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THQ

abrdn Healthcare Opportunities Fund

73 hedge funds and large institutions have $174M invested in abrdn Healthcare Opportunities Fund in 2021 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 30 increasing their positions, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 6

43% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 21

9% more funds holding

Funds holding: 6773 (+6)

4% more capital invested

Capital invested by funds: $167M → $174M (+$7.04M)

0.46% less ownership

Funds ownership: 19.81%19.35% (-0.46%)

Holders
73
Holders Change
+6
Holders Change %
+8.96%
% of All Funds
1.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
30
Reduced
21
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BW
51
Bison Wealth
Georgia
$225K +$217K +10,335 New
CB
52
Commerce Bank
Missouri
$200K +$193K +9,217 New
SWM
53
Spire Wealth Management
Virginia
$197K +$192K +9,157 New
EP
54
Eudaimonia Partners
Tennessee
$182K -$72.2K -3,444 -29%
PFGIA
55
Patriot Financial Group Insurance Agency
Massachusetts
$166K +$1.28K +61 +0.8%
GWM
56
Geneos Wealth Management
Colorado
$150K
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$85K +$189 +9 +0.2%
Rockefeller Capital Management
58
Rockefeller Capital Management
New York
$76K
HI
59
Harbour Investments
Wisconsin
$76K +$73.3K +3,499 New
BWP
60
Baldwin Wealth Partners
Massachusetts
$43K
MFT
61
Moisand Fitzgerald Tamayo
Florida
$36K +$545 +26 +2%
TWP
62
TFO Wealth Partners
Ohio
$27K +$26.2K +1,248 New
Citigroup
63
Citigroup
New York
$25K
WT
64
Washington Trust
Rhode Island
$25K +$24.1K +1,151 New
GI
65
Gradient Investments
Minnesota
$22K
DAM
66
Delta Asset Management
Tennessee
$15K
DOA
67
D'Orazio & Associates
Virginia
$9K +$8.38K +400 New
APA
68
American Portfolios Advisors
New York
$7.61K +$2.1K +100 +40%
WP
69
WealthShield Partners
North Carolina
$7K +$6.79K +324 New
AWA
70
Arkadios Wealth Advisors
Georgia
$1K
US Bancorp
71
US Bancorp
Minnesota
$1K +$629 +30 New
SWM
72
Sugarloaf Wealth Management
Georgia
$4 +$63 +3 +2%
1CP
73
1607 Capital Partners
Virginia
-$1.7M -83,379 Closed
AA
74
AQR Arbitrage
Connecticut
-$344K -16,903 Closed
FAM
75
Formidable Asset Management
Ohio
-$214K -10,600 Closed

THQ Hedge Fund Activity: Q1 2021 in Review

73 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in abrdn Healthcare Opportunities Fund (THQ) for Q1 2021, worth a combined $174M — up 4.2% from $167M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new THQ positions and 6 closed out — a net gain of 7 holders — while 30 added to existing stakes and 21 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.65M. The largest seller was 1832 Asset Management, cutting an estimated $3.4M.

  • 73 institutional investors held abrdn Healthcare Opportunities Fund (THQ) as of Q1 2021, up from 67 in Q4 2020.
  • Funds reported $174M of abrdn Healthcare Opportunities Fund stock for Q1 2021, up 4.2% quarter-over-quarter.
  • 13 funds opened new abrdn Healthcare Opportunities Fund positions in Q1 2021 and 6 closed out, a net change of +7 holders.
  • The largest abrdn Healthcare Opportunities Fund buyer in Q1 2021 was Morgan Stanley, an estimated $1.65M added.
  • The largest abrdn Healthcare Opportunities Fund seller in Q1 2021 was 1832 Asset Management, an estimated $3.4M sold.

Based on aggregated 13F filings for Q1 2021.