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THW

abrdn World Healthcare Fund

43 hedge funds and large institutions have $47.9M invested in abrdn World Healthcare Fund in 2020 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 8

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

8% more funds holding

Funds holding: 4043 (+3)

1% more capital invested

Capital invested by funds: $47.3M → $47.9M (+$583K)

0.11% more ownership

Funds ownership: 11%11.11% (+0.11%)

Holders
43
Holders Change
+3
Holders Change %
+7.5%
% of All Funds
0.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
17
Reduced
8
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ASN
26
Advisory Services Network
Georgia
$247K +$17.3K +1,192 +7%
APW
27
Aurora Private Wealth
New Jersey
$230K +$233K +16,025 New
WS
28
Wedbush Securities
California
$199K -$291K -20,031 -59%
BRWM
29
B. Riley Wealth Management
Tennessee
$198K +$200K +13,783 New
JMPWA
30
JP Morgan Private Wealth Advisors
California
$186K
SWM
31
SeaCrest Wealth Management
New York
$146K +$148K +10,203 New
Citigroup
32
Citigroup
New York
$90K +$87.2K +6,000 +2,000%
AF
33
Advisornet Financial
Minnesota
$82K
APA
34
American Portfolios Advisors
New York
$68.6K +$12.9K +886 +23%
IAS
35
IMA Advisory Services
Colorado
$45K
SWM
36
Sugarloaf Wealth Management
Georgia
$27K
GSWM
37
Golden State Wealth Management
California
$26K +$25.9K +1,781 New
NFSG
38
Newbridge Financial Services Group
Florida
$25K +$25.4K +1,750 New
APWA
39
Atlas Private Wealth Advisors
New Jersey
$21K
SFS
40
Sowell Financial Services
Arkansas
$17K
AA
41
AlphaMark Advisors
Kentucky
$7K +$7.27K +500 New
BWA
42
Burt Wealth Advisors
Maryland
$5K +$5.38K +370 New
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$4K +$87 +6 +2%
AWM
44
AE Wealth Management
Kansas
-$665K -46,537 Closed
SS
45
Simplicity Solutions
Minnesota
-$566K -39,589 Closed
Truist Financial
46
Truist Financial
North Carolina
-$290K -20,272 Closed
MIC
47
Meridian Investment Counsel
California
-$228K -15,950 Closed
MC
48
Moors & Cabot
Massachusetts
-$189K -13,150 Closed
PAG
49
Private Advisor Group
New Jersey
-$68K -4,755 Closed

THW Hedge Fund Activity: Q3 2020 in Review

43 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in abrdn World Healthcare Fund (THW) for Q3 2020, worth a combined $47.9M — up 1.2% from $47.3M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new THW positions and 6 closed out — a net gain of 3 holders — while 17 added to existing stakes and 8 trimmed.

The largest buyer was Ameriprise, adding an estimated $678K. The largest seller was AE Wealth Management, exiting entirely with an estimated $665K sold.

  • 43 institutional investors held abrdn World Healthcare Fund (THW) as of Q3 2020, up from 40 in Q2 2020.
  • Funds reported $47.9M of abrdn World Healthcare Fund stock for Q3 2020, up 1.2% quarter-over-quarter.
  • 9 funds opened new abrdn World Healthcare Fund positions in Q3 2020 and 6 closed out, a net change of +3 holders.
  • The largest abrdn World Healthcare Fund buyer in Q3 2020 was Ameriprise, an estimated $678K added.
  • The largest abrdn World Healthcare Fund seller in Q3 2020 was AE Wealth Management, an estimated $665K sold.

Based on aggregated 13F filings for Q3 2020.