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THW

abrdn World Healthcare Fund

47 hedge funds and large institutions have $54.7M invested in abrdn World Healthcare Fund in 2020 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 21 increasing their positions, 6 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 6

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

14% more capital invested

Capital invested by funds: $47.9M → $54.7M (+$6.8M)

9% more funds holding

Funds holding: 4347 (+4)

0.38% more ownership

Funds ownership: 11.11%11.48% (+0.38%)

Holders
47
Holders Change
+4
Holders Change %
+9.3%
% of All Funds
0.83%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
21
Reduced
6
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WS
26
Wedbush Securities
California
$293K +$69.6K +4,648 +33%
AA
27
Advisory Alpha
Michigan
$289K +$273K +18,243 New
APW
28
Aurora Private Wealth
New Jersey
$288K +$32.4K +2,160 +13%
ASN
29
Advisory Services Network
Georgia
$279K +$5.71K +381 +2%
JMPWA
30
JP Morgan Private Wealth Advisors
California
$205K
Lido Advisors
31
Lido Advisors
California
$195K +$185K +12,359 New
SWM
32
SeaCrest Wealth Management
New York
$172K +$9.74K +650 +6%
Citigroup
33
Citigroup
New York
$100K
AF
34
Advisornet Financial
Minnesota
$90K
IAS
35
IMA Advisory Services
Colorado
$88K +$35.8K +2,387 +76%
APA
36
American Portfolios Advisors
New York
$77.3K +$1.5K +100 +2%
IAIM
37
International Assets Investment Management
Florida
$44K +$41.4K +2,765 New
SWM
38
Sugarloaf Wealth Management
Georgia
$30K
NFSG
39
Newbridge Financial Services Group
Florida
$28K
APWA
40
Atlas Private Wealth Advisors
New Jersey
$24K
TWM
41
Tradition Wealth Management
Minnesota
$23K +$21.8K +1,455 New
SFS
42
Sowell Financial Services
Arkansas
$9K -$8.93K -596 -50%
AA
43
AlphaMark Advisors
Kentucky
$8K
RA
44
Reby Advisors
Connecticut
$8K +$7.22K +482 New
DOA
45
D'Orazio & Associates
Virginia
$8K +$7.49K +500 New
BWA
46
Burt Wealth Advisors
Maryland
$6K
SBIA
47
Sheaff Brock Investment Advisors
Indiana
-$667K -46,532 Closed
RJFSA
48
Raymond James Financial Services Advisors
Florida
-$264K -18,456 Closed
AIP
49
Ahrens Investment Partners
Louisiana
-$254K -17,700 Closed
BRWM
50
B. Riley Wealth Management
Tennessee
-$198K -13,783 Closed

THW Hedge Fund Activity: Q4 2020 in Review

47 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in abrdn World Healthcare Fund (THW) for Q4 2020, worth a combined $54.7M — up 14% from $47.9M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new THW positions and 5 closed out — a net gain of 5 holders — while 21 added to existing stakes and 6 trimmed.

The largest buyer was Ameriprise, adding an estimated $605K. The largest seller was Sheaff Brock Investment Advisors, exiting entirely with an estimated $667K sold.

  • 47 institutional investors held abrdn World Healthcare Fund (THW) as of Q4 2020, up from 43 in Q3 2020.
  • Funds reported $54.7M of abrdn World Healthcare Fund stock for Q4 2020, up 14% quarter-over-quarter.
  • 10 funds opened new abrdn World Healthcare Fund positions in Q4 2020 and 5 closed out, a net change of +5 holders.
  • The largest abrdn World Healthcare Fund buyer in Q4 2020 was Ameriprise, an estimated $605K added.
  • The largest abrdn World Healthcare Fund seller in Q4 2020 was Sheaff Brock Investment Advisors, an estimated $667K sold.

Based on aggregated 13F filings for Q4 2020.