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THQ

abrdn Healthcare Opportunities Fund

66 hedge funds and large institutions have $163M invested in abrdn Healthcare Opportunities Fund in 2019 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 25 increasing their positions, 15 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 9

67% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 15

17% more capital invested

Capital invested by funds: $140M → $163M (+$23.6M)

10% more funds holding

Funds holding: 6066 (+6)

1.36% more ownership

Funds ownership: 19.29%20.65% (+1.4%)

Holders
66
Holders Change
+6
Holders Change %
+10%
% of All Funds
1.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
25
Reduced
15
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SI
26
Stephens Inc
Arkansas
$1.04M -$74.1K -4,095 -7%
ASN
27
Advisory Services Network
Georgia
$896K +$436K +24,072 +105%
AG
28
Advisor Group
Arizona
$845K +$96.1K +5,307 +14%
GC
29
Guggenheim Capital
Illinois
$823K +$87.3K +4,821 +13%
Truist Financial
30
Truist Financial
North Carolina
$781K +$742K +40,974 New
LPL Financial
31
LPL Financial
California
$778K +$67K +3,704 +10%
AF
32
Advisornet Financial
Minnesota
$746K -$5.43K -300 -0.8%
Millennium Management
33
Millennium Management
New York
$639K +$606K +33,498 New
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$608K +$7.42K +410 +1%
MML Investors Services
35
MML Investors Services
Massachusetts
$576K +$3.28K +181 +0.6%
HIA
36
Harbor Investment Advisory
Maryland
$474K +$450K +24,867 New
FHA
37
Flagship Harbor Advisors
Massachusetts
$449K -$63.8K -3,525 -13%
HSA
38
HBK Sorce Advisory
Pennsylvania
$429K +$453 +25 +0.1%
VWM
39
Vigilare Wealth Management
Arizona
$421K +$412K +22,743 New
RJT
40
Raymond James Trust
Florida
$382K -$18.4K -1,018 -5%
EP
41
Eudaimonia Partners
Tennessee
$354K +$336K +18,544 New
SFG
42
StrategIQ Financial Group
Indiana
$343K -$170K -9,400 -34%
P
43
&Partners
Tennessee
$291K +$4.98K +275 +2%
CIA
44
Capital Investment Advisors
Georgia
$227K
BW
45
Bison Wealth
Georgia
$210K
WCM
46
Whitener Capital Management
North Carolina
$203K +$42K +2,320 +28%
Citadel Advisors
47
Citadel Advisors
Florida
$191K +$182K +10,037 New
PFGIA
48
Patriot Financial Group Insurance Agency
Massachusetts
$150K +$1.61K +89 +1%
GWM
49
Geneos Wealth Management
Colorado
$92K -$27.9K -1,541 -24%
RMAM
50
Raab & Moskowitz Asset Management
New Jersey
$85K +$81.5K +4,500 New

THQ Hedge Fund Activity: Q4 2019 in Review

66 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in abrdn Healthcare Opportunities Fund (THQ) for Q4 2019, worth a combined $163M — up 17% from $140M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new THQ positions and 9 closed out — a net gain of 7 holders — while 25 added to existing stakes and 15 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.17M. The largest seller was Karpus Investment Management, cutting an estimated $1.12M.

  • 66 institutional investors held abrdn Healthcare Opportunities Fund (THQ) as of Q4 2019, up from 60 in Q3 2019.
  • Funds reported $163M of abrdn Healthcare Opportunities Fund stock for Q4 2019, up 17% quarter-over-quarter.
  • 16 funds opened new abrdn Healthcare Opportunities Fund positions in Q4 2019 and 9 closed out, a net change of +7 holders.
  • The largest abrdn Healthcare Opportunities Fund buyer in Q4 2019 was Morgan Stanley, an estimated $2.17M added.
  • The largest abrdn Healthcare Opportunities Fund seller in Q4 2019 was Karpus Investment Management, an estimated $1.12M sold.

Based on aggregated 13F filings for Q4 2019.