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THQ

abrdn Healthcare Opportunities Fund

84 hedge funds and large institutions have $169M invested in abrdn Healthcare Opportunities Fund in 2022 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 34 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

55% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 22

13% more capital invested

Capital invested by funds: $150M → $169M (+$19.1M)

5% more funds holding

Funds holding: 8084 (+4)

0.76% more ownership

Funds ownership: 20.04%20.8% (+0.76%)

Holders
84
Holders Change
+4
Holders Change %
+5%
% of All Funds
1.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
34
Reduced
22
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$33.5M +$664K +33,667 +2%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$20.8M +$807K +40,931 +4%
RJA
3
Raymond James & Associates
Florida
$18M +$209K +10,597 +1%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$15.7M -$38.8K -1,969 -0.2%
LPL Financial
5
LPL Financial
California
$8.29M +$5.97M +302,554 +261%
Wells Fargo
6
Wells Fargo
California
$7.76M -$2.77M -140,595 -26%
Ameriprise
7
Ameriprise
Minnesota
$6.08M +$776K +39,324 +15%
UBS Group
8
UBS Group
Switzerland
$6.05M -$1.8M -91,030 -23%
SPIA
9
Steward Partners Investment Advisory
New York
$4.12M +$500K +25,344 +14%
First Trust Advisors
10
First Trust Advisors
Illinois
$3.14M -$49.4K -2,502 -2%
WAM
11
Wolverine Asset Management
Illinois
$2.88M -$677K -34,326 -19%
Bank of America
12
Bank of America
North Carolina
$2.64M -$32.1K -1,625 -1%
WS
13
Wedbush Securities
California
$2.39M +$19.4K +982 +0.8%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$2.34M +$92K +4,665 +4%
Stifel Financial
15
Stifel Financial
Missouri
$2.33M +$36.8K +1,864 +2%
ACP
16
Aviance Capital Partners
Florida
$1.96M -$310K -15,707 -14%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$1.86M +$91.8K +4,653 +5%
1CP
18
1607 Capital Partners
Virginia
$1.82M +$1.81M +91,696 New
ARC
19
Advisor Resource Council
Texas
$1.43M -$21.5K -1,091 -1%
Cohen & Steers
20
Cohen & Steers
New York
$1.37M
BRWA
21
B. Riley Wealth Advisors
Florida
$1.34M +$230K +11,642 +21%
Osaic Holdings
22
Osaic Holdings
Arizona
$1.23M +$73.7K +3,737 +6%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$1.19M +$26.3K +1,331 +2%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$1.07M +$65.5K +3,318 +7%
SFS
25
Shaker Financial Services
Virginia
$998K +$237K +11,999 +31%

THQ Hedge Fund Activity: Q4 2022 in Review

84 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in abrdn Healthcare Opportunities Fund (THQ) for Q4 2022, worth a combined $169M — up 13% from $150M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new THQ positions and 7 closed out — a net gain of 6 holders — while 34 added to existing stakes and 22 trimmed.

The largest buyer was LPL Financial, adding an estimated $5.97M. The largest seller was Wells Fargo, cutting an estimated $2.77M.

  • 84 institutional investors held abrdn Healthcare Opportunities Fund (THQ) as of Q4 2022, up from 80 in Q3 2022.
  • Funds reported $169M of abrdn Healthcare Opportunities Fund stock for Q4 2022, up 13% quarter-over-quarter.
  • 13 funds opened new abrdn Healthcare Opportunities Fund positions in Q4 2022 and 7 closed out, a net change of +6 holders.
  • The largest abrdn Healthcare Opportunities Fund buyer in Q4 2022 was LPL Financial, an estimated $5.97M added.
  • The largest abrdn Healthcare Opportunities Fund seller in Q4 2022 was Wells Fargo, an estimated $2.77M sold.

Based on aggregated 13F filings for Q4 2022.