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THQ

abrdn Healthcare Opportunities Fund

73 hedge funds and large institutions have $174M invested in abrdn Healthcare Opportunities Fund in 2021 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 30 increasing their positions, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 6

43% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 21

9% more funds holding

Funds holding: 6773 (+6)

4% more capital invested

Capital invested by funds: $167M → $174M (+$7.04M)

0.46% less ownership

Funds ownership: 19.81%19.35% (-0.46%)

Holders
73
Holders Change
+6
Holders Change %
+8.96%
% of All Funds
1.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
30
Reduced
21
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TWM
26
Tradition Wealth Management
Minnesota
$819K +$318K +15,171 +67%
DADC
27
D.A. Davidson & Co
Montana
$800K -$8.89K -424 -1%
AAM
28
Advisors Asset Management
Colorado
$776K -$293K -13,961 -28%
AF
29
Advisornet Financial
Minnesota
$739K -$27.2K -1,300 -4%
MGAM
30
McGowan Group Asset Management
Texas
$700K +$74.6K +3,557 +12%
HIA
31
Harbor Investment Advisory
Maryland
$675K
SC
32
Stolper & Co
Oklahoma
$660K +$77.3K +3,690 +14%
KWM
33
Kingsview Wealth Management
Oregon
$549K +$525K +25,040 New
Truist Financial
34
Truist Financial
North Carolina
$531K -$64.6K -3,081 -11%
HSA
35
HBK Sorce Advisory
Pennsylvania
$488K -$17.6K -838 -4%
SG
36
StoneX Group
New York
$486K -$138K -6,594 -23%
MML Investors Services
37
MML Investors Services
Massachusetts
$482K +$11.6K +553 +3%
JIP
38
Jaffetilchin Investment Partners
Florida
$461K +$444K +21,203 New
PFS
39
Prospera Financial Services
Texas
$446K
RJT
40
Raymond James Trust
Florida
$430K +$1.89K +90 +0.5%
BRWA
41
B. Riley Wealth Advisors
Florida
$423K +$125K +5,968 +44%
AWM
42
AE Wealth Management
Kansas
$417K -$25K -1,191 -6%
OC
43
Oppenheimer & Co
New York
$347K +$34.1K +1,625 +11%
P
44
&Partners
Tennessee
$328K +$4.55K +217 +1%
SFG
45
StrategIQ Financial Group
Indiana
$304K -$10.5K -500 -3%
VWM
46
Vigilare Wealth Management
Arizona
$303K -$32.6K -1,553 -10%
WCM
47
Whitener Capital Management
North Carolina
$292K +$10.1K +480 +4%
KPWS
48
Kestra Private Wealth Services
Texas
$269K +$482 +23 +0.2%
NFG
49
Nations Financial Group
Iowa
$252K +$243K +11,600 New
CIA
50
Capital Investment Advisors
Georgia
$239K -$18.9K -900 -8%

THQ Hedge Fund Activity: Q1 2021 in Review

73 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in abrdn Healthcare Opportunities Fund (THQ) for Q1 2021, worth a combined $174M — up 4.2% from $167M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new THQ positions and 6 closed out — a net gain of 7 holders — while 30 added to existing stakes and 21 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.65M. The largest seller was 1832 Asset Management, cutting an estimated $3.4M.

  • 73 institutional investors held abrdn Healthcare Opportunities Fund (THQ) as of Q1 2021, up from 67 in Q4 2020.
  • Funds reported $174M of abrdn Healthcare Opportunities Fund stock for Q1 2021, up 4.2% quarter-over-quarter.
  • 13 funds opened new abrdn Healthcare Opportunities Fund positions in Q1 2021 and 6 closed out, a net change of +7 holders.
  • The largest abrdn Healthcare Opportunities Fund buyer in Q1 2021 was Morgan Stanley, an estimated $1.65M added.
  • The largest abrdn Healthcare Opportunities Fund seller in Q1 2021 was 1832 Asset Management, an estimated $3.4M sold.

Based on aggregated 13F filings for Q1 2021.