HQH

abrdn Healthcare Investors
HQH

Overview Fund Activity

97 hedge funds and large institutions have $206M invested in abrdn Healthcare Investors in 2020 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 32 increasing their positions, 33 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
97
Holders Change
-5
Holders Change %
-4.9%
% of All Funds
1.96%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
32
Reduced
33
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$2.47M
2
BRWM
B. Riley Wealth Management
Tennessee
+$1.91M
3
Wells Fargo
Wells Fargo
California
+$1.57M
4
UR
USCA RIA
Texas
+$1.55M
5
1CP
1607 Capital Partners
Virginia
+$1.37M

Top Sellers

1
KIM
Karpus Investment Management
New York
-$3.29M
2
AAM
Advisors Asset Management
Colorado
-$1.24M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$1.14M
4
AWM
AE Wealth Management
Kansas
-$718K
5
CA
Cetera Advisors
Colorado
-$587K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$64.2M +$2.47M +120,030 +4%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$10.2M +$148K +7,173 +1%
PAIM
3
Punch & Associates Investment Management
Minnesota
$8.74M -$74.2K -3,600 -0.8%
1832 Asset Management
4
1832 Asset Management
Ontario, Canada
$8.6M – – –
Wells Fargo
5
Wells Fargo
California
$7.84M +$1.57M +75,984 +25%
Bank of America
6
Bank of America
North Carolina
$7.42M +$796K +38,585 +12%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$7.41M +$575K +27,884 +8%
NIM
8
Needham Investment Management
New York
$7.25M – – –
Lazard Asset Management
9
Lazard Asset Management
New York
$6.97M – – –
UBS Group
10
UBS Group
Switzerland
$5.31M +$87.5K +4,245 +2%
COLIM
11
City of London Investment Management
United Kingdom
$4.99M +$55.7K +2,700 +1%
LPL Financial
12
LPL Financial
California
$4.67M -$519K -25,194 -10%
AAM
13
Advisors Asset Management
Colorado
$4.2M -$1.24M -59,983 -23%
Cohen & Steers
14
Cohen & Steers
New York
$4.06M – – –
First Trust Advisors
15
First Trust Advisors
Illinois
$3.62M -$90.7K -4,399 -2%
MC
16
Matisse Capital
Oregon
$3.55M -$113K -5,500 -3%
CAN
17
Claraphi Advisory Network
United States
$2.9M +$394K +19,110 +16%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$2.86M +$94.2K +4,568 +3%
KIM
19
Karpus Investment Management
New York
$2.85M -$3.29M -159,690 -54%
BRWM
20
B. Riley Wealth Management
Tennessee
$2.53M +$1.91M +92,577 +310%
1CP
21
1607 Capital Partners
Virginia
$2.5M +$1.37M +66,303 +121%
RJA
22
Raymond James & Associates
Florida
$2.34M +$437K +21,183 +23%
Osaic Holdings
23
Osaic Holdings
Arizona
$1.73M +$187K +9,076 +12%
AA
24
AQR Arbitrage
Connecticut
$1.59M +$464K +22,520 +41%
UR
25
USCA RIA
Texas
$1.55M +$1.55M +75,185 New
1
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