abrdn Healthcare Opportunities Fund
THQ
103 hedge funds and large institutions have $182M invested in abrdn Healthcare Opportunities Fund in 2024 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 27 increasing their positions, 34 reducing their positions, and 10 closing their positions.
90% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 10
8% more funds holding
Funds holding: 95 → 103 (+8)
5% more capital invested
Capital invested by funds: $174M → $182M (+$7.9M)
0.01% more ownership
Funds ownership: 20.66% → 20.68% (+0.01%)
21% less repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 34
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
+$6.11M |
| 2 |
PCM
Penserra Capital Management
Orinda,
California
|
+$4.84M |
| 3 |
GT
Greenleaf Trust
Kalamazoo,
Michigan
|
+$1.47M |
| 4 |
LPL Financial
San Diego,
California
|
+$601K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$525K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$3.01M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$2.96M |
| 3 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$2.66M |
| 4 |
AA
AQR Arbitrage
Greenwich,
Connecticut
|
-$2.5M |
| 5 |
HBCM
Heron Bay Capital Management
Bloomfield Hills,
Michigan
|
-$1.32M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
JP Morgan Chase
New York
| $2.46K | – | – | – |
|
|
PS
102
Principal Securities
Des Moines,
Iowa
| $1.1K | – | – | – |
|
|
TRCT
103
Tower Research Capital (TRC)
New York
| $88 | – | – | – |
|
|
AAM
104
Advisors Asset Management
Monument,
Colorado
| – | -$394K | -19,310 | Closed |
|
|
ACA
105
Aptus Capital Advisors
Fairhope,
Alabama
| – | -$225K | -11,048 | Closed |
|
|
SLC
106
Second Line Capital
Metairie,
Louisiana
| – | -$225K | -11,048 | Closed |
|
|
KAS
107
Kestra Advisory Services
Austin,
Texas
| – | -$207K | -10,145 | Closed |
|
|
CA
108
Cornerstone Advisors
Asheville,
North Carolina
| – | -$57.9K | -2,841 | Closed |
|
|
HEIP
109
Hudson Edge Investment Partners
Jersey City,
New Jersey
| – | -$17.3K | -850 | Closed |
|
|
WAS
110
Winch Advisory Services
Appleton,
Wisconsin
| – | -$12.7K | -622 | Closed |
|
|
IRC
111
Investors Research Corp
Atlanta,
Georgia
| – | -$6.66K | -327 | Closed |
|
|
TWP
112
Triad Wealth Partners
Lawrence,
Kansas
| – | -$1.43K | -70 | Closed |
|
113
Fidelity Investments
Boston,
Massachusetts
| – | -$20 | -1 | Closed |
|
THQ Hedge Fund Activity: Q3 2024 in Review
103 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in abrdn Healthcare Opportunities Fund (THQ) for Q3 2024, worth a combined $182M — up 4.5% from $174M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new THQ positions and 10 closed out — a net gain of 9 holders — while 27 added to existing stakes and 34 trimmed.
The largest buyer was International Assets Investment Management, adding an estimated $6.11M. The largest seller was Raymond James & Associates, cutting an estimated $3.01M.
- 103 institutional investors held abrdn Healthcare Opportunities Fund (THQ) as of Q3 2024, up from 95 in Q2 2024.
- Funds reported $182M of abrdn Healthcare Opportunities Fund stock for Q3 2024, up 4.5% quarter-over-quarter.
- 19 funds opened new abrdn Healthcare Opportunities Fund positions in Q3 2024 and 10 closed out, a net change of +9 holders.
- The largest abrdn Healthcare Opportunities Fund buyer in Q3 2024 was International Assets Investment Management, an estimated $6.11M added.
- The largest abrdn Healthcare Opportunities Fund seller in Q3 2024 was Raymond James & Associates, an estimated $3.01M sold.
Based on aggregated 13F filings for Q3 2024.