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THQ

abrdn Healthcare Opportunities Fund

55 hedge funds and large institutions have $141M invested in abrdn Healthcare Opportunities Fund in 2017 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

57% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 14

10% more funds holding

Funds holding: 5055 (+5)

8% more capital invested

Capital invested by funds: $131M → $141M (+$9.94M)

1.02% more ownership

Funds ownership: 16.21%17.22% (+1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
55
Holders Change
+5
Holders Change %
+10%
% of All Funds
1.37%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
22
Reduced
14
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ASN
26
Advisory Services Network
Georgia
$445K -$7.5K -409 -2%
HSA
27
HBK Sorce Advisory
Pennsylvania
$424K -$3.19K -174 -0.8%
BTS
28
BB&T Securities
Virginia
$373K +$84.2K +4,594 +30%
DA
29
Doliver Advisors
Texas
$349K -$220K -12,026 -39%
MML Investors Services
30
MML Investors Services
Massachusetts
$330K +$326K +17,776 New
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$313K -$16.9K -920 -5%
Citigroup
32
Citigroup
New York
$274K +$69.6K +3,800 +35%
CIA
33
Capital Investment Advisors
Georgia
$247K
TSS
34
Two Sigma Securities
New York
$244K +$36.1K +1,972 +18%
LPL Financial
35
LPL Financial
California
$241K +$13.7K +750 +6%
SPC
36
Sigma Planning Corp
Michigan
$240K +$13.2K +721 +6%
FAM
37
Formidable Asset Management
Ohio
$230K +$227K +12,400 New
BRWA
38
B. Riley Wealth Advisors
Florida
$205K +$201K +10,990 New
BW
39
Bison Wealth
Georgia
$204K
GC
40
Guggenheim Capital
Illinois
$186K +$184K +10,016 New
PFGIA
41
Patriot Financial Group Insurance Agency
Massachusetts
$118K +$733 +40 +0.6%
BBPWM
42
Blue Bell Private Wealth Management
Pennsylvania
$56K +$11.3K +619 +26%
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$43K +$42.9K +2,340 New
SMG
44
Spectrum Management Group
Indiana
$37K +$36.6K +2,000 New
PMFA
45
Plante Moran Financial Advisors
Michigan
$28K
NFG
46
Next Financial Group
Texas
$26K +$25.7K +1,400 New
DAM
47
Delta Asset Management
Tennessee
$24K
PSC
48
Prentiss Smith & Co
Vermont
$23K +$22.9K +1,250 New
Fifth Third Bancorp
49
Fifth Third Bancorp
Ohio
$20K -$16.7K -910 -46%
BWM
50
Baystate Wealth Management
Massachusetts
$19K

THQ Hedge Fund Activity: Q3 2017 in Review

55 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in abrdn Healthcare Opportunities Fund (THQ) for Q3 2017, worth a combined $141M — up 7.6% from $131M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new THQ positions and 5 closed out — a net gain of 5 holders — while 22 added to existing stakes and 14 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $1.91M. The largest seller was Laurion Capital Management, exiting entirely with an estimated $1.74M sold.

  • 55 institutional investors held abrdn Healthcare Opportunities Fund (THQ) as of Q3 2017, up from 50 in Q2 2017.
  • Funds reported $141M of abrdn Healthcare Opportunities Fund stock for Q3 2017, up 7.6% quarter-over-quarter.
  • 10 funds opened new abrdn Healthcare Opportunities Fund positions in Q3 2017 and 5 closed out, a net change of +5 holders.
  • The largest abrdn Healthcare Opportunities Fund buyer in Q3 2017 was Raymond James & Associates, an estimated $1.91M added.
  • The largest abrdn Healthcare Opportunities Fund seller in Q3 2017 was Laurion Capital Management, an estimated $1.74M sold.

Based on aggregated 13F filings for Q3 2017.