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THQ

abrdn Healthcare Opportunities Fund

90 hedge funds and large institutions have $156M invested in abrdn Healthcare Opportunities Fund in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 33 increasing their positions, 26 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 3

27% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 26

18% more funds holding

Funds holding: 7690 (+14)

1.29% more ownership

Funds ownership: 20.87%22.16% (+1.3%)

5% less capital invested

Capital invested by funds: $165M → $156M (-$9.01M)

Holders
90
Holders Change
+14
Holders Change %
+18.42%
% of All Funds
1.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
33
Reduced
26
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$27.1M +$24.1K +1,297 +0.1%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$16.7M +$283K +15,244 +2%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$14.2M +$183K +9,870 +1%
RJA
4
Raymond James & Associates
Florida
$13M -$436K -23,477 -3%
CA
5
Cornerstone Advisors
North Carolina
$6.86M +$3.31M +178,386 +79%
1CP
6
1607 Capital Partners
Virginia
$6.76M +$640K +34,456 +9%
HBCM
7
Heron Bay Capital Management
Michigan
$6.39M +$1.1M +58,974 +19%
Ameriprise
8
Ameriprise
Minnesota
$5.32M +$251K +13,515 +5%
UBS Group
9
UBS Group
Switzerland
$5.31M -$174K -9,391 -3%
SPIA
10
Steward Partners Investment Advisory
New York
$4M +$265K +14,247 +6%
AA
11
AQR Arbitrage
Connecticut
$3.96M +$2.31M +124,200 +114%
LPL Financial
12
LPL Financial
California
$2.5M +$34.1K +1,834 +1%
Bank of America
13
Bank of America
North Carolina
$2.2M -$115K -6,190 -5%
First Trust Advisors
14
First Trust Advisors
Illinois
$2.11M +$71.5K +3,850 +3%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$2.03M -$11.2K -603 -0.5%
Osaic Holdings
16
Osaic Holdings
Arizona
$1.99M +$764K +41,141 +54%
Stifel Financial
17
Stifel Financial
Missouri
$1.94M -$97.1K -5,225 -4%
WAM
18
Wolverine Asset Management
Illinois
$1.8M +$1.97M +106,183 New
1832 Asset Management
19
1832 Asset Management
Ontario, Canada
$1.71M -$58.6K -3,154 -3%
WS
20
Wedbush Securities
California
$1.63M -$76.3K -4,105 -4%
ACP
21
Aviance Capital Partners
Florida
$1.54M -$232K -12,500 -12%
PAG
22
Private Advisor Group
New Jersey
$1.43M +$131K +7,056 +9%
BRWA
23
B. Riley Wealth Advisors
Florida
$1.25M +$119K +6,387 +9%
COLIM
24
City of London Investment Management
United Kingdom
$1.18M +$260K +14,000 +25%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$1.11M +$30.6K +1,648 +3%

THQ Hedge Fund Activity: Q3 2023 in Review

90 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in abrdn Healthcare Opportunities Fund (THQ) for Q3 2023, worth a combined $156M — down 5.5% from $165M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new THQ positions and 3 closed out — a net gain of 15 holders — while 33 added to existing stakes and 26 trimmed.

The largest buyer was Cornerstone Advisors, adding an estimated $3.31M. The largest seller was Wells Fargo, cutting an estimated $6.06M.

  • 90 institutional investors held abrdn Healthcare Opportunities Fund (THQ) as of Q3 2023, up from 76 in Q2 2023.
  • Funds reported $156M of abrdn Healthcare Opportunities Fund stock for Q3 2023, down 5.5% quarter-over-quarter.
  • 18 funds opened new abrdn Healthcare Opportunities Fund positions in Q3 2023 and 3 closed out, a net change of +15 holders.
  • The largest abrdn Healthcare Opportunities Fund buyer in Q3 2023 was Cornerstone Advisors, an estimated $3.31M added.
  • The largest abrdn Healthcare Opportunities Fund seller in Q3 2023 was Wells Fargo, an estimated $6.06M sold.

Based on aggregated 13F filings for Q3 2023.