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THQ

abrdn Healthcare Opportunities Fund

92 hedge funds and large institutions have $205M invested in abrdn Healthcare Opportunities Fund in 2021 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 31 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 8

48% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 21

15% more funds holding

Funds holding: 8092 (+12)

12% more capital invested

Capital invested by funds: $183M → $205M (+$21.4M)

0.26% less ownership

Funds ownership: 19.59%19.33% (-0.26%)

Holders
92
Holders Change
+12
Holders Change %
+15%
% of All Funds
1.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
31
Reduced
21
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWS
76
Confluence Wealth Services
Pennsylvania
$42K +$39.5K +1,645 New
EIP
77
Ellis Investment Partners
Pennsylvania
$41K +$38.7K +1,610 New
WT
78
Washington Trust
Rhode Island
$28K
HR
79
Howe & Rusling
New York
$27K
GI
80
Gradient Investments
Minnesota
$26K
LFA
81
Level Financial Advisors
New York
$26K +$24K +1,000 New
CFD
82
Creative Financial Designs
Indiana
$22K +$13.2K +550 +183%
RA
83
Rise Advisors
New York
$17.1K +$16K +666 New
DAM
84
Delta Asset Management
Tennessee
$17K
HNB
85
Huntington National Bank
Ohio
$15K
APA
86
American Portfolios Advisors
New York
$11.5K
HS
87
Horan Securities
United States
$8K +$7.62K +317 New
CA
88
CoreCap Advisors
Michigan
$6K +$6.01K +250 New
SWM
89
Sugarloaf Wealth Management
Georgia
$5K +$48 +2 +1%
HNWAG
90
High Net Worth Advisory Group
Florida
$5K +$4.56K +190 New
US Bancorp
91
US Bancorp
Minnesota
$1K
MHR
92
Matthew Hamilton Rosenberg
$1K +$1.2K +50 New
WAM
93
Wolverine Asset Management
Illinois
-$1.25M -55,210 Closed
HI
94
Harbour Investments
Wisconsin
-$80K -3,521 Closed
HA
95
Herold Advisors
New York
-$62K -2,750 Closed
FIA
96
FNY Investment Advisers
New York
-$28K -1,250 Closed
PMFA
97
Plante Moran Financial Advisors
Michigan
-$23K -1,000 Closed
TVWM
98
Tower View Wealth Management
Wisconsin
-$23K -1,000 Closed
DOA
99
D'Orazio & Associates
Virginia
-$14K -600 Closed
AWA
100
Arkadios Wealth Advisors
Georgia
-$1K -48 Closed

THQ Hedge Fund Activity: Q4 2021 in Review

92 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in abrdn Healthcare Opportunities Fund (THQ) for Q4 2021, worth a combined $205M — up 12% from $183M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new THQ positions and 8 closed out — a net gain of 12 holders — while 31 added to existing stakes and 21 trimmed.

The largest buyer was 55I LLC, opening a new position worth an estimated $837K. The largest seller was Morgan Stanley, cutting an estimated $5.94M.

  • 92 institutional investors held abrdn Healthcare Opportunities Fund (THQ) as of Q4 2021, up from 80 in Q3 2021.
  • Funds reported $205M of abrdn Healthcare Opportunities Fund stock for Q4 2021, up 12% quarter-over-quarter.
  • 20 funds opened new abrdn Healthcare Opportunities Fund positions in Q4 2021 and 8 closed out, a net change of +12 holders.
  • The largest abrdn Healthcare Opportunities Fund buyer in Q4 2021 was 55I LLC, an estimated $837K added.
  • The largest abrdn Healthcare Opportunities Fund seller in Q4 2021 was Morgan Stanley, an estimated $5.94M sold.

Based on aggregated 13F filings for Q4 2021.