We are live on ! Find out more
HQH

abrdn Healthcare Investors

114 hedge funds and large institutions have $154M invested in abrdn Healthcare Investors in 2022 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 35 increasing their positions, 35 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 7

9% more funds holding

Funds holding: 105114 (+9)

8% more capital invested

Capital invested by funds: $142M → $154M (+$11.7M)

0.72% more ownership

Funds ownership: 17.74%18.47% (+0.72%)

0% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 35

Holders
114
Holders Change
+9
Holders Change %
+8.57%
% of All Funds
1.83%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
35
Reduced
35
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
$56.1M +$2.68M +144,494 +5%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$9.92M -$732K -39,491 -7%
Wells Fargo
3
Wells Fargo
California
$5.47M -$1.17M -62,981 -17%
LPL Financial
4
LPL Financial
California
$5.23M -$549K -29,609 -9%
CA
5
Cornerstone Advisors
North Carolina
$4.87M +$4.56M +246,200 +1,001%
WAM
6
Wolverine Asset Management
Illinois
$4.85M +$1.08M +58,546 +28%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$4.29M -$925K -49,929 -17%
NIM
8
Needham Investment Management
New York
$3.89M -$2.19M -118,469 -35%
UBS Group
9
UBS Group
Switzerland
$3.72M -$461K -24,891 -11%
First Trust Advisors
10
First Trust Advisors
Illinois
$3.27M -$53.1K -2,869 -2%
Bank of America
11
Bank of America
North Carolina
$2.86M -$3M -162,075 -50%
MPCG
12
Matrix Private Capital Group
New York
$2.84M -$95.7K -5,165 -3%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$2.78M -$7.04K -380 -0.2%
Cohen & Steers
14
Cohen & Steers
New York
$2.6M
RJA
15
Raymond James & Associates
Florida
$2.59M +$151K +8,173 +6%
Osaic Holdings
16
Osaic Holdings
Arizona
$2.54M +$9.98K +539 +0.4%
Ameriprise
17
Ameriprise
Minnesota
$2.1M +$24.9K +1,346 +1%
LSC
18
Logan Stone Capital
Illinois
$1.79M +$1.84M +99,257 New
BRWA
19
B. Riley Wealth Advisors
Florida
$1.58M -$301K -16,245 -16%
OC
20
Oppenheimer & Co
New York
$1.36M -$12.4K -670 -0.9%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$1.3M +$126K +6,775 +10%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$1.24M +$427K +23,023 +50%
AAM
23
Advisors Asset Management
Colorado
$1.16M +$658K +35,542 +122%
CWP
24
Cyndeo Wealth Partners
Florida
$1.15M +$1.19M +63,993 New
EP
25
Eudaimonia Partners
Tennessee
$1.14M +$16.9K +910 +1%

HQH Hedge Fund Activity: Q4 2022 in Review

114 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in abrdn Healthcare Investors (HQH) for Q4 2022, worth a combined $154M — up 8.3% from $142M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new HQH positions and 7 closed out — a net gain of 11 holders — while 35 added to existing stakes and 35 trimmed.

The largest buyer was Cornerstone Advisors, adding an estimated $4.56M. The largest seller was Bank of America, cutting an estimated $3M.

  • 114 institutional investors held abrdn Healthcare Investors (HQH) as of Q4 2022, up from 105 in Q3 2022.
  • Funds reported $154M of abrdn Healthcare Investors stock for Q4 2022, up 8.3% quarter-over-quarter.
  • 18 funds opened new abrdn Healthcare Investors positions in Q4 2022 and 7 closed out, a net change of +11 holders.
  • The largest abrdn Healthcare Investors buyer in Q4 2022 was Cornerstone Advisors, an estimated $4.56M added.
  • The largest abrdn Healthcare Investors seller in Q4 2022 was Bank of America, an estimated $3M sold.

Based on aggregated 13F filings for Q4 2022.