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THQ

abrdn Healthcare Opportunities Fund

106 hedge funds and large institutions have $156M invested in abrdn Healthcare Opportunities Fund in 2024 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 31 increasing their positions, 32 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 13

3% more funds holding

Funds holding: 103106 (+3)

0.77% less ownership

Funds ownership: 20.68%19.91% (-0.77%)

3% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 32

14% less capital invested

Capital invested by funds: $182M → $156M (-$26.2M)

Holders
106
Holders Change
+3
Holders Change %
+2.91%
% of All Funds
1.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
31
Reduced
32
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$785K -$1.26M -60,781 -59%
KWM
27
Kingsview Wealth Management
Oregon
$757K -$5.17K -250 -0.6%
GC
28
Guggenheim Capital
Illinois
$694K -$167K -8,104 -18%
Carson Wealth (CWM LLC)
29
Carson Wealth (CWM LLC)
Nebraska
$683K +$155K +7,500 +26%
WAM
30
WNY Asset Management
New York
$675K +$599 +29 +0.1%
KAS
31
Kestra Advisory Services
Texas
$662K +$725K +35,093 New
Wealth Enhancement Advisory Services
32
Wealth Enhancement Advisory Services
Minnesota
$656K -$22.8K -1,104 -3%
OC
33
Oppenheimer & Co
New York
$651K +$3.29K +159 +0.5%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$597K +$28.6K +1,382 +5%
DADC
35
D.A. Davidson & Co
Montana
$592K +$14K +677 +2%
GT
36
Greenleaf Trust
Michigan
$580K -$785K -38,001 -55%
NLP
37
Next Level Private
New York
$540K -$105K -5,065 -15%
BRWA
38
B. Riley Wealth Advisors
Florida
$537K -$46.2K -2,235 -7%
PFS
39
Prospera Financial Services
Texas
$530K
Cerity Partners
40
Cerity Partners
New York
$522K +$27.2K +1,315 +6%
Calamos Advisors
41
Calamos Advisors
Illinois
$493K +$13.1K +636 +2%
BEI
42
Benjamin Edwards Inc
Missouri
$476K +$61.6K +2,980 +13%
HSA
43
HBK Sorce Advisory
Pennsylvania
$473K +$20.9K +1,013 +4%
Invesco
44
Invesco
Georgia
$450K -$331 -16 -0.1%
TWM
45
Tradition Wealth Management
Minnesota
$418K +$125K +6,041 +38%
MML Investors Services
46
MML Investors Services
Massachusetts
$413K +$1.49K +72 +0.3%
PI
47
PFG Investments
New York
$374K +$14.6K +706 +4%
TCM
48
Triumph Capital Management
Colorado
$359K +$25.5K +1,234 +7%
AC
49
Almitas Capital
California
$358K +$392K +18,991 New
AWAG
50
ARS Wealth Advisors Group
Florida
$354K

THQ Hedge Fund Activity: Q4 2024 in Review

106 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in abrdn Healthcare Opportunities Fund (THQ) for Q4 2024, worth a combined $156M — down 14% from $182M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new THQ positions and 13 closed out — a net gain of 6 holders — while 31 added to existing stakes and 32 trimmed.

The largest buyer was LPL Financial, adding an estimated $1.36M. The largest seller was International Assets Investment Management, cutting an estimated $5.91M.

  • 106 institutional investors held abrdn Healthcare Opportunities Fund (THQ) as of Q4 2024, up from 103 in Q3 2024.
  • Funds reported $156M of abrdn Healthcare Opportunities Fund stock for Q4 2024, down 14% quarter-over-quarter.
  • 19 funds opened new abrdn Healthcare Opportunities Fund positions in Q4 2024 and 13 closed out, a net change of +6 holders.
  • The largest abrdn Healthcare Opportunities Fund buyer in Q4 2024 was LPL Financial, an estimated $1.36M added.
  • The largest abrdn Healthcare Opportunities Fund seller in Q4 2024 was International Assets Investment Management, an estimated $5.91M sold.

Based on aggregated 13F filings for Q4 2024.