HQH

abrdn Healthcare Investors
HQH

Overview Fund Activity

122 hedge funds and large institutions have $257M invested in abrdn Healthcare Investors in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 46 increasing their positions, 34 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
122
Holders Change
+9
Holders Change %
+7.96%
% of All Funds
1.79%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
18
Increased
46
Reduced
34
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$46.7M
2
SCM
Saba Capital Management
New York
+$18.7M
3
CA
Cornerstone Advisors
North Carolina
+$4.85M
4
EAM
Eschler Asset Management
United Kingdom
+$4.55M
5
CCP
Clough Capital Partners
Massachusetts
+$3.65M

Top Sellers

1
WAM
Wolverine Asset Management
Illinois
-$1.84M
2
Osaic Holdings
Osaic Holdings
Arizona
-$1.78M
3
UBS Group
UBS Group
Switzerland
-$887K
4
EC
Elequin Capital
New York
-$756K
5
LPL Financial
LPL Financial
California
-$660K
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
101
Parallel Advisors
California
$21.7K – – –
BWM
102
Baystate Wealth Management
Massachusetts
$20.3K +$20.3K +1,228 New
AA
103
AlphaMark Advisors
Kentucky
$19K – – –
FCMT
104
Founders Capital Management (Texas)
Texas
$16.6K – – –
TWM
105
Tradition Wealth Management
Minnesota
$16K -$6.69K -400 -29%
KFI
106
Key Financial Inc
Pennsylvania
$15.1K – – –
CAM
107
Creekmur Asset Management
Illinois
$14.9K +$14.9K +901 New
SWM
108
Spire Wealth Management
Virginia
$9.18K – – –
TF
109
Tompkins Financial
New York
$7.71K – – –
AF
110
Allworth Financial
California
$7.03K +$4.15K +250 +144%
OIA
111
Optimum Investment Advisors
Illinois
$5.8K – – –
SAM
112
Smartleaf Asset Management
Massachusetts
$5.22K +$5.22K +313 New
QC
113
Quent Capital
New York
$5.07K – – –
BTI
114
Blue Trust Inc
Georgia
$4K -$2.53K -150 -39%
VCM
115
Versant Capital Management
Arizona
$3.97K – – –
GRP
116
Global Retirement Partners
California
$1.14K +$17 +1 +2%
GWM
117
Geneos Wealth Management
Colorado
$514 +$514 +31 New
HI
118
Harbour Investments
Wisconsin
$373 – – –
AWM
119
Able Wealth Management
New Jersey
$72 +$72 +4 New
JWA
120
JFS Wealth Advisors
Pennsylvania
$50 – – –
Fidelity Investments
121
Fidelity Investments
Massachusetts
$17 +$17 +1 New
Walleye Capital
122
Walleye Capital
New York
– -$553K -35,591 Closed
LFAS
123
Level Four Advisory Services
Texas
– -$191K -12,252 Closed
IAS
124
IMA Advisory Services
Colorado
– -$60.6K -3,900 Closed
NIC
125
Northwest Investment Counselors
Oregon
– -$47.3K -3,039 Closed
2 3 4
5
6