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THQ

abrdn Healthcare Opportunities Fund

93 hedge funds and large institutions have $174M invested in abrdn Healthcare Opportunities Fund in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 40 increasing their positions, 22 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 22

12% more capital invested

Capital invested by funds: $156M → $174M (+$18.5M)

0.51% more ownership

Funds ownership: 19.91%20.41% (+0.51%)

12% less funds holding

Funds holding: 10693 (-13)

56% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 18

Holders
93
Holders Change
-13
Holders Change %
-12.26%
% of All Funds
1.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
40
Reduced
22
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$30.3M +$467K +22,847 +2%
Raymond James Financial
2
Raymond James Financial
Florida
$26.5M -$2.7M -131,892 -9%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$21.5M +$296K +14,467 +1%
PCM
4
Penserra Capital Management
California
$19.1M +$14M +683,853 +282%
HBCM
5
Heron Bay Capital Management
Michigan
$9.39M +$70.8K +3,464 +0.8%
UBS Group
6
UBS Group
Switzerland
$7.24M +$569K +27,862 +9%
LPL Financial
7
LPL Financial
California
$6.97M -$1.11M -54,174 -14%
SPIA
8
Steward Partners Investment Advisory
New York
$5.23M +$105K +5,124 +2%
Ameriprise
9
Ameriprise
Minnesota
$4.28M +$100K +4,891 +2%
Bank of America
10
Bank of America
North Carolina
$3.35M -$877K -42,887 -21%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$3.16M +$247K +12,081 +9%
First Trust Advisors
12
First Trust Advisors
Illinois
$2.81M -$31K -1,517 -1%
Stifel Financial
13
Stifel Financial
Missouri
$2.53M -$18K -881 -0.7%
WS
14
Wedbush Securities
California
$1.75M +$101K +4,922 +6%
PAG
15
Private Advisor Group
New Jersey
$1.72M +$149K +7,285 +10%
ACP
16
Aviance Capital Partners
Florida
$1.71M +$29.6K +1,447 +2%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$1.49M +$629K +30,752 +74%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$1.44M -$48.6K -2,379 -3%
Osaic Holdings
19
Osaic Holdings
Arizona
$1.31M +$52.1K +2,548 +4%
Cohen & Steers
20
Cohen & Steers
New York
$1.09M -$388K -19,000 -26%
SIC
21
Samalin Investment Counsel
New York
$928K +$61K +2,983 +7%
MGAM
22
McGowan Group Asset Management
Texas
$897K -$53.6K -2,621 -6%
KWM
23
Kingsview Wealth Management
Oregon
$834K +$6.44K +315 +0.8%
WAM
24
WNY Asset Management
New York
$797K +$58.5K +2,864 +8%
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$788K +$40.9K +2,000 +6%

THQ Hedge Fund Activity: Q1 2025 in Review

93 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in abrdn Healthcare Opportunities Fund (THQ) for Q1 2025, worth a combined $174M — up 12% from $156M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of THQ and 8 opened new positions — a net loss of 10 holders — while 22 trimmed existing stakes and 40 added.

The largest buyer was Penserra Capital Management, adding an estimated $14M. The largest seller was Raymond James Financial, cutting an estimated $2.7M.

  • 93 institutional investors held abrdn Healthcare Opportunities Fund (THQ) as of Q1 2025, down from 106 in Q4 2024.
  • Funds reported $174M of abrdn Healthcare Opportunities Fund stock for Q1 2025, up 12% quarter-over-quarter.
  • 8 funds opened new abrdn Healthcare Opportunities Fund positions in Q1 2025 and 18 closed out, a net change of -10 holders.
  • The largest abrdn Healthcare Opportunities Fund buyer in Q1 2025 was Penserra Capital Management, an estimated $14M added.
  • The largest abrdn Healthcare Opportunities Fund seller in Q1 2025 was Raymond James Financial, an estimated $2.7M sold.

Based on aggregated 13F filings for Q1 2025.