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THQ

abrdn Healthcare Opportunities Fund

92 hedge funds and large institutions have $205M invested in abrdn Healthcare Opportunities Fund in 2021 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 31 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 8

48% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 21

15% more funds holding

Funds holding: 8092 (+12)

12% more capital invested

Capital invested by funds: $183M → $205M (+$21.4M)

0.26% less ownership

Funds ownership: 19.59%19.33% (-0.26%)

Holders
92
Holders Change
+12
Holders Change %
+15%
% of All Funds
1.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
31
Reduced
21
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJT
51
Raymond James Trust
Florida
$357K -$31.9K -1,329 -9%
CWM
52
Chemistry Wealth Management
New York
$346K +$324K +13,500 New
NLP
53
Next Level Private
New York
$346K +$324K +13,500 New
AWM
54
AE Wealth Management
Kansas
$344K +$29.6K +1,232 +10%
KPWS
55
Kestra Private Wealth Services
Texas
$318K
WCM
56
Whitener Capital Management
North Carolina
$307K -$24.5K -1,020 -8%
AFP
57
Ausdal Financial Partners
Iowa
$282K +$264K +11,000 New
BW
58
Bison Wealth
Georgia
$278K
DDC
59
DF Dent & Co
Maryland
$253K +$237K +9,870 New
CIA
60
Capital Investment Advisors
Georgia
$238K -$52.9K -2,200 -19%
CB
61
Commerce Bank
Missouri
$236K
MC
62
Moors & Cabot
Massachusetts
$217K +$203K +8,470 New
AWM
63
Apollon Wealth Management
South Carolina
$217K +$204K +8,481 New
GT
64
Glenmede Trust
Pennsylvania
$205K +$192K +8,000 New
PFGIA
65
Patriot Financial Group Insurance Agency
Massachusetts
$200K +$1.3K +54 +0.7%
SWM
66
Spire Wealth Management
Virginia
$199K +$134K +5,567 +252%
Koshinski Asset Management
67
Koshinski Asset Management
Illinois
$132K +$118K +4,892 +1,957%
AWA
68
Amplius Wealth Advisors
Pennsylvania
$128K +$120K +5,000 New
FFWM
69
Future Financial Wealth Management
Ohio
$113K +$107K +4,462 New
PNC Financial Services Group
70
PNC Financial Services Group
Pennsylvania
$101K +$216 +9 +0.2%
GWM
71
Geneos Wealth Management
Colorado
$91K -$50.8K -2,115 -37%
Rockefeller Capital Management
72
Rockefeller Capital Management
New York
$89K
SC
73
Steph & Co
Wisconsin
$77K +$72.1K +3,000 New
BWP
74
Baldwin Wealth Partners
Massachusetts
$51K
MFT
75
Moisand Fitzgerald Tamayo
Florida
$44K +$577 +24 +1%

THQ Hedge Fund Activity: Q4 2021 in Review

92 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in abrdn Healthcare Opportunities Fund (THQ) for Q4 2021, worth a combined $205M — up 12% from $183M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new THQ positions and 8 closed out — a net gain of 12 holders — while 31 added to existing stakes and 21 trimmed.

The largest buyer was 55I LLC, opening a new position worth an estimated $837K. The largest seller was Morgan Stanley, cutting an estimated $5.94M.

  • 92 institutional investors held abrdn Healthcare Opportunities Fund (THQ) as of Q4 2021, up from 80 in Q3 2021.
  • Funds reported $205M of abrdn Healthcare Opportunities Fund stock for Q4 2021, up 12% quarter-over-quarter.
  • 20 funds opened new abrdn Healthcare Opportunities Fund positions in Q4 2021 and 8 closed out, a net change of +12 holders.
  • The largest abrdn Healthcare Opportunities Fund buyer in Q4 2021 was 55I LLC, an estimated $837K added.
  • The largest abrdn Healthcare Opportunities Fund seller in Q4 2021 was Morgan Stanley, an estimated $5.94M sold.

Based on aggregated 13F filings for Q4 2021.