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THQ

abrdn Healthcare Opportunities Fund

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.

New
Increased
Maintained
Reduced
Closed

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: 6773 (+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%)

Holders
73
Holders Change
+6
Holders Change %
+8.96%
% of All Funds
1.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
30
Reduced
21
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$39M +$1.65M +78,749 +5%
RJA
2
Raymond James & Associates
Florida
$19M +$687K +32,792 +4%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$18.9M -$472K -22,502 -3%
Wells Fargo
4
Wells Fargo
California
$17.1M -$891K -42,524 -5%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$15M -$2.68M -127,689 -16%
1832 Asset Management
6
1832 Asset Management
Ontario, Canada
$6.53M -$3.4M -162,180 -35%
UBS Group
7
UBS Group
Switzerland
$6.03M -$100K -4,782 -2%
Ameriprise
8
Ameriprise
Minnesota
$4.54M -$288K -13,723 -6%
First Trust Advisors
9
First Trust Advisors
Illinois
$3.8M +$21K +1,002 +0.6%
SPIA
10
Steward Partners Investment Advisory
New York
$3.27M +$310K +14,781 +11%
Bank of America
11
Bank of America
North Carolina
$3.12M +$376K +17,934 +14%
Cohen & Steers
12
Cohen & Steers
New York
$3.12M -$1.02M -48,680 -25%
WS
13
Wedbush Securities
California
$2.39M +$147K +7,000 +7%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$2.25M +$492K +23,451 +29%
Stifel Financial
15
Stifel Financial
Missouri
$2.21M -$22.6K -1,079 -1%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$2.13M +$13.6K +647 +0.7%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$1.75M +$769K +36,685 +84%
ACP
18
Aviance Capital Partners
Florida
$1.53M -$106K -5,039 -7%
LPL Financial
19
LPL Financial
California
$1.47M +$252K +12,022 +22%
Osaic Holdings
20
Osaic Holdings
Arizona
$1.42M +$276K +13,163 +25%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$1.39M +$89.3K +4,260 +7%
SI
22
Stephens Inc
Arkansas
$1.32M -$12K -574 -0.9%
ASN
23
Advisory Services Network
Georgia
$1.09M +$29.4K +1,401 +3%
IAIM
24
International Assets Investment Management
Florida
$944K +$463K +22,086 +97%
GC
25
Guggenheim Capital
Illinois
$820K +$32.8K +1,563 +4%

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.