We are live on ! Find out more
HQH

abrdn Healthcare Investors

113 hedge funds and large institutions have $222M invested in abrdn Healthcare Investors in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 43 increasing their positions, 39 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 39

1% more capital invested

Capital invested by funds: $220M → $222M (+$2.57M)

0.63% less ownership

Funds ownership: 26.97%26.34% (-0.63%)

7% less funds holding

Funds holding: 122113 (-9)

35% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 17

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
113
Holders Change
-9
Holders Change %
-7.38%
% of All Funds
1.63%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
11
Increased
43
Reduced
39
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFEC
76
Benjamin F. Edwards & Company
Missouri
$165K -$25K -1,500 -14%
Comerica Bank
77
Comerica Bank
Texas
$115K -$2.79K -167 -2%
SWA
78
SOA Wealth Advisors
New York
$102K
RIL
79
Rothschild Investment LLC
Illinois
$101K +$3.24K +194 +3%
EWA
80
EverSource Wealth Advisors
Alabama
$92.8K +$83.5K +5,000 New
CFB
81
Cullen/Frost Bankers
Texas
$76.8K
SS
82
Sunbelt Securities
Texas
$57.5K -$13K -781 -19%
Northwestern Mutual Wealth Management
83
Northwestern Mutual Wealth Management
Wisconsin
$53K -$19.8K -1,184 -28%
NSIM
84
North Star Investment Management
Illinois
$46.7K
BCWM
85
Bartlett & Co Wealth Management
Ohio
$35.3K
CA
86
CoreCap Advisors
Michigan
$29.5K +$2.6K +156 +10%
BLC
87
Brown, Lisle/Cummings
Rhode Island
$27.9K
OIA
88
Optimum Investment Advisors
Illinois
$23.6K +$16.7K +1,000 +286%
US Bancorp
89
US Bancorp
Minnesota
$22.3K -$434 -26 -2%
Wells Fargo
90
Wells Fargo
California
$21.1K -$93.7K -5,610 -82%
AA
91
AlphaMark Advisors
Kentucky
$20K
RA
92
Ransom Advisory
Rhode Island
$18.9K
FCMT
93
Founders Capital Management (Texas)
Texas
$17.5K
KFI
94
Key Financial Inc
Pennsylvania
$17.3K +$551 +33 +3%
CAM
95
Creekmur Asset Management
Illinois
$13.5K -$2.71K -162 -17%
SWM
96
Spire Wealth Management
Virginia
$9.34K
WIA
97
Wetzel Investment Advisors
Indiana
$8.45K +$8.37K +501 New
AF
98
Allworth Financial
California
$8.11K -$2.82K -169 -28%
MG
99
Mather Group
Illinois
$7.01K
GWP
100
Gen-Wealth Partners
Michigan
$6.9K

HQH Hedge Fund Activity: Q2 2024 in Review

113 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in abrdn Healthcare Investors (HQH) for Q2 2024, worth a combined $222M — up 1.2% from $220M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of HQH and 11 opened new positions — a net loss of 6 holders — while 39 trimmed existing stakes and 43 added.

The largest buyer was Saba Capital Management, adding an estimated $12.5M. The largest seller was Absolute Investment Advisers, cutting an estimated $4.21M.

  • 113 institutional investors held abrdn Healthcare Investors (HQH) as of Q2 2024, down from 122 in Q1 2024.
  • Funds reported $222M of abrdn Healthcare Investors stock for Q2 2024, up 1.2% quarter-over-quarter.
  • 11 funds opened new abrdn Healthcare Investors positions in Q2 2024 and 17 closed out, a net change of -6 holders.
  • The largest abrdn Healthcare Investors buyer in Q2 2024 was Saba Capital Management, an estimated $12.5M added.
  • The largest abrdn Healthcare Investors seller in Q2 2024 was Absolute Investment Advisers, an estimated $4.21M sold.

Based on aggregated 13F filings for Q2 2024.