THW

abrdn World Healthcare Fund
THW

Overview Fund Activity

40 hedge funds and large institutions have $47.3M invested in abrdn World Healthcare Fund in 2020 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 11 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
40
Holders Change
-6
Holders Change %
-13.04%
% of All Funds
0.82%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
13
Reduced
11
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$2.75M
2
AWM
AE Wealth Management
Kansas
+$665K
3
SS
Simplicity Solutions
Minnesota
+$566K
4
AIP
Ahrens Investment Partners
Louisiana
+$408K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$196K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$882K
2
UBS Group
UBS Group
Switzerland
-$849K
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$696K
4
Wells Fargo
Wells Fargo
California
-$574K
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$523K
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$264K +$358 +25 +0.1%
FAAS
27
First Allied Advisory Services
California
$254K +$7.75K +541 +3%
ASN
28
Advisory Services Network
Georgia
$229K +$67.7K +4,737 +42%
MIC
29
Meridian Investment Counsel
California
$228K – – –
MC
30
Moors & Cabot
Massachusetts
$189K -$192K -13,350 -50%
JPMPWA
31
J.P. Morgan Private Wealth Advisors
California
$186K – – –
AF
32
Advisornet Financial
Minnesota
$82K – – –
PAG
33
Private Advisor Group
New Jersey
$68K +$68K +4,755 New
APA
34
American Portfolios Advisors
New York
$55.8K -$34K -2,380 -38%
IAS
35
IMA Advisory Services
Colorado
$45K – – –
SWM
36
Sugarloaf Wealth Management
Georgia
$27K – – –
APWA
37
Atlas Private Wealth Advisors
New Jersey
$21K +$21K +1,500 New
SFS
38
Sowell Financial Services
Arkansas
$17K +$17K +1,192 New
Citigroup
39
Citigroup
New York
$4K – – –
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$4K +$4K +304 New
1832 Asset Management
41
1832 Asset Management
Ontario, Canada
– -$696K -59,850 Closed
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
– -$523K -47,829 Closed
SFS
43
Shaker Financial Services
Virginia
– -$244K -21,400 Closed
BRWM
44
B. Riley Wealth Management
Tennessee
– -$193K -16,964 Closed
Lido Advisors
45
Lido Advisors
California
– -$182K -15,946 Closed
LCM
46
Landscape Capital Management
New Jersey
– -$177K -15,572 Closed
MAFM
47
Mid Atlantic Financial Management
Pennsylvania
– -$130K -11,400 Closed
Citadel Advisors
48
Citadel Advisors
Florida
– -$119K -10,449 Closed
WQ
49
Wealth Quarterback
New Jersey
– -$36.8K -3,663 Closed
GSWM
50
Golden State Wealth Management
California
– -$20K -1,736 Closed
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