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THQ

abrdn Healthcare Opportunities Fund
THQ

92 hedge funds and large institutions have $205M invested in abrdn Healthcare Opportunities Fund in 2021 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 31 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 8

48% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 21

15% more funds holding

Funds holding: 80 → 92 (+12)

12% more capital invested

Capital invested by funds: $183M → $205M (+$21.4M)

0.26% less ownership

Funds ownership: 19.59% → 19.33% (-0.26%)

Holders
92
Holders Change
+12
Holders Change %
+15%
% of All Funds
1.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
31
Reduced
21
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
5L
55I LLC
Massachusetts
+$837K
2
LPL Financial
LPL Financial
California
+$733K
3
RJA
Raymond James & Associates
Florida
+$553K
4
Invesco
Invesco
Georgia
+$282K
5
AFP
Ausdal Financial Partners
Iowa
+$264K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$5.94M
2
WAM
Wolverine Asset Management
Illinois
-$1.25M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$587K
4
Cohen & Steers
Cohen & Steers
New York
-$435K
5
GC
Guggenheim Capital
Illinois
-$266K
Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
26
Tradition Wealth Management
Minnesota
$1.15M +$25.6K +1,067 +2%
1832 Asset Management
27
1832 Asset Management
Ontario, Canada
$1.14M -$3.53K -147 -0.3%
DADC
28
D.A. Davidson & Co
Montana
$1.11M +$25.8K +1,076 +3%
Truist Financial
29
Truist Financial
North Carolina
$1.08M -$102K -4,263 -9%
Bank of Montreal
30
Bank of Montreal
Ontario, Canada
$1.01M +$159K +6,598 +20%
5L
31
55I LLC
Massachusetts
$893K +$837K +34,841 New
AF
32
Advisornet Financial
Minnesota
$859K – – –
HIA
33
Harbor Investment Advisory
Maryland
$797K – – –
PFS
34
Prospera Financial Services
Texas
$711K – – –
CAN
35
Cetera Advisor Networks
California
$692K -$24.3K -1,010 -4%
BRWA
36
B. Riley Wealth Advisors
Florida
$685K +$106K +4,409 +20%
GC
37
Guggenheim Capital
Illinois
$664K -$266K -11,092 -30%
JIP
38
Jaffetilchin Investment Partners
Florida
$633K +$40.1K +1,671 +7%
HSA
39
HBK Sorce Advisory
Pennsylvania
$606K +$20K +831 +4%
IAIM
40
International Assets Investment Management
Florida
$560K – – –
Invesco
41
Invesco
Georgia
$560K +$282K +11,751 +116%
SG
42
StoneX Group
New York
$552K -$47.4K -1,971 -8%
MML Investors Services
43
MML Investors Services
Massachusetts
$526K +$745 +31 +0.2%
OC
44
Oppenheimer & Co
New York
$449K -$3.03K -126 -0.7%
SWM
45
Shelton Wealth Management
Texas
$437K +$409K +17,028 New
SFG
46
StrategIQ Financial Group
Indiana
$390K – – –
P
47
&Partners
Tennessee
$387K +$4.68K +195 +1%
NFG
48
Nations Financial Group
Iowa
$387K +$19.2K +800 +6%
ASFA
49
All Season Financial Advisors
Colorado
$367K -$51.6K -2,149 -13%
VWM
50
Vigilare Wealth Management
Arizona
$358K – – –
1
2
3 4

THQ Hedge Fund Activity: Q4 2021 in Review

92 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in abrdn Healthcare Opportunities Fund (THQ) for Q4 2021, worth a combined $205M — up 12% from $183M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new THQ positions and 8 closed out — a net gain of 12 holders — while 31 added to existing stakes and 21 trimmed.

The largest buyer was 55I LLC, opening a new position worth an estimated $837K. The largest seller was Morgan Stanley, cutting an estimated $5.94M.

  • 92 institutional investors held abrdn Healthcare Opportunities Fund (THQ) as of Q4 2021, up from 80 in Q3 2021.
  • Funds reported $205M of abrdn Healthcare Opportunities Fund stock for Q4 2021, up 12% quarter-over-quarter.
  • 20 funds opened new abrdn Healthcare Opportunities Fund positions in Q4 2021 and 8 closed out, a net change of +12 holders.
  • The largest abrdn Healthcare Opportunities Fund buyer in Q4 2021 was 55I LLC, an estimated $837K added.
  • The largest abrdn Healthcare Opportunities Fund seller in Q4 2021 was Morgan Stanley, an estimated $5.94M sold.

Based on aggregated 13F filings for Q4 2021.