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THQ

abrdn Healthcare Opportunities Fund

64 hedge funds and large institutions have $150M invested in abrdn Healthcare Opportunities Fund in 2020 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 26 increasing their positions, 22 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 22

1% more capital invested

Capital invested by funds: $149M → $150M (+$1.05M)

0.2% less ownership

Funds ownership: 20.21%20.01% (-0.2%)

6% less funds holding

Funds holding: 6864 (-4)

44% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 9

Holders
64
Holders Change
-4
Holders Change %
-5.88%
% of All Funds
1.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
26
Reduced
22
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
26
LPL Financial
California
$945K +$53.2K +2,925 +6%
ASN
27
Advisory Services Network
Georgia
$895K +$35.2K +1,934 +4%
GC
28
Guggenheim Capital
Illinois
$730K +$27.5K +1,513 +4%
AF
29
Advisornet Financial
Minnesota
$662K
Truist Financial
30
Truist Financial
North Carolina
$610K -$52.2K -2,872 -8%
HIA
31
Harbor Investment Advisory
Maryland
$562K +$1.96K +108 +0.3%
KPWS
32
Kestra Private Wealth Services
Texas
$561K +$582K +32,027 New
MML Investors Services
33
MML Investors Services
Massachusetts
$522K -$25.5K -1,405 -5%
SC
34
Stolper & Co
Oklahoma
$489K -$306K -16,804 -38%
AWM
35
AE Wealth Management
Kansas
$455K +$85.6K +4,709 +23%
HSA
36
HBK Sorce Advisory
Pennsylvania
$412K -$13.3K -729 -3%
IAIM
37
International Assets Investment Management
Florida
$397K -$5.46K -300 -1%
PFS
38
Prospera Financial Services
Texas
$371K +$153K +8,432 +70%
PAG
39
Private Advisor Group
New Jersey
$363K +$34.5K +1,900 +10%
RJT
40
Raymond James Trust
Florida
$335K -$26.5K -1,455 -7%
VWM
41
Vigilare Wealth Management
Arizona
$311K -$27.1K -1,489 -8%
P
42
&Partners
Tennessee
$291K +$4.89K +269 +2%
EP
43
Eudaimonia Partners
Tennessee
$282K +$4.31K +237 +2%
SFG
44
StrategIQ Financial Group
Indiana
$271K -$9.09K -500 -3%
WCM
45
Whitener Capital Management
North Carolina
$250K +$20K +1,100 +9%
FHA
46
Flagship Harbor Advisors
Massachusetts
$225K
CIA
47
Capital Investment Advisors
Georgia
$215K
CA
48
Claro Advisors
Massachusetts
$215K +$36 +2 +0%
OC
49
Oppenheimer & Co
New York
$196K +$218 +12 +0.1%
PFGIA
50
Patriot Financial Group Insurance Agency
Massachusetts
$136K +$1.64K +90 +1%

THQ Hedge Fund Activity: Q3 2020 in Review

64 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in abrdn Healthcare Opportunities Fund (THQ) for Q3 2020, worth a combined $150M — up 0.7% from $149M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of THQ and 5 opened new positions — a net loss of 4 holders — while 22 trimmed existing stakes and 26 added.

The largest buyer was Morgan Stanley, adding an estimated $1.56M. The largest seller was Cornerstone Advisors, exiting entirely with an estimated $2.24M sold.

  • 64 institutional investors held abrdn Healthcare Opportunities Fund (THQ) as of Q3 2020, down from 68 in Q2 2020.
  • Funds reported $150M of abrdn Healthcare Opportunities Fund stock for Q3 2020, up 0.7% quarter-over-quarter.
  • 5 funds opened new abrdn Healthcare Opportunities Fund positions in Q3 2020 and 9 closed out, a net change of -4 holders.
  • The largest abrdn Healthcare Opportunities Fund buyer in Q3 2020 was Morgan Stanley, an estimated $1.56M added.
  • The largest abrdn Healthcare Opportunities Fund seller in Q3 2020 was Cornerstone Advisors, an estimated $2.24M sold.

Based on aggregated 13F filings for Q3 2020.