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THQ

abrdn Healthcare Opportunities Fund

97 hedge funds and large institutions have $219M invested in abrdn Healthcare Opportunities Fund in 2023 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 32 increasing their positions, 35 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 9

41% more capital invested

Capital invested by funds: $156M → $219M (+$63.2M)

8% more funds holding

Funds holding: 9097 (+7)

7.06% more ownership

Funds ownership: 22.16%29.22% (+7.1%)

9% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 35

Holders
97
Holders Change
+7
Holders Change %
+7.78%
% of All Funds
1.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
32
Reduced
35
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$52.4M +$22M +1,298,325 +81%
CA
2
Cornerstone Advisors
North Carolina
$16.1M +$8.22M +485,798 +120%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$15.6M -$2.13M -125,924 -13%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$15M -$121K -7,176 -0.9%
RJA
5
Raymond James & Associates
Florida
$14.2M +$268K +15,867 +2%
HBCM
6
Heron Bay Capital Management
Michigan
$9.2M +$2.23M +131,836 +35%
SCM
7
Saba Capital Management
New York
$8.94M +$8.35M +493,572 New
1CP
8
1607 Capital Partners
Virginia
$8.59M +$1.29M +76,224 +19%
AA
9
AQR Arbitrage
Connecticut
$6.85M +$2.46M +145,180 +62%
Ameriprise
10
Ameriprise
Minnesota
$6.47M +$750K +44,343 +14%
UBS Group
11
UBS Group
Switzerland
$5.41M -$235K -13,906 -4%
Bank of America
12
Bank of America
North Carolina
$4.77M +$2.26M +133,482 +103%
SPIA
13
Steward Partners Investment Advisory
New York
$4.38M +$110K +6,515 +3%
WAM
14
Wolverine Asset Management
Illinois
$2.95M +$956K +56,516 +53%
LCM
15
Landscape Capital Management
New Jersey
$2.92M +$1.86M +109,774 +213%
LPL Financial
16
LPL Financial
California
$2.43M -$225K -13,288 -9%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$2.23M +$53K +3,136 +3%
First Trust Advisors
18
First Trust Advisors
Illinois
$2.14M -$95.2K -5,626 -5%
Stifel Financial
19
Stifel Financial
Missouri
$2.13M +$55.7K +3,292 +3%
LSC
20
Logan Stone Capital
Illinois
$1.92M +$731K +43,215 +69%
COLIM
21
City of London Investment Management
United Kingdom
$1.83M +$535K +31,624 +45%
1832 Asset Management
22
1832 Asset Management
Ontario, Canada
$1.83M +$7.51K +444 +0.4%
IECM
23
Intrinsic Edge Capital Management
Illinois
$1.81M +$1.69M +100,000 New
WS
24
Wedbush Securities
California
$1.51M -$206K -12,171 -13%
PAG
25
Private Advisor Group
New Jersey
$1.42M -$88.7K -5,244 -6%

THQ Hedge Fund Activity: Q4 2023 in Review

97 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in abrdn Healthcare Opportunities Fund (THQ) for Q4 2023, worth a combined $219M — up 41% from $156M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new THQ positions and 9 closed out — a net gain of 7 holders — while 32 added to existing stakes and 35 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $22M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $2.13M.

  • 97 institutional investors held abrdn Healthcare Opportunities Fund (THQ) as of Q4 2023, up from 90 in Q3 2023.
  • Funds reported $219M of abrdn Healthcare Opportunities Fund stock for Q4 2023, up 41% quarter-over-quarter.
  • 16 funds opened new abrdn Healthcare Opportunities Fund positions in Q4 2023 and 9 closed out, a net change of +7 holders.
  • The largest abrdn Healthcare Opportunities Fund buyer in Q4 2023 was Morgan Stanley, an estimated $22M added.
  • The largest abrdn Healthcare Opportunities Fund seller in Q4 2023 was Raymond James Financial Services Advisors, an estimated $2.13M sold.

Based on aggregated 13F filings for Q4 2023.