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THQ

abrdn Healthcare Opportunities Fund

95 hedge funds and large institutions have $174M invested in abrdn Healthcare Opportunities Fund in 2024 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 30 increasing their positions, 30 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 12

1% more funds holding

Funds holding: 9495 (+1)

0% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 30

2.1% less ownership

Funds ownership: 22.76%20.66% (-2.1%)

8% less capital invested

Capital invested by funds: $189M → $174M (-$14.9M)

Holders
95
Holders Change
+1
Holders Change %
+1.06%
% of All Funds
1.37%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
30
Reduced
30
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CPRC
26
Consolidated Portfolio Review Corp
New York
$1.07M +$132K +6,637 +14%
BRWA
27
B. Riley Wealth Advisors
Florida
$1.06M -$434K -21,834 -30%
MGAM
28
McGowan Group Asset Management
Texas
$941K -$9.52K -479 -1%
GC
29
Guggenheim Capital
Illinois
$922K +$82.2K +4,134 +10%
KWM
30
Kingsview Wealth Management
Oregon
$827K -$31.3K -1,575 -4%
SIC
31
Samalin Investment Counsel
New York
$768K +$19.1K +960 +3%
OC
32
Oppenheimer & Co
New York
$744K -$30.3K -1,524 -4%
Wealth Enhancement Advisory Services
33
Wealth Enhancement Advisory Services
Minnesota
$735K -$32.2K -1,617 -4%
WCM
34
Whitener Capital Management
North Carolina
$731K +$53.7K +2,700 +8%
NLP
35
Next Level Private
New York
$658K +$126K +6,352 +24%
DADC
36
D.A. Davidson & Co
Montana
$624K -$2.39K -120 -0.4%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$619K +$14.6K +735 +2%
PFS
38
Prospera Financial Services
Texas
$564K
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$550K +$537K +27,005 New
HSA
40
HBK Sorce Advisory
Pennsylvania
$491K +$2.35K +118 +0.5%
MML Investors Services
41
MML Investors Services
Massachusetts
$470K +$25.8K +1,296 +6%
PWA
42
Provenance Wealth Advisors
Florida
$468K +$398 +20 +0.1%
BFEC
43
Benjamin F. Edwards & Company
Missouri
$453K
Calamos Advisors
44
Calamos Advisors
Illinois
$445K +$104K +5,226 +31%
Invesco
45
Invesco
Georgia
$442K +$431K +21,689 New
HIA
46
Harbor Investment Advisory
Maryland
$406K
RJT
47
Raymond James Trust
Florida
$394K +$21.9K +1,100 +6%
AAM
48
Advisors Asset Management
Colorado
$394K -$25.8K -1,300 -6%
AWAG
49
ARS Wealth Advisors Group
Florida
$383K -$5.96K -300 -2%
PI
50
PFG Investments
New York
$346K -$921K -46,297 -73%

THQ Hedge Fund Activity: Q2 2024 in Review

95 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in abrdn Healthcare Opportunities Fund (THQ) for Q2 2024, worth a combined $174M — down 7.9% from $189M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new THQ positions and 12 closed out — a net gain of 3 holders — while 30 added to existing stakes and 30 trimmed.

The largest buyer was LPL Financial, adding an estimated $2.95M. The largest seller was 1607 Capital Partners, cutting an estimated $7.05M.

  • 95 institutional investors held abrdn Healthcare Opportunities Fund (THQ) as of Q2 2024, up from 94 in Q1 2024.
  • Funds reported $174M of abrdn Healthcare Opportunities Fund stock for Q2 2024, down 7.9% quarter-over-quarter.
  • 15 funds opened new abrdn Healthcare Opportunities Fund positions in Q2 2024 and 12 closed out, a net change of +3 holders.
  • The largest abrdn Healthcare Opportunities Fund buyer in Q2 2024 was LPL Financial, an estimated $2.95M added.
  • The largest abrdn Healthcare Opportunities Fund seller in Q2 2024 was 1607 Capital Partners, an estimated $7.05M sold.

Based on aggregated 13F filings for Q2 2024.