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THQ

abrdn Healthcare Opportunities Fund

67 hedge funds and large institutions have $167M invested in abrdn Healthcare Opportunities Fund in 2020 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 24 increasing their positions, 24 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

12% more capital invested

Capital invested by funds: $150M → $167M (+$17.2M)

5% more funds holding

Funds holding: 6467 (+3)

0% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 24

0.2% less ownership

Funds ownership: 20.01%19.81% (-0.2%)

Holders
67
Holders Change
+3
Holders Change %
+4.69%
% of All Funds
1.19%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
24
Reduced
24
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DADC
26
D.A. Davidson & Co
Montana
$759K -$989K -51,791 -58%
GC
27
Guggenheim Capital
Illinois
$737K -$79.8K -4,177 -10%
AF
28
Advisornet Financial
Minnesota
$719K -$24.8K -1,300 -4%
HIA
29
Harbor Investment Advisory
Maryland
$633K
SG
30
StoneX Group
New York
$590K +$553K +28,945 New
MGAM
31
McGowan Group Asset Management
Texas
$580K +$547K +28,642 New
Truist Financial
32
Truist Financial
North Carolina
$561K -$118K -6,194 -18%
SC
33
Stolper & Co
Oklahoma
$544K -$6.5K -340 -1%
HSA
34
HBK Sorce Advisory
Pennsylvania
$475K +$10.3K +541 +2%
IAIM
35
International Assets Investment Management
Florida
$464K +$15.5K +813 +4%
TWM
36
Tradition Wealth Management
Minnesota
$459K +$430K +22,525 New
MML Investors Services
37
MML Investors Services
Massachusetts
$441K -$138K -7,229 -25%
PFS
38
Prospera Financial Services
Texas
$418K
AWM
39
AE Wealth Management
Kansas
$415K -$91.5K -4,789 -19%
RJT
40
Raymond James Trust
Florida
$402K +$22.4K +1,172 +6%
AA
41
AQR Arbitrage
Connecticut
$344K -$690K -36,139 -68%
VWM
42
Vigilare Wealth Management
Arizona
$316K -$32.7K -1,711 -10%
P
43
&Partners
Tennessee
$303K -$23.6K -1,237 -8%
SFG
44
StrategIQ Financial Group
Indiana
$296K -$9.55K -500 -3%
OC
45
Oppenheimer & Co
New York
$293K +$67.1K +3,511 +32%
BRWA
46
B. Riley Wealth Advisors
Florida
$275K +$257K +13,460 New
WCM
47
Whitener Capital Management
North Carolina
$264K -$16K -840 -6%
KPWS
48
Kestra Private Wealth Services
Texas
$248K -$376K -19,662 -61%
CIA
49
Capital Investment Advisors
Georgia
$243K
EP
50
Eudaimonia Partners
Tennessee
$241K -$72K -3,770 -24%

THQ Hedge Fund Activity: Q4 2020 in Review

67 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in abrdn Healthcare Opportunities Fund (THQ) for Q4 2020, worth a combined $167M — up 12% from $150M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new THQ positions and 6 closed out — a net gain of 3 holders — while 24 added to existing stakes and 24 trimmed.

The largest buyer was Stifel Financial, adding an estimated $906K. The largest seller was Bank of Montreal, exiting entirely with an estimated $1.28M sold.

  • 67 institutional investors held abrdn Healthcare Opportunities Fund (THQ) as of Q4 2020, up from 64 in Q3 2020.
  • Funds reported $167M of abrdn Healthcare Opportunities Fund stock for Q4 2020, up 12% quarter-over-quarter.
  • 9 funds opened new abrdn Healthcare Opportunities Fund positions in Q4 2020 and 6 closed out, a net change of +3 holders.
  • The largest abrdn Healthcare Opportunities Fund buyer in Q4 2020 was Stifel Financial, an estimated $906K added.
  • The largest abrdn Healthcare Opportunities Fund seller in Q4 2020 was Bank of Montreal, an estimated $1.28M sold.

Based on aggregated 13F filings for Q4 2020.