We are live on ! Find out more
THQ

abrdn Healthcare Opportunities Fund

83 hedge funds and large institutions have $159M invested in abrdn Healthcare Opportunities Fund in 2022 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 33 increasing their positions, 24 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 24

0.19% less ownership

Funds ownership: 19.61%19.41% (-0.19%)

12% less funds holding

Funds holding: 9483 (-11)

12% less capital invested

Capital invested by funds: $180M → $159M (-$21.3M)

65% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 17

Holders
83
Holders Change
-11
Holders Change %
-11.7%
% of All Funds
1.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
33
Reduced
24
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$31.9M -$5.56M -265,651 -14%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$19.4M +$5.23M +250,024 +35%
RJA
3
Raymond James & Associates
Florida
$17.7M -$338K -16,137 -2%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$15M +$133K +6,365 +0.9%
Wells Fargo
5
Wells Fargo
California
$13.1M -$1.28M -61,333 -9%
UBS Group
6
UBS Group
Switzerland
$5.72M +$166K +7,923 +3%
Ameriprise
7
Ameriprise
Minnesota
$4.55M +$81.8K +3,906 +2%
First Trust Advisors
8
First Trust Advisors
Illinois
$3.41M -$37.5K -1,793 -1%
SPIA
9
Steward Partners Investment Advisory
New York
$3.34M +$298K +14,255 +9%
Bank of America
10
Bank of America
North Carolina
$2.7M -$90.3K -4,314 -3%
WS
11
Wedbush Securities
California
$2.4M -$53.9K -2,573 -2%
LPL Financial
12
LPL Financial
California
$2.35M -$195K -9,313 -7%
Stifel Financial
13
Stifel Financial
Missouri
$2.29M +$74.6K +3,565 +3%
ACP
14
Aviance Capital Partners
Florida
$2.19M +$293K +13,982 +15%
WAM
15
Wolverine Asset Management
Illinois
$2.19M -$50.4K -2,407 -2%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$2M +$35.9K +1,714 +2%
SI
17
Stephens Inc
Arkansas
$1.99M +$2.09M +99,830 New
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$1.82M +$255K +12,197 +15%
ARC
19
Advisor Resource Council
Texas
$1.55M -$644K -30,778 -28%
Cohen & Steers
20
Cohen & Steers
New York
$1.38M
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$1.33M +$984 +47 +0.1%
Osaic Holdings
22
Osaic Holdings
Arizona
$1.15M -$41.9K -2,002 -3%
ASN
23
Advisory Services Network
Georgia
$1.09M +$62.7K +2,993 +6%
1832 Asset Management
24
1832 Asset Management
Ontario, Canada
$1.06M +$118K +5,635 +12%
MGAM
25
McGowan Group Asset Management
Texas
$1.06M +$104K +4,986 +10%

THQ Hedge Fund Activity: Q2 2022 in Review

83 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in abrdn Healthcare Opportunities Fund (THQ) for Q2 2022, worth a combined $159M — down 12% from $180M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of THQ and 6 opened new positions — a net loss of 11 holders — while 24 trimmed existing stakes and 33 added.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $5.23M. The largest seller was Morgan Stanley, cutting an estimated $5.56M.

  • 83 institutional investors held abrdn Healthcare Opportunities Fund (THQ) as of Q2 2022, down from 94 in Q1 2022.
  • Funds reported $159M of abrdn Healthcare Opportunities Fund stock for Q2 2022, down 12% quarter-over-quarter.
  • 6 funds opened new abrdn Healthcare Opportunities Fund positions in Q2 2022 and 17 closed out, a net change of -11 holders.
  • The largest abrdn Healthcare Opportunities Fund buyer in Q2 2022 was Raymond James Financial Services Advisors, an estimated $5.23M added.
  • The largest abrdn Healthcare Opportunities Fund seller in Q2 2022 was Morgan Stanley, an estimated $5.56M sold.

Based on aggregated 13F filings for Q2 2022.