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HQH

abrdn Healthcare Investors

101 hedge funds and large institutions have $168M invested in abrdn Healthcare Investors in 2022 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 44 increasing their positions, 20 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 20

0.35% less ownership

Funds ownership: 18.49%18.13% (-0.35%)

6% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 17

4% less funds holding

Funds holding: 105101 (-4)

14% less capital invested

Capital invested by funds: $196M → $168M (-$27.9M)

Holders
101
Holders Change
-4
Holders Change %
-3.81%
% of All Funds
1.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
44
Reduced
20
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$60.4M -$7.38M -347,368 -11%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$11M +$467K +21,993 +4%
Wells Fargo
3
Wells Fargo
California
$9.22M +$94.5K +4,450 +1%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$7.16M +$320K +15,069 +5%
NIM
5
Needham Investment Management
New York
$6.95M
Bank of America
6
Bank of America
North Carolina
$6.17M +$196K +9,228 +3%
UBS Group
7
UBS Group
Switzerland
$6.02M -$362K -17,025 -6%
LPL Financial
8
LPL Financial
California
$5.91M +$210K +9,872 +4%
RJA
9
Raymond James & Associates
Florida
$4.46M -$651K -30,668 -13%
First Trust Advisors
10
First Trust Advisors
Illinois
$3.96M -$13.5K -635 -0.3%
WAM
11
Wolverine Asset Management
Illinois
$3.35M +$3.43M +161,515 New
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$3.24M +$66.6K +3,135 +2%
MPCG
13
Matrix Private Capital Group
New York
$2.95M +$387K +18,210 +15%
Ameriprise
14
Ameriprise
Minnesota
$2.83M +$396K +18,660 +16%
Cohen & Steers
15
Cohen & Steers
New York
$2.75M +$675K +31,780 +32%
Osaic Holdings
16
Osaic Holdings
Arizona
$2.62M +$39.6K +1,866 +2%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$1.59M +$80.8K +3,806 +5%
CAN
18
Claraphi Advisory Network
United States
$1.51M -$989K -46,535 -39%
GC
19
Guggenheim Capital
Illinois
$1.43M -$113K -5,305 -7%
OC
20
Oppenheimer & Co
New York
$1.43M +$11.5K +542 +0.8%
USCWA
21
U.S. Capital Wealth Advisors
Texas
$1.3M -$106K -4,975 -7%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$1.26M +$771K +36,285 +147%
EP
23
Eudaimonia Partners
Tennessee
$1.12M +$1.15M +54,042 New
AWS
24
Atria Wealth Solutions
New York
$965K +$986K +46,423 New
BRWA
25
B. Riley Wealth Advisors
Florida
$900K -$25.3K -1,193 -3%

HQH Hedge Fund Activity: Q1 2022 in Review

101 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in abrdn Healthcare Investors (HQH) for Q1 2022, worth a combined $168M — down 14% from $196M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of HQH and 16 opened new positions — a net loss of 1 holder — while 20 trimmed existing stakes and 44 added.

The largest buyer was Wolverine Asset Management, opening a new position worth an estimated $3.43M. The largest seller was Morgan Stanley, cutting an estimated $7.38M.

  • 101 institutional investors held abrdn Healthcare Investors (HQH) as of Q1 2022, down from 105 in Q4 2021.
  • Funds reported $168M of abrdn Healthcare Investors stock for Q1 2022, down 14% quarter-over-quarter.
  • 16 funds opened new abrdn Healthcare Investors positions in Q1 2022 and 17 closed out, a net change of -1 holder.
  • The largest abrdn Healthcare Investors buyer in Q1 2022 was Wolverine Asset Management, an estimated $3.43M added.
  • The largest abrdn Healthcare Investors seller in Q1 2022 was Morgan Stanley, an estimated $7.38M sold.

Based on aggregated 13F filings for Q1 2022.