We are live on ! Find out more
THQ

abrdn Healthcare Opportunities Fund

68 hedge funds and large institutions have $146M invested in abrdn Healthcare Opportunities Fund in 2018 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 27 increasing their positions, 17 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 9

59% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 17

10% more capital invested

Capital invested by funds: $133M → $146M (+$13.1M)

10% more funds holding

Funds holding: 6268 (+6)

1.06% more ownership

Funds ownership: 18.31%19.37% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
68
Holders Change
+6
Holders Change %
+9.68%
% of All Funds
1.56%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
27
Reduced
17
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
26
Cornerstone Wealth Management
Missouri
$800K +$229K +13,640 New
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$763K +$119K +7,120 +19%
AF
28
Advisornet Financial
Minnesota
$690K +$41.9K +2,500 +7%
BTS
29
BB&T Securities
Virginia
$681K +$92.4K +5,512 +16%
BC
30
Brinker Capital
Pennsylvania
$508K -$69K -4,115 -12%
SFG
31
StrategIQ Financial Group
Indiana
$460K
MML Investors Services
32
MML Investors Services
Massachusetts
$432K +$127K +7,581 +43%
ASN
33
Advisory Services Network
Georgia
$430K +$9.44K +563 +2%
AG
34
Advisor Group
Arizona
$420K -$502K -29,946 -55%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$417K +$55.2K +3,291 +16%
GC
36
Guggenheim Capital
Illinois
$413K +$111K +6,613 +37%
HSA
37
HBK Sorce Advisory
Pennsylvania
$389K +$382K +22,806 New
LPL Financial
38
LPL Financial
California
$374K +$4.93K +294 +1%
RJT
39
Raymond James Trust
Florida
$314K +$309K +18,443 New
FAM
40
Formidable Asset Management
Ohio
$220K -$16.8K -1,000 -7%
LCM
41
Landscape Capital Management
New Jersey
$209K +$22.6K +1,348 +12%
CIA
42
Capital Investment Advisors
Georgia
$203K
BBPWM
43
Blue Bell Private Wealth Management
Pennsylvania
$203K +$20.1K +1,200 +11%
FHA
44
Flagship Harbor Advisors
Massachusetts
$197K -$3.35K -200 -2%
BW
45
Bison Wealth
Georgia
$187K
PAG
46
Private Advisor Group
New Jersey
$174K +$172K +10,234 New
PFGIA
47
Patriot Financial Group Insurance Agency
Massachusetts
$127K +$21.9K +1,303 +21%
Citigroup
48
Citigroup
New York
$96K -$91.4K -5,450 -49%
IA
49
IFP Advisors
Florida
$86K -$38.4K -2,291 -31%
QCIG
50
Quad-Cities Investment Group
Iowa
$84K +$82.8K +4,936 New

THQ Hedge Fund Activity: Q2 2018 in Review

68 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in abrdn Healthcare Opportunities Fund (THQ) for Q2 2018, worth a combined $146M — up 9.9% from $133M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new THQ positions and 9 closed out — a net gain of 6 holders — while 27 added to existing stakes and 17 trimmed.

The largest buyer was 1832 Asset Management, adding an estimated $1.79M. The largest seller was UBS Group, cutting an estimated $684K.

  • 68 institutional investors held abrdn Healthcare Opportunities Fund (THQ) as of Q2 2018, up from 62 in Q1 2018.
  • Funds reported $146M of abrdn Healthcare Opportunities Fund stock for Q2 2018, up 9.9% quarter-over-quarter.
  • 15 funds opened new abrdn Healthcare Opportunities Fund positions in Q2 2018 and 9 closed out, a net change of +6 holders.
  • The largest abrdn Healthcare Opportunities Fund buyer in Q2 2018 was 1832 Asset Management, an estimated $1.79M added.
  • The largest abrdn Healthcare Opportunities Fund seller in Q2 2018 was UBS Group, an estimated $684K sold.

Based on aggregated 13F filings for Q2 2018.