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THQ

abrdn Healthcare Opportunities Fund

95 hedge funds and large institutions have $174M invested in abrdn Healthcare Opportunities Fund in 2024 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 30 increasing their positions, 30 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 12

1% more funds holding

Funds holding: 9495 (+1)

0% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 30

2.1% less ownership

Funds ownership: 22.76%20.66% (-2.1%)

8% less capital invested

Capital invested by funds: $189M → $174M (-$14.9M)

Holders
95
Holders Change
+1
Holders Change %
+1.06%
% of All Funds
1.37%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
30
Reduced
30
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NS
76
NBC Securities
Alabama
$35K +$537 +27 +2%
HGERS
77
Householder Group Estate & Retirement Specialist
Arizona
$24K
GWM
78
Geneos Wealth Management
Colorado
$22.6K
GJWM
79
Gilliland Jeter Wealth Management
Arkansas
$20.4K
OIA
80
Optimum Investment Advisors
Illinois
$20.4K +$19.9K +1,000 New
HBW
81
Hazlett, Burt & Watson
West Virginia
$20K
HEIP
82
Hudson Edge Investment Partners
New Jersey
$17.3K +$16.9K +850 New
WAS
83
Winch Advisory Services
Wisconsin
$12.7K +$12.4K +622 New
AF
84
Allworth Financial
California
$8.03K
SIS
85
Sound Income Strategies
Florida
$7.76K
IRC
86
Investors Research Corp
Georgia
$6.66K +$6.5K +327 New
CFD
87
Creative Financial Designs
Indiana
$5.79K -$8.07K -406 -59%
CIBC Private Wealth Group
88
CIBC Private Wealth Group
Georgia
$5.23K +$139 +7 +3%
BCMLT
89
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.94K +$99 +5 +3%
FFA
90
Farther Finance Advisors
California
$2.32K +$2.27K +114 New
JP Morgan Chase
91
JP Morgan Chase
New York
$2.27K -$28.6K -1,440 -93%
TWP
92
Triad Wealth Partners
Kansas
$1.43K +$1.39K +70 New
PS
93
Principal Securities
Iowa
$1.02K
TRCT
94
Tower Research Capital (TRC)
New York
$82 -$119 -6 -60%
Fidelity Investments
95
Fidelity Investments
Massachusetts
$20
COLIM
96
City of London Investment Management
United Kingdom
-$2M -99,715 Closed
1832 Asset Management
97
1832 Asset Management
Ontario, Canada
-$1.98M -98,664 Closed
LCM
98
Landscape Capital Management
New Jersey
-$1.52M -75,803 Closed
AWS
99
Atria Wealth Solutions
New York
-$500K -24,852 Closed
SP
100
Stonebrook Private
Michigan
-$468K -23,279 Closed

THQ Hedge Fund Activity: Q2 2024 in Review

95 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in abrdn Healthcare Opportunities Fund (THQ) for Q2 2024, worth a combined $174M — down 7.9% from $189M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new THQ positions and 12 closed out — a net gain of 3 holders — while 30 added to existing stakes and 30 trimmed.

The largest buyer was LPL Financial, adding an estimated $2.95M. The largest seller was 1607 Capital Partners, cutting an estimated $7.05M.

  • 95 institutional investors held abrdn Healthcare Opportunities Fund (THQ) as of Q2 2024, up from 94 in Q1 2024.
  • Funds reported $174M of abrdn Healthcare Opportunities Fund stock for Q2 2024, down 7.9% quarter-over-quarter.
  • 15 funds opened new abrdn Healthcare Opportunities Fund positions in Q2 2024 and 12 closed out, a net change of +3 holders.
  • The largest abrdn Healthcare Opportunities Fund buyer in Q2 2024 was LPL Financial, an estimated $2.95M added.
  • The largest abrdn Healthcare Opportunities Fund seller in Q2 2024 was 1607 Capital Partners, an estimated $7.05M sold.

Based on aggregated 13F filings for Q2 2024.