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HQH

abrdn Healthcare Investors

115 hedge funds and large institutions have $236M invested in abrdn Healthcare Investors in 2021 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 43 increasing their positions, 33 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 33

21% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 14

1% more funds holding

Funds holding: 114115 (+1)

3% less capital invested

Capital invested by funds: $242M → $236M (-$6.25M)

1.16% less ownership

Funds ownership: 23.61%22.45% (-1.2%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
115
Holders Change
+1
Holders Change %
+0.88%
% of All Funds
2.02%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
17
Increased
43
Reduced
33
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PGAM
101
Princeton Global Asset Management
New Jersey
$20K
RFA
102
Reilly Financial Advisors
California
$16K +$16.3K +670 New
NFSG
103
Newbridge Financial Services Group
Florida
$13K
SWM
104
Spire Wealth Management
Virginia
$13K +$13K +535 New
SN
105
Sittner & Nelson
Oregon
$12K +$219 +9 +2%
OIA
106
Optimum Investment Advisors
Illinois
$9K
AIC
107
Archer Investment Corporation
Indiana
$7.01K
AA
108
AlphaMark Advisors
Kentucky
$7K
GRP
109
Global Retirement Partners
California
$1K +$49 +2 +4%
Citigroup
110
Citigroup
New York
$1K +$146 +6 +15%
UAS
111
United Asset Strategies
New York
-$1.78M -74,559 Closed
AA
112
AQR Arbitrage
Connecticut
-$1.21M -50,550 Closed
LCM
113
Landscape Capital Management
New Jersey
-$827K -34,688 Closed
SS
114
Simplicity Solutions
Minnesota
-$437K -18,319 Closed
JMPWA
115
JP Morgan Private Wealth Advisors
California
-$278K -11,649 Closed
RWA
116
Ropes Wealth Advisors
Massachusetts
-$133K -5,597 Closed
BBPWM
117
Blue Bell Private Wealth Management
Pennsylvania
-$110K -4,781 Closed
FDCDDQ
118
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$47.7K -2,000 Closed
ASN
119
Advisory Services Network
Georgia
-$44K -1,840 Closed
AWG
120
Altus Wealth Group
Colorado
-$32K -1,335 Closed
FIA
121
FNY Investment Advisers
New York
-$28K -1,182 Closed
FCH
122
Freestone Capital Holdings
Washington
-$20.5K -859 Closed
AL
123
ADE LLC
Maryland
-$11K -441 Closed
SFS
124
Sowell Financial Services
Arkansas
-$244 -10 -63%
JP Morgan Chase
125
JP Morgan Chase
New York
-$24 -1 -25%

HQH Hedge Fund Activity: Q1 2021 in Review

115 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in abrdn Healthcare Investors (HQH) for Q1 2021, worth a combined $236M — down 2.6% from $242M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new HQH positions and 14 closed out — a net gain of 3 holders — while 43 added to existing stakes and 33 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $1.81M. The largest seller was 1832 Asset Management, cutting an estimated $4.13M.

  • 115 institutional investors held abrdn Healthcare Investors (HQH) as of Q1 2021, up from 114 in Q4 2020.
  • Funds reported $236M of abrdn Healthcare Investors stock for Q1 2021, down 2.6% quarter-over-quarter.
  • 17 funds opened new abrdn Healthcare Investors positions in Q1 2021 and 14 closed out, a net change of +3 holders.
  • The largest abrdn Healthcare Investors buyer in Q1 2021 was Cetera Investment Advisers, an estimated $1.81M added.
  • The largest abrdn Healthcare Investors seller in Q1 2021 was 1832 Asset Management, an estimated $4.13M sold.

Based on aggregated 13F filings for Q1 2021.