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HQH

abrdn Healthcare Investors

102 hedge funds and large institutions have $209M invested in abrdn Healthcare Investors in 2020 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 36 increasing their positions, 32 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more capital invested

Capital invested by funds: $171M → $209M (+$37.8M)

13% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 32

0.06% more ownership

Funds ownership: 22.72%22.78% (+0.06%)

2% less funds holding

Funds holding: 104102 (-2)

14% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 14

Holders
102
Holders Change
-2
Holders Change %
-1.92%
% of All Funds
2.09%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
36
Reduced
32
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$63.8M -$349K -17,117 -0.6%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$10.4M +$537K +26,328 +6%
PAIM
3
Punch & Associates Investment Management
Minnesota
$9.11M -$25.7K -1,263 -0.3%
1832 Asset Management
4
1832 Asset Management
Ontario, Canada
$8.8M +$404K +19,800 +5%
NIM
5
Needham Investment Management
New York
$7.5M
Lazard Asset Management
6
Lazard Asset Management
New York
$7.21M +$1.72M +84,400 +33%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$7.07M +$822K +40,346 +14%
Bank of America
8
Bank of America
North Carolina
$6.85M +$1.05M +51,603 +19%
Wells Fargo
9
Wells Fargo
California
$6.49M +$21.3K +1,043 +0.3%
KIM
10
Karpus Investment Management
New York
$6.36M -$3.83M -187,904 -39%
AAM
11
Advisors Asset Management
Colorado
$5.63M -$546K -26,776 -9%
UBS Group
12
UBS Group
Switzerland
$5.4M +$2.32M +113,581 +81%
LPL Financial
13
LPL Financial
California
$5.37M +$1.79M +87,640 +53%
COLIM
14
City of London Investment Management
United Kingdom
$5.1M +$4.15M +203,755 +574%
Cohen & Steers
15
Cohen & Steers
New York
$4.2M +$434K +21,307 +12%
First Trust Advisors
16
First Trust Advisors
Illinois
$3.83M +$348K +17,081 +11%
MC
17
Matisse Capital
Oregon
$3.79M +$2.31M +113,203 +175%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$2.86M +$91.3K +4,478 +3%
CAN
19
Claraphi Advisory Network
United States
$2.6M +$2.44M +119,464 +5,413%
RJA
20
Raymond James & Associates
Florida
$1.97M -$1.59K -78 -0.1%
Invesco
21
Invesco
Georgia
$1.62M -$108K -5,301 -7%
LWM
22
Laidlaw Wealth Management
New York
$1.6M +$859K +42,148 +128%
Osaic Holdings
23
Osaic Holdings
Arizona
$1.6M -$184K -9,011 -11%
UAS
24
United Asset Strategies
New York
$1.54M -$15.1K -743 -1%
GC
25
Guggenheim Capital
Illinois
$1.49M -$179K -8,800 -11%

HQH Hedge Fund Activity: Q2 2020 in Review

102 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in abrdn Healthcare Investors (HQH) for Q2 2020, worth a combined $209M — up 22% from $171M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of HQH and 12 opened new positions — a net loss of 2 holders — while 32 trimmed existing stakes and 36 added.

The largest buyer was City of London Investment Management, adding an estimated $4.15M. The largest seller was Karpus Investment Management, cutting an estimated $3.83M.

  • 102 institutional investors held abrdn Healthcare Investors (HQH) as of Q2 2020, down from 104 in Q1 2020.
  • Funds reported $209M of abrdn Healthcare Investors stock for Q2 2020, up 22% quarter-over-quarter.
  • 12 funds opened new abrdn Healthcare Investors positions in Q2 2020 and 14 closed out, a net change of -2 holders.
  • The largest abrdn Healthcare Investors buyer in Q2 2020 was City of London Investment Management, an estimated $4.15M added.
  • The largest abrdn Healthcare Investors seller in Q2 2020 was Karpus Investment Management, an estimated $3.83M sold.

Based on aggregated 13F filings for Q2 2020.