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THQ

abrdn Healthcare Opportunities Fund

94 hedge funds and large institutions have $180M invested in abrdn Healthcare Opportunities Fund in 2022 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 36 increasing their positions, 23 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 23

17% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 12

2% more funds holding

Funds holding: 9294 (+2)

0.28% more ownership

Funds ownership: 19.33%19.61% (+0.28%)

12% less capital invested

Capital invested by funds: $205M → $180M (-$24.5M)

Holders
94
Holders Change
+2
Holders Change %
+2.17%
% of All Funds
1.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
36
Reduced
23
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$41.5M +$390K +17,443 +0.9%
RJA
2
Raymond James & Associates
Florida
$20.1M -$17.7K -790 -0.1%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$16.6M -$216K -9,677 -1%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$16.1M +$289K +12,930 +2%
Wells Fargo
5
Wells Fargo
California
$15.9M -$1.3M -58,087 -8%
UBS Group
6
UBS Group
Switzerland
$6.21M +$291K +13,028 +5%
Ameriprise
7
Ameriprise
Minnesota
$5M +$80.6K +3,605 +2%
First Trust Advisors
8
First Trust Advisors
Illinois
$3.85M -$131K -5,868 -3%
SPIA
9
Steward Partners Investment Advisory
New York
$3.41M +$21.4K +955 +0.6%
Bank of America
10
Bank of America
North Carolina
$3.11M +$283K +12,655 +10%
LPL Financial
11
LPL Financial
California
$2.83M +$186K +8,316 +7%
WS
12
Wedbush Securities
California
$2.73M -$447 -20 -0%
WAM
13
Wolverine Asset Management
Illinois
$2.49M +$2.5M +111,988 New
Stifel Financial
14
Stifel Financial
Missouri
$2.48M +$115K +5,157 +5%
ARC
15
Advisor Resource Council
Texas
$2.42M +$174K +7,800 +8%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$2.19M +$4.56K +204 +0.2%
ACP
17
Aviance Capital Partners
Florida
$2.13M +$401K +17,917 +23%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$1.79M +$239K +10,673 +15%
Cohen & Steers
19
Cohen & Steers
New York
$1.54M -$393K -17,559 -20%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$1.49M -$607K -27,163 -29%
Osaic Holdings
21
Osaic Holdings
Arizona
$1.33M +$4.58K +205 +0.3%
ASN
22
Advisory Services Network
Georgia
$1.16M +$13.7K +611 +1%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$1.12M -$33.5K -1,500 -3%
MGAM
24
McGowan Group Asset Management
Texas
$1.07M +$4.34K +194 +0.4%
PAG
25
Private Advisor Group
New Jersey
$1.06M -$12.7K -570 -1%

THQ Hedge Fund Activity: Q1 2022 in Review

94 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in abrdn Healthcare Opportunities Fund (THQ) for Q1 2022, worth a combined $180M — down 12% from $205M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new THQ positions and 12 closed out — a net gain of 2 holders — while 36 added to existing stakes and 23 trimmed.

The largest buyer was Wolverine Asset Management, opening a new position worth an estimated $2.5M. The largest seller was Wells Fargo, cutting an estimated $1.3M.

  • 94 institutional investors held abrdn Healthcare Opportunities Fund (THQ) as of Q1 2022, up from 92 in Q4 2021.
  • Funds reported $180M of abrdn Healthcare Opportunities Fund stock for Q1 2022, down 12% quarter-over-quarter.
  • 14 funds opened new abrdn Healthcare Opportunities Fund positions in Q1 2022 and 12 closed out, a net change of +2 holders.
  • The largest abrdn Healthcare Opportunities Fund buyer in Q1 2022 was Wolverine Asset Management, an estimated $2.5M added.
  • The largest abrdn Healthcare Opportunities Fund seller in Q1 2022 was Wells Fargo, an estimated $1.3M sold.

Based on aggregated 13F filings for Q1 2022.