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HQH

abrdn Healthcare Investors

124 hedge funds and large institutions have $258M invested in abrdn Healthcare Investors in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 47 increasing their positions, 35 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 8

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

61% more capital invested

Capital invested by funds: $160M → $258M (+$98M)

34% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 35

10.88% more ownership

Funds ownership: 21.3%32.19% (+11%)

8% more funds holding

Funds holding: 115124 (+9)

Holders
124
Holders Change
+9
Holders Change %
+7.83%
% of All Funds
1.81%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
18
Increased
47
Reduced
35
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
$100M +$43.3M +2,817,279 +87%
SCM
2
Saba Capital Management
New York
$23.6M +$17.3M +1,127,709 +380%
CA
3
Cornerstone Advisors
North Carolina
$12.1M +$4.5M +292,920 +67%
AA
4
AQR Arbitrage
Connecticut
$8.29M +$2.79M +181,268 +57%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$7.79M +$299K +19,459 +4%
RL
6
RPO LLC
Connecticut
$6.34M +$87.5K +5,695 +2%
CCP
7
Clough Capital Partners
Massachusetts
$5.36M +$3.39M +220,560 +215%
BFM
8
Boothbay Fund Management
New York
$5.17M +$2.83M +184,015 +143%
LSC
9
Logan Stone Capital
Illinois
$4.93M +$338K +22,006 +8%
EAM
10
Eschler Asset Management
United Kingdom
$4.55M +$4.05M +263,560 New
RJFSA
11
Raymond James Financial Services Advisors
Florida
$4.19M +$212K +13,816 +6%
WAM
12
Wolverine Asset Management
Illinois
$4.05M -$1.7M -110,850 -31%
LCM
13
Landscape Capital Management
New Jersey
$3.97M +$2.41M +156,764 +190%
NIM
14
Needham Investment Management
New York
$3.76M
QC
15
Quantedge Capital
Singapore
$3.47M +$961K +62,500 +42%
SCM
16
Sage Capital Management
New Jersey
$3.09M +$2.86M +186,337 New
Bank of America
17
Bank of America
North Carolina
$2.99M -$388K -25,241 -12%
RJA
18
Raymond James & Associates
Florida
$2.76M -$66.6K -4,330 -3%
LPL Financial
19
LPL Financial
California
$2.71M -$613K -39,861 -20%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$2.61M -$134K -8,741 -5%
Osaic Holdings
21
Osaic Holdings
Arizona
$2.47M -$1.65M -107,275 -42%
AAM
22
Advisors Asset Management
Colorado
$2.42M +$40.8K +2,653 +2%
First Trust Advisors
23
First Trust Advisors
Illinois
$2.26M -$68.4K -4,448 -3%
UBS Group
24
UBS Group
Switzerland
$2.26M -$823K -53,522 -28%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$2M +$257K +16,733 +16%

HQH Hedge Fund Activity: Q4 2023 in Review

124 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in abrdn Healthcare Investors (HQH) for Q4 2023, worth a combined $258M — up 61% from $160M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new HQH positions and 8 closed out — a net gain of 10 holders — while 47 added to existing stakes and 35 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $43.3M. The largest seller was Wolverine Asset Management, cutting an estimated $1.7M.

  • 124 institutional investors held abrdn Healthcare Investors (HQH) as of Q4 2023, up from 115 in Q3 2023.
  • Funds reported $258M of abrdn Healthcare Investors stock for Q4 2023, up 61% quarter-over-quarter.
  • 18 funds opened new abrdn Healthcare Investors positions in Q4 2023 and 8 closed out, a net change of +10 holders.
  • The largest abrdn Healthcare Investors buyer in Q4 2023 was Morgan Stanley, an estimated $43.3M added.
  • The largest abrdn Healthcare Investors seller in Q4 2023 was Wolverine Asset Management, an estimated $1.7M sold.

Based on aggregated 13F filings for Q4 2023.