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THQ

abrdn Healthcare Opportunities Fund

80 hedge funds and large institutions have $150M invested in abrdn Healthcare Opportunities Fund in 2022 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 37 increasing their positions, 15 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 15

0.63% more ownership

Funds ownership: 19.41%20.04% (+0.63%)

4% less funds holding

Funds holding: 8380 (-3)

6% less capital invested

Capital invested by funds: $159M → $150M (-$8.97M)

17% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 12

Holders
80
Holders Change
-3
Holders Change %
-3.61%
% of All Funds
1.38%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
37
Reduced
15
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
$30M +$1.11M +55,415 +3%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$18.3M +$709K +35,418 +4%
RJA
3
Raymond James & Associates
Florida
$16.3M +$256K +12,793 +1%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$14.4M +$842K +42,043 +6%
Wells Fargo
5
Wells Fargo
California
$9.64M -$2.46M -122,684 -19%
UBS Group
6
UBS Group
Switzerland
$7.18M +$2.19M +109,496 +38%
Ameriprise
7
Ameriprise
Minnesota
$4.87M +$790K +39,452 +17%
SPIA
8
Steward Partners Investment Advisory
New York
$3.31M +$306K +15,273 +9%
WAM
9
Wolverine Asset Management
Illinois
$3.26M +$1.41M +70,375 +64%
First Trust Advisors
10
First Trust Advisors
Illinois
$2.92M -$201K -10,057 -6%
Bank of America
11
Bank of America
North Carolina
$2.44M -$9.05K -452 -0.3%
WS
12
Wedbush Securities
California
$2.17M -$15.3K -762 -0.6%
LPL Financial
13
LPL Financial
California
$2.1M -$42.2K -2,106 -2%
Stifel Financial
14
Stifel Financial
Missouri
$2.1M +$14.6K +729 +0.6%
ACP
15
Aviance Capital Partners
Florida
$2.08M +$99.9K +4,987 +5%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$2.05M +$263K +13,131 +13%
SI
17
Stephens Inc
Arkansas
$1.86M +$58K +2,897 +3%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$1.61M -$68K -3,396 -4%
ARC
19
Advisor Resource Council
Texas
$1.33M -$93.2K -4,652 -6%
Cohen & Steers
20
Cohen & Steers
New York
$1.25M
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$1.06M -$167K -8,360 -12%
Osaic Holdings
22
Osaic Holdings
Arizona
$1.05M +$11.8K +588 +1%
BRWA
23
B. Riley Wealth Advisors
Florida
$1.01M +$324K +16,163 +41%
1832 Asset Management
24
1832 Asset Management
Ontario, Canada
$966K
MGAM
25
McGowan Group Asset Management
Texas
$956K -$7.55K -377 -0.7%

THQ Hedge Fund Activity: Q3 2022 in Review

80 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in abrdn Healthcare Opportunities Fund (THQ) for Q3 2022, worth a combined $150M — down 5.6% from $159M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of THQ and 10 opened new positions — a net loss of 2 holders — while 15 trimmed existing stakes and 37 added.

The largest buyer was UBS Group, adding an estimated $2.19M. The largest seller was Wells Fargo, cutting an estimated $2.46M.

  • 80 institutional investors held abrdn Healthcare Opportunities Fund (THQ) as of Q3 2022, down from 83 in Q2 2022.
  • Funds reported $150M of abrdn Healthcare Opportunities Fund stock for Q3 2022, down 5.6% quarter-over-quarter.
  • 10 funds opened new abrdn Healthcare Opportunities Fund positions in Q3 2022 and 12 closed out, a net change of -2 holders.
  • The largest abrdn Healthcare Opportunities Fund buyer in Q3 2022 was UBS Group, an estimated $2.19M added.
  • The largest abrdn Healthcare Opportunities Fund seller in Q3 2022 was Wells Fargo, an estimated $2.46M sold.

Based on aggregated 13F filings for Q3 2022.