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THQ

abrdn Healthcare Opportunities Fund

76 hedge funds and large institutions have $165M invested in abrdn Healthcare Opportunities Fund in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 33 increasing their positions, 25 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 25

5% more capital invested

Capital invested by funds: $157M → $165M (+$7.59M)

0.34% more ownership

Funds ownership: 20.53%20.87% (+0.34%)

15% less funds holding

Funds holding: 8976 (-13)

79% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 14

Holders
76
Holders Change
-13
Holders Change %
-14.61%
% of All Funds
1.19%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
33
Reduced
25
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$30.4M -$754K -40,003 -2%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$18.5M -$60.9K -3,232 -0.3%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$15.7M +$505K +26,797 +3%
RJA
4
Raymond James & Associates
Florida
$15.1M -$1.61M -85,676 -10%
1CP
5
1607 Capital Partners
Virginia
$6.94M +$2.13M +112,996 +45%
Wells Fargo
6
Wells Fargo
California
$6.85M -$321K -17,051 -5%
UBS Group
7
UBS Group
Switzerland
$6.14M +$220K +11,661 +4%
HBCM
8
Heron Bay Capital Management
Michigan
$6.05M +$3.35M +177,614 +127%
Ameriprise
9
Ameriprise
Minnesota
$5.71M +$339K +17,967 +6%
CA
10
Cornerstone Advisors
North Carolina
$4.3M +$3.07M +162,822 +259%
SPIA
11
Steward Partners Investment Advisory
New York
$4.22M +$28.1K +1,493 +0.7%
LPL Financial
12
LPL Financial
California
$2.78M -$49.5K -2,629 -2%
Bank of America
13
Bank of America
North Carolina
$2.59M -$39.9K -2,117 -2%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$2.3M -$6.54K -347 -0.3%
First Trust Advisors
15
First Trust Advisors
Illinois
$2.29M -$110K -5,830 -5%
Stifel Financial
16
Stifel Financial
Missouri
$2.27M +$58K +3,077 +3%
AA
17
AQR Arbitrage
Connecticut
$2.08M +$350K +18,568 +21%
1832 Asset Management
18
1832 Asset Management
Ontario, Canada
$1.98M +$1.07M +56,527 +120%
ACP
19
Aviance Capital Partners
Florida
$1.97M +$35.9K +1,905 +2%
WS
20
Wedbush Securities
California
$1.91M -$205K -10,900 -10%
PAG
21
Private Advisor Group
New Jersey
$1.47M +$125K +6,634 +9%
Osaic Holdings
22
Osaic Holdings
Arizona
$1.45M +$161K +8,567 +13%
BRWA
23
B. Riley Wealth Advisors
Florida
$1.28M -$12.5K -661 -1%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$1.21M +$65.3K +3,466 +6%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$1.13M -$16.5K -876 -1%

THQ Hedge Fund Activity: Q2 2023 in Review

76 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in abrdn Healthcare Opportunities Fund (THQ) for Q2 2023, worth a combined $165M — up 4.8% from $157M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of THQ and 3 opened new positions — a net loss of 11 holders — while 25 trimmed existing stakes and 33 added.

The largest buyer was Heron Bay Capital Management, adding an estimated $3.35M. The largest seller was Wolverine Asset Management, exiting entirely with an estimated $2.72M sold.

  • 76 institutional investors held abrdn Healthcare Opportunities Fund (THQ) as of Q2 2023, down from 89 in Q1 2023.
  • Funds reported $165M of abrdn Healthcare Opportunities Fund stock for Q2 2023, up 4.8% quarter-over-quarter.
  • 3 funds opened new abrdn Healthcare Opportunities Fund positions in Q2 2023 and 14 closed out, a net change of -11 holders.
  • The largest abrdn Healthcare Opportunities Fund buyer in Q2 2023 was Heron Bay Capital Management, an estimated $3.35M added.
  • The largest abrdn Healthcare Opportunities Fund seller in Q2 2023 was Wolverine Asset Management, an estimated $2.72M sold.

Based on aggregated 13F filings for Q2 2023.