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THQ

abrdn Healthcare Opportunities Fund
THQ

79 hedge funds and large institutions have $118M invested in abrdn Healthcare Opportunities Fund in 2020 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 23 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

188% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 8

20% more funds holding

Funds holding: 66 → 79 (+13)

5% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 22

2.04% less ownership

Funds ownership: 20.65% → 18.61% (-2%)

27% less capital invested

Capital invested by funds: $163M → $118M (-$44.8M)

Holders
79
Holders Change
+13
Holders Change %
+19.7%
% of All Funds
1.74%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
23
Reduced
22
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WAM
Wolverine Asset Management
Illinois
+$1.88M
2
Morgan Stanley
Morgan Stanley
New York
+$1.21M
3
Goldman Sachs
Goldman Sachs
New York
+$1.12M
4
BRWM
B. Riley Wealth Management
Tennessee
+$886K
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$564K

Top Sellers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
-$15.4M
2
CA
Cornerstone Advisors
North Carolina
-$3.42M
3
RJA
Raymond James & Associates
Florida
-$1.45M
4
LCM
Landscape Capital Management
New Jersey
-$892K
5
Bank of America
Bank of America
North Carolina
-$816K
Name Holding Trade Value Shares
Change 		Change in
Stake
ASN
26
Advisory Services Network
Georgia
$727K +$6.07K +345 +0.7%
LPL Financial
27
LPL Financial
California
$676K +$57.2K +3,250 +8%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$673K -$557K -31,674 -42%
Truist Financial
29
Truist Financial
North Carolina
$612K -$19.7K -1,120 -3%
Osaic Holdings
30
Osaic Holdings
Arizona
$592K +$679K +38,558 New
AF
31
Advisornet Financial
Minnesota
$562K -$44K -2,500 -6%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$510K +$23.1K +1,312 +4%
MML Investors Services
33
MML Investors Services
Massachusetts
$462K -$1.74K -99 -0.3%
AA
34
AQR Arbitrage
Connecticut
$451K +$517K +29,356 New
HIA
35
Harbor Investment Advisory
Maryland
$427K +$51.1K +2,904 +12%
PAG
36
Private Advisor Group
New Jersey
$411K +$471K +26,750 New
SC
37
Stolper & Co
Oklahoma
$407K +$467K +26,519 New
LCM
38
Landscape Capital Management
New Jersey
$401K -$892K -50,669 -66%
VWM
39
Vigilare Wealth Management
Arizona
$362K +$15K +850 +4%
Invesco
40
Invesco
Georgia
$361K -$628K -35,666 -60%
HSA
41
HBK Sorce Advisory
Pennsylvania
$359K +$15.2K +862 +4%
RJT
42
Raymond James Trust
Florida
$308K – – –
AWM
43
AE Wealth Management
Kansas
$277K +$317K +18,034 New
IAIM
44
International Assets Investment Management
Florida
$271K +$311K +17,650 New
DP
45
Denver PWM
Colorado
$256K +$305K +17,340 New
EP
46
Eudaimonia Partners
Tennessee
$249K -$40.7K -2,315 -12%
P
47
&Partners
Tennessee
$239K +$5.44K +309 +2%
SFG
48
StrategIQ Financial Group
Indiana
$238K -$44K -2,500 -14%
FHA
49
Flagship Harbor Advisors
Massachusetts
$197K -$188K -10,700 -45%
CA
50
Claro Advisors
Massachusetts
$195K +$223K +12,693 New
1
2
3 4

THQ Hedge Fund Activity: Q1 2020 in Review

79 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in abrdn Healthcare Opportunities Fund (THQ) for Q1 2020, worth a combined $118M — down 27% from $163M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new THQ positions and 8 closed out — a net gain of 15 holders — while 23 added to existing stakes and 22 trimmed.

The largest buyer was Wolverine Asset Management, opening a new position worth an estimated $1.88M. The largest seller was Raymond James Financial Services Advisors, exiting entirely with an estimated $15.4M sold.

  • 79 institutional investors held abrdn Healthcare Opportunities Fund (THQ) as of Q1 2020, up from 66 in Q4 2019.
  • Funds reported $118M of abrdn Healthcare Opportunities Fund stock for Q1 2020, down 27% quarter-over-quarter.
  • 23 funds opened new abrdn Healthcare Opportunities Fund positions in Q1 2020 and 8 closed out, a net change of +15 holders.
  • The largest abrdn Healthcare Opportunities Fund buyer in Q1 2020 was Wolverine Asset Management, an estimated $1.88M added.
  • The largest abrdn Healthcare Opportunities Fund seller in Q1 2020 was Raymond James Financial Services Advisors, an estimated $15.4M sold.

Based on aggregated 13F filings for Q1 2020.