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HQH

abrdn Healthcare Investors

114 hedge funds and large institutions have $242M invested in abrdn Healthcare Investors in 2020 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 34 increasing their positions, 31 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 12

18% more capital invested

Capital invested by funds: $206M → $242M (+$36.7M)

18% more funds holding

Funds holding: 97114 (+17)

10% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 31

0.47% more ownership

Funds ownership: 23.14%23.61% (+0.47%)

Holders
114
Holders Change
+17
Holders Change %
+17.53%
% of All Funds
2.02%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
29
Increased
34
Reduced
31
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$72.9M -$1.09M -50,396 -2%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$12.6M +$757K +34,832 +7%
Lazard Asset Management
3
Lazard Asset Management
New York
$10.2M +$1.92M +88,227 +26%
1832 Asset Management
4
1832 Asset Management
Ontario, Canada
$10M +$185K +8,534 +2%
PAIM
5
Punch & Associates Investment Management
Minnesota
$9.79M -$275K -12,638 -3%
Wells Fargo
6
Wells Fargo
California
$9.66M +$541K +24,896 +7%
Bank of America
7
Bank of America
North Carolina
$8.88M +$279K +12,835 +4%
NIM
8
Needham Investment Management
New York
$8.02M -$326K -15,000 -4%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$7.78M -$722K -33,251 -9%
UBS Group
10
UBS Group
Switzerland
$6.68M +$496K +22,832 +9%
COLIM
11
City of London Investment Management
United Kingdom
$5.98M +$212K +9,780 +4%
LPL Financial
12
LPL Financial
California
$5.96M +$511K +23,519 +10%
Cohen & Steers
13
Cohen & Steers
New York
$4.52M -$158K -7,265 -4%
RJA
14
Raymond James & Associates
Florida
$4.22M +$1.38M +63,408 +56%
MC
15
Matisse Capital
Oregon
$4.1M
First Trust Advisors
16
First Trust Advisors
Illinois
$4.09M -$76.5K -3,519 -2%
AAM
17
Advisors Asset Management
Colorado
$4.05M -$735K -33,826 -17%
1CP
18
1607 Capital Partners
Virginia
$3.74M +$782K +36,014 +30%
CAN
19
Claraphi Advisory Network
United States
$3.69M +$301K +13,876 +10%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$3.34M +$31.7K +1,461 +1%
GC
21
Guggenheim Capital
Illinois
$2.54M +$771K +35,505 +50%
Ameriprise
22
Ameriprise
Minnesota
$2.29M +$518K +23,837 +33%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$2.17M +$1.98M +91,054 New
Osaic Holdings
24
Osaic Holdings
Arizona
$1.94M -$52.1K -2,400 -3%
LWM
25
Laidlaw Wealth Management
New York
$1.8M +$89.1K +4,103 +6%

HQH Hedge Fund Activity: Q4 2020 in Review

114 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in abrdn Healthcare Investors (HQH) for Q4 2020, worth a combined $242M — up 18% from $206M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new HQH positions and 12 closed out — a net gain of 17 holders — while 34 added to existing stakes and 31 trimmed.

The largest buyer was Cetera Investment Advisers, opening a new position worth an estimated $1.98M. The largest seller was Karpus Investment Management, exiting entirely with an estimated $2.85M sold.

  • 114 institutional investors held abrdn Healthcare Investors (HQH) as of Q4 2020, up from 97 in Q3 2020.
  • Funds reported $242M of abrdn Healthcare Investors stock for Q4 2020, up 18% quarter-over-quarter.
  • 29 funds opened new abrdn Healthcare Investors positions in Q4 2020 and 12 closed out, a net change of +17 holders.
  • The largest abrdn Healthcare Investors buyer in Q4 2020 was Cetera Investment Advisers, an estimated $1.98M added.
  • The largest abrdn Healthcare Investors seller in Q4 2020 was Karpus Investment Management, an estimated $2.85M sold.

Based on aggregated 13F filings for Q4 2020.