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THQ

abrdn Healthcare Opportunities Fund

97 hedge funds and large institutions have $219M invested in abrdn Healthcare Opportunities Fund in 2023 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 32 increasing their positions, 35 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 9

41% more capital invested

Capital invested by funds: $156M → $219M (+$63.2M)

8% more funds holding

Funds holding: 9097 (+7)

7.06% more ownership

Funds ownership: 22.16%29.22% (+7.1%)

9% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 35

Holders
97
Holders Change
+7
Holders Change %
+7.78%
% of All Funds
1.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
32
Reduced
35
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACP
26
Aviance Capital Partners
Florida
$1.38M -$243K -14,362 -16%
Comerica Bank
27
Comerica Bank
Texas
$1.23M +$326K +19,296 +40%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$1.23M +$43.7K +2,585 +4%
Osaic Holdings
29
Osaic Holdings
Arizona
$1.21M -$855K -50,566 -43%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$1.04M -$50.4K -2,982 -5%
BRWA
31
B. Riley Wealth Advisors
Florida
$907K -$404K -23,865 -32%
MGAM
32
McGowan Group Asset Management
Texas
$842K +$1.71K +101 +0.2%
OC
33
Oppenheimer & Co
New York
$810K +$167K +9,885 +28%
KWM
34
Kingsview Wealth Management
Oregon
$770K -$6.77K -400 -0.9%
Truist Financial
35
Truist Financial
North Carolina
$653K -$18.4K -1,088 -3%
GC
36
Guggenheim Capital
Illinois
$648K +$315K +18,604 +108%
Wealth Enhancement Advisory Services
37
Wealth Enhancement Advisory Services
Minnesota
$648K +$69.3K +4,094 +13%
AWS
38
Atria Wealth Solutions
New York
$637K +$25K +1,478 +4%
WCM
39
Whitener Capital Management
North Carolina
$594K +$90K +5,320 +19%
DADC
40
D.A. Davidson & Co
Montana
$590K -$37.4K -2,211 -6%
SIC
41
Samalin Investment Counsel
New York
$577K +$152K +8,957 +39%
AWM
42
AE Wealth Management
Kansas
$555K +$235K +13,895 +83%
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$535K -$23K -1,360 -4%
CPRC
44
Consolidated Portfolio Review Corp
New York
$506K +$202K +11,949 +75%
PFS
45
Prospera Financial Services
Texas
$501K
CA
46
Claro Advisors
Massachusetts
$488K +$456K +26,941 New
CAN
47
Cetera Advisor Networks
California
$482K -$43.8K -2,589 -9%
MML Investors Services
48
MML Investors Services
Massachusetts
$451K -$16K -947 -4%
SP
49
Stonebrook Private
Michigan
$448K +$418K +24,730 New
HIA
50
Harbor Investment Advisory
Maryland
$446K -$101K -5,947 -19%

THQ Hedge Fund Activity: Q4 2023 in Review

97 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in abrdn Healthcare Opportunities Fund (THQ) for Q4 2023, worth a combined $219M — up 41% from $156M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new THQ positions and 9 closed out — a net gain of 7 holders — while 32 added to existing stakes and 35 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $22M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $2.13M.

  • 97 institutional investors held abrdn Healthcare Opportunities Fund (THQ) as of Q4 2023, up from 90 in Q3 2023.
  • Funds reported $219M of abrdn Healthcare Opportunities Fund stock for Q4 2023, up 41% quarter-over-quarter.
  • 16 funds opened new abrdn Healthcare Opportunities Fund positions in Q4 2023 and 9 closed out, a net change of +7 holders.
  • The largest abrdn Healthcare Opportunities Fund buyer in Q4 2023 was Morgan Stanley, an estimated $22M added.
  • The largest abrdn Healthcare Opportunities Fund seller in Q4 2023 was Raymond James Financial Services Advisors, an estimated $2.13M sold.

Based on aggregated 13F filings for Q4 2023.