abrdn Healthcare Opportunities Fund
THQ
77 hedge funds and large institutions have $184M invested in abrdn Healthcare Opportunities Fund in 2021 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 28 increasing their positions, 27 reducing their positions, and 4 closing their positions.
100% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 4
6% more capital invested
Capital invested by funds: $174M → $184M (+$9.66M)
5% more funds holding
Funds holding: 73 → 77 (+4)
4% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 27
0.14% less ownership
Funds ownership: 19.35% → 19.21% (-0.14%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$4.59M |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$600K |
| 3 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$460K |
| 4 |
VF
Virtu Financial
New York
|
+$440K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$293K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$5.88M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.13M |
| 3 |
Cohen & Steers
New York
|
-$887K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$531K |
| 5 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
-$528K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWA
76
Arkadios Wealth Advisors
Atlanta,
Georgia
| $1K | – | – | – |
|
77
US Bancorp
Minneapolis,
Minnesota
| $1K | – | – | – |
|
|
EP
78
Eudaimonia Partners
Winchester,
Tennessee
| – | -$182K | -8,389 | Closed |
|
|
TWP
79
TFO Wealth Partners
Maumee,
Ohio
| – | -$27K | -1,248 | Closed |
|
|
WP
80
WealthShield Partners
Cary,
North Carolina
| – | -$7K | -324 | Closed |
|
THQ Hedge Fund Activity: Q2 2021 in Review
77 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in abrdn Healthcare Opportunities Fund (THQ) for Q2 2021, worth a combined $184M — up 5.6% from $174M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new THQ positions and 4 closed out — a net gain of 4 holders — while 28 added to existing stakes and 27 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $4.59M. The largest seller was 1832 Asset Management, cutting an estimated $5.88M.
- 77 institutional investors held abrdn Healthcare Opportunities Fund (THQ) as of Q2 2021, up from 73 in Q1 2021.
- Funds reported $184M of abrdn Healthcare Opportunities Fund stock for Q2 2021, up 5.6% quarter-over-quarter.
- 8 funds opened new abrdn Healthcare Opportunities Fund positions in Q2 2021 and 4 closed out, a net change of +4 holders.
- The largest abrdn Healthcare Opportunities Fund buyer in Q2 2021 was Morgan Stanley, an estimated $4.59M added.
- The largest abrdn Healthcare Opportunities Fund seller in Q2 2021 was 1832 Asset Management, an estimated $5.88M sold.
Based on aggregated 13F filings for Q2 2021.