abrdn Healthcare Opportunities Fund
THQ
73 hedge funds and large institutions have $174M invested in abrdn Healthcare Opportunities Fund in 2021 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 30 increasing their positions, 21 reducing their positions, and 6 closing their positions.
117% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 6
43% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 21
9% more funds holding
Funds holding: 67 → 73 (+6)
4% more capital invested
Capital invested by funds: $167M → $174M (+$7.04M)
0.46% less ownership
Funds ownership: 19.81% → 19.35% (-0.46%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.65M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$769K |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$687K |
| 4 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$525K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$492K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$3.4M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$2.68M |
| 3 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$1.7M |
| 4 |
Cohen & Steers
New York
|
-$1.02M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$891K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SIC
76
Salem Investment Counselors
Winston Salem,
North Carolina
| – | -$51K | -2,500 | Closed |
|
|
BWA
77
BDO Wealth Advisors
Jacksonville,
Florida
| – | -$35K | -1,700 | Closed |
|
|
FIA
78
FNY Investment Advisers
New York
| – | -$19K | -960 | Closed |
|
79
Fidelity Investments
Boston,
Massachusetts
| – | +$21 | +1 | New |
|
THQ Hedge Fund Activity: Q1 2021 in Review
73 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in abrdn Healthcare Opportunities Fund (THQ) for Q1 2021, worth a combined $174M — up 4.2% from $167M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new THQ positions and 6 closed out — a net gain of 7 holders — while 30 added to existing stakes and 21 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $1.65M. The largest seller was 1832 Asset Management, cutting an estimated $3.4M.
- 73 institutional investors held abrdn Healthcare Opportunities Fund (THQ) as of Q1 2021, up from 67 in Q4 2020.
- Funds reported $174M of abrdn Healthcare Opportunities Fund stock for Q1 2021, up 4.2% quarter-over-quarter.
- 13 funds opened new abrdn Healthcare Opportunities Fund positions in Q1 2021 and 6 closed out, a net change of +7 holders.
- The largest abrdn Healthcare Opportunities Fund buyer in Q1 2021 was Morgan Stanley, an estimated $1.65M added.
- The largest abrdn Healthcare Opportunities Fund seller in Q1 2021 was 1832 Asset Management, an estimated $3.4M sold.
Based on aggregated 13F filings for Q1 2021.