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HQH

abrdn Healthcare Investors

116 hedge funds and large institutions have $159M invested in abrdn Healthcare Investors in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 45 increasing their positions, 31 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 31

1.38% more ownership

Funds ownership: 18.69%20.07% (+1.4%)

4% more capital invested

Capital invested by funds: $152M → $159M (+$6.81M)

0% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 10

2% less funds holding

Funds holding: 118116 (-2)

Holders
116
Holders Change
-2
Holders Change %
-1.69%
% of All Funds
1.82%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
45
Reduced
31
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$54.6M +$481K +27,725 +0.9%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$9.05M +$3.35K +193 +0%
CA
3
Cornerstone Advisors
North Carolina
$4.86M +$2.93M +168,859 +145%
WAM
4
Wolverine Asset Management
Illinois
$4.44M -$391K -22,571 -8%
LPL Financial
5
LPL Financial
California
$4.39M -$726K -41,870 -14%
RL
6
RPO LLC
Connecticut
$4.36M +$4.43M +255,773 New
RJFSA
7
Raymond James Financial Services Advisors
Florida
$4.21M +$152K +8,757 +4%
NIM
8
Needham Investment Management
New York
$3.77M +$85.8K +4,950 +2%
Wells Fargo
9
Wells Fargo
California
$3.63M -$694K -40,044 -16%
UBS Group
10
UBS Group
Switzerland
$3.55M +$140K +8,061 +4%
Bank of America
11
Bank of America
North Carolina
$3.16M -$30.4K -1,753 -0.9%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$2.84M +$126K +7,262 +5%
RJA
13
Raymond James & Associates
Florida
$2.74M +$268K +15,464 +11%
Osaic Holdings
14
Osaic Holdings
Arizona
$2.68M +$143K +8,274 +6%
AAM
15
Advisors Asset Management
Colorado
$2.44M +$158K +9,094 +7%
AA
16
AQR Arbitrage
Connecticut
$2.41M +$722K +41,639 +42%
Ameriprise
17
Ameriprise
Minnesota
$2.39M +$366K +21,124 +18%
First Trust Advisors
18
First Trust Advisors
Illinois
$2.25M -$125K -7,237 -5%
Cohen & Steers
19
Cohen & Steers
New York
$2.21M -$259K -14,955 -10%
SCM
20
Saba Capital Management
New York
$2.19M +$2.22M +128,235 New
MPCG
21
Matrix Private Capital Group
New York
$1.95M -$734K -42,357 -27%
BRWA
22
B. Riley Wealth Advisors
Florida
$1.83M +$325K +18,729 +21%
LSC
23
Logan Stone Capital
Illinois
$1.79M +$837K +48,290 +85%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$1.6M +$193K +11,157 +13%
KIM
25
Karpus Investment Management
New York
$1.46M +$1.48M +85,634 New

HQH Hedge Fund Activity: Q2 2023 in Review

116 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in abrdn Healthcare Investors (HQH) for Q2 2023, worth a combined $159M — up 4.5% from $152M a quarter earlier.

Fund positioning in HQH was balanced in Q2 2023: 10 funds opened new positions, 10 closed out, 45 added to existing stakes and 31 trimmed.

The largest buyer was RPO LLC, opening a new position worth an estimated $4.43M. The largest seller was Matrix Private Capital Group, cutting an estimated $734K.

  • 116 institutional investors held abrdn Healthcare Investors (HQH) as of Q2 2023, down from 118 in Q1 2023.
  • Funds reported $159M of abrdn Healthcare Investors stock for Q2 2023, up 4.5% quarter-over-quarter.
  • 10 funds opened new abrdn Healthcare Investors positions in Q2 2023 and 10 closed out, a net change of 0 holders.
  • The largest abrdn Healthcare Investors buyer in Q2 2023 was RPO LLC, an estimated $4.43M added.
  • The largest abrdn Healthcare Investors seller in Q2 2023 was Matrix Private Capital Group, an estimated $734K sold.

Based on aggregated 13F filings for Q2 2023.