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THQ

abrdn Healthcare Opportunities Fund

66 hedge funds and large institutions have $163M invested in abrdn Healthcare Opportunities Fund in 2019 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 25 increasing their positions, 15 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 9

67% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 15

17% more capital invested

Capital invested by funds: $140M → $163M (+$23.6M)

10% more funds holding

Funds holding: 6066 (+6)

1.36% more ownership

Funds ownership: 19.29%20.65% (+1.4%)

Holders
66
Holders Change
+6
Holders Change %
+10%
% of All Funds
1.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
25
Reduced
15
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FIA
51
FNY Investment Advisers
New York
$77K +$73.7K +4,074 New
TI
52
tru Independence
Oregon
$65K +$76K +4,200 New
PNC Financial Services Group
53
PNC Financial Services Group
Pennsylvania
$63K -$48.3K -2,666 -45%
NFG
54
Next Financial Group
Texas
$51K -$3.62K -200 -7%
BWP
55
Baldwin Wealth Partners
Massachusetts
$38K
Rockefeller Capital Management
56
Rockefeller Capital Management
New York
$38K +$36.2K +2,000 New
Citigroup
57
Citigroup
New York
$37K
BWA
58
BDO Wealth Advisors
Florida
$32K
TA
59
TFG Advisers
Michigan
$25K +$24.3K +1,345 New
LTFS
60
Ladenburg Thalmann Financial Services
Florida
$24K -$19.9K -1,100 -47%
BFEC
61
Benjamin F. Edwards & Company
Missouri
$19K
DAM
62
Delta Asset Management
Tennessee
$13K
VFA
63
Valeo Financial Advisors
Indiana
$7K +$6.46K +357 New
WEC
64
Winslow Evans & Crocker
Massachusetts
$6K
SWM
65
Sugarloaf Wealth Management
Georgia
$2K +$2.17K +120 New
JMPWA
66
JP Morgan Private Wealth Advisors
California
-$873K -50,000 Closed
FAM
67
Formidable Asset Management
Ohio
-$202K -11,500 Closed
SF
68
Synovus Financial
Georgia
-$97K -5,492 Closed
QCIG
69
Quad-Cities Investment Group
Iowa
-$95K -5,433 Closed
CIAS
70
Capital Investment Advisory Services
North Carolina
-$83K -4,738 Closed
GSWM
71
Golden State Wealth Management
California
-$49K -2,829 Closed
TFGT
72
TS Financial Group (TSFG)
Illinois
-$8K -439 Closed
APA
73
American Portfolios Advisors
New York
-$6.11K -350 Closed

THQ Hedge Fund Activity: Q4 2019 in Review

66 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in abrdn Healthcare Opportunities Fund (THQ) for Q4 2019, worth a combined $163M — up 17% from $140M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new THQ positions and 9 closed out — a net gain of 7 holders — while 25 added to existing stakes and 15 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.17M. The largest seller was Karpus Investment Management, cutting an estimated $1.12M.

  • 66 institutional investors held abrdn Healthcare Opportunities Fund (THQ) as of Q4 2019, up from 60 in Q3 2019.
  • Funds reported $163M of abrdn Healthcare Opportunities Fund stock for Q4 2019, up 17% quarter-over-quarter.
  • 16 funds opened new abrdn Healthcare Opportunities Fund positions in Q4 2019 and 9 closed out, a net change of +7 holders.
  • The largest abrdn Healthcare Opportunities Fund buyer in Q4 2019 was Morgan Stanley, an estimated $2.17M added.
  • The largest abrdn Healthcare Opportunities Fund seller in Q4 2019 was Karpus Investment Management, an estimated $1.12M sold.

Based on aggregated 13F filings for Q4 2019.