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THQ

abrdn Healthcare Opportunities Fund
THQ

64 hedge funds and large institutions have $150M invested in abrdn Healthcare Opportunities Fund in 2020 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 26 increasing their positions, 22 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 22

1% more capital invested

Capital invested by funds: $149M → $150M (+$1.05M)

0.2% less ownership

Funds ownership: 20.21% → 20.01% (-0.2%)

6% less funds holding

Funds holding: 68 → 64 (-4)

44% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 9

Holders
64
Holders Change
-4
Holders Change %
-5.88%
% of All Funds
1.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
26
Reduced
22
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$1.56M
2
AA
AQR Arbitrage
Connecticut
+$965K
3
Ameriprise
Ameriprise
Minnesota
+$492K
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$377K
5
SPIA
Steward Partners Investment Advisory
New York
+$234K

Top Sellers

Rank Fund Capital Flow
1
CA
Cornerstone Advisors
North Carolina
-$2.24M
2
RJA
Raymond James & Associates
Florida
-$1.22M
3
Wells Fargo
Wells Fargo
California
-$470K
4
AAM
Advisors Asset Management
Colorado
-$462K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$384K
Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
51
Geneos Wealth Management
Colorado
$77K -$7.27K -400 -8%
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$70K +$164 +9 +0.2%
CCM
53
Chiron Capital Management
Florida
$67K +$67.3K +3,700 New
Rockefeller Capital Management
54
Rockefeller Capital Management
New York
$45K – – –
BWP
55
Baldwin Wealth Partners
Massachusetts
$36K – – –
WEC
56
Winslow Evans & Crocker
Massachusetts
$32K +$25K +1,375 +344%
BWA
57
BDO Wealth Advisors
Florida
$31K – – –
MFT
58
Moisand Fitzgerald Tamayo
Florida
$29K +$28.8K +1,585 New
BBPWM
59
Blue Bell Private Wealth Management
Pennsylvania
$22K +$7.27K +400 +50%
Citigroup
60
Citigroup
New York
$21K – – –
GI
61
Gradient Investments
Minnesota
$18K +$18.2K +1,000 New
DAM
62
Delta Asset Management
Tennessee
$12K – – –
APA
63
American Portfolios Advisors
New York
$4.52K – – –
SWM
64
Sugarloaf Wealth Management
Georgia
$3K +$73 +4 +2%
CA
65
Cornerstone Advisors
North Carolina
– -$2.24M -126,059 Closed
FAM
66
Formidable Asset Management
Ohio
– -$221K -12,100 Closed
1W
67
1776 Wealth
Georgia
– -$89K -5,040 Closed
CAN
68
Cetera Advisor Networks
California
– -$83K -4,666 Closed
TI
69
tru Independence
Oregon
– -$75 -4,200 Closed
BFEC
70
Benjamin F. Edwards & Company
Missouri
– -$17K -980 Closed
FWM
71
Filbrandt Wealth Management
Wisconsin
– -$14K -775 Closed
VFA
72
Valeo Financial Advisors
Indiana
– -$7K -371 Closed
EWM
73
Edge Wealth Management
New York
– -$5K -267 Closed
1 2
3

THQ Hedge Fund Activity: Q3 2020 in Review

64 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in abrdn Healthcare Opportunities Fund (THQ) for Q3 2020, worth a combined $150M — up 0.7% from $149M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of THQ and 5 opened new positions — a net loss of 4 holders — while 22 trimmed existing stakes and 26 added.

The largest buyer was Morgan Stanley, adding an estimated $1.56M. The largest seller was Cornerstone Advisors, exiting entirely with an estimated $2.24M sold.

  • 64 institutional investors held abrdn Healthcare Opportunities Fund (THQ) as of Q3 2020, down from 68 in Q2 2020.
  • Funds reported $150M of abrdn Healthcare Opportunities Fund stock for Q3 2020, up 0.7% quarter-over-quarter.
  • 5 funds opened new abrdn Healthcare Opportunities Fund positions in Q3 2020 and 9 closed out, a net change of -4 holders.
  • The largest abrdn Healthcare Opportunities Fund buyer in Q3 2020 was Morgan Stanley, an estimated $1.56M added.
  • The largest abrdn Healthcare Opportunities Fund seller in Q3 2020 was Cornerstone Advisors, an estimated $2.24M sold.

Based on aggregated 13F filings for Q3 2020.