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THQ

abrdn Healthcare Opportunities Fund

64 hedge funds and large institutions have $132M invested in abrdn Healthcare Opportunities Fund in 2017 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 19 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 7

16% more funds holding

Funds holding: 5564 (+9)

6% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 18

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.06% less ownership

Funds ownership: 17.22%17.16% (-0.06%)

6% less capital invested

Capital invested by funds: $141M → $132M (-$8.43M)

Holders
64
Holders Change
+9
Holders Change %
+16.36%
% of All Funds
1.45%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
19
Reduced
18
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFG
26
StrategIQ Financial Group
Indiana
$473K
ASN
27
Advisory Services Network
Georgia
$427K +$7.68K +432 +2%
CRC
28
Curi RMB Capital
Illinois
$421K +$428K +24,042 New
HSA
29
HBK Sorce Advisory
Pennsylvania
$395K -$4.71K -265 -1%
DA
30
Doliver Advisors
Texas
$332K +$2.46K +138 +0.7%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$326K +$331K +18,589 New
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$322K +$26.3K +1,480 +9%
Squarepoint
33
Squarepoint
New York
$317K +$322K +18,100 New
MML Investors Services
34
MML Investors Services
Massachusetts
$311K
BTS
35
BB&T Securities
Virginia
$274K -$78.9K -4,438 -22%
GC
36
Guggenheim Capital
Illinois
$259K +$84.7K +4,764 +48%
WAM
37
Weiss Asset Management
Massachusetts
$257K +$261K +14,651 New
FAM
38
Formidable Asset Management
Ohio
$244K +$26.7K +1,500 +12%
CIA
39
Capital Investment Advisors
Georgia
$233K
LCM
40
Landscape Capital Management
New Jersey
$233K +$236K +13,273 New
LPL Financial
41
LPL Financial
California
$232K +$4.45K +250 +2%
Citigroup
42
Citigroup
New York
$215K -$43.6K -2,450 -17%
QFA
43
Quattro Financial Advisors
Texas
$201K -$480K -26,980 -70%
BRWA
44
B. Riley Wealth Advisors
Florida
$194K +$1.23K +69 +0.6%
BW
45
Bison Wealth
Georgia
$193K
Millennium Management
46
Millennium Management
New York
$191K +$194K +10,900 New
Creative Planning
47
Creative Planning
Kansas
$189K +$192K +10,769 New
BBPWM
48
Blue Bell Private Wealth Management
Pennsylvania
$150K +$99.5K +5,594 +186%
IA
49
IFP Advisors
Florida
$128K -$317K -17,824 -71%
PFGIA
50
Patriot Financial Group Insurance Agency
Massachusetts
$115K +$2.54K +143 +2%

THQ Hedge Fund Activity: Q4 2017 in Review

64 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in abrdn Healthcare Opportunities Fund (THQ) for Q4 2017, worth a combined $132M — down 6% from $141M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new THQ positions and 7 closed out — a net gain of 9 holders — while 19 added to existing stakes and 18 trimmed.

The largest buyer was Laurion Capital Management, opening a new position worth an estimated $2.08M. The largest seller was Wells Fargo, cutting an estimated $3.73M.

  • 64 institutional investors held abrdn Healthcare Opportunities Fund (THQ) as of Q4 2017, up from 55 in Q3 2017.
  • Funds reported $132M of abrdn Healthcare Opportunities Fund stock for Q4 2017, down 6% quarter-over-quarter.
  • 16 funds opened new abrdn Healthcare Opportunities Fund positions in Q4 2017 and 7 closed out, a net change of +9 holders.
  • The largest abrdn Healthcare Opportunities Fund buyer in Q4 2017 was Laurion Capital Management, an estimated $2.08M added.
  • The largest abrdn Healthcare Opportunities Fund seller in Q4 2017 was Wells Fargo, an estimated $3.73M sold.

Based on aggregated 13F filings for Q4 2017.