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HQH

abrdn Healthcare Investors

115 hedge funds and large institutions have $160M invested in abrdn Healthcare Investors in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 48 increasing their positions, 32 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 32

1.24% more ownership

Funds ownership: 20.07%21.3% (+1.2%)

1% more capital invested

Capital invested by funds: $159M → $160M (+$1.61M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 10

1% less funds holding

Funds holding: 116115 (-1)

Holders
115
Holders Change
-1
Holders Change %
-0.86%
% of All Funds
1.82%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
48
Reduced
32
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
$50.2M +$447K +26,809 +0.8%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$7M -$1.35M -80,645 -15%
CA
3
Cornerstone Advisors
North Carolina
$6.83M +$2.57M +154,220 +54%
RL
4
RPO LLC
Connecticut
$5.86M +$2.02M +121,018 +47%
WAM
5
Wolverine Asset Management
Illinois
$5.52M +$1.59M +95,038 +37%
AA
6
AQR Arbitrage
Connecticut
$4.96M +$2.97M +177,748 +126%
SCM
7
Saba Capital Management
New York
$4.61M +$2.81M +168,402 +131%
LSC
8
Logan Stone Capital
Illinois
$4.28M +$2.84M +170,415 +163%
Osaic Holdings
9
Osaic Holdings
Arizona
$3.99M +$1.66M +99,280 +63%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$3.72M -$131K -7,878 -3%
NIM
11
Needham Investment Management
New York
$3.53M +$94.8K +5,684 +3%
Bank of America
12
Bank of America
North Carolina
$3.2M +$335K +20,101 +11%
LPL Financial
13
LPL Financial
California
$3.17M -$896K -53,705 -21%
UBS Group
14
UBS Group
Switzerland
$2.95M -$303K -18,159 -9%
RJA
15
Raymond James & Associates
Florida
$2.66M +$167K +10,033 +6%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$2.58M -$4.5K -270 -0.2%
QC
17
Quantedge Capital
Singapore
$2.29M +$1.09M +65,500 +80%
AAM
18
Advisors Asset Management
Colorado
$2.23M -$1.24K -74 -0.1%
First Trust Advisors
19
First Trust Advisors
Illinois
$2.19M +$152K +9,124 +7%
BFM
20
Boothbay Fund Management
New York
$1.99M +$1.63M +97,618 +319%
Ameriprise
21
Ameriprise
Minnesota
$1.79M -$420K -25,155 -18%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$1.62M +$167K +10,012 +11%
CCP
23
Clough Capital Partners
Massachusetts
$1.6M +$1.71M +102,668 New
Cohen & Steers
24
Cohen & Steers
New York
$1.55M -$500K -30,000 -23%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$1.31M +$512K +30,720 +58%

HQH Hedge Fund Activity: Q3 2023 in Review

115 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in abrdn Healthcare Investors (HQH) for Q3 2023, worth a combined $160M — up 1% from $159M a quarter earlier.

Fund positioning in HQH was balanced in Q3 2023: 10 funds opened new positions, 10 closed out, 48 added to existing stakes and 32 trimmed.

The largest buyer was AQR Arbitrage, adding an estimated $2.97M. The largest seller was Wells Fargo, cutting an estimated $3.04M.

  • 115 institutional investors held abrdn Healthcare Investors (HQH) as of Q3 2023, down from 116 in Q2 2023.
  • Funds reported $160M of abrdn Healthcare Investors stock for Q3 2023, up 1% quarter-over-quarter.
  • 10 funds opened new abrdn Healthcare Investors positions in Q3 2023 and 10 closed out, a net change of 0 holders.
  • The largest abrdn Healthcare Investors buyer in Q3 2023 was AQR Arbitrage, an estimated $2.97M added.
  • The largest abrdn Healthcare Investors seller in Q3 2023 was Wells Fargo, an estimated $3.04M sold.

Based on aggregated 13F filings for Q3 2023.