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THQ

abrdn Healthcare Opportunities Fund

64 hedge funds and large institutions have $132M invested in abrdn Healthcare Opportunities Fund in 2017 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 19 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 7

16% more funds holding

Funds holding: 5564 (+9)

6% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 18

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.06% less ownership

Funds ownership: 17.22%17.16% (-0.06%)

6% less capital invested

Capital invested by funds: $141M → $132M (-$8.43M)

Holders
64
Holders Change
+9
Holders Change %
+16.36%
% of All Funds
1.45%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
19
Reduced
18
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LTFS
51
Ladenburg Thalmann Financial Services
Florida
$71K +$57.5K +3,234 +429%
SWP
52
Stratos Wealth Partners
Ohio
$66K +$66.7K +3,750 New
US Bancorp
53
US Bancorp
Minnesota
$50K +$51K +2,865 New
PNC Financial Services Group
54
PNC Financial Services Group
Pennsylvania
$41K
DAM
55
Delta Asset Management
Tennessee
$22K
BWM
56
Baystate Wealth Management
Massachusetts
$18K
RFC
57
Regions Financial Corp
Alabama
$10K +$10.3K +580 New
PMFA
58
Plante Moran Financial Advisors
Michigan
$9K -$17.8K -1,000 -67%
BC
59
Barnett & Company
Tennessee
$9K
APA
60
American Portfolios Advisors
New York
$7.24K +$7.35K +413 New
GWM
61
Geneos Wealth Management
Colorado
$7K
LCM
62
Liberty Capital Management
Michigan
$5K
Manulife (Manufacturers Life Insurance)
63
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5K +$4.96K +279 New
FANJ
64
Financial Architects (New Jersey)
New Jersey
$4K
TDC
65
Thompson Davis & Co
Virginia
$4K
VNA
66
Valley National Advisers
Pennsylvania
$2K
CA
67
Cornerstone Advisors
North Carolina
-$1.37M -73,704 Closed
TSS
68
Two Sigma Securities
New York
-$244K -13,156 Closed
SPC
69
Sigma Planning Corp
Michigan
-$240K -12,936 Closed
SMG
70
Spectrum Management Group
Indiana
-$37K -2,000 Closed
NFG
71
Next Financial Group
Texas
-$26K -1,400 Closed
PSC
72
Prentiss Smith & Co
Vermont
-$23K -1,250 Closed
Fifth Third Bancorp
73
Fifth Third Bancorp
Ohio
-$20K -1,090 Closed

THQ Hedge Fund Activity: Q4 2017 in Review

64 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in abrdn Healthcare Opportunities Fund (THQ) for Q4 2017, worth a combined $132M — down 6% from $141M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new THQ positions and 7 closed out — a net gain of 9 holders — while 19 added to existing stakes and 18 trimmed.

The largest buyer was Laurion Capital Management, opening a new position worth an estimated $2.08M. The largest seller was Wells Fargo, cutting an estimated $3.73M.

  • 64 institutional investors held abrdn Healthcare Opportunities Fund (THQ) as of Q4 2017, up from 55 in Q3 2017.
  • Funds reported $132M of abrdn Healthcare Opportunities Fund stock for Q4 2017, down 6% quarter-over-quarter.
  • 16 funds opened new abrdn Healthcare Opportunities Fund positions in Q4 2017 and 7 closed out, a net change of +9 holders.
  • The largest abrdn Healthcare Opportunities Fund buyer in Q4 2017 was Laurion Capital Management, an estimated $2.08M added.
  • The largest abrdn Healthcare Opportunities Fund seller in Q4 2017 was Wells Fargo, an estimated $3.73M sold.

Based on aggregated 13F filings for Q4 2017.