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HQH

abrdn Healthcare Investors

103 hedge funds and large institutions have $221M invested in abrdn Healthcare Investors in 2021 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 42 increasing their positions, 31 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 31

0.66% less ownership

Funds ownership: 19.98%19.32% (-0.66%)

4% less capital invested

Capital invested by funds: $230M → $221M (-$9.01M)

9% less funds holding

Funds holding: 113103 (-10)

56% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 16

Holders
103
Holders Change
-10
Holders Change %
-8.85%
% of All Funds
1.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
42
Reduced
31
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$82.3M +$3.75M +142,576 +5%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$13.6M -$501K -19,053 -3%
Wells Fargo
3
Wells Fargo
California
$11.4M +$1.17M +44,599 +11%
NIM
4
Needham Investment Management
New York
$8.56M -$41.9K -1,592 -0.5%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$8.24M -$21.6K -820 -0.3%
LPL Financial
6
LPL Financial
California
$8.1M +$563K +21,400 +7%
UBS Group
7
UBS Group
Switzerland
$7.83M +$500K +19,015 +7%
Bank of America
8
Bank of America
North Carolina
$6.79M +$277K +10,533 +4%
RJA
9
Raymond James & Associates
Florida
$6.71M -$404K -15,361 -6%
Lazard Asset Management
10
Lazard Asset Management
New York
$4.88M -$3.76M -143,074 -43%
First Trust Advisors
11
First Trust Advisors
Illinois
$4.87M +$81.4K +3,095 +2%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$3.76M -$89.7K -3,408 -2%
CAN
13
Claraphi Advisory Network
United States
$3.34M -$66.5K -2,529 -2%
Osaic Holdings
14
Osaic Holdings
Arizona
$3.08M +$182K +6,929 +6%
Ameriprise
15
Ameriprise
Minnesota
$2.84M -$349K -13,281 -11%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$2.74M -$1.47M -55,681 -34%
MPCG
17
Matrix Private Capital Group
New York
$2.74M +$815K +30,975 +41%
Cohen & Steers
18
Cohen & Steers
New York
$2.57M
GC
19
Guggenheim Capital
Illinois
$2.15M -$29.3K -1,114 -1%
AAM
20
Advisors Asset Management
Colorado
$2.06M -$572K -21,745 -21%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$1.91M +$22.2K +843 +1%
USCWA
22
U.S. Capital Wealth Advisors
Texas
$1.74M +$1.79M +68,083 New
OFA
23
Oak Family Advisors
Illinois
$1.73M +$56.4K +2,145 +3%
LWM
24
Laidlaw Wealth Management
New York
$1.62M -$194K -7,385 -10%
PAG
25
Private Advisor Group
New Jersey
$1.44M +$808K +30,708 +119%

HQH Hedge Fund Activity: Q3 2021 in Review

103 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in abrdn Healthcare Investors (HQH) for Q3 2021, worth a combined $221M — down 3.9% from $230M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of HQH and 7 opened new positions — a net loss of 9 holders — while 31 trimmed existing stakes and 42 added.

The largest buyer was Morgan Stanley, adding an estimated $3.75M. The largest seller was Lazard Asset Management, cutting an estimated $3.76M.

  • 103 institutional investors held abrdn Healthcare Investors (HQH) as of Q3 2021, down from 113 in Q2 2021.
  • Funds reported $221M of abrdn Healthcare Investors stock for Q3 2021, down 3.9% quarter-over-quarter.
  • 7 funds opened new abrdn Healthcare Investors positions in Q3 2021 and 16 closed out, a net change of -9 holders.
  • The largest abrdn Healthcare Investors buyer in Q3 2021 was Morgan Stanley, an estimated $3.75M added.
  • The largest abrdn Healthcare Investors seller in Q3 2021 was Lazard Asset Management, an estimated $3.76M sold.

Based on aggregated 13F filings for Q3 2021.