abrdn Healthcare Opportunities Fund
THQ- Exchange
- NYSE
- SEC CIK
- 0001604522
In the last 90 days, abrdn Healthcare Opportunities Fund insiders filed 1 open-market purchase and 0 sales; 96 institutions reported holding it in 13F filings for Q2 2026, worth $151.8M in total; no superinvestor holds it.
Q4 2021 vs. Q3 2021
How the institutions holding abrdn Healthcare Opportunities Fund changed between Q3 2021 and Q4 2021.
All holders in Q4 2021All holders in Q3 2021
| Measure | Q3 2021 | Q4 2021 | Change |
|---|---|---|---|
| Holders | 81 | 93 | +12 |
| Shares | 8.10M | 7.99M | −108.0K (−1.3%) |
| Value | $183.5M | $204.9M | +$21.4M (+11.7%) |
New holders (20)
Institutions that held abrdn Healthcare Opportunities Fund at the end of Q4 2021 but not at the end of Q3 2021.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| 55I, LLC | 34,841 | $893.0K | 0.02% |
| Shelton Wealth Management, LLC | 17,028 | $437.0K | 0.34% |
| Chemistry Wealth Management LLC | 13,500 | $346.0K | 0.29% |
| Next Level Private LLC | 13,500 | $346.0K | 0.29% |
| Ausdal Financial Partners, Inc. | 11,000 | $282.0K | 0.04% |
| DF Dent & Co Inc | 9,870 | $253.0K | 0.00% |
| Moors & Cabot, Inc. | 8,470 | $217.0K | 0.01% |
| Apollon Wealth Management, LLC | 8,481 | $217.0K | 0.02% |
| Glenmede Trust Co NA | 8,000 | $205.0K | 0.00% |
| Amplius Wealth Advisors, LLC | 5,000 | $128.0K | 0.02% |
| Future Financial Wealth Managment LLC | 4,462 | $113.0K | 0.09% |
| Stephenson National Bank & Trust | 3,000 | $77.0K | 0.04% |
| Confluence Wealth Services, Inc. | 1,645 | $42.0K | 0.01% |
| Ellis Investment Partners, LLC | 1,610 | $41.0K | 0.01% |
| Level Financial Advisors, Inc. | 1,000 | $26.0K | 0.02% |
| Rise Advisors, LLC | 666 | $17.1K | 0.02% |
| Horan Securities, Inc. | 317 | $8.00K | 0.00% |
| CoreCap Advisors, LLC | 250 | $6.00K | 0.00% |
| High Net Worth Advisory Group LLC | 190 | $5.00K | 0.00% |
| Rosenberg Matthew Hamilton | 50 | $1.00K | 0.00% |
Sold out (8)
Institutions that held abrdn Healthcare Opportunities Fund at the end of Q3 2021 and filed for Q4 2021 without it.
| Institution | Shares, Q3 2021 | Value, Q3 2021 |
|---|---|---|
| Wolverine Asset Management LLC | 55,210 | $1.25M |
| Harbour Investments, Inc. | 3,521 | $80.0K |
| Herold Advisors, Inc. | 2,750 | $62.0K |
| FNY Investment Advisers, LLC | 1,250 | $28.0K |
| Plante Moran Financial Advisors, LLC | 1,000 | $23.0K |
| Tower View Investment Management & Research LLC | 1,000 | $23.0K |
| D'Orazio & Associates, Inc. | 600 | $14.0K |
| Arkadios Wealth Advisors | 48 | $1.00K |