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THQ

abrdn Healthcare Opportunities Fund
THQ

80 hedge funds and large institutions have $183M invested in abrdn Healthcare Opportunities Fund in 2021 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 39 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 15

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

4% more funds holding

Funds holding: 77 → 80 (+3)

0.37% more ownership

Funds ownership: 19.21% → 19.59% (+0.37%)

0% less capital invested

Capital invested by funds: $184M → $183M (-$32.2K)

Holders
80
Holders Change
+3
Holders Change %
+3.9%
% of All Funds
1.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
39
Reduced
15
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$2.41M
2
WAM
Wolverine Asset Management
Illinois
+$1.33M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$794K
4
RJA
Raymond James & Associates
Florida
+$709K
5
ARC
Advisor Resource Council
Texas
+$679K

Top Sellers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.83M
2
SI
Stephens Inc
Arkansas
-$1.33M
3
SC
Stolper & Co
Oklahoma
-$702K
4
AAM
Advisors Asset Management
Colorado
-$469K
5
VF
Virtu Financial
New York
-$443K
Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
26
Kingsview Wealth Management
Oregon
$1.04M +$20.6K +855 +2%
1832 Asset Management
27
1832 Asset Management
Ontario, Canada
$1.02M – – –
TWM
28
Tradition Wealth Management
Minnesota
$993K +$28.1K +1,166 +3%
DADC
29
D.A. Davidson & Co
Montana
$953K +$116K +4,827 +13%
MGAM
30
McGowan Group Asset Management
Texas
$885K +$37.4K +1,552 +4%
GC
31
Guggenheim Capital
Illinois
$838K +$964 +40 +0.1%
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$781K +$794K +32,943 New
AF
33
Advisornet Financial
Minnesota
$759K – – –
HIA
34
Harbor Investment Advisory
Maryland
$704K – – –
CAN
35
Cetera Advisor Networks
California
$634K +$674K +27,992 New
PFS
36
Prospera Financial Services
Texas
$628K -$60.5K -2,513 -8%
SG
37
StoneX Group
New York
$532K +$21.8K +905 +4%
JIP
38
Jaffetilchin Investment Partners
Florida
$522K +$14.9K +619 +3%
HSA
39
HBK Sorce Advisory
Pennsylvania
$516K +$6.31K +262 +1%
BRWA
40
B. Riley Wealth Advisors
Florida
$505K +$31.8K +1,320 +6%
IAIM
41
International Assets Investment Management
Florida
$495K – – –
MML Investors Services
42
MML Investors Services
Massachusetts
$464K -$13.8K -573 -3%
OC
43
Oppenheimer & Co
New York
$399K +$14.1K +587 +3%
ASFA
44
All Season Financial Advisors
Colorado
$373K +$47.4K +1,969 +14%
RJT
45
Raymond James Trust
Florida
$346K -$24.1K -1,000 -6%
SFG
46
StrategIQ Financial Group
Indiana
$344K +$62.6K +2,600 +21%
P
47
&Partners
Tennessee
$338K +$4.77K +198 +1%
NFG
48
Nations Financial Group
Iowa
$324K +$31.3K +1,300 +10%
VWM
49
Vigilare Wealth Management
Arizona
$316K – – –
KPWS
50
Kestra Private Wealth Services
Texas
$281K – – –
1
2
3 4

THQ Hedge Fund Activity: Q3 2021 in Review

80 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in abrdn Healthcare Opportunities Fund (THQ) for Q3 2021, worth a combined $183M — down 0.02% from $184M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new THQ positions and 7 closed out — a net gain of 3 holders — while 39 added to existing stakes and 15 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.41M. The largest seller was Royal Bank of Canada, cutting an estimated $1.83M.

  • 80 institutional investors held abrdn Healthcare Opportunities Fund (THQ) as of Q3 2021, up from 77 in Q2 2021.
  • Funds reported $183M of abrdn Healthcare Opportunities Fund stock for Q3 2021, down 0.02% quarter-over-quarter.
  • 10 funds opened new abrdn Healthcare Opportunities Fund positions in Q3 2021 and 7 closed out, a net change of +3 holders.
  • The largest abrdn Healthcare Opportunities Fund buyer in Q3 2021 was Morgan Stanley, an estimated $2.41M added.
  • The largest abrdn Healthcare Opportunities Fund seller in Q3 2021 was Royal Bank of Canada, an estimated $1.83M sold.

Based on aggregated 13F filings for Q3 2021.