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HQH

abrdn Healthcare Investors

105 hedge funds and large institutions have $142M invested in abrdn Healthcare Investors in 2022 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 48 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 23

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

2% more funds holding

Funds holding: 103105 (+2)

0.42% more ownership

Funds ownership: 17.32%17.74% (+0.42%)

5% less capital invested

Capital invested by funds: $149M → $142M (-$6.8M)

Holders
105
Holders Change
+2
Holders Change %
+1.94%
% of All Funds
1.81%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
48
Reduced
23
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$51.4M -$212K -11,073 -0.4%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$10.2M +$371K +19,417 +3%
Wells Fargo
3
Wells Fargo
California
$6.34M -$1.09M -56,882 -13%
NIM
4
Needham Investment Management
New York
$5.79M
Bank of America
5
Bank of America
North Carolina
$5.55M +$397K +20,762 +7%
LPL Financial
6
LPL Financial
California
$5.53M +$256K +13,414 +4%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$4.98M -$1.16M -60,435 -17%
UBS Group
8
UBS Group
Switzerland
$4M -$570K -29,801 -11%
WAM
9
Wolverine Asset Management
Illinois
$3.65M +$2.98M +155,839 +282%
First Trust Advisors
10
First Trust Advisors
Illinois
$3.19M -$135K -7,052 -4%
MPCG
11
Matrix Private Capital Group
New York
$2.82M +$232K +12,159 +8%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$2.67M +$1.63K +85 +0.1%
Cohen & Steers
13
Cohen & Steers
New York
$2.5M +$382K +19,966 +16%
Osaic Holdings
14
Osaic Holdings
Arizona
$2.43M +$53.9K +2,822 +2%
RJA
15
Raymond James & Associates
Florida
$2.34M +$72.6K +3,798 +3%
Ameriprise
16
Ameriprise
Minnesota
$1.93M -$612K -32,025 -22%
BRWA
17
B. Riley Wealth Advisors
Florida
$1.79M +$1.13M +58,932 +131%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$1.42M +$106K +5,525 +7%
OC
19
Oppenheimer & Co
New York
$1.32M +$128K +6,696 +10%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$1.13M +$47K +2,458 +4%
EP
21
Eudaimonia Partners
Tennessee
$1.08M +$24K +1,258 +2%
USCWA
22
U.S. Capital Wealth Advisors
Texas
$1.07M -$48.7K -2,546 -4%
CAN
23
Claraphi Advisory Network
United States
$865K -$408K -21,327 -30%
GC
24
Guggenheim Capital
Illinois
$844K -$239K -12,502 -20%
Millennium Management
25
Millennium Management
New York
$836K +$924K +48,353 New

HQH Hedge Fund Activity: Q3 2022 in Review

105 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in abrdn Healthcare Investors (HQH) for Q3 2022, worth a combined $142M — down 4.6% from $149M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new HQH positions and 7 closed out — a net gain of 3 holders — while 48 added to existing stakes and 23 trimmed.

The largest buyer was Wolverine Asset Management, adding an estimated $2.98M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $1.16M.

  • 105 institutional investors held abrdn Healthcare Investors (HQH) as of Q3 2022, up from 103 in Q2 2022.
  • Funds reported $142M of abrdn Healthcare Investors stock for Q3 2022, down 4.6% quarter-over-quarter.
  • 10 funds opened new abrdn Healthcare Investors positions in Q3 2022 and 7 closed out, a net change of +3 holders.
  • The largest abrdn Healthcare Investors buyer in Q3 2022 was Wolverine Asset Management, an estimated $2.98M added.
  • The largest abrdn Healthcare Investors seller in Q3 2022 was Raymond James Financial Services Advisors, an estimated $1.16M sold.

Based on aggregated 13F filings for Q3 2022.