abrdn Healthcare Investors
104 hedge funds and large institutions have $171M invested in abrdn Healthcare Investors in 2020 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 37 increasing their positions, 34 reducing their positions, and 9 closing their positions.
122% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 9
6% more funds holding
Funds holding: 98 → 104 (+6)
9% more repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 34
0.42% less ownership
Funds ownership: 23.13% → 22.72% (-0.42%)
16% less capital invested
Capital invested by funds: $205M → $171M (-$33.1M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$4.07M |
| 2 |
BRWM
B. Riley Wealth Management
Memphis,
Tennessee
|
+$2.49M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$1.66M |
| 4 |
Lazard Asset Management
New York
|
+$1.53M |
| 5 |
MC
Matisse Capital
Portland,
Oregon
|
+$1.27M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
-$9.06M |
| 2 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$2.32M |
| 3 |
Morgan Stanley
New York
|
-$2.06M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$1.54M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$1.48M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WT
101
Washington Trust
Westerly,
Rhode Island
| $2K | +$2.64K | +134 | New |
|
102
Geode Capital Management
Boston,
Massachusetts
| – | -$593K | -28,425 | Closed |
|
103
Stifel Financial
St. Louis,
Missouri
| – | -$247K | -11,839 | Closed |
|
|
NSAM
104
North Star Asset Management
Neenah,
Wisconsin
| – | -$239K | -11,468 | Closed |
|
|
MFG
105
Magnus Financial Group
New York
| – | -$219K | -10,500 | Closed |
|
|
DC
106
Davenport & Co
Richmond,
Virginia
| – | -$204K | -9,750 | Closed |
|
|
FIA
107
FNY Investment Advisers
New York
| – | -$95K | -4,591 | Closed |
|
|
RIA
108
Realta Investment Advisors
Wilmington,
Delaware
| – | -$32K | -1,600 | Closed |
|
|
CFD
109
Creative Financial Designs
Kokomo,
Indiana
| – | -$30K | -1,434 | Closed |
|
|
MSFP
110
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
| – | -$8K | -400 | Closed |
|
111
JP Morgan Chase
New York
| – | -$20 | -1 | -25% |
|
HQH Hedge Fund Activity: Q1 2020 in Review
104 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in abrdn Healthcare Investors (HQH) for Q1 2020, worth a combined $171M — down 16% from $205M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new HQH positions and 9 closed out — a net gain of 11 holders — while 37 added to existing stakes and 34 trimmed.
The largest buyer was Karpus Investment Management, adding an estimated $4.07M. The largest seller was Cornerstone Advisors, cutting an estimated $9.06M.
- 104 institutional investors held abrdn Healthcare Investors (HQH) as of Q1 2020, up from 98 in Q4 2019.
- Funds reported $171M of abrdn Healthcare Investors stock for Q1 2020, down 16% quarter-over-quarter.
- 20 funds opened new abrdn Healthcare Investors positions in Q1 2020 and 9 closed out, a net change of +11 holders.
- The largest abrdn Healthcare Investors buyer in Q1 2020 was Karpus Investment Management, an estimated $4.07M added.
- The largest abrdn Healthcare Investors seller in Q1 2020 was Cornerstone Advisors, an estimated $9.06M sold.
Based on aggregated 13F filings for Q1 2020.