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HQH

abrdn Healthcare Investors

105 hedge funds and large institutions have $196M invested in abrdn Healthcare Investors in 2021 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 45 increasing their positions, 24 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 24

27% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 15

2% more funds holding

Funds holding: 103105 (+2)

0.83% less ownership

Funds ownership: 19.32%18.49% (-0.83%)

11% less capital invested

Capital invested by funds: $221M → $196M (-$24.5M)

Holders
105
Holders Change
+2
Holders Change %
+1.94%
% of All Funds
1.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
45
Reduced
24
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$77.4M +$913K +36,649 +1%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$12.1M -$576K -23,106 -4%
Wells Fargo
3
Wells Fargo
California
$10.4M -$111K -4,471 -1%
NIM
4
Needham Investment Management
New York
$7.96M
RJFSA
5
Raymond James Financial Services Advisors
Florida
$7.83M +$179K +7,166 +2%
UBS Group
6
UBS Group
Switzerland
$7.3M +$25.7K +1,033 +0.3%
Bank of America
7
Bank of America
North Carolina
$6.84M +$560K +22,459 +8%
LPL Financial
8
LPL Financial
California
$6.53M -$1.04M -41,942 -13%
RJA
9
Raymond James & Associates
Florida
$5.83M -$425K -17,044 -6%
First Trust Advisors
10
First Trust Advisors
Illinois
$4.55M +$29.9K +1,202 +0.6%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$3.63M +$152K +6,088 +4%
MPCG
12
Matrix Private Capital Group
New York
$2.94M +$413K +16,590 +15%
Osaic Holdings
13
Osaic Holdings
Arizona
$2.93M +$80.3K +3,224 +3%
CAN
14
Claraphi Advisory Network
United States
$2.84M -$282K -11,314 -9%
Ameriprise
15
Ameriprise
Minnesota
$2.79M +$167K +6,713 +6%
Cohen & Steers
16
Cohen & Steers
New York
$2.39M
GC
17
Guggenheim Capital
Illinois
$1.76M -$255K -10,231 -12%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$1.72M -$50.3K -2,017 -3%
OFA
19
Oak Family Advisors
Illinois
$1.66M +$54.8K +2,200 +3%
OC
20
Oppenheimer & Co
New York
$1.62M +$326K +13,091 +24%
USCWA
21
U.S. Capital Wealth Advisors
Texas
$1.61M -$8.3K -333 -0.5%
IAIM
22
International Assets Investment Management
Florida
$1.22M +$1.07M +42,820 +511%
BRWA
23
B. Riley Wealth Advisors
Florida
$1.06M +$23.4K +939 +2%
BRWM
24
B. Riley Wealth Management
Tennessee
$1.04M +$23.8K +956 +2%
AAM
25
Advisors Asset Management
Colorado
$925K -$1.04M -41,624 -52%

HQH Hedge Fund Activity: Q4 2021 in Review

105 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in abrdn Healthcare Investors (HQH) for Q4 2021, worth a combined $196M — down 11% from $221M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new HQH positions and 15 closed out — a net gain of 4 holders — while 45 added to existing stakes and 24 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $1.07M. The largest seller was Lazard Asset Management, exiting entirely with an estimated $4.88M sold.

  • 105 institutional investors held abrdn Healthcare Investors (HQH) as of Q4 2021, up from 103 in Q3 2021.
  • Funds reported $196M of abrdn Healthcare Investors stock for Q4 2021, down 11% quarter-over-quarter.
  • 19 funds opened new abrdn Healthcare Investors positions in Q4 2021 and 15 closed out, a net change of +4 holders.
  • The largest abrdn Healthcare Investors buyer in Q4 2021 was International Assets Investment Management, an estimated $1.07M added.
  • The largest abrdn Healthcare Investors seller in Q4 2021 was Lazard Asset Management, an estimated $4.88M sold.

Based on aggregated 13F filings for Q4 2021.