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HQH

abrdn Healthcare Investors

116 hedge funds and large institutions have $159M invested in abrdn Healthcare Investors in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 45 increasing their positions, 31 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 31

1.38% more ownership

Funds ownership: 18.69%20.07% (+1.4%)

4% more capital invested

Capital invested by funds: $152M → $159M (+$6.81M)

0% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 10

2% less funds holding

Funds holding: 118116 (-2)

Holders
116
Holders Change
-2
Holders Change %
-1.69%
% of All Funds
1.82%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
45
Reduced
31
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IPW
101
Impact Partnership Wealth
Georgia
$12.3K +$12.6K +724 New
SN
102
Sittner & Nelson
Oregon
$9.8K +$208 +12 +2%
SWM
103
Spire Wealth Management
Virginia
$9.12K
TF
104
Tompkins Financial
New York
$7.93K
BTI
105
Blue Trust Inc
Georgia
$7K +$2.6K +150 +63%
OIA
106
Optimum Investment Advisors
Illinois
$5.97K
LFG
107
Larson Financial Group
Missouri
$5.12K
QC
108
Quent Capital
New York
$5.12K +$208 +12 +4%
HI
109
Harbour Investments
Wisconsin
$4.63K
VCM
110
Versant Capital Management
Arizona
$3.98K +$87 +5 +2%
AF
111
Allworth Financial
California
$2.97K
GRP
112
Global Retirement Partners
California
$1.09K +$17 +1 +2%
GWM
113
Geneos Wealth Management
Colorado
$597
DJSG
114
D.J. St. Germain
Massachusetts
$136 +$139 +8 New
JWA
115
JFS Wealth Advisors
Pennsylvania
$52
Fidelity Investments
116
Fidelity Investments
Massachusetts
$17 -$2.83K -163 -99%
EC
117
Elequin Capital
New York
-$551K -31,205 Closed
Bank of Montreal
118
Bank of Montreal
Ontario, Canada
-$248K -12,340 Closed
MSAM
119
Moloney Securities Asset Management
Missouri
-$186K -10,546 Closed
CT
120
Coastline Trust
Rhode Island
-$185K -10,460 Closed
BAM
121
Belpointe Asset Management
Nevada
-$112K -6,344 Closed
ASN
122
Advisory Services Network
Georgia
-$61.7K -3,497 Closed
IAIM
123
International Assets Investment Management
Florida
-$49.5K -2,805 Closed
First Manhattan
124
First Manhattan
New York
-$26.2K -1,484 Closed
RA
125
Rise Advisors
New York
-$22.2K -1,259 Closed

HQH Hedge Fund Activity: Q2 2023 in Review

116 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in abrdn Healthcare Investors (HQH) for Q2 2023, worth a combined $159M — up 4.5% from $152M a quarter earlier.

Fund positioning in HQH was balanced in Q2 2023: 10 funds opened new positions, 10 closed out, 45 added to existing stakes and 31 trimmed.

The largest buyer was RPO LLC, opening a new position worth an estimated $4.43M. The largest seller was Matrix Private Capital Group, cutting an estimated $734K.

  • 116 institutional investors held abrdn Healthcare Investors (HQH) as of Q2 2023, down from 118 in Q1 2023.
  • Funds reported $159M of abrdn Healthcare Investors stock for Q2 2023, up 4.5% quarter-over-quarter.
  • 10 funds opened new abrdn Healthcare Investors positions in Q2 2023 and 10 closed out, a net change of 0 holders.
  • The largest abrdn Healthcare Investors buyer in Q2 2023 was RPO LLC, an estimated $4.43M added.
  • The largest abrdn Healthcare Investors seller in Q2 2023 was Matrix Private Capital Group, an estimated $734K sold.

Based on aggregated 13F filings for Q2 2023.