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THQ

abrdn Healthcare Opportunities Fund
THQ

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: 76 → 90 (+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
–

Top Buyers

Rank Fund Capital Flow
1
CA
Cornerstone Advisors
North Carolina
+$3.31M
2
AA
AQR Arbitrage
Connecticut
+$2.31M
3
WAM
Wolverine Asset Management
Illinois
+$1.97M
4
LSC
Logan Stone Capital
Illinois
+$1.16M
5
HBCM
Heron Bay Capital Management
Michigan
+$1.1M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$6.06M
2
RJA
Raymond James & Associates
Florida
-$436K
3
Invesco
Invesco
Georgia
-$258K
4
ACP
Aviance Capital Partners
Florida
-$232K
5
UBS Group
UBS Group
Switzerland
-$174K
Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
76
Private Trust Company
Ohio
$26.6K – – –
BBPWM
77
Blue Bell Private Wealth Management
Pennsylvania
$22.1K – – –
HGERS
78
Householder Group Estate & Retirement Specialist
Arizona
$20.7K +$22.7K +1,220 New
GWM
79
Geneos Wealth Management
Colorado
$18.8K – – –
HBW
80
Hazlett, Burt & Watson
West Virginia
$17K – – –
LFA
81
Level Financial Advisors
New York
$17K – – –
CFD
82
Creative Financial Designs
Indiana
$11.7K – – –
DAM
83
Delta Asset Management
Tennessee
$11.5K – – –
KHC
84
Koesten Hirschmann & Crabtree
Kansas
$8.49K +$9.29K +500 New
Northwestern Mutual Wealth Management
85
Northwestern Mutual Wealth Management
Wisconsin
$6.3K +$6.89K +371 New
BCMLT
86
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.88K – – –
Carson Wealth (CWM LLC)
87
Carson Wealth (CWM LLC)
Nebraska
$4K -$23K -1,236 -85%
CSPIA
88
Cary Street Partners Investment Advisory
Virginia
$934 +$1.02K +55 New
TRCT
89
Tower Research Capital (TRC)
New York
$764 +$836 +45 New
MFT
90
Moisand Fitzgerald Tamayo
Florida
$67 +$74 +4 New
Invesco
91
Invesco
Georgia
– -$258K -13,507 Closed
RWPA
92
Richard W. Paul & Associates
Michigan
– -$954 -50 Closed
Fidelity Investments
93
Fidelity Investments
Massachusetts
– -$19 -1 Closed
1 2 3
4

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.