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.
Q1 2023 vs. Q4 2022
How the institutions holding abrdn Healthcare Opportunities Fund changed between Q4 2022 and Q1 2023.
All holders in Q1 2023All holders in Q4 2022
| Measure | Q4 2022 | Of which not filed for Q1 2023 | Q1 2023 | Change |
|---|---|---|---|---|
| Holders | 86 | 1 | 91 | +6 |
| Shares | 8.61M | 250 | 8.50M | −113.9K (−1.3%) |
| Value | $169.6M | $4.95K | $159.5M | −$10.1M (−5.9%) |
1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so the changes leave them out.
New holders (15)
Institutions that held abrdn Healthcare Opportunities Fund at the end of Q1 2023 but not at the end of Q4 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Heron Bay Capital Management | 139,623 | $2.62M | 1.02% |
| Cornerstone Advisors, LLC | 62,761 | $1.18M | 0.05% |
| NWF Advisory Services Inc. | 18,107 | $345.3K | 0.08% |
| Guggenheim Capital LLC | 17,293 | $324.4K | 0.00% |
| Susquehanna International Group, LLP | 17,049 | $319.8K | 0.00% |
| Commerce Bank | 11,812 | $221.6K | 0.00% |
| Wetherby Asset Management Inc | 10,233 | $192.0K | 0.01% |
| Householder Group Estate & Retirement Specialist, LLC | 1,220 | $23.0K | 0.01% |
| Ahrens Investment Partners LLC | 600 | $11.3K | 0.01% |
| CWM, LLC | 522 | $10.0K | 0.00% |
| Central Trust Co | 500 | $9.38K | 0.00% |
| Northwestern Mutual Wealth Management Co | 500 | $9.38K | 0.00% |
| Creative Financial Designs Inc | 284 | $5.33K | 0.00% |
| BDO Wealth Advisors, LLC | 3 | $57 | 0.00% |
| Tower Research Capital LLC (TRC) | 5 | $0 | 0.00% |
Sold out (9)
Institutions that held abrdn Healthcare Opportunities Fund at the end of Q4 2022 and filed for Q1 2023 without it.
| Institution | Shares, Q4 2022 | Value, Q4 2022 |
|---|---|---|
| Stephens Inc | 43,950 | $870.6K |
| Jaffetilchin Investment Partners, LLC | 17,696 | $350.6K |
| Lakeview Capital Partners, LLC | 10,100 | $195.6K |
| McElhenny Sheffield Capital Management, LLC | 4,881 | $96.7K |
| Rockefeller Capital Management L.P. | 3,500 | $69.0K |
| Worth Asset Management, LLC | 1,250 | $24.8K |
| Sugarloaf Wealth Management, LLC | 226 | $4.48K |
| FMR LLC | 31 | $614 |
| US Bancorp | 30 | $594 |
Not filed for Q1 2023 yet (1)
Institutions that held abrdn Healthcare Opportunities Fund at the end of Q4 2022 and haven't filed a 13F for Q1 2023. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q4 2022 | Value, Q4 2022 |
|---|---|---|
| CoreCap Advisors, LLC | 250 | $4.95K |