Abrdn Healthcare Investors (HQH)

Neutral

Insufficient data to determine institutional momentum.

Data as of Q1 2026

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Institutional Holders

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No collected fundamentals to build a valuation model.

No collected fundamentals for a quality & risk analysis.

No collected fundamentals for a dividends & returns analysis.

Ownership Map

Top 40 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

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Crowding AnalysisCrowded

Holders126of 5,944

Avg: 68

Uncrowded88th percentileCrowded

Institutional Activity

Buy/Sell Ratio1.79x

73th percentile

77 buying43 selling

+21

New

-17

Closed

-43,211

Net shares

Ownership Concentration

Top 5: 61.7%Top 10: 75.2%

MORGAN STANLEY34.9%

RAYMOND JAMES FINANCIAL9.2%

Penserra Capital Management8.9%

Advisors Asset Management,4.5%

LPL Financial4.3%

Others (121)38.3%

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Buy / Sell Volume by Quarter

Total shares institutions bought (green) vs sold (red) each quarter across all holders.

Inferred from quarter-over-quarter change in each fund's 13F position (new stakes count as buys, exits as sells). Not tick-level trades.

Institutional Trends (8 Quarters)

No trend data available for this metric.

Performance vs. S&P 500

Total return (dividends reinvested) vs the market, from quarter-end prices.

$10,000 invested 2021-06

$14,685

HQH · +47%

$18,666

S&P 500 · +87%

−$3,980

behind the index

Total return (5Y)

+47%

S&P 500

+87%

vs. market

-40%

underperformed

Annualized

8.0%

mkt 13.3%

Volatility

20%

annualized

Beta

0.75

vs S&P 500

Growth of $10,000

Hover the chart to read any quarter

HQHS&P 500

Year by year

Annual return vs the market

Hover a year to compare.

HQH (solid)S&P 500 (outline)Green = positive year, red = negative. Number = HQH's return.

Beat the market

3 / 6 yrs

50% win rate

Best year

+34%

2025

Worst year

-17%

2022

Worst drawdown

-27%

recovered in 8 qtrs

Relative strength

Cumulative lead over the S&P 500

Above 0 = ahead of the S&P 500 since the window start; below 0 = behind. Rising means it's pulling ahead.

Downside

Drawdown from peak · max -27%

How far the stock fell below its prior peak. Deeper, longer drawdowns = a rougher ride to the same return.

Quarter-end, dividend-adjusted (total return). Beta & volatility from quarterly returns (annualized). Benchmark is the S&P 500 (SPY total return). Annual returns compound the quarters ending in each calendar year; the first and last years in a window may be partial. Past performance doesn't predict future results.

Conviction-Weighted Ownership

Median weight: 0.01%Avg weight: 0.17%Max: 1.02%High conviction (>1%): 1