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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
EC
76
Elequin Capital
New York
$80.7K -$664K -39,252 -90%
NA
77
NewEdge Advisors
Louisiana
$64.9K -$8.19K -484 -12%
WT
78
Washington Trust
Rhode Island
$63.9K +$59.7K +3,527 New
PNC Financial Services Group
79
PNC Financial Services Group
Pennsylvania
$52.8K -$25.1K -1,486 -34%
MSWM
80
McGlone Suttner Wealth Management
Wisconsin
$42.1K +$39.3K +2,323 New
BWP
81
Baldwin Wealth Partners
Massachusetts
$36.2K
NS
82
NBC Securities
Alabama
$30K +$220 +13 +0.8%
PTC
83
Private Trust Company
Ohio
$28.3K
JP Morgan Chase
84
JP Morgan Chase
New York
$22.7K -$6.77K -400 -24%
HGERS
85
Householder Group Estate & Retirement Specialist
Arizona
$22K
GWM
86
Geneos Wealth Management
Colorado
$20.1K
LFA
87
Level Financial Advisors
New York
$18.1K
HBW
88
Hazlett, Burt & Watson
West Virginia
$18K
CFD
89
Creative Financial Designs
Indiana
$12.5K
BBPWM
90
Blue Bell Private Wealth Management
Pennsylvania
$12.4K -$10.4K -615 -47%
DAM
91
Delta Asset Management
Tennessee
$12.2K
LFG
92
Larson Financial Group
Missouri
$6.34K +$5.92K +350 New
Carson Wealth (CWM LLC)
93
Carson Wealth (CWM LLC)
Nebraska
$4K
BCMLT
94
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.45K -$897 -53 -21%
PS
95
Principal Securities
Iowa
$1.81K +$1.69K +100 New
MFT
96
Moisand Fitzgerald Tamayo
Florida
$73
Fidelity Investments
97
Fidelity Investments
Massachusetts
$18 +$17 +1 New
ACA
98
Aptus Capital Advisors
Alabama
-$629K -37,045 Closed
Walleye Capital
99
Walleye Capital
New York
-$254K -14,967 Closed
SC
100
Stephens Consulting
Michigan
-$46.3K -2,727 Closed

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.