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THQ

abrdn Healthcare Opportunities Fund
THQ

90 hedge funds and large institutions have $156M invested in abrdn Healthcare Opportunities Fund in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 33 increasing their positions, 26 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 3

27% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 26

18% more funds holding

Funds holding: 76 → 90 (+14)

1.29% more ownership

Funds ownership: 20.87% → 22.16% (+1.3%)

5% less capital invested

Capital invested by funds: $165M → $156M (-$9.01M)

Holders
90
Holders Change
+14
Holders Change %
+18.42%
% of All Funds
1.43%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
33
Reduced
26
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CA
Cornerstone Advisors
North Carolina
+$3.31M
2
AA
AQR Arbitrage
Connecticut
+$2.31M
3
WAM
Wolverine Asset Management
Illinois
+$1.97M
4
LSC
Logan Stone Capital
Illinois
+$1.16M
5
HBCM
Heron Bay Capital Management
Michigan
+$1.1M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$6.06M
2
RJA
Raymond James & Associates
Florida
-$436K
3
Invesco
Invesco
Georgia
-$258K
4
ACP
Aviance Capital Partners
Florida
-$232K
5
UBS Group
UBS Group
Switzerland
-$174K
Name Holding Trade Value Shares
Change 		Change in
Stake
LSC
26
Logan Stone Capital
Illinois
$1.06M +$1.16M +62,536 New
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$1.02M +$20.9K +1,126 +2%
LCM
28
Landscape Capital Management
New Jersey
$875K +$626K +33,723 +190%
Comerica Bank
29
Comerica Bank
Texas
$825K +$903K +48,590 New
Cohen & Steers
30
Cohen & Steers
New York
$795K -$99.5K -5,355 -10%
MGAM
31
McGowan Group Asset Management
Texas
$788K +$2.47K +133 +0.3%
EC
32
Elequin Capital
New York
$742K +$650K +34,992 +401%
KWM
33
Kingsview Wealth Management
Oregon
$729K -$59.4K -3,195 -7%
TWM
34
Tradition Wealth Management
Minnesota
$689K -$66.3K -3,568 -8%
Truist Financial
35
Truist Financial
North Carolina
$631K -$8.19K -441 -1%
ACA
36
Aptus Capital Advisors
Alabama
$629K +$688K +37,045 New
IAIM
37
International Assets Investment Management
Florida
$598K +$7.43K +400 +1%
OC
38
Oppenheimer & Co
New York
$592K -$66.2K -3,561 -9%
ASN
39
Advisory Services Network
Georgia
$592K -$25.1K -1,350 -4%
DADC
40
D.A. Davidson & Co
Montana
$591K -$108K -5,819 -14%
AWS
41
Atria Wealth Solutions
New York
$571K +$334K +17,989 +115%
Wells Fargo
42
Wells Fargo
California
$561K -$6.06M -326,416 -91%
Wealth Enhancement Advisory Services
43
Wealth Enhancement Advisory Services
Minnesota
$538K +$589K +31,688 New
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$525K -$88.2K -4,750 -13%
HIA
45
Harbor Investment Advisory
Maryland
$519K -$9.85K -530 -2%
CAN
46
Cetera Advisor Networks
California
$496K +$4.74K +255 +0.9%
PFS
47
Prospera Financial Services
Texas
$469K – – –
WCM
48
Whitener Capital Management
North Carolina
$467K +$25K +1,345 +5%
MML Investors Services
49
MML Investors Services
Massachusetts
$439K +$2.19K +118 +0.5%
NLP
50
Next Level Private
New York
$429K +$632 +34 +0.1%
1
2
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THQ Hedge Fund Activity: Q3 2023 in Review

90 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in abrdn Healthcare Opportunities Fund (THQ) for Q3 2023, worth a combined $156M — down 5.5% from $165M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new THQ positions and 3 closed out — a net gain of 15 holders — while 33 added to existing stakes and 26 trimmed.

The largest buyer was Cornerstone Advisors, adding an estimated $3.31M. The largest seller was Wells Fargo, cutting an estimated $6.06M.

  • 90 institutional investors held abrdn Healthcare Opportunities Fund (THQ) as of Q3 2023, up from 76 in Q2 2023.
  • Funds reported $156M of abrdn Healthcare Opportunities Fund stock for Q3 2023, down 5.5% quarter-over-quarter.
  • 18 funds opened new abrdn Healthcare Opportunities Fund positions in Q3 2023 and 3 closed out, a net change of +15 holders.
  • The largest abrdn Healthcare Opportunities Fund buyer in Q3 2023 was Cornerstone Advisors, an estimated $3.31M added.
  • The largest abrdn Healthcare Opportunities Fund seller in Q3 2023 was Wells Fargo, an estimated $6.06M sold.

Based on aggregated 13F filings for Q3 2023.