THW

abrdn World Healthcare Fund
THW

Overview Fund Activity

44 hedge funds and large institutions have $45.1M invested in abrdn World Healthcare Fund in 2018 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 14 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
44
Holders Change
+3
Holders Change %
+7.32%
% of All Funds
0.98%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
10
Increased
14
Reduced
12
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OFG
OTA Financial Group
New York
+$976K
2
WAM
Weiss Asset Management
Massachusetts
+$508K
3
William Blair & Company
William Blair & Company
Illinois
+$439K
4
Cohen & Steers
Cohen & Steers
New York
+$345K
5
Stifel Financial
Stifel Financial
Missouri
+$295K

Top Sellers

1
TJHA
Thomas J. Herzfeld Advisors
Florida
-$1.94M
2
AA
Advisory Alpha
Michigan
-$1.69M
3
Morgan Stanley
Morgan Stanley
New York
-$1.18M
4
CCP
Clough Capital Partners
Massachusetts
-$634K
5
RJA
Raymond James & Associates
Florida
-$573K
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
26
Axiom Investment Management
New York
$191K +$191K +16,500 New
MIC
27
Meridian Investment Counsel
California
$185K – – –
Ameriprise
28
Ameriprise
Minnesota
$184K -$6.17K -531 -3%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$183K +$29.6K +2,550 +19%
AFC
30
AFT Forsyth & Company
Florida
$147K – – –
AF
31
Advisornet Financial
Minnesota
$133K -$19.1K -1,650 -13%
M&T Bank
32
M&T Bank
New York
$133K – – –
PAIM
33
Punch & Associates Investment Management
Minnesota
$129K – – –
Citigroup
34
Citigroup
New York
$78K – – –
ASN
35
Advisory Services Network
Georgia
$52K +$1.45K +125 +3%
BBPWM
36
Blue Bell Private Wealth Management
Pennsylvania
$29K +$29K +2,500 New
GWM
37
Geneos Wealth Management
Colorado
$17K – – –
QCIG
38
Quad-Cities Investment Group
Iowa
$16K +$404 +34 +3%
NFG
39
Next Financial Group
Texas
$9K – – –
APA
40
American Portfolios Advisors
New York
$5.47K -$27.9K -2,409 -84%
SBL
41
Sargent Bickham Lagudis
Colorado
$5K +$119 +11 +2%
JWA
42
JFS Wealth Advisors
Pennsylvania
$5K +$5K +428 New
TFS
43
TrustCore Financial Services
Tennessee
$4K +$4K +332 New
CF
44
Centaurus Financial
California
$19 +$18 +204 +1,275%
AA
45
Advisory Alpha
Michigan
– -$1.69M -131,793 Closed
CCP
46
Clough Capital Partners
Massachusetts
– -$634K -45,200 Closed
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
– -$187K -13,316 Closed
PAG
48
Private Advisor Group
New Jersey
– -$187K -13,300 Closed
VF
49
Virtu Financial
New York
– -$173K -12,312 Closed
SWP
50
Stratos Wealth Partners
Ohio
– -$44K -3,105 Closed
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