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THQ

abrdn Healthcare Opportunities Fund

106 hedge funds and large institutions have $156M invested in abrdn Healthcare Opportunities Fund in 2024 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 31 increasing their positions, 32 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 13

3% more funds holding

Funds holding: 103106 (+3)

0.77% less ownership

Funds ownership: 20.68%19.91% (-0.77%)

3% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 32

14% less capital invested

Capital invested by funds: $182M → $156M (-$26.2M)

Holders
106
Holders Change
+3
Holders Change %
+2.91%
% of All Funds
1.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
31
Reduced
32
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
76
Wells Fargo
California
$52.8K -$13.4K -649 -19%
PNC Financial Services Group
77
PNC Financial Services Group
Pennsylvania
$48.9K +$413 +20 +0.8%
PFBT
78
Parkside Financial Bank & Trust
Missouri
$48.1K +$52.6K +2,547 New
UB
79
UMB Bank
Missouri
$47.2K
NA
80
NewEdge Advisors
Louisiana
$41.8K -$197K -9,532 -81%
FFWM
81
Future Financial Wealth Management
Ohio
$37.7K
GCM
82
Gables Capital Management
Florida
$32.9K
WSFS
83
Wilmington Savings Fund Society
Delaware
$28.5K
FFO
84
Fortitude Family Office
Arizona
$23.6K
GWM
85
Geneos Wealth Management
Colorado
$20.9K
MCM
86
MAI Capital Management
Ohio
$20.8K +$22.8K +1,104 New
HBW
87
Hazlett, Burt & Watson
West Virginia
$19K
CA
88
CoreCap Advisors
Michigan
$18.9K -$37.2K -1,800 -64%
OIA
89
Optimum Investment Advisors
Illinois
$18.9K
CAM
90
Creekmur Asset Management
Illinois
$13.7K -$3.88K -188 -21%
Jones Financial Companies
91
Jones Financial Companies
Missouri
$11.9K +$13K +629 New
Northwestern Mutual Wealth Management
92
Northwestern Mutual Wealth Management
Wisconsin
$9.44K
SC
93
Swan Capital
Florida
$7.7K +$8.43K +408 New
SIS
94
Sound Income Strategies
Florida
$7.19K
WWA
95
Wingate Wealth Advisors
Massachusetts
$6.79K +$7.44K +360 New
CFD
96
Creative Financial Designs
Indiana
$5.36K
CIBC Private Wealth Group
97
CIBC Private Wealth Group
Georgia
$5.08K -$9.65K -467 -64%
BCMLT
98
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.8K +$62 +3 +2%
FFA
99
Farther Finance Advisors
California
$2.15K
Fifth Third Bancorp
100
Fifth Third Bancorp
Ohio
$1.53K -$8.14K -394 -83%

THQ Hedge Fund Activity: Q4 2024 in Review

106 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in abrdn Healthcare Opportunities Fund (THQ) for Q4 2024, worth a combined $156M — down 14% from $182M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new THQ positions and 13 closed out — a net gain of 6 holders — while 31 added to existing stakes and 32 trimmed.

The largest buyer was LPL Financial, adding an estimated $1.36M. The largest seller was International Assets Investment Management, cutting an estimated $5.91M.

  • 106 institutional investors held abrdn Healthcare Opportunities Fund (THQ) as of Q4 2024, up from 103 in Q3 2024.
  • Funds reported $156M of abrdn Healthcare Opportunities Fund stock for Q4 2024, down 14% quarter-over-quarter.
  • 19 funds opened new abrdn Healthcare Opportunities Fund positions in Q4 2024 and 13 closed out, a net change of +6 holders.
  • The largest abrdn Healthcare Opportunities Fund buyer in Q4 2024 was LPL Financial, an estimated $1.36M added.
  • The largest abrdn Healthcare Opportunities Fund seller in Q4 2024 was International Assets Investment Management, an estimated $5.91M sold.

Based on aggregated 13F filings for Q4 2024.