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THQ

abrdn Healthcare Opportunities Fund

80 hedge funds and large institutions have $183M invested in abrdn Healthcare Opportunities Fund in 2021 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 39 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 15

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

4% more funds holding

Funds holding: 7780 (+3)

0.37% more ownership

Funds ownership: 19.21%19.59% (+0.37%)

0% less capital invested

Capital invested by funds: $184M → $183M (-$32.2K)

Holders
80
Holders Change
+3
Holders Change %
+3.9%
% of All Funds
1.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
39
Reduced
15
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$47.5M +$2.41M +99,938 +5%
RJA
2
Raymond James & Associates
Florida
$19.9M +$709K +29,412 +3%
Wells Fargo
3
Wells Fargo
California
$17.5M +$121K +5,018 +0.7%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$16.8M -$1.83M -75,787 -9%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$16M +$66.9K +2,778 +0.4%
UBS Group
6
UBS Group
Switzerland
$6.01M -$245K -10,158 -4%
Ameriprise
7
Ameriprise
Minnesota
$4.99M +$283K +11,738 +6%
First Trust Advisors
8
First Trust Advisors
Illinois
$4.02M +$85K +3,528 +2%
SPIA
9
Steward Partners Investment Advisory
New York
$3.35M +$134K +5,552 +4%
Bank of America
10
Bank of America
North Carolina
$2.96M -$140K -5,823 -4%
WS
11
Wedbush Securities
California
$2.6M +$128K +5,316 +5%
Cohen & Steers
12
Cohen & Steers
New York
$2.37M
Stifel Financial
13
Stifel Financial
Missouri
$2.37M +$63.7K +2,645 +3%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$2.29M +$167K +6,912 +7%
ARC
15
Advisor Resource Council
Texas
$2.28M +$679K +28,199 +39%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$2.18M +$55.3K +2,296 +2%
LPL Financial
17
LPL Financial
California
$2M +$243K +10,106 +13%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$1.73M -$108K -4,466 -6%
ACP
19
Aviance Capital Partners
Florida
$1.71M -$73.2K -3,038 -4%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$1.45M +$46.2K +1,918 +3%
Osaic Holdings
21
Osaic Holdings
Arizona
$1.38M -$51.6K -2,141 -3%
WAM
22
Wolverine Asset Management
Illinois
$1.25M +$1.33M +55,210 New
ASN
23
Advisory Services Network
Georgia
$1.18M +$45K +1,870 +4%
PAG
24
Private Advisor Group
New Jersey
$1.1M +$541K +22,464 +86%
Truist Financial
25
Truist Financial
North Carolina
$1.05M +$462K +19,158 +70%

THQ Hedge Fund Activity: Q3 2021 in Review

80 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in abrdn Healthcare Opportunities Fund (THQ) for Q3 2021, worth a combined $183M — down 0.02% from $184M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new THQ positions and 7 closed out — a net gain of 3 holders — while 39 added to existing stakes and 15 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.41M. The largest seller was Royal Bank of Canada, cutting an estimated $1.83M.

  • 80 institutional investors held abrdn Healthcare Opportunities Fund (THQ) as of Q3 2021, up from 77 in Q2 2021.
  • Funds reported $183M of abrdn Healthcare Opportunities Fund stock for Q3 2021, down 0.02% quarter-over-quarter.
  • 10 funds opened new abrdn Healthcare Opportunities Fund positions in Q3 2021 and 7 closed out, a net change of +3 holders.
  • The largest abrdn Healthcare Opportunities Fund buyer in Q3 2021 was Morgan Stanley, an estimated $2.41M added.
  • The largest abrdn Healthcare Opportunities Fund seller in Q3 2021 was Royal Bank of Canada, an estimated $1.83M sold.

Based on aggregated 13F filings for Q3 2021.