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THQ

abrdn Healthcare Opportunities Fund

92 hedge funds and large institutions have $205M invested in abrdn Healthcare Opportunities Fund in 2021 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 31 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 8

48% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 21

15% more funds holding

Funds holding: 8092 (+12)

12% more capital invested

Capital invested by funds: $183M → $205M (+$21.4M)

0.26% less ownership

Funds ownership: 19.59%19.33% (-0.26%)

Holders
92
Holders Change
+12
Holders Change %
+15%
% of All Funds
1.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
31
Reduced
21
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$47.4M -$5.94M -247,241 -12%
RJA
2
Raymond James & Associates
Florida
$23.1M +$553K +23,006 +3%
Wells Fargo
3
Wells Fargo
California
$19.9M -$7.04K -293 -0%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$19.3M +$260K +10,828 +1%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$18.2M +$118K +4,926 +0.7%
UBS Group
6
UBS Group
Switzerland
$6.82M +$6.44K +268 +0.1%
Ameriprise
7
Ameriprise
Minnesota
$5.66M +$35.8K +1,491 +0.7%
First Trust Advisors
8
First Trust Advisors
Illinois
$4.58M +$25.2K +1,047 +0.6%
SPIA
9
Steward Partners Investment Advisory
New York
$3.9M +$98.3K +4,092 +3%
Bank of America
10
Bank of America
North Carolina
$3.25M -$95.3K -3,966 -3%
WS
11
Wedbush Securities
California
$3.15M +$194K +8,084 +7%
LPL Financial
12
LPL Financial
California
$3.05M +$733K +30,519 +35%
Stifel Financial
13
Stifel Financial
Missouri
$2.73M +$41.1K +1,709 +2%
ARC
14
Advisor Resource Council
Texas
$2.58M
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$2.52M -$67.6K -2,813 -3%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$2.41M -$52.2K -2,173 -2%
Cohen & Steers
17
Cohen & Steers
New York
$2.22M -$435K -18,124 -17%
ACP
18
Aviance Capital Partners
Florida
$1.99M +$55.1K +2,295 +3%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$1.79M +$141K +5,861 +9%
Osaic Holdings
20
Osaic Holdings
Arizona
$1.52M -$41K -1,708 -3%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$1.33M -$587K -24,418 -32%
ASN
22
Advisory Services Network
Georgia
$1.32M -$18.4K -765 -1%
PAG
23
Private Advisor Group
New Jersey
$1.24M -$8.5K -354 -0.7%
MGAM
24
McGowan Group Asset Management
Texas
$1.23M +$214K +8,902 +23%
KWM
25
Kingsview Wealth Management
Oregon
$1.18M

THQ Hedge Fund Activity: Q4 2021 in Review

92 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in abrdn Healthcare Opportunities Fund (THQ) for Q4 2021, worth a combined $205M — up 12% from $183M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new THQ positions and 8 closed out — a net gain of 12 holders — while 31 added to existing stakes and 21 trimmed.

The largest buyer was 55I LLC, opening a new position worth an estimated $837K. The largest seller was Morgan Stanley, cutting an estimated $5.94M.

  • 92 institutional investors held abrdn Healthcare Opportunities Fund (THQ) as of Q4 2021, up from 80 in Q3 2021.
  • Funds reported $205M of abrdn Healthcare Opportunities Fund stock for Q4 2021, up 12% quarter-over-quarter.
  • 20 funds opened new abrdn Healthcare Opportunities Fund positions in Q4 2021 and 8 closed out, a net change of +12 holders.
  • The largest abrdn Healthcare Opportunities Fund buyer in Q4 2021 was 55I LLC, an estimated $837K added.
  • The largest abrdn Healthcare Opportunities Fund seller in Q4 2021 was Morgan Stanley, an estimated $5.94M sold.

Based on aggregated 13F filings for Q4 2021.