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THQ

abrdn Healthcare Opportunities Fund
THQ

94 hedge funds and large institutions have $180M invested in abrdn Healthcare Opportunities Fund in 2022 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 36 increasing their positions, 23 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 23

17% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 12

2% more funds holding

Funds holding: 92 → 94 (+2)

0.28% more ownership

Funds ownership: 19.33% → 19.61% (+0.28%)

12% less capital invested

Capital invested by funds: $205M → $180M (-$24.5M)

Holders
94
Holders Change
+2
Holders Change %
+2.17%
% of All Funds
1.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
36
Reduced
23
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WAM
Wolverine Asset Management
Illinois
+$2.5M
2
CIBC World Market
CIBC World Market
Ontario, Canada
+$917K
3
SFS
Shaker Financial Services
Virginia
+$668K
4
LCM
Landscape Capital Management
New Jersey
+$443K
5
ACP
Aviance Capital Partners
Florida
+$401K

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$1.3M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$1.01M
3
AF
Advisornet Financial
Minnesota
-$859K
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$607K
5
Cohen & Steers
Cohen & Steers
New York
-$393K
Name Holding Trade Value Shares
Change 		Change in
Stake
EIP
76
Ellis Investment Partners
Pennsylvania
$36K +$559 +25 +2%
WAM
77
Worth Asset Management
Texas
$25K +$28K +1,250 New
HR
78
Howe & Rusling
New York
$24K – – –
WT
79
Washington Trust
Rhode Island
$24K – – –
GI
80
Gradient Investments
Minnesota
$22K – – –
LFA
81
Level Financial Advisors
New York
$22K – – –
HBW
82
Hazlett, Burt & Watson
West Virginia
$22K +$22.4K +1,000 New
T
83
TCWP
Ohio
$21K +$22K +985 New
CFD
84
Creative Financial Designs
Indiana
$17K -$1.68K -75 -9%
RA
85
Rise Advisors
New York
$15K +$224 +10 +2%
APA
86
American Portfolios Advisors
New York
$10K – – –
HS
87
Horan Securities
United States
$7K +$112 +5 +2%
BCMLT
88
Beacon Capital Management LLC (Tennessee)
Tennessee
$5K +$5.25K +235 New
HNWAG
89
High Net Worth Advisory Group
Florida
$4K – – –
SWM
90
Sugarloaf Wealth Management
Georgia
$4K +$67 +3 +2%
MHR
91
Matthew Hamilton Rosenberg
$1K – – –
US Bancorp
92
US Bancorp
Minnesota
$1K – – –
Northwestern Mutual Wealth Management
93
Northwestern Mutual Wealth Management
Wisconsin
$1K +$1.14K +51 New
Bank of Montreal
94
Bank of Montreal
Ontario, Canada
– -$1.01M -39,541 Closed
AF
95
Advisornet Financial
Minnesota
– -$859K -33,500 Closed
CWM
96
Chemistry Wealth Management
New York
– -$346K -13,500 Closed
AWM
97
Apollon Wealth Management
South Carolina
– -$217K -8,481 Closed
MC
98
Moors & Cabot
Massachusetts
– -$217K -8,470 Closed
GT
99
Glenmede Trust
Pennsylvania
– -$205K -8,000 Closed
AWA
100
Amplius Wealth Advisors
Pennsylvania
– -$128K -5,000 Closed
1 2 3
4
5

THQ Hedge Fund Activity: Q1 2022 in Review

94 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in abrdn Healthcare Opportunities Fund (THQ) for Q1 2022, worth a combined $180M — down 12% from $205M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new THQ positions and 12 closed out — a net gain of 2 holders — while 36 added to existing stakes and 23 trimmed.

The largest buyer was Wolverine Asset Management, opening a new position worth an estimated $2.5M. The largest seller was Wells Fargo, cutting an estimated $1.3M.

  • 94 institutional investors held abrdn Healthcare Opportunities Fund (THQ) as of Q1 2022, up from 92 in Q4 2021.
  • Funds reported $180M of abrdn Healthcare Opportunities Fund stock for Q1 2022, down 12% quarter-over-quarter.
  • 14 funds opened new abrdn Healthcare Opportunities Fund positions in Q1 2022 and 12 closed out, a net change of +2 holders.
  • The largest abrdn Healthcare Opportunities Fund buyer in Q1 2022 was Wolverine Asset Management, an estimated $2.5M added.
  • The largest abrdn Healthcare Opportunities Fund seller in Q1 2022 was Wells Fargo, an estimated $1.3M sold.

Based on aggregated 13F filings for Q1 2022.