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HQH

abrdn Healthcare Investors

113 hedge funds and large institutions have $230M invested in abrdn Healthcare Investors in 2021 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 41 increasing their positions, 36 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 36

3% less capital invested

Capital invested by funds: $236M → $230M (-$6.48M)

2% less funds holding

Funds holding: 115113 (-2)

2.47% less ownership

Funds ownership: 22.45%19.98% (-2.5%)

14% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 14

Holders
113
Holders Change
-2
Holders Change %
-1.74%
% of All Funds
1.97%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
41
Reduced
36
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RFA
101
Reilly Financial Advisors
California
$17K
SWM
102
Spire Wealth Management
Virginia
$14K
NFSG
103
Newbridge Financial Services Group
Florida
$14K +$247 +10 +2%
SN
104
Sittner & Nelson
Oregon
$12K
BU
105
BBVA USA
Alabama
$10K +$9.57K +388 New
OIA
106
Optimum Investment Advisors
Illinois
$9K
AA
107
AlphaMark Advisors
Kentucky
$8K
Citigroup
108
Citigroup
New York
$1K -$148 -6 -13%
GRP
109
Global Retirement Partners
California
$1K +$25 +1 +2%
1CP
110
1607 Capital Partners
Virginia
-$1.84M -75,514 Closed
SPC
111
Sigma Planning Corp
Michigan
-$397K -16,250 Closed
SKK
112
Shepherd Kaplan Krochuk
Massachusetts
-$351K -14,360 Closed
QC
113
Quantedge Capital
Singapore
-$323K -13,247 Closed
SFS
114
Shaker Financial Services
Virginia
-$264K -10,834 Closed
FCI
115
Financial Counselors Inc
Kansas
-$244K -10,000 Closed
RWB
116
RMR Wealth Builders
New Jersey
-$89K -3,637 Closed
NIC
117
Northwest Investment Counselors
Oregon
-$74K -3,039 Closed
Bank of Montreal
118
Bank of Montreal
Ontario, Canada
-$58K -2,402 Closed
PGAM
119
Princeton Global Asset Management
New Jersey
-$19.7K -800 Closed
AIC
120
Archer Investment Corporation
Indiana
-$7.01K -287 Closed
AAP
121
Arax Advisory Partners
Colorado
+$25 +1 New
JP Morgan Chase
122
JP Morgan Chase
New York
+$74 +3 +100%
AF
123
Allworth Financial
California
+$99 +4 New

HQH Hedge Fund Activity: Q2 2021 in Review

113 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in abrdn Healthcare Investors (HQH) for Q2 2021, worth a combined $230M — down 2.7% from $236M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of HQH and 12 opened new positions — a net loss of 2 holders — while 36 trimmed existing stakes and 41 added.

The largest buyer was Morgan Stanley, adding an estimated $1.24M. The largest seller was Punch & Associates Investment Management, cutting an estimated $5.4M.

  • 113 institutional investors held abrdn Healthcare Investors (HQH) as of Q2 2021, down from 115 in Q1 2021.
  • Funds reported $230M of abrdn Healthcare Investors stock for Q2 2021, down 2.7% quarter-over-quarter.
  • 12 funds opened new abrdn Healthcare Investors positions in Q2 2021 and 14 closed out, a net change of -2 holders.
  • The largest abrdn Healthcare Investors buyer in Q2 2021 was Morgan Stanley, an estimated $1.24M added.
  • The largest abrdn Healthcare Investors seller in Q2 2021 was Punch & Associates Investment Management, an estimated $5.4M sold.

Based on aggregated 13F filings for Q2 2021.