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THQ

abrdn Healthcare Opportunities Fund

19 hedge funds and large institutions have $59.2M invested in abrdn Healthcare Opportunities Fund in 2014 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 8 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 1

300% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 2

178% more capital invested

Capital invested by funds: $21.3M → $59.2M (+$38M)

36% more funds holding

Funds holding: 1419 (+5)

4.74% more ownership

Funds ownership: 2.93%7.68% (+4.7%)

Holders
19
Holders Change
+5
Holders Change %
+35.71%
% of All Funds
0.51%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
8
Increased
8
Reduced
2
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$32.6M +$17M +876,063 +117%
1832 Asset Management
2
1832 Asset Management
Ontario, Canada
$7.25M +$7.02M +362,000 New
UBS Group
3
UBS Group
Switzerland
$4.73M +$4.58M +235,929 New
TJHA
4
Thomas J. Herzfeld Advisors
Florida
$4.44M +$4.29M +221,329 New
RJA
5
Raymond James & Associates
Florida
$2.14M +$311K +16,040 +18%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$1.78M +$1.72M +88,590 New
First Trust Advisors
7
First Trust Advisors
Illinois
$1.22M +$1.18M +61,055 New
VKH
8
Virtu KCG Holdings
New York
$1.05M +$668K +34,440 +190%
WS
9
Wedbush Securities
California
$810K +$64.1K +3,304 +9%
Wells Fargo
10
Wells Fargo
California
$741K +$439K +22,632 +158%
DADC
11
D.A. Davidson & Co
Montana
$671K +$434K +22,357 +201%
Ameriprise
12
Ameriprise
Minnesota
$527K +$443K +22,859 +671%
ICAS
13
Investors Capital Advisory Services
Massachusetts
$491K -$97K -5,000 -17%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$406K +$222K +11,440 +130%
ACP
15
Aviance Capital Partners
Florida
$274K -$108K -5,550 -29%
AIG
16
American International Group
New York
$54.1K +$52.4K +2,699 New
Citigroup
17
Citigroup
New York
$24K +$23.3K +1,200 New
Bank of America
18
Bank of America
North Carolina
$20K +$19.4K +1,000 New
TDC
19
Thompson Davis & Co
Virginia
$5K
MFS
20
MSI Financial Services
Massachusetts
-$19K -1,000 Closed

THQ Hedge Fund Activity: Q4 2014 in Review

19 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in abrdn Healthcare Opportunities Fund (THQ) for Q4 2014, worth a combined $59.2M — up 178% from $21.3M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new THQ positions and 1 closed out — a net gain of 7 holders — while 8 added to existing stakes and 2 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $17M. The largest seller was Aviance Capital Partners, cutting an estimated $108K.

  • 19 institutional investors held abrdn Healthcare Opportunities Fund (THQ) as of Q4 2014, up from 14 in Q3 2014.
  • Funds reported $59.2M of abrdn Healthcare Opportunities Fund stock for Q4 2014, up 178% quarter-over-quarter.
  • 8 funds opened new abrdn Healthcare Opportunities Fund positions in Q4 2014 and 1 closed out, a net change of +7 holders.
  • The largest abrdn Healthcare Opportunities Fund buyer in Q4 2014 was Morgan Stanley, an estimated $17M added.
  • The largest abrdn Healthcare Opportunities Fund seller in Q4 2014 was Aviance Capital Partners, an estimated $108K sold.

Based on aggregated 13F filings for Q4 2014.