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THQ

abrdn Healthcare Opportunities Fund

94 hedge funds and large institutions have $189M invested in abrdn Healthcare Opportunities Fund in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 34 increasing their positions, 33 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 33

3% less funds holding

Funds holding: 9794 (-3)

6.46% less ownership

Funds ownership: 29.22%22.76% (-6.5%)

12% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 17

14% less capital invested

Capital invested by funds: $219M → $189M (-$29.9M)

Holders
94
Holders Change
-3
Holders Change %
-3.09%
% of All Funds
1.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
34
Reduced
33
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
51
MML Investors Services
Massachusetts
$438K -$59.6K -3,099 -12%
AAM
52
Advisors Asset Management
Colorado
$414K -$12.2K -632 -3%
HIA
53
Harbor Investment Advisory
Maryland
$401K -$89.7K -4,665 -19%
AWAG
54
ARS Wealth Advisors Group
Florida
$384K +$19.2K +1,000 +6%
RJT
55
Raymond James Trust
Florida
$367K +$73.2K +3,805 +26%
Calamos Advisors
56
Calamos Advisors
Illinois
$334K +$319K +16,607 New
TWM
57
Tradition Wealth Management
Minnesota
$325K -$6.29K -327 -2%
Truist Financial
58
Truist Financial
North Carolina
$305K -$401K -20,872 -58%
SI
59
Stephens Inc
Arkansas
$302K +$59.6K +3,100 +26%
NAS
60
NWF Advisory Services
California
$301K +$8.85K +460 +3%
P
61
&Partners
Tennessee
$281K -$21.2K -1,102 -7%
Rockefeller Capital Management
62
Rockefeller Capital Management
New York
$278K -$1.73K -90 -0.6%
IAIM
63
International Assets Investment Management
Florida
$270K -$50K -2,600 -16%
MPCA
64
Madison Park Capital Advisors
Washington
$261K
WA
65
Waverly Advisors
Alabama
$261K +$250K +13,000 New
SWM
66
Shelton Wealth Management
Texas
$259K -$57.3K -2,978 -19%
NFG
67
Nations Financial Group
Iowa
$248K -$5.77K -300 -2%
CB
68
Commerce Bank
Missouri
$237K
DDC
69
DF Dent & Co
Maryland
$223K
Wells Fargo
70
Wells Fargo
California
$142K +$30.9K +1,608 +30%
CAM
71
Creekmur Asset Management
Illinois
$117K -$267K -13,909 -70%
NA
72
NewEdge Advisors
Louisiana
$73.8K +$1.61K +84 +2%
WT
73
Washington Trust
Rhode Island
$70.9K
PNC Financial Services Group
74
PNC Financial Services Group
Pennsylvania
$58.9K +$269 +14 +0.5%
FFWM
75
Future Financial Wealth Management
Ohio
$46.2K +$44.2K +2,300 New

THQ Hedge Fund Activity: Q1 2024 in Review

94 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in abrdn Healthcare Opportunities Fund (THQ) for Q1 2024, worth a combined $189M — down 14% from $219M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of THQ and 15 opened new positions — a net loss of 2 holders — while 33 trimmed existing stakes and 34 added.

The largest buyer was Cetera Advisors, opening a new position worth an estimated $1.24M. The largest seller was Morgan Stanley, cutting an estimated $26.8M.

  • 94 institutional investors held abrdn Healthcare Opportunities Fund (THQ) as of Q1 2024, down from 97 in Q4 2023.
  • Funds reported $189M of abrdn Healthcare Opportunities Fund stock for Q1 2024, down 14% quarter-over-quarter.
  • 15 funds opened new abrdn Healthcare Opportunities Fund positions in Q1 2024 and 17 closed out, a net change of -2 holders.
  • The largest abrdn Healthcare Opportunities Fund buyer in Q1 2024 was Cetera Advisors, an estimated $1.24M added.
  • The largest abrdn Healthcare Opportunities Fund seller in Q1 2024 was Morgan Stanley, an estimated $26.8M sold.

Based on aggregated 13F filings for Q1 2024.