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THQ

abrdn Healthcare Opportunities Fund
THQ

77 hedge funds and large institutions have $184M invested in abrdn Healthcare Opportunities Fund in 2021 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 28 increasing their positions, 27 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

6% more capital invested

Capital invested by funds: $174M → $184M (+$9.66M)

5% more funds holding

Funds holding: 73 → 77 (+4)

4% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 27

0.14% less ownership

Funds ownership: 19.35% → 19.21% (-0.14%)

Holders
77
Holders Change
+4
Holders Change %
+5.48%
% of All Funds
1.34%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
28
Reduced
27
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$4.59M
2
PAG
Private Advisor Group
New Jersey
+$600K
3
KWM
Kingsview Wealth Management
Oregon
+$460K
4
VF
Virtu Financial
New York
+$440K
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$293K

Top Sellers

Rank Fund Capital Flow
1
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$5.88M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.13M
3
Cohen & Steers
Cohen & Steers
New York
-$887K
4
RJA
Raymond James & Associates
Florida
-$531K
5
IAIM
International Assets Investment Management
Florida
-$528K
Name Holding Trade Value Shares
Change 		Change in
Stake
NFG
51
Nations Financial Group
Iowa
$300K +$31.8K +1,385 +12%
SFG
52
StrategIQ Financial Group
Indiana
$291K -$32.1K -1,400 -10%
KPWS
53
Kestra Private Wealth Services
Texas
$286K – – –
CIA
54
Capital Investment Advisors
Georgia
$266K +$11.5K +500 +5%
BW
55
Bison Wealth
Georgia
$239K – – –
MAFM
56
Mid Atlantic Financial Management
Pennsylvania
$222K +$221K +9,627 New
CB
57
Commerce Bank
Missouri
$213K – – –
PFGIA
58
Patriot Financial Group Insurance Agency
Massachusetts
$178K +$1.29K +56 +0.7%
GWM
59
Geneos Wealth Management
Colorado
$143K -$9.99K -435 -7%
PNC Financial Services Group
60
PNC Financial Services Group
Pennsylvania
$90K +$207 +9 +0.2%
HI
61
Harbour Investments
Wisconsin
$81K +$230 +10 +0.3%
Rockefeller Capital Management
62
Rockefeller Capital Management
New York
$80K – – –
ETI
63
Enterprise Trust & Investment
California
$52K +$51.7K +2,250 New
BWP
64
Baldwin Wealth Partners
Massachusetts
$46K – – –
FIA
65
FNY Investment Advisers
New York
$46K +$45.9K +2,000 New
CFD
66
Creative Financial Designs
Indiana
$44K +$43.8K +1,909 New
MFT
67
Moisand Fitzgerald Tamayo
Florida
$38K +$551 +24 +1%
SWM
68
Spire Wealth Management
Virginia
$35K -$176K -7,661 -84%
Citigroup
69
Citigroup
New York
$27K – – –
WT
70
Washington Trust
Rhode Island
$27K – – –
GI
71
Gradient Investments
Minnesota
$23K – – –
DAM
72
Delta Asset Management
Tennessee
$16K – – –
DOA
73
D'Orazio & Associates
Virginia
$14K +$4.59K +200 +50%
APA
74
American Portfolios Advisors
New York
$8.09K – – –
SWM
75
Sugarloaf Wealth Management
Georgia
$4K +$69 +3 +2%
1 2
3
4

THQ Hedge Fund Activity: Q2 2021 in Review

77 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in abrdn Healthcare Opportunities Fund (THQ) for Q2 2021, worth a combined $184M — up 5.6% from $174M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new THQ positions and 4 closed out — a net gain of 4 holders — while 28 added to existing stakes and 27 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $4.59M. The largest seller was 1832 Asset Management, cutting an estimated $5.88M.

  • 77 institutional investors held abrdn Healthcare Opportunities Fund (THQ) as of Q2 2021, up from 73 in Q1 2021.
  • Funds reported $184M of abrdn Healthcare Opportunities Fund stock for Q2 2021, up 5.6% quarter-over-quarter.
  • 8 funds opened new abrdn Healthcare Opportunities Fund positions in Q2 2021 and 4 closed out, a net change of +4 holders.
  • The largest abrdn Healthcare Opportunities Fund buyer in Q2 2021 was Morgan Stanley, an estimated $4.59M added.
  • The largest abrdn Healthcare Opportunities Fund seller in Q2 2021 was 1832 Asset Management, an estimated $5.88M sold.

Based on aggregated 13F filings for Q2 2021.