We are live on ! Find out more
THQ

abrdn Healthcare Opportunities Fund

97 hedge funds and large institutions have $219M invested in abrdn Healthcare Opportunities Fund in 2023 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 32 increasing their positions, 35 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 9

41% more capital invested

Capital invested by funds: $156M → $219M (+$63.2M)

8% more funds holding

Funds holding: 9097 (+7)

7.06% more ownership

Funds ownership: 22.16%29.22% (+7.1%)

9% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 35

Holders
97
Holders Change
+7
Holders Change %
+7.78%
% of All Funds
1.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
32
Reduced
35
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFEC
51
Benjamin F. Edwards & Company
Missouri
$443K +$414K +24,489 New
HSA
52
HBK Sorce Advisory
Pennsylvania
$436K +$8.37K +495 +2%
Cohen & Steers
53
Cohen & Steers
New York
$414K -$406K -24,000 -51%
PWA
54
Provenance Wealth Advisors
Florida
$393K +$7.46K +441 +2%
AAM
55
Advisors Asset Management
Colorado
$385K -$15.8K -932 -4%
NLP
56
Next Level Private
New York
$367K -$87.9K -5,195 -20%
CAM
57
Creekmur Asset Management
Illinois
$358K +$334K +19,744 New
AWAG
58
ARS Wealth Advisors Group
Florida
$328K +$306K +18,085 New
TWM
59
Tradition Wealth Management
Minnesota
$298K -$408K -24,092 -59%
IAIM
60
International Assets Investment Management
Florida
$293K -$322K -19,050 -54%
SWM
61
Shelton Wealth Management
Texas
$288K -$14.3K -843 -5%
P
62
&Partners
Tennessee
$273K +$3.28K +194 +1%
NAS
63
NWF Advisory Services
California
$263K -$71K -4,200 -22%
RJT
64
Raymond James Trust
Florida
$262K
Rockefeller Capital Management
65
Rockefeller Capital Management
New York
$252K +$24.4K +1,440 +12%
MPCA
66
Madison Park Capital Advisors
Washington
$237K +$220K +13,000 New
SFG
67
StrategIQ Financial Group
Indiana
$235K
NFG
68
Nations Financial Group
Iowa
$229K -$18.6K -1,100 -8%
SI
69
Stephens Inc
Arkansas
$216K +$202K +11,948 New
CB
70
Commerce Bank
Missouri
$214K
WAM
71
Weiss Asset Management
Massachusetts
$205K +$192K +11,334 New
JF
72
Jump Financial
Illinois
$202K +$189K +11,177 New
DDC
73
DF Dent & Co
Maryland
$201K -$5.84K -345 -3%
ASN
74
Advisory Services Network
Georgia
$144K -$455K -26,893 -77%
Wells Fargo
75
Wells Fargo
California
$98.4K -$467K -27,581 -84%

THQ Hedge Fund Activity: Q4 2023 in Review

97 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in abrdn Healthcare Opportunities Fund (THQ) for Q4 2023, worth a combined $219M — up 41% from $156M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new THQ positions and 9 closed out — a net gain of 7 holders — while 32 added to existing stakes and 35 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $22M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $2.13M.

  • 97 institutional investors held abrdn Healthcare Opportunities Fund (THQ) as of Q4 2023, up from 90 in Q3 2023.
  • Funds reported $219M of abrdn Healthcare Opportunities Fund stock for Q4 2023, up 41% quarter-over-quarter.
  • 16 funds opened new abrdn Healthcare Opportunities Fund positions in Q4 2023 and 9 closed out, a net change of +7 holders.
  • The largest abrdn Healthcare Opportunities Fund buyer in Q4 2023 was Morgan Stanley, an estimated $22M added.
  • The largest abrdn Healthcare Opportunities Fund seller in Q4 2023 was Raymond James Financial Services Advisors, an estimated $2.13M sold.

Based on aggregated 13F filings for Q4 2023.