HQH

abrdn Healthcare Investors
HQH

Overview Fund Activity

114 hedge funds and large institutions have $157M invested in abrdn Healthcare Investors in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 45 increasing their positions, 30 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
114
Holders Change
-2
Holders Change %
-1.72%
% of All Funds
1.8%
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
30
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RL
RPO LLC
Connecticut
+$4.36M
2
CA
Cornerstone Advisors
North Carolina
+$2.88M
3
SCM
Saba Capital Management
New York
+$2.19M
4
KIM
Karpus Investment Management
New York
+$1.46M
5
QC
Quantedge Capital
Singapore
+$1.11M

Top Sellers

1
MPCG
Matrix Private Capital Group
New York
-$722K
2
LPL Financial
LPL Financial
California
-$714K
3
Wells Fargo
Wells Fargo
California
-$683K
4
EC
Elequin Capital
New York
-$551K
5
WAM
Wolverine Asset Management
Illinois
-$385K
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
101
Spire Wealth Management
Virginia
$9.12K – – –
TF
102
Tompkins Financial
New York
$7.93K – – –
BTI
103
Blue Trust Inc
Georgia
$7K +$2.71K +150 +63%
OIA
104
Optimum Investment Advisors
Illinois
$5.97K – – –
LFG
105
Larson Financial Group
Missouri
$5.12K – – –
QC
106
Quent Capital
New York
$5.12K +$205 +12 +4%
HI
107
Harbour Investments
Wisconsin
$4.63K – – –
VCM
108
Versant Capital Management
Arizona
$3.98K +$85 +5 +2%
AF
109
Allworth Financial
California
$2.97K – – –
GRP
110
Global Retirement Partners
California
$1.09K +$17 +1 +2%
GWM
111
Geneos Wealth Management
Colorado
$597 – – –
DJSG
112
D.J. St. Germain
Massachusetts
$136 +$136 +8 New
JWA
113
JFS Wealth Advisors
Pennsylvania
$52 – – –
Fidelity Investments
114
Fidelity Investments
Massachusetts
$17 -$2.77K -163 -99%
EC
115
Elequin Capital
New York
– -$551K -31,205 Closed
Bank of Montreal
116
Bank of Montreal
Ontario, Canada
– -$248K -12,340 Closed
MSAM
117
Moloney Securities Asset Management
Missouri
– -$186K -10,546 Closed
CT
118
Coastline Trust
Rhode Island
– -$185K -10,460 Closed
BAM
119
Belpointe Asset Management
Nevada
– -$112K -6,344 Closed
ASN
120
Advisory Services Network
Georgia
– -$61.7K -3,497 Closed
IAIM
121
International Assets Investment Management
Florida
– -$49.5K -2,805 Closed
First Manhattan
122
First Manhattan
New York
– -$26.2K -1,484 Closed
RA
123
Rise Advisors
New York
– -$22.2K -1,259 Closed
AWM
124
Accel Wealth Management
Iowa
– -$10.6K -602 Closed
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