We are live on ! Find out more
THQ

abrdn Healthcare Opportunities Fund

80 hedge funds and large institutions have $183M invested in abrdn Healthcare Opportunities Fund in 2021 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 39 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 15

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

4% more funds holding

Funds holding: 7780 (+3)

0.37% more ownership

Funds ownership: 19.21%19.59% (+0.37%)

0% less capital invested

Capital invested by funds: $184M → $183M (-$32.2K)

Holders
80
Holders Change
+3
Holders Change %
+3.9%
% of All Funds
1.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
39
Reduced
15
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
51
AE Wealth Management
Kansas
$276K -$180K -7,474 -38%
WCM
52
Whitener Capital Management
North Carolina
$264K -$9.15K -380 -3%
CIA
53
Capital Investment Advisors
Georgia
$260K
BW
54
Bison Wealth
Georgia
$245K +$12K +500 +5%
Invesco
55
Invesco
Georgia
$229K +$243K +10,103 New
CB
56
Commerce Bank
Missouri
$209K
PFGIA
57
Patriot Financial Group Insurance Agency
Massachusetts
$175K +$1.35K +56 +0.7%
GWM
58
Geneos Wealth Management
Colorado
$128K -$10.5K -435 -7%
PNC Financial Services Group
59
PNC Financial Services Group
Pennsylvania
$89K +$217 +9 +0.2%
HI
60
Harbour Investments
Wisconsin
$80K +$289 +12 +0.3%
Rockefeller Capital Management
61
Rockefeller Capital Management
New York
$79K
HA
62
Herold Advisors
New York
$62K +$66.3K +2,750 New
SWM
63
Spire Wealth Management
Virginia
$50K +$17.1K +710 +47%
BWP
64
Baldwin Wealth Partners
Massachusetts
$45K
HNB
65
Huntington National Bank
Ohio
$40K
MFT
66
Moisand Fitzgerald Tamayo
Florida
$38K +$578 +24 +1%
FIA
67
FNY Investment Advisers
New York
$28K -$18.1K -750 -38%
WT
68
Washington Trust
Rhode Island
$25K -$1.23K -51 -4%
HR
69
Howe & Rusling
New York
$24K +$25.5K +1,059 New
GI
70
Gradient Investments
Minnesota
$23K
PMFA
71
Plante Moran Financial Advisors
Michigan
$23K +$24.1K +1,000 New
TVWM
72
Tower View Wealth Management
Wisconsin
$23K +$24.1K +1,000 New
DAM
73
Delta Asset Management
Tennessee
$15K
DOA
74
D'Orazio & Associates
Virginia
$14K
APA
75
American Portfolios Advisors
New York
$10.2K +$2.41K +100 +29%

THQ Hedge Fund Activity: Q3 2021 in Review

80 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in abrdn Healthcare Opportunities Fund (THQ) for Q3 2021, worth a combined $183M — down 0.02% from $184M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new THQ positions and 7 closed out — a net gain of 3 holders — while 39 added to existing stakes and 15 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.41M. The largest seller was Royal Bank of Canada, cutting an estimated $1.83M.

  • 80 institutional investors held abrdn Healthcare Opportunities Fund (THQ) as of Q3 2021, up from 77 in Q2 2021.
  • Funds reported $183M of abrdn Healthcare Opportunities Fund stock for Q3 2021, down 0.02% quarter-over-quarter.
  • 10 funds opened new abrdn Healthcare Opportunities Fund positions in Q3 2021 and 7 closed out, a net change of +3 holders.
  • The largest abrdn Healthcare Opportunities Fund buyer in Q3 2021 was Morgan Stanley, an estimated $2.41M added.
  • The largest abrdn Healthcare Opportunities Fund seller in Q3 2021 was Royal Bank of Canada, an estimated $1.83M sold.

Based on aggregated 13F filings for Q3 2021.