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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
GCM
76
Gables Capital Management
Florida
$35.1K +$33.6K +1,745 New
NS
77
NBC Securities
Alabama
$34K +$558 +29 +2%
PTC
78
Private Trust Company
Ohio
$31.5K
JP Morgan Chase
79
JP Morgan Chase
New York
$31.2K +$5.77K +300 +24%
HGERS
80
Householder Group Estate & Retirement Specialist
Arizona
$24.5K
GWM
81
Geneos Wealth Management
Colorado
$22.3K
PA
82
Parallel Advisors
California
$20.3K +$19.5K +1,012 New
GJWM
83
Gilliland Jeter Wealth Management
Arkansas
$20.1K +$19.2K +1,000 New
HBW
84
Hazlett, Burt & Watson
West Virginia
$20K
CFD
85
Creative Financial Designs
Indiana
$13.9K
CA
86
Crewe Advisors
Utah
$12.1K +$11.5K +600 New
TF
87
Tompkins Financial
New York
$8.24K +$7.88K +410 New
SIS
88
Sound Income Strategies
Florida
$7.66K +$7.33K +381 New
AF
89
Allworth Financial
California
$7.54K +$7.21K +375 New
CIBC Private Wealth Group
90
CIBC Private Wealth Group
Georgia
$4.92K +$4.75K +247 New
BCMLT
91
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.78K -$288 -15 -7%
PS
92
Principal Securities
Iowa
$1K -$961 -50 -50%
TRCT
93
Tower Research Capital (TRC)
New York
$201 +$192 +10 New
Fidelity Investments
94
Fidelity Investments
Massachusetts
$20
SCM
95
Saba Capital Management
New York
-$8.94M -493,572 Closed
WAM
96
Wolverine Asset Management
Illinois
-$2.95M -162,699 Closed
LSC
97
Logan Stone Capital
Illinois
-$1.92M -105,751 Closed
AWM
98
AE Wealth Management
Kansas
-$555K -30,651 Closed
CA
99
Claro Advisors
Massachusetts
-$488K -26,941 Closed
WAM
100
Weiss Asset Management
Massachusetts
-$205K -11,334 Closed

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.