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HQH

abrdn Healthcare Investors

124 hedge funds and large institutions have $258M invested in abrdn Healthcare Investors in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 47 increasing their positions, 35 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 8

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

61% more capital invested

Capital invested by funds: $160M → $258M (+$98M)

34% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 35

10.88% more ownership

Funds ownership: 21.3%32.19% (+11%)

8% more funds holding

Funds holding: 115124 (+9)

Holders
124
Holders Change
+9
Holders Change %
+7.83%
% of All Funds
1.81%
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
47
Reduced
35
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MSWM
101
Mowery & Schoenfeld Wealth Management
Illinois
$27K +$25K +1,629 New
BLC
102
Brown, Lisle/Cummings
Rhode Island
$26.5K +$24.6K +1,600 New
PA
103
Parallel Advisors
California
$21.7K
BWM
104
Baystate Wealth Management
Massachusetts
$20.3K +$18.9K +1,228 New
AA
105
AlphaMark Advisors
Kentucky
$19K
FCMT
106
Founders Capital Management (Texas)
Texas
$16.6K
TWM
107
Tradition Wealth Management
Minnesota
$16K -$6.15K -400 -29%
KFI
108
Key Financial Inc
Pennsylvania
$15.1K
CAM
109
Creekmur Asset Management
Illinois
$14.9K +$13.9K +901 New
SWM
110
Spire Wealth Management
Virginia
$9.18K
TF
111
Tompkins Financial
New York
$7.71K
AF
112
Allworth Financial
California
$7.03K +$3.84K +250 +144%
OIA
113
Optimum Investment Advisors
Illinois
$5.8K
SAM
114
Smartleaf Asset Management
Massachusetts
$5.22K +$4.81K +313 New
QC
115
Quent Capital
New York
$5.07K
BTI
116
Blue Trust Inc
Georgia
$4K -$2.31K -150 -39%
VCM
117
Versant Capital Management
Arizona
$3.96K
GRP
118
Global Retirement Partners
California
$1.14K +$15 +1 +2%
GWM
119
Geneos Wealth Management
Colorado
$514 +$477 +31 New
HI
120
Harbour Investments
Wisconsin
$373
AWM
121
Able Wealth Management
New Jersey
$72 +$61 +4 New
JWA
122
JFS Wealth Advisors
Pennsylvania
$50
Fidelity Investments
123
Fidelity Investments
Massachusetts
$17 +$15 +1 New
Walleye Capital
124
Walleye Capital
New York
-$553K -35,591 Closed
LFAS
125
Level Four Advisory Services
Texas
-$191K -12,252 Closed

HQH Hedge Fund Activity: Q4 2023 in Review

124 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in abrdn Healthcare Investors (HQH) for Q4 2023, worth a combined $258M — up 61% from $160M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new HQH positions and 8 closed out — a net gain of 10 holders — while 47 added to existing stakes and 35 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $43.3M. The largest seller was Wolverine Asset Management, cutting an estimated $1.7M.

  • 124 institutional investors held abrdn Healthcare Investors (HQH) as of Q4 2023, up from 115 in Q3 2023.
  • Funds reported $258M of abrdn Healthcare Investors stock for Q4 2023, up 61% quarter-over-quarter.
  • 18 funds opened new abrdn Healthcare Investors positions in Q4 2023 and 8 closed out, a net change of +10 holders.
  • The largest abrdn Healthcare Investors buyer in Q4 2023 was Morgan Stanley, an estimated $43.3M added.
  • The largest abrdn Healthcare Investors seller in Q4 2023 was Wolverine Asset Management, an estimated $1.7M sold.

Based on aggregated 13F filings for Q4 2023.