We are live on ! Find out more
HQH

abrdn Healthcare Investors

118 hedge funds and large institutions have $152M invested in abrdn Healthcare Investors in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 56 increasing their positions, 23 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 23

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

4% more funds holding

Funds holding: 114118 (+4)

0.22% more ownership

Funds ownership: 18.47%18.69% (+0.22%)

1% less capital invested

Capital invested by funds: $154M → $152M (-$1.93M)

Holders
118
Holders Change
+4
Holders Change %
+3.51%
% of All Funds
1.88%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
56
Reduced
23
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$56M +$963K +52,939 +2%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$9.37M -$364K -20,001 -4%
LPL Financial
3
LPL Financial
California
$5.28M +$157K +8,639 +3%
WAM
4
Wolverine Asset Management
Illinois
$4.99M +$239K +13,120 +5%
Wells Fargo
5
Wells Fargo
California
$4.47M -$923K -50,767 -17%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$4.21M +$4.15K +228 +0.1%
NIM
7
Needham Investment Management
New York
$3.82M
UBS Group
8
UBS Group
Switzerland
$3.53M -$119K -6,556 -3%
Bank of America
9
Bank of America
North Carolina
$3.3M +$509K +28,009 +18%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$2.81M +$87.9K +4,835 +3%
MPCG
11
Matrix Private Capital Group
New York
$2.76M -$25.2K -1,387 -0.9%
Osaic Holdings
12
Osaic Holdings
Arizona
$2.63M +$141K +7,729 +5%
RJA
13
Raymond James & Associates
Florida
$2.57M +$32K +1,759 +1%
Cohen & Steers
14
Cohen & Steers
New York
$2.55M
First Trust Advisors
15
First Trust Advisors
Illinois
$2.46M -$777K -42,698 -23%
AAM
16
Advisors Asset Management
Colorado
$2.37M +$1.27M +69,632 +108%
Ameriprise
17
Ameriprise
Minnesota
$2.1M +$110K +6,022 +5%
CA
18
Cornerstone Advisors
North Carolina
$2.05M -$2.81M -154,500 -57%
AA
19
AQR Arbitrage
Connecticut
$1.76M +$827K +45,496 +84%
BRWA
20
B. Riley Wealth Advisors
Florida
$1.56M +$12.9K +708 +0.8%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$1.46M +$257K +14,120 +21%
NAS
22
NWF Advisory Services
California
$1.42M +$1.52M +83,369 New
OC
23
Oppenheimer & Co
New York
$1.35M +$16.6K +910 +1%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$1.28M +$8.62K +474 +0.7%
EP
25
Eudaimonia Partners
Tennessee
$1.17M +$48.9K +2,690 +4%

HQH Hedge Fund Activity: Q1 2023 in Review

118 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in abrdn Healthcare Investors (HQH) for Q1 2023, worth a combined $152M — down 1.3% from $154M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new HQH positions and 8 closed out — a net gain of 7 holders — while 56 added to existing stakes and 23 trimmed.

The largest buyer was Advisors Asset Management, adding an estimated $1.27M. The largest seller was Cornerstone Advisors, cutting an estimated $2.81M.

  • 118 institutional investors held abrdn Healthcare Investors (HQH) as of Q1 2023, up from 114 in Q4 2022.
  • Funds reported $152M of abrdn Healthcare Investors stock for Q1 2023, down 1.3% quarter-over-quarter.
  • 15 funds opened new abrdn Healthcare Investors positions in Q1 2023 and 8 closed out, a net change of +7 holders.
  • The largest abrdn Healthcare Investors buyer in Q1 2023 was Advisors Asset Management, an estimated $1.27M added.
  • The largest abrdn Healthcare Investors seller in Q1 2023 was Cornerstone Advisors, an estimated $2.81M sold.

Based on aggregated 13F filings for Q1 2023.