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THQ

abrdn Healthcare Opportunities Fund

94 hedge funds and large institutions have $189M invested in abrdn Healthcare Opportunities Fund in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 34 increasing their positions, 33 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 33

3% less funds holding

Funds holding: 9794 (-3)

6.46% less ownership

Funds ownership: 29.22%22.76% (-6.5%)

12% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 17

14% less capital invested

Capital invested by funds: $219M → $189M (-$29.9M)

Holders
94
Holders Change
-3
Holders Change %
-3.09%
% of All Funds
1.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
34
Reduced
33
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$30.1M -$26.8M -1,395,023 -48%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$17.6M +$909K +47,298 +6%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$17.3M -$12.3K -642 -0.1%
RJA
4
Raymond James & Associates
Florida
$16M +$274K +14,242 +2%
HBCM
5
Heron Bay Capital Management
Michigan
$10.2M
1CP
6
1607 Capital Partners
Virginia
$9.94M +$382K +19,857 +4%
Ameriprise
7
Ameriprise
Minnesota
$6.94M -$230K -11,944 -3%
AA
8
AQR Arbitrage
Connecticut
$6.72M -$847K -44,054 -12%
CA
9
Cornerstone Advisors
North Carolina
$6.25M -$11.1M -578,899 -65%
UBS Group
10
UBS Group
Switzerland
$5.95M -$55K -2,862 -1%
SPIA
11
Steward Partners Investment Advisory
New York
$4.94M +$68.5K +3,562 +1%
Bank of America
12
Bank of America
North Carolina
$4.52M -$732K -38,053 -14%
LPL Financial
13
LPL Financial
California
$3.01M +$302K +15,724 +12%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$2.79M +$309K +16,078 +13%
First Trust Advisors
15
First Trust Advisors
Illinois
$2.51M +$130K +6,760 +6%
Stifel Financial
16
Stifel Financial
Missouri
$2.51M +$140K +7,276 +6%
IECM
17
Intrinsic Edge Capital Management
Illinois
$2.01M
COLIM
18
City of London Investment Management
United Kingdom
$2M -$28.9K -1,505 -1%
1832 Asset Management
19
1832 Asset Management
Ontario, Canada
$1.98M -$42.7K -2,219 -2%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$1.87M +$489K +25,410 +38%
PAG
21
Private Advisor Group
New Jersey
$1.83M +$237K +12,308 +16%
WS
22
Wedbush Securities
California
$1.6M -$77.9K -4,051 -5%
ACP
23
Aviance Capital Partners
Florida
$1.58M +$47.4K +2,465 +3%
LCM
24
Landscape Capital Management
New Jersey
$1.52M -$1.64M -85,476 -53%
Comerica Bank
25
Comerica Bank
Texas
$1.36M -$827 -43 -0.1%

THQ Hedge Fund Activity: Q1 2024 in Review

94 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in abrdn Healthcare Opportunities Fund (THQ) for Q1 2024, worth a combined $189M — down 14% from $219M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of THQ and 15 opened new positions — a net loss of 2 holders — while 33 trimmed existing stakes and 34 added.

The largest buyer was Cetera Advisors, opening a new position worth an estimated $1.24M. The largest seller was Morgan Stanley, cutting an estimated $26.8M.

  • 94 institutional investors held abrdn Healthcare Opportunities Fund (THQ) as of Q1 2024, down from 97 in Q4 2023.
  • Funds reported $189M of abrdn Healthcare Opportunities Fund stock for Q1 2024, down 14% quarter-over-quarter.
  • 15 funds opened new abrdn Healthcare Opportunities Fund positions in Q1 2024 and 17 closed out, a net change of -2 holders.
  • The largest abrdn Healthcare Opportunities Fund buyer in Q1 2024 was Cetera Advisors, an estimated $1.24M added.
  • The largest abrdn Healthcare Opportunities Fund seller in Q1 2024 was Morgan Stanley, an estimated $26.8M sold.

Based on aggregated 13F filings for Q1 2024.