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HQH

abrdn Healthcare Investors

118 hedge funds and large institutions have $152M invested in abrdn Healthcare Investors in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 56 increasing their positions, 23 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 23

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

4% more funds holding

Funds holding: 114118 (+4)

0.22% more ownership

Funds ownership: 18.47%18.69% (+0.22%)

1% less capital invested

Capital invested by funds: $154M → $152M (-$1.93M)

Holders
118
Holders Change
+4
Holders Change %
+3.51%
% of All Funds
1.88%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
56
Reduced
23
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
101
Accel Wealth Management
Iowa
$10.6K +$273 +15 +3%
SN
102
Sittner & Nelson
Oregon
$9.94K +$236 +13 +2%
SWM
103
Spire Wealth Management
Virginia
$9.44K -$1.82K -100 -16%
TF
104
Tompkins Financial
New York
$8.21K
OIA
105
Optimum Investment Advisors
Illinois
$6.18K
LFG
106
Larson Financial Group
Missouri
$5.29K
QC
107
Quent Capital
New York
$5.02K
AA
108
AlphaMark Advisors
Kentucky
$5K
HI
109
Harbour Investments
Wisconsin
$4.79K
VCM
110
Versant Capital Management
Arizona
$4.03K +$91 +5 +2%
BTI
111
Blue Trust Inc
Georgia
$4K
AF
112
Allworth Financial
California
$3.08K -$36 -2 -1%
Fidelity Investments
113
Fidelity Investments
Massachusetts
$2.9K +$2.95K +162 +8,100%
Commonwealth Equity Services
114
Commonwealth Equity Services
Massachusetts
$1.11K +$9.69K +533 +0.9%
GRP
115
Global Retirement Partners
California
$1.1K -$109 -6 -9%
GWM
116
Geneos Wealth Management
Colorado
$618
JWA
117
JFS Wealth Advisors
Pennsylvania
$53
WAM
118
Weiss Asset Management
Massachusetts
-$849K -47,191 Closed
Millennium Management
119
Millennium Management
New York
-$759K -42,166 Closed
MCC
120
Money Concepts Capital
Florida
-$132K -7,310 Closed
CCP
121
Clough Capital Partners
Massachusetts
-$113K -6,300 Closed
FIA
122
FNY Investment Advisers
New York
-$16K -900 Closed
NC
123
NewSquare Capital
Pennsylvania
-$360 -20 Closed
HGERS
124
Householder Group Estate & Retirement Specialist
Arizona
+$236 +13 New

HQH Hedge Fund Activity: Q1 2023 in Review

118 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in abrdn Healthcare Investors (HQH) for Q1 2023, worth a combined $152M — down 1.3% from $154M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new HQH positions and 8 closed out — a net gain of 7 holders — while 56 added to existing stakes and 23 trimmed.

The largest buyer was Advisors Asset Management, adding an estimated $1.27M. The largest seller was Cornerstone Advisors, cutting an estimated $2.81M.

  • 118 institutional investors held abrdn Healthcare Investors (HQH) as of Q1 2023, up from 114 in Q4 2022.
  • Funds reported $152M of abrdn Healthcare Investors stock for Q1 2023, down 1.3% quarter-over-quarter.
  • 15 funds opened new abrdn Healthcare Investors positions in Q1 2023 and 8 closed out, a net change of +7 holders.
  • The largest abrdn Healthcare Investors buyer in Q1 2023 was Advisors Asset Management, an estimated $1.27M added.
  • The largest abrdn Healthcare Investors seller in Q1 2023 was Cornerstone Advisors, an estimated $2.81M sold.

Based on aggregated 13F filings for Q1 2023.