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HQH

abrdn Healthcare Investors

103 hedge funds and large institutions have $149M invested in abrdn Healthcare Investors in 2022 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 47 increasing their positions, 20 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 20

18% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 11

2% more funds holding

Funds holding: 101103 (+2)

0.81% less ownership

Funds ownership: 18.13%17.32% (-0.81%)

12% less capital invested

Capital invested by funds: $168M → $149M (-$19.5M)

Holders
103
Holders Change
+2
Holders Change %
+1.98%
% of All Funds
1.74%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
47
Reduced
20
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$55.8M +$1.5M +75,687 +3%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$10.7M +$774K +39,126 +7%
Wells Fargo
3
Wells Fargo
California
$7.92M -$403K -20,360 -5%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$6.51M +$75.1K +3,796 +1%
NIM
5
Needham Investment Management
New York
$6.26M
LPL Financial
6
LPL Financial
California
$5.74M +$438K +22,144 +8%
Bank of America
7
Bank of America
North Carolina
$5.62M +$65.9K +3,335 +1%
UBS Group
8
UBS Group
Switzerland
$4.88M -$568K -28,701 -10%
First Trust Advisors
9
First Trust Advisors
Illinois
$3.58M +$16.2K +820 +0.4%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$2.89M -$27.9K -1,412 -0.9%
MPCG
11
Matrix Private Capital Group
New York
$2.82M +$178K +9,016 +6%
Ameriprise
12
Ameriprise
Minnesota
$2.69M +$151K +7,623 +6%
Osaic Holdings
13
Osaic Holdings
Arizona
$2.58M +$248K +12,563 +10%
RJA
14
Raymond James & Associates
Florida
$2.46M -$1.64M -82,880 -39%
Cohen & Steers
15
Cohen & Steers
New York
$2.33M -$155K -7,837 -6%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$1.43M +$6.72K +340 +0.4%
CAN
17
Claraphi Advisory Network
United States
$1.33M -$30.5K -1,543 -2%
OC
18
Oppenheimer & Co
New York
$1.3M +$20.4K +1,031 +2%
USCWA
19
U.S. Capital Wealth Advisors
Texas
$1.2M +$29.6K +1,496 +2%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$1.18M +$41.8K +2,116 +3%
GC
21
Guggenheim Capital
Illinois
$1.15M -$143K -7,248 -11%
EP
22
Eudaimonia Partners
Tennessee
$1.15M +$145K +7,315 +14%
WAM
23
Wolverine Asset Management
Illinois
$1.03M -$2.1M -106,286 -66%
BRWA
24
B. Riley Wealth Advisors
Florida
$839K +$31K +1,570 +4%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$770K +$229K +11,591 +39%

HQH Hedge Fund Activity: Q2 2022 in Review

103 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in abrdn Healthcare Investors (HQH) for Q2 2022, worth a combined $149M — down 12% from $168M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new HQH positions and 11 closed out — a net gain of 2 holders — while 47 added to existing stakes and 20 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.5M. The largest seller was Wolverine Asset Management, cutting an estimated $2.1M.

  • 103 institutional investors held abrdn Healthcare Investors (HQH) as of Q2 2022, up from 101 in Q1 2022.
  • Funds reported $149M of abrdn Healthcare Investors stock for Q2 2022, down 12% quarter-over-quarter.
  • 13 funds opened new abrdn Healthcare Investors positions in Q2 2022 and 11 closed out, a net change of +2 holders.
  • The largest abrdn Healthcare Investors buyer in Q2 2022 was Morgan Stanley, an estimated $1.5M added.
  • The largest abrdn Healthcare Investors seller in Q2 2022 was Wolverine Asset Management, an estimated $2.1M sold.

Based on aggregated 13F filings for Q2 2022.