, 13 closed out, 50 added to existing stakes and 38 trimmed.

The largest buyer was Saba Capital Management, adding an estimated $19.3M. The largest seller was Morgan Stanley, cutting an estimated $50M.

  • 122 institutional investors held abrdn Healthcare Investors (HQH) as of Q1 2024, down from 124 in Q4 2023.
  • Funds reported $220M of abrdn Healthcare Investors stock for Q1 2024, down 15% quarter-over-quarter.
  • 13 funds opened new abrdn Healthcare Investors positions in Q1 2024 and 13 closed out, a net change of 0 holders.
  • The largest abrdn Healthcare Investors buyer in Q1 2024 was Saba Capital Management, an estimated $19.3M added.
  • The largest abrdn Healthcare Investors seller in Q1 2024 was Morgan Stanley, an estimated $50M sold.

Based on aggregated 13F filings for Q1 2024.