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THQ

abrdn Healthcare Opportunities Fund

83 hedge funds and large institutions have $159M invested in abrdn Healthcare Opportunities Fund in 2022 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 33 increasing their positions, 24 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 24

0.19% less ownership

Funds ownership: 19.61%19.41% (-0.19%)

12% less funds holding

Funds holding: 9483 (-11)

12% less capital invested

Capital invested by funds: $180M → $159M (-$21.3M)

65% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 17

Holders
83
Holders Change
-11
Holders Change %
-11.7%
% of All Funds
1.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
33
Reduced
24
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC World Market
26
CIBC World Market
Ontario, Canada
$1M +$194K +9,276 +23%
PAG
27
Private Advisor Group
New Jersey
$1M +$52.8K +2,522 +5%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$972K -$31.4K -1,500 -3%
KWM
29
Kingsview Wealth Management
Oregon
$948K +$27.1K +1,295 +3%
TWM
30
Tradition Wealth Management
Minnesota
$882K +$1.59K +76 +0.2%
DADC
31
D.A. Davidson & Co
Montana
$873K +$14.2K +676 +2%
Truist Financial
32
Truist Financial
North Carolina
$798K -$53.6K -2,561 -6%
BRWA
33
B. Riley Wealth Advisors
Florida
$792K +$249K +11,884 +43%
SFS
34
Shaker Financial Services
Virginia
$695K +$105K +5,000 +17%
HIA
35
Harbor Investment Advisory
Maryland
$620K
Invesco
36
Invesco
Georgia
$601K +$139K +6,629 +28%
PFS
37
Prospera Financial Services
Texas
$536K -$17.3K -826 -3%
CAN
38
Cetera Advisor Networks
California
$523K -$10.8K -516 -2%
HSA
39
HBK Sorce Advisory
Pennsylvania
$467K -$4.71K -225 -1%
MML Investors Services
40
MML Investors Services
Massachusetts
$410K -$5.3K -253 -1%
LCM
41
Landscape Capital Management
New Jersey
$382K -$14.1K -672 -3%
JIP
42
Jaffetilchin Investment Partners
Florida
$380K -$73.4K -3,507 -16%
SWM
43
Shelton Wealth Management
Texas
$338K +$712 +34 +0.2%
AWM
44
AE Wealth Management
Kansas
$337K -$9.76K -466 -3%
ASFA
45
All Season Financial Advisors
Colorado
$337K +$2.95K +141 +0.8%
OC
46
Oppenheimer & Co
New York
$327K -$12.4K -592 -3%
GC
47
Guggenheim Capital
Illinois
$326K -$109K -5,201 -24%
P
48
&Partners
Tennessee
$310K +$4.92K +235 +2%
SFG
49
StrategIQ Financial Group
Indiana
$303K
NFG
50
Nations Financial Group
Iowa
$301K -$33.5K -1,600 -10%

THQ Hedge Fund Activity: Q2 2022 in Review

83 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in abrdn Healthcare Opportunities Fund (THQ) for Q2 2022, worth a combined $159M — down 12% from $180M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of THQ and 6 opened new positions — a net loss of 11 holders — while 24 trimmed existing stakes and 33 added.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $5.23M. The largest seller was Morgan Stanley, cutting an estimated $5.56M.

  • 83 institutional investors held abrdn Healthcare Opportunities Fund (THQ) as of Q2 2022, down from 94 in Q1 2022.
  • Funds reported $159M of abrdn Healthcare Opportunities Fund stock for Q2 2022, down 12% quarter-over-quarter.
  • 6 funds opened new abrdn Healthcare Opportunities Fund positions in Q2 2022 and 17 closed out, a net change of -11 holders.
  • The largest abrdn Healthcare Opportunities Fund buyer in Q2 2022 was Raymond James Financial Services Advisors, an estimated $5.23M added.
  • The largest abrdn Healthcare Opportunities Fund seller in Q2 2022 was Morgan Stanley, an estimated $5.56M sold.

Based on aggregated 13F filings for Q2 2022.