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THQ

abrdn Healthcare Opportunities Fund

76 hedge funds and large institutions have $165M invested in abrdn Healthcare Opportunities Fund in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 33 increasing their positions, 25 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 25

5% more capital invested

Capital invested by funds: $157M → $165M (+$7.59M)

0.34% more ownership

Funds ownership: 20.53%20.87% (+0.34%)

15% less funds holding

Funds holding: 8976 (-13)

79% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 14

Holders
76
Holders Change
-13
Holders Change %
-14.61%
% of All Funds
1.19%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
33
Reduced
25
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWS
51
Atria Wealth Solutions
New York
$298K +$2.73K +145 +0.9%
SFG
52
StrategIQ Financial Group
Indiana
$284K
P
53
&Partners
Tennessee
$284K +$4.75K +252 +2%
NFG
54
Nations Financial Group
Iowa
$280K
CPRC
55
Consolidated Portfolio Review Corp
New York
$277K +$273K +14,512 New
RJT
56
Raymond James Trust
Florida
$275K +$9.71K +515 +4%
Invesco
57
Invesco
Georgia
$258K -$60.3K -3,198 -19%
CB
58
Commerce Bank
Missouri
$225K
DDC
59
DF Dent & Co
Maryland
$222K +$2.54K +135 +1%
EC
60
Elequin Capital
New York
$166K -$160K -8,482 -49%
NA
61
NewEdge Advisors
Louisiana
$76.5K -$415 -22 -0.5%
PNC Financial Services Group
62
PNC Financial Services Group
Pennsylvania
$76.1K -$11.1K -588 -13%
CAL
63
Capital Advisors Ltd
Ohio
$48K
BWP
64
Baldwin Wealth Partners
Massachusetts
$38.1K
PTC
65
Private Trust Company
Ohio
$29.9K
Carson Wealth (CWM LLC)
66
Carson Wealth (CWM LLC)
Nebraska
$28K +$17.4K +925 +177%
BBPWM
67
Blue Bell Private Wealth Management
Pennsylvania
$24.8K
HNB
68
Huntington National Bank
Ohio
$23.8K
GWM
69
Geneos Wealth Management
Colorado
$21.2K
LFA
70
Level Financial Advisors
New York
$19.1K
HBW
71
Hazlett, Burt & Watson
West Virginia
$19K
CFD
72
Creative Financial Designs
Indiana
$13.2K +$7.65K +406 +143%
DAM
73
Delta Asset Management
Tennessee
$12.9K
BCMLT
74
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.88K +$94 +5 +2%
RWPA
75
Richard W. Paul & Associates
Michigan
$954

THQ Hedge Fund Activity: Q2 2023 in Review

76 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in abrdn Healthcare Opportunities Fund (THQ) for Q2 2023, worth a combined $165M — up 4.8% from $157M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of THQ and 3 opened new positions — a net loss of 11 holders — while 25 trimmed existing stakes and 33 added.

The largest buyer was Heron Bay Capital Management, adding an estimated $3.35M. The largest seller was Wolverine Asset Management, exiting entirely with an estimated $2.72M sold.

  • 76 institutional investors held abrdn Healthcare Opportunities Fund (THQ) as of Q2 2023, down from 89 in Q1 2023.
  • Funds reported $165M of abrdn Healthcare Opportunities Fund stock for Q2 2023, up 4.8% quarter-over-quarter.
  • 3 funds opened new abrdn Healthcare Opportunities Fund positions in Q2 2023 and 14 closed out, a net change of -11 holders.
  • The largest abrdn Healthcare Opportunities Fund buyer in Q2 2023 was Heron Bay Capital Management, an estimated $3.35M added.
  • The largest abrdn Healthcare Opportunities Fund seller in Q2 2023 was Wolverine Asset Management, an estimated $2.72M sold.

Based on aggregated 13F filings for Q2 2023.