HQH

abrdn Healthcare Investors
HQH

Overview Fund Activity

102 hedge funds and large institutions have $220M invested in abrdn Healthcare Investors in 2021 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 41 increasing their positions, 31 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
102
Holders Change
-10
Holders Change %
-8.93%
% of All Funds
1.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
41
Reduced
31
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$82.3M
2
Wells Fargo
Wells Fargo
California
$11.4M
3
MPCG
Matrix Private Capital Group
New York
$2.74M
4
PAG
Private Advisor Group
New Jersey
$1.44M
5
LPL Financial
LPL Financial
California
$8.1M

Top Sellers

1
Lazard Asset Management
Lazard Asset Management
New York
$4.88M
2
COLIM
City of London Investment Management
United Kingdom
$545K
3
MC
Matisse Capital
Oregon
$0
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
$0
5
PAIM
Punch & Associates Investment Management
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$82.3M +$3.65M +142,576 +5%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$13.6M -$487K -19,053 -3%
Wells Fargo
3
Wells Fargo
California
$11.4M +$1.14M +44,599 +11%
NIM
4
Needham Investment Management
New York
$8.56M -$40.7K -1,592 -0.5%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$8.24M -$21K -820 -0.3%
LPL Financial
6
LPL Financial
California
$8.1M +$547K +21,400 +7%
UBS Group
7
UBS Group
Switzerland
$7.83M +$486K +19,015 +7%
Bank of America
8
Bank of America
North Carolina
$6.79M +$269K +10,533 +4%
RJA
9
Raymond James & Associates
Florida
$6.71M -$393K -15,361 -6%
Lazard Asset Management
10
Lazard Asset Management
New York
$4.88M -$3.66M -143,074 -43%
First Trust Advisors
11
First Trust Advisors
Illinois
$4.87M +$79.1K +3,095 +2%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$3.76M -$87.1K -3,408 -2%
CAN
13
Claraphi Advisory Network
United States
$3.34M -$64.7K -2,529 -2%
Osaic Holdings
14
Osaic Holdings
Arizona
$3.08M +$177K +6,929 +6%
Ameriprise
15
Ameriprise
Minnesota
$2.84M -$340K -13,281 -11%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$2.74M -$1.42M -55,681 -34%
MPCG
17
Matrix Private Capital Group
New York
$2.74M +$792K +30,975 +41%
Cohen & Steers
18
Cohen & Steers
New York
$2.57M – – –
GC
19
Guggenheim Capital
Illinois
$2.15M -$28.5K -1,114 -1%
AAM
20
Advisors Asset Management
Colorado
$2.06M -$556K -21,745 -21%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$1.91M +$21.5K +843 +1%
USCWA
22
U.S. Capital Wealth Advisors
Texas
$1.74M +$1.74M +68,083 New
OFA
23
Oak Family Advisors
Illinois
$1.73M +$54.9K +2,145 +3%
LWM
24
Laidlaw Wealth Management
New York
$1.62M -$189K -7,385 -10%
PAG
25
Private Advisor Group
New Jersey
$1.44M +$785K +30,708 +119%
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