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THQ

abrdn Healthcare Opportunities Fund
THQ

80 hedge funds and large institutions have $150M invested in abrdn Healthcare Opportunities Fund in 2022 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 37 increasing their positions, 15 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 15

0.63% more ownership

Funds ownership: 19.41% → 20.04% (+0.63%)

4% less funds holding

Funds holding: 83 → 80 (-3)

6% less capital invested

Capital invested by funds: $159M → $150M (-$8.97M)

17% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 12

Holders
80
Holders Change
-3
Holders Change %
-3.61%
% of All Funds
1.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
37
Reduced
15
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$2.19M
2
WAM
Wolverine Asset Management
Illinois
+$1.41M
3
Morgan Stanley
Morgan Stanley
New York
+$1.11M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$842K
5
Ameriprise
Ameriprise
Minnesota
+$790K

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$2.46M
2
CIBC World Market
CIBC World Market
Ontario, Canada
-$1M
3
GC
Guggenheim Capital
Illinois
-$326K
4
VWM
Vigilare Wealth Management
Arizona
-$278K
5
ASN
Advisory Services Network
Georgia
-$260K
Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
51
StrategIQ Financial Group
Indiana
$275K – – –
NFG
52
Nations Financial Group
Iowa
$273K – – –
AWS
53
Atria Wealth Solutions
New York
$269K +$297K +14,823 New
RJT
54
Raymond James Trust
Florida
$252K – – –
AAM
55
Advisors Asset Management
Colorado
$203K +$225K +11,222 New
DDC
56
DF Dent & Co
Maryland
$197K +$5.31K +265 +3%
Walleye Capital
57
Walleye Capital
New York
$186K +$206K +10,291 New
BW
58
Bison Wealth
Georgia
$183K – – –
PNC Financial Services Group
59
PNC Financial Services Group
Pennsylvania
$83K +$12.2K +610 +15%
Rockefeller Capital Management
60
Rockefeller Capital Management
New York
$63K – – –
GWM
61
Geneos Wealth Management
Colorado
$38K -$28.3K -1,415 -40%
BWP
62
Baldwin Wealth Partners
Massachusetts
$36K – – –
MFT
63
Moisand Fitzgerald Tamayo
Florida
$33K +$601 +30 +2%
EIP
64
Ellis Investment Partners
Pennsylvania
$30K +$581 +29 +2%
BBPWM
65
Blue Bell Private Wealth Management
Pennsylvania
$24K +$26K +1,300 New
WAM
66
Worth Asset Management
Texas
$23K – – –
HGERS
67
Householder Group Estate & Retirement Specialist
Arizona
$22K +$24.4K +1,220 New
HR
68
Howe & Rusling
New York
$19K – – –
GI
69
Gradient Investments
Minnesota
$18K – – –
HBW
70
Hazlett, Burt & Watson
West Virginia
$18K – – –
LFA
71
Level Financial Advisors
New York
$18K – – –
RA
72
Rise Advisors
New York
$13K +$240 +12 +2%
APA
73
American Portfolios Advisors
New York
$8.15K – – –
BCMLT
74
Beacon Capital Management LLC (Tennessee)
Tennessee
$5K +$60 +3 +1%
SWM
75
Sugarloaf Wealth Management
Georgia
$5K +$461 +23 +12%
1 2
3
4

THQ Hedge Fund Activity: Q3 2022 in Review

80 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in abrdn Healthcare Opportunities Fund (THQ) for Q3 2022, worth a combined $150M — down 5.6% from $159M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of THQ and 10 opened new positions — a net loss of 2 holders — while 15 trimmed existing stakes and 37 added.

The largest buyer was UBS Group, adding an estimated $2.19M. The largest seller was Wells Fargo, cutting an estimated $2.46M.

  • 80 institutional investors held abrdn Healthcare Opportunities Fund (THQ) as of Q3 2022, down from 83 in Q2 2022.
  • Funds reported $150M of abrdn Healthcare Opportunities Fund stock for Q3 2022, down 5.6% quarter-over-quarter.
  • 10 funds opened new abrdn Healthcare Opportunities Fund positions in Q3 2022 and 12 closed out, a net change of -2 holders.
  • The largest abrdn Healthcare Opportunities Fund buyer in Q3 2022 was UBS Group, an estimated $2.19M added.
  • The largest abrdn Healthcare Opportunities Fund seller in Q3 2022 was Wells Fargo, an estimated $2.46M sold.

Based on aggregated 13F filings for Q3 2022.