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THQ

abrdn Healthcare Opportunities Fund
THQ

79 hedge funds and large institutions have $118M invested in abrdn Healthcare Opportunities Fund in 2020 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 23 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

188% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 8

20% more funds holding

Funds holding: 66 → 79 (+13)

5% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 22

2.04% less ownership

Funds ownership: 20.65% → 18.61% (-2%)

27% less capital invested

Capital invested by funds: $163M → $118M (-$44.8M)

Holders
79
Holders Change
+13
Holders Change %
+19.7%
% of All Funds
1.74%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
23
Reduced
22
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WAM
Wolverine Asset Management
Illinois
+$1.88M
2
Morgan Stanley
Morgan Stanley
New York
+$1.21M
3
Goldman Sachs
Goldman Sachs
New York
+$1.12M
4
BRWM
B. Riley Wealth Management
Tennessee
+$886K
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$564K

Top Sellers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
-$15.4M
2
CA
Cornerstone Advisors
North Carolina
-$3.42M
3
RJA
Raymond James & Associates
Florida
-$1.45M
4
LCM
Landscape Capital Management
New Jersey
-$892K
5
Bank of America
Bank of America
North Carolina
-$816K
Name Holding Trade Value Shares
Change 		Change in
Stake
CCP
51
Clough Capital Partners
Massachusetts
$195K +$223K +12,700 New
WCM
52
Whitener Capital Management
North Carolina
$194K +$35.2K +2,000 +19%
FAM
53
Formidable Asset Management
Ohio
$186K +$213K +12,100 New
CIA
54
Capital Investment Advisors
Georgia
$183K – – –
MC
55
Matisse Capital
Oregon
$170K +$195K +11,100 New
MAFM
56
Mid Atlantic Financial Management
Pennsylvania
$160K +$183K +10,400 New
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$124K +$83.7K +4,759 +145%
PFGIA
58
Patriot Financial Group Insurance Agency
Massachusetts
$123K +$1.57K +89 +1%
GWM
59
Geneos Wealth Management
Colorado
$70K – – –
1W
60
1776 Wealth
Georgia
$58K +$67.4K +3,830 New
BWP
61
Baldwin Wealth Partners
Massachusetts
$31K – – –
Rockefeller Capital Management
62
Rockefeller Capital Management
New York
$31K – – –
NFG
63
Next Financial Group
Texas
$29K -$14.1K -800 -30%
BWA
64
BDO Wealth Advisors
Florida
$26K – – –
Fifth Third Bancorp
65
Fifth Third Bancorp
Ohio
$23K +$26.4K +1,500 New
Citigroup
66
Citigroup
New York
$18K -$14.1K -800 -41%
WT
67
Washington Trust
Rhode Island
$18K +$20.3K +1,151 New
APA
68
American Portfolios Advisors
New York
$16.1K +$18.5K +1,050 New
BFEC
69
Benjamin F. Edwards & Company
Missouri
$15K – – –
SF
70
Synovus Financial
Georgia
$15K +$17.6K +1,000 New
BBPWM
71
Blue Bell Private Wealth Management
Pennsylvania
$14K +$15.8K +900 New
DAM
72
Delta Asset Management
Tennessee
$10K – – –
WEC
73
Winslow Evans & Crocker
Massachusetts
$8K +$3.06K +174 +77%
VFA
74
Valeo Financial Advisors
Indiana
$6K +$176 +10 +3%
EWM
75
Edge Wealth Management
New York
$4K +$4.61K +262 New
1 2
3
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THQ Hedge Fund Activity: Q1 2020 in Review

79 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in abrdn Healthcare Opportunities Fund (THQ) for Q1 2020, worth a combined $118M — down 27% from $163M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new THQ positions and 8 closed out — a net gain of 15 holders — while 23 added to existing stakes and 22 trimmed.

The largest buyer was Wolverine Asset Management, opening a new position worth an estimated $1.88M. The largest seller was Raymond James Financial Services Advisors, exiting entirely with an estimated $15.4M sold.

  • 79 institutional investors held abrdn Healthcare Opportunities Fund (THQ) as of Q1 2020, up from 66 in Q4 2019.
  • Funds reported $118M of abrdn Healthcare Opportunities Fund stock for Q1 2020, down 27% quarter-over-quarter.
  • 23 funds opened new abrdn Healthcare Opportunities Fund positions in Q1 2020 and 8 closed out, a net change of +15 holders.
  • The largest abrdn Healthcare Opportunities Fund buyer in Q1 2020 was Wolverine Asset Management, an estimated $1.88M added.
  • The largest abrdn Healthcare Opportunities Fund seller in Q1 2020 was Raymond James Financial Services Advisors, an estimated $15.4M sold.

Based on aggregated 13F filings for Q1 2020.