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HQH

abrdn Healthcare Investors
HQH

114 hedge funds and large institutions have $154M invested in abrdn Healthcare Investors in 2022 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 35 increasing their positions, 35 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 7

9% more funds holding

Funds holding: 105 → 114 (+9)

8% more capital invested

Capital invested by funds: $142M → $154M (+$11.7M)

0.72% more ownership

Funds ownership: 17.74% → 18.47% (+0.72%)

0% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 35

Holders
114
Holders Change
+9
Holders Change %
+8.57%
% of All Funds
1.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
35
Reduced
35
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CA
Cornerstone Advisors
North Carolina
+$4.56M
2
Morgan Stanley
Morgan Stanley
New York
+$2.68M
3
LSC
Logan Stone Capital
Illinois
+$1.84M
4
WAM
Wolverine Asset Management
Illinois
+$1.08M
5
AA
AQR Arbitrage
Connecticut
+$1.01M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$3M
2
NIM
Needham Investment Management
New York
-$2.19M
3
Wells Fargo
Wells Fargo
California
-$1.17M
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$925K
5
GC
Guggenheim Capital
Illinois
-$844K
Name Holding Trade Value Shares
Change 		Change in
Stake
HI
101
Harbour Investments
Wisconsin
$4.89K – – –
VCM
102
Versant Capital Management
Arizona
$4.01K +$93 +5 +2%
BTI
103
Blue Trust Inc
Georgia
$4K – – –
AF
104
Allworth Financial
California
$3.17K -$408 -22 -11%
GRP
105
Global Retirement Partners
California
$1.24K -$259 -14 -17%
GWM
106
Geneos Wealth Management
Colorado
$630 – – –
PAG
107
Private Advisor Group
New Jersey
$482 +$14.9K +804 +3%
NC
108
NewSquare Capital
Pennsylvania
$360 +$371 +20 New
US Bancorp
109
US Bancorp
Minnesota
$126 +$130 +7 New
JWA
110
JFS Wealth Advisors
Pennsylvania
$54 – – –
Fidelity Investments
111
Fidelity Investments
Massachusetts
$36 -$148 -8 -80%
ASN
112
Advisory Services Network
Georgia
$15 +$19 +1 New
GC
113
Guggenheim Capital
Illinois
– -$844K -48,858 Closed
LNWWM
114
Laird Norton Wetherby Wealth Management
California
– -$258K -14,907 Closed
Jane Street
115
Jane Street
New York
– -$208K -12,045 Closed
HGWM
116
Horst & Graben Wealth Management
Oregon
– -$183K -10,618 Closed
Bessemer Group
117
Bessemer Group
New Jersey
– -$134K -7,209 -100%
HR
118
Howe & Rusling
New York
– -$5K -312 Closed
TRCT
119
Tower Research Capital (TRC)
New York
– +$222 +12 +120%
1 2 3 4
5

HQH Hedge Fund Activity: Q4 2022 in Review

114 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in abrdn Healthcare Investors (HQH) for Q4 2022, worth a combined $154M — up 8.3% from $142M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new HQH positions and 7 closed out — a net gain of 11 holders — while 35 added to existing stakes and 35 trimmed.

The largest buyer was Cornerstone Advisors, adding an estimated $4.56M. The largest seller was Bank of America, cutting an estimated $3M.

  • 114 institutional investors held abrdn Healthcare Investors (HQH) as of Q4 2022, up from 105 in Q3 2022.
  • Funds reported $154M of abrdn Healthcare Investors stock for Q4 2022, up 8.3% quarter-over-quarter.
  • 18 funds opened new abrdn Healthcare Investors positions in Q4 2022 and 7 closed out, a net change of +11 holders.
  • The largest abrdn Healthcare Investors buyer in Q4 2022 was Cornerstone Advisors, an estimated $4.56M added.
  • The largest abrdn Healthcare Investors seller in Q4 2022 was Bank of America, an estimated $3M sold.

Based on aggregated 13F filings for Q4 2022.