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THW

abrdn World Healthcare Fund

54 hedge funds and large institutions have $106M invested in abrdn World Healthcare Fund in 2021 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 30 increasing their positions, 7 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

329% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 7

97% more capital invested

Capital invested by funds: $53.9M → $106M (+$52.5M)

5.42% more ownership

Funds ownership: 11.99%17.41% (+5.4%)

0% more funds holding

Funds holding: 5454 (0)

0% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 9

Holders
54
Holders Change
Holders Change %
0%
% of All Funds
0.94%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
30
Reduced
7
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WS
26
Wedbush Securities
California
$454K +$538 +34 +0.1%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$423K +$247K +15,607 +155%
FIA
28
Foundations Investment Advisors
Arizona
$422K +$401K +25,352 New
MAFM
29
Mid Atlantic Financial Management
Pennsylvania
$352K +$134K +8,500 +66%
APW
30
Aurora Private Wealth
New Jersey
$343K +$18.2K +1,150 +6%
SIG
31
Sargent Investment Group
Maryland
$329K
C
32
Certuity
Florida
$322K +$104K +6,560 +50%
OFG
33
OTA Financial Group
New York
$290K -$185K -11,711 -40%
JMPWA
34
JP Morgan Private Wealth Advisors
California
$229K +$14.7K +929 +7%
LOPW
35
Live Oak Private Wealth
North Carolina
$223K +$214K +13,540 New
SWM
36
SeaCrest Wealth Management
New York
$209K +$201K +12,728 New
Lido Advisors
37
Lido Advisors
California
$203K
BFA
38
Beacon Financial Advisory
Ohio
$168K +$3.5K +221 +2%
Citigroup
39
Citigroup
New York
$136K +$31.6K +2,000 +32%
APA
40
American Portfolios Advisors
New York
$122K +$27.9K +1,762 +31%
AF
41
Advisornet Financial
Minnesota
$97K +$3.16K +200 +4%
CFB
42
Cullen/Frost Bankers
Texas
$75K
WAM
43
Wolverine Asset Management
Illinois
$63K +$60.7K +3,839 New
TWM
44
Tradition Wealth Management
Minnesota
$62K +$36.6K +2,315 +159%
HI
45
Harbour Investments
Wisconsin
$32K +$158 +10 +0.5%
SWM
46
Sugarloaf Wealth Management
Georgia
$31K
NFSG
47
Newbridge Financial Services Group
Florida
$30K +$996 +63 +4%
APWA
48
Atlas Private Wealth Advisors
New Jersey
$25K
MCM
49
MV Capital Management
Maryland
$21K +$20K +1,264 New
AA
50
AlphaMark Advisors
Kentucky
$10K

THW Hedge Fund Activity: Q2 2021 in Review

54 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in abrdn World Healthcare Fund (THW) for Q2 2021, worth a combined $106M — up 97% from $53.9M a quarter earlier.

Fund positioning in THW was balanced in Q2 2021: 9 funds opened new positions, 9 closed out, 30 added to existing stakes and 7 trimmed.

The largest buyer was Sit Investment Associates, opening a new position worth an estimated $39.6M. The largest seller was Ameriprise, cutting an estimated $1.33M.

  • 54 institutional investors held abrdn World Healthcare Fund (THW) as of Q2 2021, unchanged from Q1 2021.
  • Funds reported $106M of abrdn World Healthcare Fund stock for Q2 2021, up 97% quarter-over-quarter.
  • 9 funds opened new abrdn World Healthcare Fund positions in Q2 2021 and 9 closed out, a net change of 0 holders.
  • The largest abrdn World Healthcare Fund buyer in Q2 2021 was Sit Investment Associates, an estimated $39.6M added.
  • The largest abrdn World Healthcare Fund seller in Q2 2021 was Ameriprise, an estimated $1.33M sold.

Based on aggregated 13F filings for Q2 2021.