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THQ

abrdn Healthcare Opportunities Fund

67 hedge funds and large institutions have $167M invested in abrdn Healthcare Opportunities Fund in 2020 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 24 increasing their positions, 24 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

12% more capital invested

Capital invested by funds: $150M → $167M (+$17.2M)

5% more funds holding

Funds holding: 6467 (+3)

0% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 24

0.2% less ownership

Funds ownership: 20.01%19.81% (-0.2%)

Holders
67
Holders Change
+3
Holders Change %
+4.69%
% of All Funds
1.19%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
24
Reduced
24
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FAM
51
Formidable Asset Management
Ohio
$214K +$202K +10,600 New
PFGIA
52
Patriot Financial Group Insurance Agency
Massachusetts
$154K +$1.26K +66 +0.9%
GWM
53
Geneos Wealth Management
Colorado
$140K +$40.4K +2,115 +48%
PNC Financial Services Group
54
PNC Financial Services Group
Pennsylvania
$79K +$191 +10 +0.3%
Rockefeller Capital Management
55
Rockefeller Capital Management
New York
$71K +$19.1K +1,000 +40%
WEC
56
Winslow Evans & Crocker
Massachusetts
$60K +$22K +1,150 +65%
SIC
57
Salem Investment Counselors
North Carolina
$51K +$47.8K +2,500 New
BWP
58
Baldwin Wealth Partners
Massachusetts
$41K
BWA
59
BDO Wealth Advisors
Florida
$35K
MFT
60
Moisand Fitzgerald Tamayo
Florida
$33K +$573 +30 +2%
Citigroup
61
Citigroup
New York
$23K
FIA
62
FNY Investment Advisers
New York
$19K +$18.3K +960 New
GI
63
Gradient Investments
Minnesota
$18K
DAM
64
Delta Asset Management
Tennessee
$14K
APA
65
American Portfolios Advisors
New York
$5.09K
SWM
66
Sugarloaf Wealth Management
Georgia
$4K +$57 +3 +2%
Bank of Montreal
67
Bank of Montreal
Ontario, Canada
-$1.28M -69,235 Closed
PAG
68
Private Advisor Group
New Jersey
-$363K -20,350 Closed
FHA
69
Flagship Harbor Advisors
Massachusetts
-$225K -12,490 Closed
CA
70
Claro Advisors
Massachusetts
-$215K -11,868 Closed
CCM
71
Chiron Capital Management
Florida
-$67K -3,700 Closed
BBPWM
72
Blue Bell Private Wealth Management
Pennsylvania
-$22K -1,200 Closed
AWA
73
Arkadios Wealth Advisors
Georgia
+$917 +48 New

THQ Hedge Fund Activity: Q4 2020 in Review

67 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in abrdn Healthcare Opportunities Fund (THQ) for Q4 2020, worth a combined $167M — up 12% from $150M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new THQ positions and 6 closed out — a net gain of 3 holders — while 24 added to existing stakes and 24 trimmed.

The largest buyer was Stifel Financial, adding an estimated $906K. The largest seller was Bank of Montreal, exiting entirely with an estimated $1.28M sold.

  • 67 institutional investors held abrdn Healthcare Opportunities Fund (THQ) as of Q4 2020, up from 64 in Q3 2020.
  • Funds reported $167M of abrdn Healthcare Opportunities Fund stock for Q4 2020, up 12% quarter-over-quarter.
  • 9 funds opened new abrdn Healthcare Opportunities Fund positions in Q4 2020 and 6 closed out, a net change of +3 holders.
  • The largest abrdn Healthcare Opportunities Fund buyer in Q4 2020 was Stifel Financial, an estimated $906K added.
  • The largest abrdn Healthcare Opportunities Fund seller in Q4 2020 was Bank of Montreal, an estimated $1.28M sold.

Based on aggregated 13F filings for Q4 2020.