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THQ

abrdn Healthcare Opportunities Fund

103 hedge funds and large institutions have $182M invested in abrdn Healthcare Opportunities Fund in 2024 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 27 increasing their positions, 34 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 10

8% more funds holding

Funds holding: 95103 (+8)

5% more capital invested

Capital invested by funds: $174M → $182M (+$7.9M)

0.01% more ownership

Funds ownership: 20.66%20.68% (+0.01%)

21% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 34

Holders
103
Holders Change
+8
Holders Change %
+8.42%
% of All Funds
1.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
27
Reduced
34
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CPRC
26
Consolidated Portfolio Review Corp
New York
$1.18M +$18.7K +874 +2%
MGAM
27
McGowan Group Asset Management
Texas
$1.01M -$5.26K -246 -0.5%
GC
28
Guggenheim Capital
Illinois
$991K -$8.08K -378 -0.8%
KWM
29
Kingsview Wealth Management
Oregon
$891K -$4.28K -200 -0.5%
SIC
30
Samalin Investment Counsel
New York
$866K +$32.9K +1,537 +4%
Wealth Enhancement Advisory Services
31
Wealth Enhancement Advisory Services
Minnesota
$792K -$4.11K -192 -0.5%
WAM
32
WNY Asset Management
New York
$789K +$484K +22,629 +173%
OC
33
Oppenheimer & Co
New York
$759K -$46.2K -2,160 -6%
NLP
34
Next Level Private
New York
$743K +$29.3K +1,368 +4%
DADC
35
D.A. Davidson & Co
Montana
$678K +$2.35K +110 +0.4%
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$669K -$1.84K -86 -0.3%
BRWA
37
B. Riley Wealth Advisors
Florida
$668K -$457K -21,371 -41%
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
$633K +$35.6K +1,665 +6%
PFS
39
Prospera Financial Services
Texas
$620K +$8.55K +400 +1%
Calamos Advisors
40
Calamos Advisors
Illinois
$562K +$77.8K +3,639 +17%
HSA
41
HBK Sorce Advisory
Pennsylvania
$532K +$192 +9 +0%
Invesco
42
Invesco
Georgia
$527K +$46.5K +2,176 +10%
Cerity Partners
43
Cerity Partners
New York
$503K +$487K +22,788 New
PWA
44
Provenance Wealth Advisors
Florida
$502K -$4.81K -225 -1%
BEI
45
Benjamin Edwards Inc
Missouri
$491K +$476K +22,239 New
WCM
46
Whitener Capital Management
North Carolina
$482K -$299K -14,000 -39%
MML Investors Services
47
MML Investors Services
Massachusetts
$482K -$26.6K -1,245 -5%
PI
48
PFG Investments
New York
$422K +$45.1K +2,107 +12%
AWAG
49
ARS Wealth Advisors Group
Florida
$415K
HIA
50
Harbor Investment Advisory
Maryland
$409K -$30.4K -1,421 -7%

THQ Hedge Fund Activity: Q3 2024 in Review

103 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in abrdn Healthcare Opportunities Fund (THQ) for Q3 2024, worth a combined $182M — up 4.5% from $174M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new THQ positions and 10 closed out — a net gain of 9 holders — while 27 added to existing stakes and 34 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $6.11M. The largest seller was Raymond James & Associates, cutting an estimated $3.01M.

  • 103 institutional investors held abrdn Healthcare Opportunities Fund (THQ) as of Q3 2024, up from 95 in Q2 2024.
  • Funds reported $182M of abrdn Healthcare Opportunities Fund stock for Q3 2024, up 4.5% quarter-over-quarter.
  • 19 funds opened new abrdn Healthcare Opportunities Fund positions in Q3 2024 and 10 closed out, a net change of +9 holders.
  • The largest abrdn Healthcare Opportunities Fund buyer in Q3 2024 was International Assets Investment Management, an estimated $6.11M added.
  • The largest abrdn Healthcare Opportunities Fund seller in Q3 2024 was Raymond James & Associates, an estimated $3.01M sold.

Based on aggregated 13F filings for Q3 2024.