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THQ

abrdn Healthcare Opportunities Fund
THQ

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: 89 → 76 (-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
–

Top Buyers

Rank Fund Capital Flow
1
HBCM
Heron Bay Capital Management
Michigan
+$3.35M
2
CA
Cornerstone Advisors
North Carolina
+$3.07M
3
1CP
1607 Capital Partners
Virginia
+$2.13M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$1.07M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$505K

Top Sellers

Rank Fund Capital Flow
1
WAM
Wolverine Asset Management
Illinois
-$2.72M
2
RJA
Raymond James & Associates
Florida
-$1.61M
3
ARC
Advisor Resource Council
Texas
-$1.38M
4
SFS
Shaker Financial Services
Virginia
-$945K
5
Morgan Stanley
Morgan Stanley
New York
-$754K
Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
76
BDO Wealth Advisors
Florida
$58 – – –
Fidelity Investments
77
Fidelity Investments
Massachusetts
$19 +$19 +1 New
WAM
78
Wolverine Asset Management
Illinois
– -$2.72M -145,205 Closed
ARC
79
Advisor Resource Council
Texas
– -$1.38M -71,367 Closed
SFS
80
Shaker Financial Services
Virginia
– -$945K -50,367 Closed
Susquehanna International Group
81
Susquehanna International Group
Pennsylvania
– -$320K -17,049 Closed
Walleye Capital
82
Walleye Capital
New York
– -$289K -15,413 Closed
LNWWM
83
Laird Norton Wetherby Wealth Management
California
– -$192K -10,233 Closed
JP Morgan Chase
84
JP Morgan Chase
New York
– -$57.8K -3,056 Closed
GI
85
Gradient Investments
Minnesota
– -$18.8K -1,000 Closed
RA
86
Rise Advisors
New York
– -$13.6K -724 Closed
CTC
87
Central Trust Company
Missouri
– -$9.38K -500 Closed
Northwestern Mutual Wealth Management
88
Northwestern Mutual Wealth Management
Wisconsin
– -$9.38K -500 Closed
MHR
89
Matthew Hamilton Rosenberg
– -$938 -50 Closed
RFA
90
Register Financial Advisors
Georgia
– -$25 -1 Closed
1 2 3
4

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.