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THQ

abrdn Healthcare Opportunities Fund

90 hedge funds and large institutions have $156M invested in abrdn Healthcare Opportunities Fund in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 33 increasing their positions, 26 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 3

27% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 26

18% more funds holding

Funds holding: 7690 (+14)

1.29% more ownership

Funds ownership: 20.87%22.16% (+1.3%)

5% less capital invested

Capital invested by funds: $165M → $156M (-$9.01M)

Holders
90
Holders Change
+14
Holders Change %
+18.42%
% of All Funds
1.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
33
Reduced
26
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HSA
51
HBK Sorce Advisory
Pennsylvania
$401K -$3.42K -184 -0.8%
SIC
52
Samalin Investment Counsel
New York
$389K +$131K +7,046 +44%
AAM
53
Advisors Asset Management
Colorado
$377K -$1.84K -99 -0.4%
PWA
54
Provenance Wealth Advisors
Florida
$361K +$395K +21,243 New
NAS
55
NWF Advisory Services
California
$318K +$11.1K +600 +3%
GC
56
Guggenheim Capital
Illinois
$292K +$3.51K +189 +1%
AWM
57
AE Wealth Management
Kansas
$285K -$20.4K -1,098 -6%
SWM
58
Shelton Wealth Management
Texas
$284K -$2.12K -114 -0.7%
CPRC
59
Consolidated Portfolio Review Corp
New York
$272K +$28K +1,505 +10%
Walleye Capital
60
Walleye Capital
New York
$254K +$278K +14,967 New
P
61
&Partners
Tennessee
$253K +$167 +9 +0.1%
RJT
62
Raymond James Trust
Florida
$245K
NFG
63
Nations Financial Group
Iowa
$233K -$17.6K -950 -6%
SFG
64
StrategIQ Financial Group
Indiana
$221K -$35.3K -1,900 -13%
Rockefeller Capital Management
65
Rockefeller Capital Management
New York
$212K +$232K +12,482 New
CB
66
Commerce Bank
Missouri
$201K
DDC
67
DF Dent & Co
Maryland
$195K -$3.49K -188 -2%
PNC Financial Services Group
68
PNC Financial Services Group
Pennsylvania
$74.7K +$7.65K +412 +10%
NA
69
NewEdge Advisors
Louisiana
$69.1K +$1.08K +58 +1%
SC
70
Stephens Consulting
Michigan
$46.3K +$50.7K +2,727 New
CTC
71
Central Trust Company
Missouri
$42.5K +$46.4K +2,500 New
CAL
72
Capital Advisors Ltd
Ohio
$42K
BWP
73
Baldwin Wealth Partners
Massachusetts
$34K
JP Morgan Chase
74
JP Morgan Chase
New York
$28K +$30.7K +1,651 New
NS
75
NBC Securities
Alabama
$28K +$30.7K +1,653 New

THQ Hedge Fund Activity: Q3 2023 in Review

90 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in abrdn Healthcare Opportunities Fund (THQ) for Q3 2023, worth a combined $156M — down 5.5% from $165M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new THQ positions and 3 closed out — a net gain of 15 holders — while 33 added to existing stakes and 26 trimmed.

The largest buyer was Cornerstone Advisors, adding an estimated $3.31M. The largest seller was Wells Fargo, cutting an estimated $6.06M.

  • 90 institutional investors held abrdn Healthcare Opportunities Fund (THQ) as of Q3 2023, up from 76 in Q2 2023.
  • Funds reported $156M of abrdn Healthcare Opportunities Fund stock for Q3 2023, down 5.5% quarter-over-quarter.
  • 18 funds opened new abrdn Healthcare Opportunities Fund positions in Q3 2023 and 3 closed out, a net change of +15 holders.
  • The largest abrdn Healthcare Opportunities Fund buyer in Q3 2023 was Cornerstone Advisors, an estimated $3.31M added.
  • The largest abrdn Healthcare Opportunities Fund seller in Q3 2023 was Wells Fargo, an estimated $6.06M sold.

Based on aggregated 13F filings for Q3 2023.