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THQ

abrdn Healthcare Opportunities Fund

84 hedge funds and large institutions have $169M invested in abrdn Healthcare Opportunities Fund in 2022 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 34 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

55% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 22

13% more capital invested

Capital invested by funds: $150M → $169M (+$19.1M)

5% more funds holding

Funds holding: 8084 (+4)

0.76% more ownership

Funds ownership: 20.04%20.8% (+0.76%)

Holders
84
Holders Change
+4
Holders Change %
+5%
% of All Funds
1.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
34
Reduced
22
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
51
Shelton Wealth Management
Texas
$338K +$730 +37 +0.2%
AWS
52
Atria Wealth Solutions
New York
$296K +$2.43K +123 +0.8%
SFG
53
StrategIQ Financial Group
Indiana
$295K -$5.92K -300 -2%
P
54
&Partners
Tennessee
$285K -$28.5K -1,447 -9%
NFG
55
Nations Financial Group
Iowa
$283K -$15.8K -800 -5%
RJT
56
Raymond James Trust
Florida
$276K
EC
57
Elequin Capital
New York
$274K +$273K +13,828 New
DDC
58
DF Dent & Co
Maryland
$215K
BW
59
Bison Wealth
Georgia
$196K
NA
60
NewEdge Advisors
Louisiana
$146K +$232K +11,760 New
MSCM
61
McElhenny Sheffield Capital Management
Texas
$96.7K +$96.3K +4,881 New
PNC Financial Services Group
62
PNC Financial Services Group
Pennsylvania
$90.5K +$197 +10 +0.2%
Rockefeller Capital Management
63
Rockefeller Capital Management
New York
$69K
CAL
64
Capital Advisors Ltd
Ohio
$50K +$49.3K +2,500 New
BWP
65
Baldwin Wealth Partners
Massachusetts
$39.6K
PTC
66
Private Trust Company
Ohio
$31K +$30.9K +1,565 New
BBPWM
67
Blue Bell Private Wealth Management
Pennsylvania
$25.8K
HNB
68
Huntington National Bank
Ohio
$24.8K
WAM
69
Worth Asset Management
Texas
$24.8K
RFA
70
Register Financial Advisors
Georgia
$23.8K +$23.7K +1,201 New
GWM
71
Geneos Wealth Management
Colorado
$22K -$20.2K -1,025 -48%
HBW
72
Hazlett, Burt & Watson
West Virginia
$20K
LFA
73
Level Financial Advisors
New York
$20K
GI
74
Gradient Investments
Minnesota
$19.8K
RA
75
Rise Advisors
New York
$14.1K +$237 +12 +2%

THQ Hedge Fund Activity: Q4 2022 in Review

84 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in abrdn Healthcare Opportunities Fund (THQ) for Q4 2022, worth a combined $169M — up 13% from $150M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new THQ positions and 7 closed out — a net gain of 6 holders — while 34 added to existing stakes and 22 trimmed.

The largest buyer was LPL Financial, adding an estimated $5.97M. The largest seller was Wells Fargo, cutting an estimated $2.77M.

  • 84 institutional investors held abrdn Healthcare Opportunities Fund (THQ) as of Q4 2022, up from 80 in Q3 2022.
  • Funds reported $169M of abrdn Healthcare Opportunities Fund stock for Q4 2022, up 13% quarter-over-quarter.
  • 13 funds opened new abrdn Healthcare Opportunities Fund positions in Q4 2022 and 7 closed out, a net change of +6 holders.
  • The largest abrdn Healthcare Opportunities Fund buyer in Q4 2022 was LPL Financial, an estimated $5.97M added.
  • The largest abrdn Healthcare Opportunities Fund seller in Q4 2022 was Wells Fargo, an estimated $2.77M sold.

Based on aggregated 13F filings for Q4 2022.