We are live on ! Find out more
THQ

abrdn Healthcare Opportunities Fund

106 hedge funds and large institutions have $156M invested in abrdn Healthcare Opportunities Fund in 2024 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 31 increasing their positions, 32 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 13

3% more funds holding

Funds holding: 103106 (+3)

0.77% less ownership

Funds ownership: 20.68%19.91% (-0.77%)

3% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 32

14% less capital invested

Capital invested by funds: $182M → $156M (-$26.2M)

Holders
106
Holders Change
+3
Holders Change %
+2.91%
% of All Funds
1.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
31
Reduced
32
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$27.3M -$242K -11,720 -0.8%
Raymond James Financial
2
Raymond James Financial
Florida
$26.7M +$29.2M +1,414,676 New
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$19.4M +$889K +43,024 +4%
HBCM
4
Heron Bay Capital Management
Michigan
$8.52M +$102K +4,943 +1%
LPL Financial
5
LPL Financial
California
$7.4M +$1.36M +65,646 +20%
UBS Group
6
UBS Group
Switzerland
$6.09M +$529K +25,582 +9%
SPIA
7
Steward Partners Investment Advisory
New York
$4.68M +$45.9K +2,221 +0.9%
PCM
8
Penserra Capital Management
California
$4.58M +$338K +16,361 +7%
Bank of America
9
Bank of America
North Carolina
$3.87M -$46.7K -2,261 -1%
Ameriprise
10
Ameriprise
Minnesota
$3.82M -$326K -15,768 -7%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$2.66M -$183K -8,876 -6%
First Trust Advisors
12
First Trust Advisors
Illinois
$2.59M +$171K +8,259 +6%
Stifel Financial
13
Stifel Financial
Missouri
$2.33M +$21.3K +1,032 +0.8%
SA
14
Sanctuary Advisors
Indiana
$2.27M -$492K -23,801 -18%
IECM
15
Intrinsic Edge Capital Management
Illinois
$1.89M
ACP
16
Aviance Capital Partners
Florida
$1.54M -$12.5K -606 -0.7%
WS
17
Wedbush Securities
California
$1.51M -$47.3K -2,289 -3%
PAG
18
Private Advisor Group
New Jersey
$1.44M -$222K -10,720 -12%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$1.36M +$80K +3,871 +6%
Cohen & Steers
20
Cohen & Steers
New York
$1.36M
Osaic Holdings
21
Osaic Holdings
Arizona
$1.15M -$132K -6,367 -9%
SFS
22
Shaker Financial Services
Virginia
$924K +$1M +48,500 New
FHA
23
Flagship Harbor Advisors
Massachusetts
$885K +$969K +46,910 New
MGAM
24
McGowan Group Asset Management
Texas
$869K +$3.08K +149 +0.3%
SIC
25
Samalin Investment Counsel
New York
$792K +$56.7K +2,743 +7%

THQ Hedge Fund Activity: Q4 2024 in Review

106 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in abrdn Healthcare Opportunities Fund (THQ) for Q4 2024, worth a combined $156M — down 14% from $182M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new THQ positions and 13 closed out — a net gain of 6 holders — while 31 added to existing stakes and 32 trimmed.

The largest buyer was LPL Financial, adding an estimated $1.36M. The largest seller was International Assets Investment Management, cutting an estimated $5.91M.

  • 106 institutional investors held abrdn Healthcare Opportunities Fund (THQ) as of Q4 2024, up from 103 in Q3 2024.
  • Funds reported $156M of abrdn Healthcare Opportunities Fund stock for Q4 2024, down 14% quarter-over-quarter.
  • 19 funds opened new abrdn Healthcare Opportunities Fund positions in Q4 2024 and 13 closed out, a net change of +6 holders.
  • The largest abrdn Healthcare Opportunities Fund buyer in Q4 2024 was LPL Financial, an estimated $1.36M added.
  • The largest abrdn Healthcare Opportunities Fund seller in Q4 2024 was International Assets Investment Management, an estimated $5.91M sold.

Based on aggregated 13F filings for Q4 2024.