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HQH

abrdn Healthcare Investors

115 hedge funds and large institutions have $236M invested in abrdn Healthcare Investors in 2021 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 43 increasing their positions, 33 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 33

21% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 14

1% more funds holding

Funds holding: 114115 (+1)

3% less capital invested

Capital invested by funds: $242M → $236M (-$6.25M)

1.16% less ownership

Funds ownership: 23.61%22.45% (-1.2%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
115
Holders Change
+1
Holders Change %
+0.88%
% of All Funds
2.02%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
17
Increased
43
Reduced
33
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
$73.9M -$807K -33,093 -1%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$12.8M -$182K -7,463 -1%
Lazard Asset Management
3
Lazard Asset Management
New York
$10.4M
Wells Fargo
4
Wells Fargo
California
$9.95M +$53.5K +2,194 +0.5%
NIM
5
Needham Investment Management
New York
$8.21M
Bank of America
6
Bank of America
North Carolina
$8.16M -$933K -38,263 -10%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$7.94M -$25.6K -1,050 -0.3%
PAIM
8
Punch & Associates Investment Management
Minnesota
$7.13M -$2.9M -118,868 -29%
UBS Group
9
UBS Group
Switzerland
$7.08M +$242K +9,930 +4%
LPL Financial
10
LPL Financial
California
$6.77M +$664K +27,248 +11%
1832 Asset Management
11
1832 Asset Management
Ontario, Canada
$6.16M -$4.13M -169,576 -40%
RJA
12
Raymond James & Associates
Florida
$5.79M +$1.47M +60,155 +34%
COLIM
13
City of London Investment Management
United Kingdom
$4.89M -$1.25M -51,163 -20%
First Trust Advisors
14
First Trust Advisors
Illinois
$4.27M +$81.3K +3,334 +2%
MC
15
Matisse Capital
Oregon
$4.14M -$65.8K -2,700 -2%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$4.03M +$1.81M +74,221 +82%
CAN
17
Claraphi Advisory Network
United States
$3.79M +$15.9K +651 +0.4%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$3.52M +$100K +4,100 +3%
Cohen & Steers
19
Cohen & Steers
New York
$3.5M -$1.13M -46,183 -24%
Ameriprise
20
Ameriprise
Minnesota
$3.13M +$789K +32,371 +34%
GC
21
Guggenheim Capital
Illinois
$2.82M +$219K +8,986 +8%
AAM
22
Advisors Asset Management
Colorado
$2.81M -$1.33M -54,745 -32%
Osaic Holdings
23
Osaic Holdings
Arizona
$2.51M +$524K +21,491 +26%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$1.99M +$452K +18,530 +30%
LWM
25
Laidlaw Wealth Management
New York
$1.85M +$3.41K +140 +0.2%

HQH Hedge Fund Activity: Q1 2021 in Review

115 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in abrdn Healthcare Investors (HQH) for Q1 2021, worth a combined $236M — down 2.6% from $242M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new HQH positions and 14 closed out — a net gain of 3 holders — while 43 added to existing stakes and 33 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $1.81M. The largest seller was 1832 Asset Management, cutting an estimated $4.13M.

  • 115 institutional investors held abrdn Healthcare Investors (HQH) as of Q1 2021, up from 114 in Q4 2020.
  • Funds reported $236M of abrdn Healthcare Investors stock for Q1 2021, down 2.6% quarter-over-quarter.
  • 17 funds opened new abrdn Healthcare Investors positions in Q1 2021 and 14 closed out, a net change of +3 holders.
  • The largest abrdn Healthcare Investors buyer in Q1 2021 was Cetera Investment Advisers, an estimated $1.81M added.
  • The largest abrdn Healthcare Investors seller in Q1 2021 was 1832 Asset Management, an estimated $4.13M sold.

Based on aggregated 13F filings for Q1 2021.