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THQ

abrdn Healthcare Opportunities Fund
THQ

83 hedge funds and large institutions have $159M invested in abrdn Healthcare Opportunities Fund in 2022 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 33 increasing their positions, 24 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 24

0.19% less ownership

Funds ownership: 19.61% → 19.41% (-0.19%)

12% less funds holding

Funds holding: 94 → 83 (-11)

12% less capital invested

Capital invested by funds: $180M → $159M (-$21.3M)

65% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 17

Holders
83
Holders Change
-11
Holders Change %
-11.7%
% of All Funds
1.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
33
Reduced
24
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
+$5.23M
2
SI
Stephens Inc
Arkansas
+$2.09M
3
SPIA
Steward Partners Investment Advisory
New York
+$298K
4
ACP
Aviance Capital Partners
Florida
+$293K
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$290K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$5.56M
2
Wells Fargo
Wells Fargo
California
-$1.28M
3
5L
55I LLC
Massachusetts
-$851K
4
ARC
Advisor Resource Council
Texas
-$644K
5
Walleye Capital
Walleye Capital
New York
-$379K
Name Holding Trade Value Shares
Change 		Change in
Stake
RJT
51
Raymond James Trust
Florida
$278K – – –
VWM
52
Vigilare Wealth Management
Arizona
$278K – – –
WCM
53
Whitener Capital Management
North Carolina
$221K +$1.78K +85 +0.8%
DDC
54
DF Dent & Co
Maryland
$211K +$5.23K +250 +2%
CB
55
Commerce Bank
Missouri
$209K +$26.8K +1,279 +14%
BW
56
Bison Wealth
Georgia
$201K – – –
PFGIA
57
Patriot Financial Group Insurance Agency
Massachusetts
$158K +$1.36K +65 +0.8%
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$79K +$188 +9 +0.2%
GWM
59
Geneos Wealth Management
Colorado
$71K – – –
Rockefeller Capital Management
60
Rockefeller Capital Management
New York
$69K – – –
BWP
61
Baldwin Wealth Partners
Massachusetts
$40K – – –
MFT
62
Moisand Fitzgerald Tamayo
Florida
$35K +$36.9K +1,765 New
EIP
63
Ellis Investment Partners
Pennsylvania
$33K +$565 +27 +2%
WAM
64
Worth Asset Management
Texas
$25K – – –
WT
65
Washington Trust
Rhode Island
$22K – – –
HR
66
Howe & Rusling
New York
$21K – – –
GI
67
Gradient Investments
Minnesota
$20K – – –
HBW
68
Hazlett, Burt & Watson
West Virginia
$20K – – –
LFA
69
Level Financial Advisors
New York
$20K – – –
RA
70
Rise Advisors
New York
$14K +$230 +11 +2%
AIP
71
Ahrens Investment Partners
Louisiana
$12K -$41.9K -2,000 -77%
APA
72
American Portfolios Advisors
New York
$8.97K – – –
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
$6K +$5.11K +244 +478%
BCMLT
74
Beacon Capital Management LLC (Tennessee)
Tennessee
$5K – – –
Carson Wealth (CWM LLC)
75
Carson Wealth (CWM LLC)
Nebraska
$5K +$4.92K +235 New
1 2
3
4

THQ Hedge Fund Activity: Q2 2022 in Review

83 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in abrdn Healthcare Opportunities Fund (THQ) for Q2 2022, worth a combined $159M — down 12% from $180M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of THQ and 6 opened new positions — a net loss of 11 holders — while 24 trimmed existing stakes and 33 added.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $5.23M. The largest seller was Morgan Stanley, cutting an estimated $5.56M.

  • 83 institutional investors held abrdn Healthcare Opportunities Fund (THQ) as of Q2 2022, down from 94 in Q1 2022.
  • Funds reported $159M of abrdn Healthcare Opportunities Fund stock for Q2 2022, down 12% quarter-over-quarter.
  • 6 funds opened new abrdn Healthcare Opportunities Fund positions in Q2 2022 and 17 closed out, a net change of -11 holders.
  • The largest abrdn Healthcare Opportunities Fund buyer in Q2 2022 was Raymond James Financial Services Advisors, an estimated $5.23M added.
  • The largest abrdn Healthcare Opportunities Fund seller in Q2 2022 was Morgan Stanley, an estimated $5.56M sold.

Based on aggregated 13F filings for Q2 2022.