Stock Analysis
Data Source: SEC EDGAR 13F
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Abrdn Healthcare Investors (HQH)

124 + Investors. Track Smart Money conviction in HQH. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
63%

Smart Money Signals — HQH

Based on 124 hedge funds · latest filing: 2026 Q2 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
124 hedge funds hold HQH right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +13% more funds vs a year ago

fund count last 6Q
+14 new funds entered over the past year (+13% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction. The peak was reached in just 4 quarters from the low — a sharp move.
🟢

More buyers than sellers — 63% buying

77 buying46 selling
Last quarter: 77 funds were net buyers (19 opened a brand new position + 58 added to an existing one). Only 46 were sellers (27 trimmed + 19 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-6 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 19 → 18 → 25 → 19. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

56% of holders stayed for 2+ years

56% conviction (2yr+) 23% medium 22% new
69 out of 124 hedge funds have held HQH for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Value +28% but shares only +4% — price-driven

Value
+27%
Shares
+3%
Last quarter: the total dollar value of institutional holdings rose +28%, but actual share count only changed +4%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
📈

Growing discovery — still being found

19 → 19 → 18 → 25 → 19 new funds/Q
New funds entering each quarter: 19 → 18 → 25 → 19. A growing number of institutions are discovering HQH each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 56% veterans vs 28% newcomers

56% veterans 15% 1-2yr 28% new
Entry-cohort mix of 124 holders: 70 (56%) are 2+ year veterans, 19 entered 1–2 years ago, and 35 (28%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 58% AUM from top-100 funds

58% from top-100 AUM funds
17 of 124 holders are among the 100 largest funds by AUM, controlling 58% of total institutional value in HQH. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — HQH

In 2026 Q2, 77 hedge funds were net buyers of HQH (19 opened a new position, 58 added to an existing one), while 46 reduced or exited (27 trimmed, 19 sold completely) — a 63% buyer ratio, indicating clear institutional accumulation. 58% of total institutional value in HQH is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 124.

Hedge Fund Ownership: HQH

How many hedge funds hold HQH — quarterly history vs. share price
Quarterly hedge fund ownership of HQH vs. share price

Market Analysis: HQH

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: HQH

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

5 top-rated funds 0 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
1.1
/ 10
conviction
Hedge Fund Positioning: HQH
124 + Investors

Track Smart Money conviction in HQH. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 124 124 -
13F Shares 13M 13M 3.69%
Total Value $257M $202M 27.71%
New Positions 19 25 -6
Increased Positions 58 51 +7
Closed Positions 19 18 +1
Reduced Positions 27 26 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: HQH

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Institutional Holders (2026 Q2)

124 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in HQH. Verified SEC 13F-HR filings.

QUARTER:
Top 25 HQH holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Smith Asset Management Co., LLC 1.95% 112,724 $2.5M
2 Z3 Capital Partners, LLC 1.06% 230,448 $5.1M
3 Samalin Investment Counsel, LLC 1.06% 154,616 $3.4M
4 Closed-End Fund Advisors, Inc. 0.69% 32,293 $710K
5 Sage Capital Management, LLC 0.63% 73,807 $1.6M
6 Turner Financial Group, Inc. 0.39% 17,646 $388K
7 WESPAC Advisors, LLC 0.25% 23,153 $509K
8 Advisors Asset Management, Inc. 0.22% 665,476 $14.6M
9 Harbour Wealth Management Group, Inc. 0.22% 14,600 $321K
10 Advisory Advocates, LLC 0.21% 11,271 $248K
11 Needham Investment Management LLC 0.21% 320,825 $7.1M
12 NWF Advisory Services Inc. 0.20% 98,507 $2.2M
13 Triumph Capital Management 0.18% 45,512 $1.0M
14 Concorde Asset Management, LLC 0.15% 11,924 $262K
15 Abel Hall, LLC 0.13% 33,000 $725K
16 Vista Investment Partners II, LLC 0.11% 13,154 $289K
17 Sage Capital Advisors,llc 0.09% 19,727 $434K
18 Evolve Private Wealth, LLC 0.07% 53,461 $1.2M
19 City of London Investment Management Co Ltd 0.07% 51,952 $1.1M
20 Cyndeo Wealth Partners, LLC 0.04% 38,308 $842K
21 Ashton Thomas Securities, LLC 0.04% 11,942 $262K
22 Blue Bell Private Wealth Management, LLC 0.04% 13,718 $302K
23 Nations Financial Group Inc, /Ia/ /Adv 0.03% 31,122 $684K
24 Oppenheimer & Co Inc 0.03% 116,304 $2.6M
25 Capital Investment Advisory Services, LLC 0.02% 18,329 $403K
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Abrdn Healthcare Investors (HQH)

What does the Smart Money Trend signal show for HQH?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for HQH?

More buyers than sellers — 63% buying: Last quarter: 77 funds were net buyers (19 opened a brand new position + 58 added to an existing one). Only 46 were sellers (27 trimmed + 19 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for HQH holders?

Elite ownership — 58% AUM from top-100 funds: 17 of 124 holders are among the 100 largest funds by AUM, controlling 58% of total institutional value in HQH. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held HQH?

56% of holders stayed for 2+ years: 69 out of 124 hedge funds have held HQH for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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