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HQH

abrdn Healthcare Investors

115 hedge funds and large institutions have $160M invested in abrdn Healthcare Investors in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 48 increasing their positions, 32 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 32

1.24% more ownership

Funds ownership: 20.07%21.3% (+1.2%)

1% more capital invested

Capital invested by funds: $159M → $160M (+$1.61M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 10

1% less funds holding

Funds holding: 116115 (-1)

Holders
115
Holders Change
-1
Holders Change %
-0.86%
% of All Funds
1.82%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
48
Reduced
32
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
101
Spire Wealth Management
Virginia
$8.32K
TF
102
Tompkins Financial
New York
$7.23K
BTI
103
Blue Trust Inc
Georgia
$7K
OIA
104
Optimum Investment Advisors
Illinois
$5.44K
QC
105
Quent Capital
New York
$4.76K +$100 +6 +2%
LFG
106
Larson Financial Group
Missouri
$4.67K
JP Morgan Chase
107
JP Morgan Chase
New York
$4.31K -$64.1K -3,845 -93%
VCM
108
Versant Capital Management
Arizona
$3.72K +$100 +6 +3%
AF
109
Allworth Financial
California
$2.71K
GI
110
Gradient Investments
Minnesota
$1.55K +$1.67K +100 New
GRP
111
Global Retirement Partners
California
$995 +$17 +1 +2%
HI
112
Harbour Investments
Wisconsin
$350 -$4.15K -249 -92%
HGERS
113
Householder Group Estate & Retirement Specialist
Arizona
$202 +$217 +13 New
JWA
114
JFS Wealth Advisors
Pennsylvania
$47
KIM
115
Karpus Investment Management
New York
-$1.46M -85,634 Closed
USCWA
116
U.S. Capital Wealth Advisors
Texas
-$552K -32,360 Closed
Rockefeller Capital Management
117
Rockefeller Capital Management
New York
-$221K -12,954 Closed
DADC
118
D.A. Davidson & Co
Montana
-$187K -10,940 Closed
Susquehanna International Group
119
Susquehanna International Group
Pennsylvania
-$179K -10,494 Closed
Carson Wealth (CWM LLC)
120
Carson Wealth (CWM LLC)
Nebraska
-$13.3K -797 -100%
IPW
121
Impact Partnership Wealth
Georgia
-$12.3K -724 Closed
SN
122
Sittner & Nelson
Oregon
-$9.8K -575 Closed
GWM
123
Geneos Wealth Management
Colorado
-$597 -35 Closed
DJSG
124
D.J. St. Germain
Massachusetts
-$136 -8 Closed
Fidelity Investments
125
Fidelity Investments
Massachusetts
-$17 -1 Closed

HQH Hedge Fund Activity: Q3 2023 in Review

115 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in abrdn Healthcare Investors (HQH) for Q3 2023, worth a combined $160M — up 1% from $159M a quarter earlier.

Fund positioning in HQH was balanced in Q3 2023: 10 funds opened new positions, 10 closed out, 48 added to existing stakes and 32 trimmed.

The largest buyer was AQR Arbitrage, adding an estimated $2.97M. The largest seller was Wells Fargo, cutting an estimated $3.04M.

  • 115 institutional investors held abrdn Healthcare Investors (HQH) as of Q3 2023, down from 116 in Q2 2023.
  • Funds reported $160M of abrdn Healthcare Investors stock for Q3 2023, up 1% quarter-over-quarter.
  • 10 funds opened new abrdn Healthcare Investors positions in Q3 2023 and 10 closed out, a net change of 0 holders.
  • The largest abrdn Healthcare Investors buyer in Q3 2023 was AQR Arbitrage, an estimated $2.97M added.
  • The largest abrdn Healthcare Investors seller in Q3 2023 was Wells Fargo, an estimated $3.04M sold.

Based on aggregated 13F filings for Q3 2023.