HQH

abrdn Healthcare Investors
HQH

Overview Fund Activity

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
Holders
104
Holders Change
+6
Holders Change %
+6.12%
% of All Funds
2.3%
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
–

Top Buyers

1
KIM
Karpus Investment Management
New York
+$3.67M
2
BRWM
B. Riley Wealth Management
Tennessee
+$2.25M
3
Bank of America
Bank of America
North Carolina
+$1.5M
4
Lazard Asset Management
Lazard Asset Management
New York
+$1.38M
5
MC
Matisse Capital
Oregon
+$1.15M

Top Sellers

1
CA
Cornerstone Advisors
North Carolina
-$8.18M
2
LCM
Landscape Capital Management
New Jersey
-$2.1M
3
Morgan Stanley
Morgan Stanley
New York
-$1.86M
4
DA
Doliver Advisors
Texas
-$1.44M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$1.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$53.6M -$1.86M -104,232 -3%
KIM
2
Karpus Investment Management
New York
$8.65M +$3.67M +206,299 +74%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$8.22M +$19.8K +1,110 +0.2%
PAIM
4
Punch & Associates Investment Management
Minnesota
$7.63M +$405K +22,717 +6%
1832 Asset Management
5
1832 Asset Management
Ontario, Canada
$7.17M +$879K +48,700 +14%
NIM
6
Needham Investment Management
New York
$6.26M -$262K -14,698 -4%
Wells Fargo
7
Wells Fargo
California
$5.4M -$104K -5,845 -2%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$5.19M -$51.6K -2,899 -1%
AAM
9
Advisors Asset Management
Colorado
$5.17M -$422K -23,710 -8%
Bank of America
10
Bank of America
North Carolina
$4.8M +$1.5M +83,993 +45%
Lazard Asset Management
11
Lazard Asset Management
New York
$4.52M +$1.38M +77,600 +44%
WAM
12
Wolverine Asset Management
Illinois
$3.23M -$804K -45,124 -20%
Cohen & Steers
13
Cohen & Steers
New York
$3.13M -$87.7K -4,924 -3%
LPL Financial
14
LPL Financial
California
$2.92M +$466K +26,174 +19%
First Trust Advisors
15
First Trust Advisors
Illinois
$2.9M -$183K -10,277 -6%
UBS Group
16
UBS Group
Switzerland
$2.49M +$111K +6,258 +5%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$2.31M -$15.5K -868 -0.7%
BRWM
18
B. Riley Wealth Management
Tennessee
$2.25M +$2.25M +126,275 New
PAG
19
Private Advisor Group
New Jersey
$2M +$402K +22,571 +25%
CA
20
Cornerstone Advisors
North Carolina
$1.82M -$8.18M -459,297 -82%
RJA
21
Raymond James & Associates
Florida
$1.65M -$1.33M -74,943 -45%
Osaic Holdings
22
Osaic Holdings
Arizona
$1.49M +$1.49M +83,802 New
Invesco
23
Invesco
Georgia
$1.45M +$120K +6,754 +9%
GC
24
Guggenheim Capital
Illinois
$1.4M +$77.7K +4,358 +6%
UAS
25
United Asset Strategies
New York
$1.3M +$19.6K +1,100 +2%
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