We are live on ! Find out more
THQ

abrdn Healthcare Opportunities Fund

94 hedge funds and large institutions have $180M invested in abrdn Healthcare Opportunities Fund in 2022 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 36 increasing their positions, 23 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 23

17% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 12

2% more funds holding

Funds holding: 9294 (+2)

0.28% more ownership

Funds ownership: 19.33%19.61% (+0.28%)

12% less capital invested

Capital invested by funds: $205M → $180M (-$24.5M)

Holders
94
Holders Change
+2
Holders Change %
+2.17%
% of All Funds
1.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
36
Reduced
23
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NFG
51
Nations Financial Group
Iowa
$371K +$35.8K +1,600 +11%
SG
52
StoneX Group
New York
$352K -$127K -5,693 -26%
P
53
&Partners
Tennessee
$341K +$5.12K +229 +2%
SFG
54
StrategIQ Financial Group
Indiana
$338K
VWM
55
Vigilare Wealth Management
Arizona
$311K
RJT
56
Raymond James Trust
Florida
$310K
KPWS
57
Kestra Private Wealth Services
Texas
$276K
AFP
58
Ausdal Financial Partners
Iowa
$262K +$17K +759 +7%
AWS
59
Atria Wealth Solutions
New York
$261K +$262K +11,736 New
WCM
60
Whitener Capital Management
North Carolina
$245K -$21.2K -950 -8%
DDC
61
DF Dent & Co
Maryland
$230K +$10.4K +465 +5%
BW
62
Bison Wealth
Georgia
$225K -$16.4K -735 -7%
WF
63
Welch & Forbes
Massachusetts
$222K +$223K +9,960 New
CIA
64
Capital Investment Advisors
Georgia
$207K
CB
65
Commerce Bank
Missouri
$205K
PFGIA
66
Patriot Financial Group Insurance Agency
Massachusetts
$175K +$1.39K +62 +0.8%
Koshinski Asset Management
67
Koshinski Asset Management
Illinois
$114K
PNC Financial Services Group
68
PNC Financial Services Group
Pennsylvania
$88K +$201 +9 +0.2%
GWM
69
Geneos Wealth Management
Colorado
$79K
Rockefeller Capital Management
70
Rockefeller Capital Management
New York
$77K
HA
71
Herold Advisors
New York
$72.3K +$72.7K +3,250 New
AIP
72
Ahrens Investment Partners
Louisiana
$58K +$58.1K +2,600 New
SWM
73
Spire Wealth Management
Virginia
$51K -$123K -5,501 -71%
FFWM
74
Future Financial Wealth Management
Ohio
$51K -$48.3K -2,162 -48%
BWP
75
Baldwin Wealth Partners
Massachusetts
$45K

THQ Hedge Fund Activity: Q1 2022 in Review

94 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in abrdn Healthcare Opportunities Fund (THQ) for Q1 2022, worth a combined $180M — down 12% from $205M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new THQ positions and 12 closed out — a net gain of 2 holders — while 36 added to existing stakes and 23 trimmed.

The largest buyer was Wolverine Asset Management, opening a new position worth an estimated $2.5M. The largest seller was Wells Fargo, cutting an estimated $1.3M.

  • 94 institutional investors held abrdn Healthcare Opportunities Fund (THQ) as of Q1 2022, up from 92 in Q4 2021.
  • Funds reported $180M of abrdn Healthcare Opportunities Fund stock for Q1 2022, down 12% quarter-over-quarter.
  • 14 funds opened new abrdn Healthcare Opportunities Fund positions in Q1 2022 and 12 closed out, a net change of +2 holders.
  • The largest abrdn Healthcare Opportunities Fund buyer in Q1 2022 was Wolverine Asset Management, an estimated $2.5M added.
  • The largest abrdn Healthcare Opportunities Fund seller in Q1 2022 was Wells Fargo, an estimated $1.3M sold.

Based on aggregated 13F filings for Q1 2022.