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HQH

abrdn Healthcare Investors

122 hedge funds and large institutions have $220M invested in abrdn Healthcare Investors in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 50 increasing their positions, 38 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 38

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 13

2% less funds holding

Funds holding: 124122 (-2)

5.21% less ownership

Funds ownership: 32.19%26.97% (-5.2%)

15% less capital invested

Capital invested by funds: $258M → $220M (-$38.4M)

Holders
122
Holders Change
-2
Holders Change %
-1.61%
% of All Funds
1.76%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
13
Increased
50
Reduced
38
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RA
101
Ransom Advisory
Rhode Island
$18.2K +$18.4K +1,082 New
FCMT
102
Founders Capital Management (Texas)
Texas
$16.9K
KFI
103
Key Financial Inc
Pennsylvania
$16.2K +$818 +48 +5%
CAM
104
Creekmur Asset Management
Illinois
$15.8K +$631 +37 +4%
SIC
105
Salem Investment Counselors
North Carolina
$12.9K +$13.1K +768 New
AF
106
Allworth Financial
California
$10.2K +$3.1K +182 +43%
SWM
107
Spire Wealth Management
Virginia
$9.02K
TF
108
Tompkins Financial
New York
$7.84K
MG
109
Mather Group
Illinois
$6.89K +$7.09K +416 New
GWP
110
Gen-Wealth Partners
Michigan
$6.66K +$6.73K +395 New
JP Morgan Chase
111
JP Morgan Chase
New York
$5.95K -$199K -11,705 -97%
OIA
112
Optimum Investment Advisors
Illinois
$5.9K
QC
113
Quent Capital
New York
$5.39K +$239 +14 +5%
GRP
114
Global Retirement Partners
California
$1.13K +$17 +1 +2%
OP
115
ORG Partners
Indiana
$931 +$954 +56 New
GWM
116
Geneos Wealth Management
Colorado
$523
HI
117
Harbour Investments
Wisconsin
$262 -$119 -7 -30%
HGERS
118
Householder Group Estate & Retirement Specialist
Arizona
$219
SAM
119
Smartleaf Asset Management
Massachusetts
$117 -$5.21K -306 -98%
NMM
120
Naples Money Management
Florida
$77 +$85 +5 New
SIS
121
Sound Income Strategies
Florida
$67 +$68 +4 New
JWA
122
JFS Wealth Advisors
Pennsylvania
$51
VCM
123
Versant Capital Management
Arizona
$5 -$4.07K -239 Closed
LSC
124
Logan Stone Capital
Illinois
-$4.93M -297,287 Closed
WAM
125
Weiss Asset Management
Massachusetts
-$419K -25,293 Closed

HQH Hedge Fund Activity: Q1 2024 in Review

122 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in abrdn Healthcare Investors (HQH) for Q1 2024, worth a combined $220M — down 15% from $258M a quarter earlier.

Fund positioning in HQH was balanced in Q1 2024: 13 funds opened new positions, 13 closed out, 50 added to existing stakes and 38 trimmed.

The largest buyer was Saba Capital Management, adding an estimated $19.3M. The largest seller was Morgan Stanley, cutting an estimated $50M.

  • 122 institutional investors held abrdn Healthcare Investors (HQH) as of Q1 2024, down from 124 in Q4 2023.
  • Funds reported $220M of abrdn Healthcare Investors stock for Q1 2024, down 15% quarter-over-quarter.
  • 13 funds opened new abrdn Healthcare Investors positions in Q1 2024 and 13 closed out, a net change of 0 holders.
  • The largest abrdn Healthcare Investors buyer in Q1 2024 was Saba Capital Management, an estimated $19.3M added.
  • The largest abrdn Healthcare Investors seller in Q1 2024 was Morgan Stanley, an estimated $50M sold.

Based on aggregated 13F filings for Q1 2024.