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 2024 vs. Q4 2023
How the institutions holding abrdn Healthcare Opportunities Fund changed between Q4 2023 and Q1 2024.
All holders in Q1 2024All holders in Q4 2023
| Measure | Q4 2023 | Of which not filed for Q1 2024 | Q1 2024 | Change |
|---|---|---|---|---|
| Holders | 98 | 1 | 93 | −4 |
| Shares | 10.6M | 13.0K | 9.33M | −1.31M (−12.3%) |
| Value | $192.8M | $235.4K | $187.3M | −$5.33M (−2.8%) |
1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so the changes leave them out.
New holders (14)
Institutions that held abrdn Healthcare Opportunities Fund at the end of Q1 2024 but not at the end of Q4 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| PFG Investments, LLC | 63,292 | $1.27M | 0.08% |
| Cerity Partners LLC | 22,009 | $442.4K | 0.00% |
| Calamos Advisors LLC | 16,607 | $333.8K | 0.00% |
| Warren Averett Asset Management, LLC | 13,000 | $261.3K | 0.01% |
| Future Financial Wealth Managment LLC | 2,300 | $46.2K | 0.04% |
| Gables Capital Management Inc. | 1,745 | $35.1K | 0.02% |
| Parallel Advisors, LLC | 1,012 | $20.3K | 0.00% |
| Gilliland Jeter Wealth Management LLC | 1,000 | $20.1K | 0.01% |
| Crewe Advisors LLC | 600 | $12.1K | 0.00% |
| Tompkins Financial Corp | 410 | $8.24K | 0.00% |
| Sound Income Strategies, LLC | 381 | $7.66K | 0.00% |
| Allworth Financial LP | 375 | $7.54K | 0.00% |
| CIBC Private Wealth Group, LLC | 247 | $4.92K | 0.00% |
| Tower Research Capital LLC (TRC) | 10 | $201 | 0.00% |
Sold out (18)
Institutions that held abrdn Healthcare Opportunities Fund at the end of Q4 2023 and filed for Q1 2024 without it.
| Institution | Shares, Q4 2023 | Value, Q4 2023 |
|---|---|---|
| Saba Capital Management, L.P. | 493,572 | $8.94M |
| Wolverine Asset Management LLC | 162,699 | $2.95M |
| Logan Stone Capital, LLC | 105,751 | $1.92M |
| AE Wealth Management LLC | 30,651 | $554.8K |
| Claro Advisors LLC | 26,941 | $487.9K |
| Cetera Advisor Networks LLC | 26,620 | $482.1K |
| Weiss Asset Management LP | 11,334 | $205.3K |
| Jump Financial, LLC | 11,177 | $202.4K |
| Advisory Services Network, LLC | 7,945 | $143.9K |
| Elequin Capital LP | 4,457 | $80.7K |
| McGlone Suttner Wealth Management, Inc. | 2,323 | $42.1K |
| Baldwin Brothers Inc | 2,000 | $36.2K |
| Level Financial Advisors, Inc. | 1,000 | $18.1K |
| Blue Bell Private Wealth Management, LLC | 685 | $12.4K |
| Delta Asset Management LLC | 675 | $12.2K |
| Larson Financial Group LLC | 350 | $6.34K |
| CWM, LLC | 211 | $4.00K |
| Moisand Fitzgerald Tamayo, LLC | 4 | $73 |
Not filed for Q1 2024 yet (1)
Institutions that held abrdn Healthcare Opportunities Fund at the end of Q4 2023 and haven't filed a 13F for Q1 2024. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q4 2023 | Value, Q4 2023 |
|---|---|---|
| StrategIQ Financial Group, LLC | 13,000 | $235.4K |