THW

abrdn World Healthcare Fund
THW

Overview Fund Activity

45 hedge funds and large institutions have $50M invested in abrdn World Healthcare Fund in 2019 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 13 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
45
Holders Change
+6
Holders Change %
+15.38%
% of All Funds
0.89%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
13
Reduced
12
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WAM
Wolverine Asset Management
Illinois
+$840K
2
LCM
Landscape Capital Management
New Jersey
+$798K
3
Millennium Management
Millennium Management
New York
+$534K
4
Truist Financial
Truist Financial
North Carolina
+$444K
5
SPIA
Steward Partners Investment Advisory
New York
+$330K

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$1.81M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$804K
3
RJA
Raymond James & Associates
Florida
-$518K
4
Wells Fargo
Wells Fargo
California
-$196K
5
Bank of America
Bank of America
North Carolina
-$146K
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
26
Stockman Wealth Management
Montana
$418K +$278K +20,087 +199%
SIG
27
Sargent Investment Group
Maryland
$319K – – –
RJFSA
28
Raymond James Financial Services Advisors
Florida
$255K -$4.85K -350 -2%
MIC
29
Meridian Investment Counsel
California
$221K – – –
FAAS
30
First Allied Advisory Services
California
$217K +$217K +15,730 New
Lido Advisors
31
Lido Advisors
California
$214K +$214K +15,446 New
MAFM
32
Mid Atlantic Financial Management
Pennsylvania
$181K -$144K -10,400 -44%
JPMPWA
33
J.P. Morgan Private Wealth Advisors
California
$180K – – –
ASN
34
Advisory Services Network
Georgia
$149K +$87.6K +6,331 +143%
APA
35
American Portfolios Advisors
New York
$126K +$107K +7,705 +562%
BB
36
Busey Bank
Illinois
$90K +$90K +6,476 New
AF
37
Advisornet Financial
Minnesota
$79K -$16.6K -1,200 -17%
WQ
38
Wealth Quarterback
New Jersey
$62K +$62K +4,490 New
Citigroup
39
Citigroup
New York
$55K – – –
SWM
40
Sugarloaf Wealth Management
Georgia
$26K +$26K +1,900 New
GWM
41
Geneos Wealth Management
Colorado
$20K – – –
TRCT
42
Tower Research Capital (TRC)
New York
$19K +$19K +1,405 New
IAS
43
IMA Advisory Services
Colorado
$16K – – –
VRM
44
Vectors Research Management
New York
$8K +$5.33K +400 +200%
Rockefeller Capital Management
45
Rockefeller Capital Management
New York
$7K +$7K +500 New
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
– -$804K -59,840 Closed
S
47
SignatureFD
Georgia
– -$47K -3,500 Closed
QCIG
48
Quad-Cities Investment Group
Iowa
– -$30K -2,179 Closed
GSWM
49
Golden State Wealth Management
California
– -$23K -1,746 Closed
FMII
50
Farmers & Merchants Investments Inc
Nebraska
– -$23K -1,700 Closed
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