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THQ

abrdn Healthcare Opportunities Fund

63 hedge funds and large institutions have $152M invested in abrdn Healthcare Opportunities Fund in 2019 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 25 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

7% more funds holding

Funds holding: 5963 (+4)

2% more capital invested

Capital invested by funds: $149M → $152M (+$3.05M)

0.59% more ownership

Funds ownership: 20.22%20.8% (+0.59%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

20% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 25

Holders
63
Holders Change
+4
Holders Change %
+6.78%
% of All Funds
1.36%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
20
Reduced
25
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BTS
26
BB&T Securities
Virginia
$713K +$107K +6,106 +18%
AF
27
Advisornet Financial
Minnesota
$705K
MML Investors Services
28
MML Investors Services
Massachusetts
$676K -$7.1K -407 -1%
PAG
29
Private Advisor Group
New Jersey
$664K -$126K -7,219 -16%
FHA
30
Flagship Harbor Advisors
Massachusetts
$605K -$122K -7,000 -17%
LPL Financial
31
LPL Financial
California
$493K +$102K +5,823 +26%
AG
32
Advisor Group
Arizona
$487K -$11.6K -662 -2%
SFG
33
StrategIQ Financial Group
Indiana
$483K
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$466K +$140K +8,003 +43%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$439K +$55K +3,150 +14%
ASN
36
Advisory Services Network
Georgia
$418K -$785 -45 -0.2%
HSA
37
HBK Sorce Advisory
Pennsylvania
$375K +$34.8K +1,996 +10%
RJT
38
Raymond James Trust
Florida
$367K -$12K -685 -3%
Millennium Management
39
Millennium Management
New York
$356K +$352K +20,197 New
LCM
40
Landscape Capital Management
New Jersey
$325K +$322K +18,459 New
P
41
&Partners
Tennessee
$254K -$14.5K -831 -5%
DA
42
Doliver Advisors
Texas
$246K +$244K +13,965 New
CIA
43
Capital Investment Advisors
Georgia
$210K
SKK
44
Shepherd Kaplan Krochuk
Massachusetts
$198K
BW
45
Bison Wealth
Georgia
$194K
IA
46
IFP Advisors
Florida
$192K +$104K +5,933 +118%
PFGIA
47
Patriot Financial Group Insurance Agency
Massachusetts
$125K +$995 +57 +0.8%
GWM
48
Geneos Wealth Management
Colorado
$112K
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$105K +$157 +9 +0.2%
QCIG
50
Quad-Cities Investment Group
Iowa
$92K +$1.75K +100 +2%

THQ Hedge Fund Activity: Q1 2019 in Review

63 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in abrdn Healthcare Opportunities Fund (THQ) for Q1 2019, worth a combined $152M — up 2% from $149M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new THQ positions and 5 closed out — a net gain of 4 holders — while 20 added to existing stakes and 25 trimmed.

The largest buyer was Cornerstone Advisors, opening a new position worth an estimated $5.17M. The largest seller was Morgan Stanley, cutting an estimated $6.27M.

  • 63 institutional investors held abrdn Healthcare Opportunities Fund (THQ) as of Q1 2019, up from 59 in Q4 2018.
  • Funds reported $152M of abrdn Healthcare Opportunities Fund stock for Q1 2019, up 2% quarter-over-quarter.
  • 9 funds opened new abrdn Healthcare Opportunities Fund positions in Q1 2019 and 5 closed out, a net change of +4 holders.
  • The largest abrdn Healthcare Opportunities Fund buyer in Q1 2019 was Cornerstone Advisors, an estimated $5.17M added.
  • The largest abrdn Healthcare Opportunities Fund seller in Q1 2019 was Morgan Stanley, an estimated $6.27M sold.

Based on aggregated 13F filings for Q1 2019.