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HQH

abrdn Healthcare Investors

104 hedge funds and large institutions have $171M invested in abrdn Healthcare Investors in 2020 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 37 increasing their positions, 34 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 9

6% more funds holding

Funds holding: 98104 (+6)

9% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 34

0.42% less ownership

Funds ownership: 23.13%22.72% (-0.42%)

16% less capital invested

Capital invested by funds: $205M → $171M (-$33.1M)

Holders
104
Holders Change
+6
Holders Change %
+6.12%
% of All Funds
2.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
37
Reduced
34
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$53.6M -$2.06M -104,232 -3%
KIM
2
Karpus Investment Management
New York
$8.65M +$4.07M +206,299 +74%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$8.22M +$21.9K +1,110 +0.2%
PAIM
4
Punch & Associates Investment Management
Minnesota
$7.63M +$448K +22,717 +6%
1832 Asset Management
5
1832 Asset Management
Ontario, Canada
$7.17M +$961K +48,700 +14%
NIM
6
Needham Investment Management
New York
$6.26M -$290K -14,698 -4%
Wells Fargo
7
Wells Fargo
California
$5.4M -$115K -5,845 -2%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$5.19M -$57.2K -2,899 -1%
AAM
9
Advisors Asset Management
Colorado
$5.17M -$468K -23,710 -8%
Bank of America
10
Bank of America
North Carolina
$4.8M +$1.66M +83,993 +45%
Lazard Asset Management
11
Lazard Asset Management
New York
$4.52M +$1.53M +77,600 +44%
WAM
12
Wolverine Asset Management
Illinois
$3.23M -$890K -45,124 -20%
Cohen & Steers
13
Cohen & Steers
New York
$3.13M -$97.1K -4,924 -3%
LPL Financial
14
LPL Financial
California
$2.92M +$516K +26,174 +19%
First Trust Advisors
15
First Trust Advisors
Illinois
$2.9M -$203K -10,277 -6%
UBS Group
16
UBS Group
Switzerland
$2.48M +$123K +6,258 +5%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$2.31M -$17.1K -868 -0.7%
BRWM
18
B. Riley Wealth Management
Tennessee
$2.25M +$2.49M +126,275 New
PAG
19
Private Advisor Group
New Jersey
$2M +$445K +22,571 +25%
CA
20
Cornerstone Advisors
North Carolina
$1.82M -$9.06M -459,297 -82%
RJA
21
Raymond James & Associates
Florida
$1.65M -$1.48M -74,943 -45%
Osaic Holdings
22
Osaic Holdings
Arizona
$1.49M +$1.65M +83,802 New
Invesco
23
Invesco
Georgia
$1.45M +$133K +6,754 +9%
GC
24
Guggenheim Capital
Illinois
$1.4M +$86K +4,358 +6%
UAS
25
United Asset Strategies
New York
$1.3M +$21.7K +1,100 +2%

HQH Hedge Fund Activity: Q1 2020 in Review

104 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in abrdn Healthcare Investors (HQH) for Q1 2020, worth a combined $171M — down 16% from $205M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new HQH positions and 9 closed out — a net gain of 11 holders — while 37 added to existing stakes and 34 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $4.07M. The largest seller was Cornerstone Advisors, cutting an estimated $9.06M.

  • 104 institutional investors held abrdn Healthcare Investors (HQH) as of Q1 2020, up from 98 in Q4 2019.
  • Funds reported $171M of abrdn Healthcare Investors stock for Q1 2020, down 16% quarter-over-quarter.
  • 20 funds opened new abrdn Healthcare Investors positions in Q1 2020 and 9 closed out, a net change of +11 holders.
  • The largest abrdn Healthcare Investors buyer in Q1 2020 was Karpus Investment Management, an estimated $4.07M added.
  • The largest abrdn Healthcare Investors seller in Q1 2020 was Cornerstone Advisors, an estimated $9.06M sold.

Based on aggregated 13F filings for Q1 2020.