We are live on ! Find out more
THQ

abrdn Healthcare Opportunities Fund

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.

New
Increased
Maintained
Reduced
Closed

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: 7377 (+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%)

Holders
77
Holders Change
+4
Holders Change %
+5.48%
% of All Funds
1.34%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
28
Reduced
27
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$46.1M +$4.59M +200,066 +11%
RJA
2
Raymond James & Associates
Florida
$19.6M -$531K -23,109 -3%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$18.9M -$1.13M -49,421 -6%
Wells Fargo
4
Wells Fargo
California
$17.8M -$394K -17,180 -2%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$16.2M +$293K +12,750 +2%
UBS Group
6
UBS Group
Switzerland
$6.37M -$35.3K -1,537 -0.6%
Ameriprise
7
Ameriprise
Minnesota
$4.81M -$26.1K -1,138 -0.5%
First Trust Advisors
8
First Trust Advisors
Illinois
$4.02M -$15.6K -678 -0.4%
SPIA
9
Steward Partners Investment Advisory
New York
$3.29M -$187K -8,151 -5%
Bank of America
10
Bank of America
North Carolina
$3.16M -$161K -7,011 -5%
WS
11
Wedbush Securities
California
$2.53M -$16.2K -705 -0.6%
Cohen & Steers
12
Cohen & Steers
New York
$2.42M -$887K -38,625 -27%
Stifel Financial
13
Stifel Financial
Missouri
$2.35M +$4.64K +202 +0.2%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$2.17M -$88.2K -3,840 -4%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$2.17M -$224K -9,752 -9%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$1.86M +$5.72K +249 +0.3%
ACP
17
Aviance Capital Partners
Florida
$1.81M +$189K +8,245 +12%
LPL Financial
18
LPL Financial
California
$1.81M +$248K +10,792 +16%
ARC
19
Advisor Resource Council
Texas
$1.68M +$1.67M +72,609 New
Osaic Holdings
20
Osaic Holdings
Arizona
$1.46M -$49.3K -2,149 -3%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$1.43M -$49.8K -2,170 -3%
SI
22
Stephens Inc
Arkansas
$1.33M -$71K -3,092 -5%
ASN
23
Advisory Services Network
Georgia
$1.16M +$941 +41 +0.1%
KWM
24
Kingsview Wealth Management
Oregon
$1.06M +$460K +20,050 +80%
1832 Asset Management
25
1832 Asset Management
Ontario, Canada
$1.02M -$5.88M -256,021 -85%

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.