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HQH

abrdn Healthcare Investors
HQH

122 hedge funds and large institutions have $242M invested in abrdn Healthcare Investors in 2024 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 40 increasing their positions, 35 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 11

14% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 35

9% more capital invested

Capital invested by funds: $222M → $242M (+$19.5M)

8% more funds holding

Funds holding: 113 → 122 (+9)

0.6% more ownership

Funds ownership: 26.34% → 26.95% (+0.6%)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
122
Holders Change
+9
Holders Change %
+7.96%
% of All Funds
1.75%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
21
Increased
40
Reduced
35
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PCM
Penserra Capital Management
California
+$16.2M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$3.29M
3
Morgan Stanley
Morgan Stanley
New York
+$3.24M
4
RJA
Raymond James & Associates
Florida
+$2.94M
5
AAM
Advisors Asset Management
Colorado
+$886K

Top Sellers

Rank Fund Capital Flow
1
SCM
Saba Capital Management
New York
-$8.13M
2
RL
RPO LLC
Connecticut
-$4.32M
3
AA
AQR Arbitrage
Connecticut
-$2.78M
4
BFM
Boothbay Fund Management
New York
-$2.12M
5
LCM
Landscape Capital Management
New Jersey
-$1.41M
Name Holding Trade Value Shares
Change 		Change in
Stake
AF
101
Allworth Financial
California
$8.14K – – –
MG
102
Mather Group
Illinois
$7.75K – – –
GWP
103
Gen-Wealth Partners
Michigan
$7.17K – – –
MA
104
Montag & Associates
Georgia
$7.08K +$7.08K +380 New
JP Morgan Chase
105
JP Morgan Chase
New York
$6.68K +$19 +1 +0.3%
Jones Financial Companies
106
Jones Financial Companies
Missouri
$6.22K +$6.24K +335 New
QC
107
Quent Capital
New York
$6.11K – – –
Carson Wealth (CWM LLC)
108
Carson Wealth (CWM LLC)
Nebraska
$6K – – –
TSMHT
109
Thurston Springer Miller Herd & Titak
Indiana
$4.56K +$4.57K +245 New
BTI
110
Blue Trust Inc
Georgia
$4.14K – – –
MFS
111
Mattson Financial Services
Michigan
$3.49K – – –
IAIM
112
International Assets Investment Management
Florida
$1.97K +$682K +36,619 New
GRP
113
Global Retirement Partners
California
$1.32K +$37 +2 +3%
AA
114
Addison Advisors
Vermont
$987 +$988 +53 New
MWM
115
Mascoma Wealth Management
New Hampshire
$857 +$857 +46 New
GWM
116
Geneos Wealth Management
Colorado
$577 – – –
CAM
117
Creekmur Asset Management
Illinois
$447 -$14K -752 -97%
HI
118
Harbour Investments
Wisconsin
$289 – – –
WT
119
Washington Trust
Rhode Island
$82 +$75 +4 New
SIS
120
Sound Income Strategies
Florida
$74 – – –
JWA
121
JFS Wealth Advisors
Pennsylvania
$56 – – –
RL
122
RPO LLC
Connecticut
– -$4.32M -247,245 Closed
BFM
123
Boothbay Fund Management
New York
– -$2.12M -121,686 Closed
LCM
124
Landscape Capital Management
New Jersey
– -$1.41M -80,780 Closed
PIWA
125
Prevail Innovative Wealth Advisors
Kansas
– -$1.22M -70,138 Closed
2 3 4
5
6

HQH Hedge Fund Activity: Q3 2024 in Review

122 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in abrdn Healthcare Investors (HQH) for Q3 2024, worth a combined $242M — up 8.8% from $222M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new HQH positions and 11 closed out — a net gain of 10 holders — while 40 added to existing stakes and 35 trimmed.

The largest buyer was Penserra Capital Management, opening a new position worth an estimated $16.2M. The largest seller was Saba Capital Management, cutting an estimated $8.13M.

  • 122 institutional investors held abrdn Healthcare Investors (HQH) as of Q3 2024, up from 113 in Q2 2024.
  • Funds reported $242M of abrdn Healthcare Investors stock for Q3 2024, up 8.8% quarter-over-quarter.
  • 21 funds opened new abrdn Healthcare Investors positions in Q3 2024 and 11 closed out, a net change of +10 holders.
  • The largest abrdn Healthcare Investors buyer in Q3 2024 was Penserra Capital Management, an estimated $16.2M added.
  • The largest abrdn Healthcare Investors seller in Q3 2024 was Saba Capital Management, an estimated $8.13M sold.

Based on aggregated 13F filings for Q3 2024.