MarketPeel
Insider Trading Intelligence
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Daniel R. Omstead

HQH
PRESIDENT · ABRDN HEALTHCARE INVESTORS · CIK 0001254774
FILING MIX · LIFETIME94%/6%
BUYS
16
SELLS
1
TOTAL VALUE
$1.88M
COMPANIES
4
ACTIVE SINCE
Mar 2020
HOLDINGS NOW
406,989
AVG SELL PX
TRADE KIND
SHOWING 17 / 17
Trades · vs SPY
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Performance · forward returns vs SPY
15 backtested trades · 8 horizons
Forward-return performance of every backtestable P/S trade by Daniel R. Omstead, measured at 8 horizons from 7 days to 2 years. Deduped per economic event so co-filings count once. Excess return = trade return minus SPY return over the same window.
HORIZONTRADESWIN RATEINSIDER RETURNSPY RETURNMEAN EXCESSMEDIAN EXCESST-STAT
7d15+33.33%-2.25%-2.09%-0.16%+1.28%
14d15+86.67%+3.31%+1.71%+1.60%+1.20%
30d15+73.33%+6.78%+4.08%+2.71%+0.41%
60d15+66.67%+12.25%+8.44%+3.81%+5.91%
90d15+93.33%+15.52%+14.06%+1.46%+0.02%
180d15+93.33%+17.62%+23.94%-6.33%-6.35%
1y15+93.33%+32.82%+39.61%-6.79%-8.02%
2y15+73.33%+16.21%+44.89%-28.68%-31.30%
How to read this: Insider Returnis the average raw return of the filer's trades over the horizon. SPY Return is what SPY did over those same windows — reference only, not a comparison. The headline alpha number is Mean Excess = Insider − SPY; green means the filer beat SPY, red means they trailed it. Win rate is the share of individual trades where the filer beat SPY. T-statvalues above 2 mean the alpha is unlikely to be chance given the sample size. "Pending" counts trades where the horizon hasn't elapsed yet; their stats are not included in the row average.
Holdings over time
HQH · 178,268.56 shares · as of Sep 25, 2023
044,56789,134133,701178,269202120222023SHARES HELD
Trading cadence · quarterly flow
BUY SELL
2020
2020
2020
2020
2021
2021
2021
2021
2022
2022
2022
2022
2023
2023
2023
FLOW · 16 buys / 1 sellsCOVERAGE · 15 quarters
Form 4 filings · all activity
COMPANYTYPESHARESPRICEVALUEHELD AFTERTRADE DATEFILEDDETAILS
HQH
ABRDN HEALTHCARE INVESTORS
PURCHASE
President
9,500$15.63$148.5K178,268.56Sep 25, 2023Sep 25, 2023View →
HQL
ABRDN LIFE SCIENCES INVESTORS
PURCHASE
President
10,096$12.39$125.1K197,518.03Sep 25, 2023Sep 25, 2023View →
HQH
ABRDN HEALTHCARE INVESTORS
PURCHASE
President
9,500$15.88$150.8K168,768.56Sep 20, 2023Sep 20, 2023View →
HQL
ABRDN LIFE SCIENCES INVESTORS
PURCHASE
President
12,000$12.68$152.2K187,422.03Sep 20, 2023Sep 20, 2023View →
HQL
ABRDN LIFE SCIENCES INVESTORS
PURCHASE
President
6,403$21.63$138.5K146,489.44Aug 11, 2021Aug 12, 2021View →
THW
ABRDN WORLD HEALTHCARE FUND
PURCHASE
President
6,442$14.26$91.9K30,768Apr 6, 2021Apr 8, 2021View →
THW
ABRDN WORLD HEALTHCARE FUND
SALE
President
24,3260Apr 6, 2021Apr 8, 2021View →
HQH
ABRDN HEALTHCARE INVESTORS
PURCHASE
President
5,200$20.53$106.7K125,411.02Oct 26, 2020Oct 26, 2020View →
HQL
ABRDN LIFE SCIENCES INVESTORS
PURCHASE
President
6,175$17.52$108.2K131,835.8Oct 26, 2020Oct 26, 2020View →
HQH
ABRDN HEALTHCARE INVESTORS
PURCHASE
President
5,050$20.68$104.4K120,211.02Oct 21, 2020Oct 21, 2020View →
HQL
ABRDN LIFE SCIENCES INVESTORS
PURCHASE
President
5,950$17.75$105.6K125,660.8Oct 21, 2020Oct 21, 2020View →
HQL
ABRDN LIFE SCIENCES INVESTORS
PURCHASE
President
5,950$17.74$105.6K114,820.99May 21, 2020May 22, 2020View →
HQH
ABRDN HEALTHCARE INVESTORS
PURCHASE
President
5,000$21.01$105.1K110,357.38May 21, 2020May 22, 2020View →
HQL
ABRDN LIFE SCIENCES INVESTORS
PURCHASE
President
8,300$13.27$110.1K105,813.88Mar 17, 2020Mar 17, 2020View →
THW
ABRDN WORLD HEALTHCARE FUND
PURCHASE
President
9,926$10.77$106.9K24,326Mar 17, 2020Mar 17, 2020View →
HQH
ABRDN HEALTHCARE INVESTORS
PURCHASE
President
6,800$16.24$110.4K102,318.65Mar 17, 2020Mar 17, 2020View →
THQ
ABRDN HEALTHCARE OPPORTUNITIES FUND
PURCHASE
President
7,300$14.67$107.1K31,202Mar 17, 2020Mar 17, 2020View →
Other insiders · HQH
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About this filer
CIK 0001254774
ROLE
President
PRIMARY
HQH
COMPANIES
4
ACTIVE SINCE
Mar 2020
MARKETPEEL · /INSIDER/0001254774DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE
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