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HQH

abrdn Healthcare Investors

120 hedge funds and large institutions have $197M invested in abrdn Healthcare Investors in 2024 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 37 increasing their positions, 26 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 26

9% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 22

1.62% less ownership

Funds ownership: 26.95%25.33% (-1.6%)

2% less funds holding

Funds holding: 122120 (-2)

19% less capital invested

Capital invested by funds: $242M → $197M (-$45.1M)

Holders
120
Holders Change
-2
Holders Change %
-1.64%
% of All Funds
1.58%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
37
Reduced
26
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$51.6M -$2.28M -128,246 -4%
SCM
2
Saba Capital Management
New York
$31.6M -$16M -900,303 -31%
Raymond James Financial
3
Raymond James Financial
Florida
$15M +$16.6M +937,656 New
PCM
4
Penserra Capital Management
California
$14.9M +$1.11M +62,626 +7%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$6.97M +$68.8K +3,876 +0.9%
Ameriprise
6
Ameriprise
Minnesota
$4.62M +$480K +27,043 +10%
LPL Financial
7
LPL Financial
California
$4.53M +$1.98M +111,383 +65%
NIM
8
Needham Investment Management
New York
$4.09M
Bank of America
9
Bank of America
North Carolina
$3.54M +$458K +25,805 +13%
AAM
10
Advisors Asset Management
Colorado
$3.34M +$532K +29,977 +17%
First Trust Advisors
11
First Trust Advisors
Illinois
$2.85M +$174K +9,819 +6%
OC
12
Oppenheimer & Co
New York
$2.8M +$1.5M +84,731 +95%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$2.45M -$56.5K -3,183 -2%
SCM
14
Sage Capital Management
New Jersey
$2.44M -$921K -51,892 -25%
UBS Group
15
UBS Group
Switzerland
$2.41M +$131K +7,401 +5%
WAM
16
WNY Asset Management
New York
$2.32M +$250K +14,065 +11%
WAM
17
Wolverine Asset Management
Illinois
$2.2M +$2.43M +136,831 New
Osaic Holdings
18
Osaic Holdings
Arizona
$2.15M +$375K +21,131 +19%
SAM
19
Smith Asset Management
Florida
$1.98M +$2.18M +123,081 New
AIA
20
Absolute Investment Advisers
Florida
$1.79M -$2.09M -117,659 -51%
Cohen & Steers
21
Cohen & Steers
New York
$1.73M
AA
22
AQR Arbitrage
Connecticut
$1.62M -$2.93M -165,408 -62%
Baird Financial Group
23
Baird Financial Group
Wisconsin
$1.57M +$540K +30,451 +45%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$1.39M +$60.5K +3,409 +4%
KAS
25
Kestra Advisory Services
Texas
$1.33M +$769K +43,356 +109%

HQH Hedge Fund Activity: Q4 2024 in Review

120 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in abrdn Healthcare Investors (HQH) for Q4 2024, worth a combined $197M — down 19% from $242M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new HQH positions and 22 closed out — a net gain of 2 holders — while 37 added to existing stakes and 26 trimmed.

The largest buyer was Wolverine Asset Management, opening a new position worth an estimated $2.43M. The largest seller was Saba Capital Management, cutting an estimated $16M.

  • 120 institutional investors held abrdn Healthcare Investors (HQH) as of Q4 2024, down from 122 in Q3 2024.
  • Funds reported $197M of abrdn Healthcare Investors stock for Q4 2024, down 19% quarter-over-quarter.
  • 24 funds opened new abrdn Healthcare Investors positions in Q4 2024 and 22 closed out, a net change of +2 holders.
  • The largest abrdn Healthcare Investors buyer in Q4 2024 was Wolverine Asset Management, an estimated $2.43M added.
  • The largest abrdn Healthcare Investors seller in Q4 2024 was Saba Capital Management, an estimated $16M sold.

Based on aggregated 13F filings for Q4 2024.