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THQ

abrdn Healthcare Opportunities Fund

95 hedge funds and large institutions have $174M invested in abrdn Healthcare Opportunities Fund in 2024 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 30 increasing their positions, 30 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 12

1% more funds holding

Funds holding: 9495 (+1)

0% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 30

2.1% less ownership

Funds ownership: 22.76%20.66% (-2.1%)

8% less capital invested

Capital invested by funds: $189M → $174M (-$14.9M)

Holders
95
Holders Change
+1
Holders Change %
+1.06%
% of All Funds
1.37%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
30
Reduced
30
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$30.2M -$402K -20,242 -1%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$19.6M +$1.72M +86,533 +10%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$17.9M +$369K +18,558 +2%
RJA
4
Raymond James & Associates
Florida
$16.9M +$595K +29,946 +4%
HBCM
5
Heron Bay Capital Management
Michigan
$10.4M
LPL Financial
6
LPL Financial
California
$6.08M +$2.95M +148,400 +99%
UBS Group
7
UBS Group
Switzerland
$5.88M -$149K -7,504 -3%
SPIA
8
Steward Partners Investment Advisory
New York
$4.99M -$16.3K -822 -0.3%
Ameriprise
9
Ameriprise
Minnesota
$4.68M -$2.3M -115,645 -33%
Bank of America
10
Bank of America
North Carolina
$4.57M -$20.4K -1,025 -0.5%
AA
11
AQR Arbitrage
Connecticut
$3.61M -$3.12M -156,978 -47%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$3.06M +$218K +10,951 +8%
1CP
13
1607 Capital Partners
Virginia
$2.85M -$7.05M -354,610 -72%
SA
14
Sanctuary Advisors
Indiana
$2.65M +$2.74M +137,671 New
First Trust Advisors
15
First Trust Advisors
Illinois
$2.63M +$80.1K +4,028 +3%
Stifel Financial
16
Stifel Financial
Missouri
$2.4M -$134K -6,750 -5%
IECM
17
Intrinsic Edge Capital Management
Illinois
$2.04M
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$1.94M +$45.3K +2,276 +2%
PAG
19
Private Advisor Group
New Jersey
$1.88M +$21.7K +1,090 +1%
ACP
20
Aviance Capital Partners
Florida
$1.66M +$52.2K +2,623 +3%
WS
21
Wedbush Securities
California
$1.62M +$1.61K +81 +0.1%
Osaic Holdings
22
Osaic Holdings
Arizona
$1.59M +$483K +24,284 +45%
Cohen & Steers
23
Cohen & Steers
New York
$1.46M +$676K +34,000 +90%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$1.41M +$82.2K +4,134 +6%
Comerica Bank
25
Comerica Bank
Texas
$1.38M -$577 -29 -0%

THQ Hedge Fund Activity: Q2 2024 in Review

95 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in abrdn Healthcare Opportunities Fund (THQ) for Q2 2024, worth a combined $174M — down 7.9% from $189M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new THQ positions and 12 closed out — a net gain of 3 holders — while 30 added to existing stakes and 30 trimmed.

The largest buyer was LPL Financial, adding an estimated $2.95M. The largest seller was 1607 Capital Partners, cutting an estimated $7.05M.

  • 95 institutional investors held abrdn Healthcare Opportunities Fund (THQ) as of Q2 2024, up from 94 in Q1 2024.
  • Funds reported $174M of abrdn Healthcare Opportunities Fund stock for Q2 2024, down 7.9% quarter-over-quarter.
  • 15 funds opened new abrdn Healthcare Opportunities Fund positions in Q2 2024 and 12 closed out, a net change of +3 holders.
  • The largest abrdn Healthcare Opportunities Fund buyer in Q2 2024 was LPL Financial, an estimated $2.95M added.
  • The largest abrdn Healthcare Opportunities Fund seller in Q2 2024 was 1607 Capital Partners, an estimated $7.05M sold.

Based on aggregated 13F filings for Q2 2024.