THW

abrdn World Healthcare Fund
THW

Overview Fund Activity

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
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
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$41.1M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.4M
3
Morgan Stanley
Morgan Stanley
New York
+$1.51M
4
YCM
Yakira Capital Management
Connecticut
+$850K
5
Osaic Holdings
Osaic Holdings
Arizona
+$440K

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$1.38M
2
Bank of America
Bank of America
North Carolina
-$350K
3
SPIA
Steward Partners Investment Advisory
New York
-$330K
4
LCM
Landscape Capital Management
New Jersey
-$321K
5
Walleye Trading
Walleye Trading
New York
-$269K
Name Holding Trade Value Shares
Change 		Shares
Change %
WS
26
Wedbush Securities
California
$454K +$559 +34 +0.1%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$423K +$257K +15,607 +155%
FIA
28
Foundations Investment Advisors
Arizona
$422K +$422K +25,352 New
MAFM
29
Mid Atlantic Financial Management
Pennsylvania
$352K +$140K +8,500 +66%
APW
30
Aurora Private Wealth
New Jersey
$343K +$18.9K +1,150 +6%
SIG
31
Sargent Investment Group
Maryland
$329K – – –
C
32
Certuity
Florida
$322K +$108K +6,560 +50%
OFG
33
OTA Financial Group
New York
$290K -$192K -11,711 -40%
JPMPWA
34
J.P. Morgan Private Wealth Advisors
California
$229K +$15.3K +929 +7%
LOPW
35
Live Oak Private Wealth
North Carolina
$223K +$223K +13,540 New
SWM
36
SeaCrest Wealth Management
New York
$209K +$209K +12,728 New
Lido Advisors
37
Lido Advisors
California
$203K – – –
BFA
38
Beacon Financial Advisory
Ohio
$168K +$3.63K +221 +2%
Citigroup
39
Citigroup
New York
$136K +$32.8K +2,000 +32%
APA
40
American Portfolios Advisors
New York
$122K +$29K +1,762 +31%
AF
41
Advisornet Financial
Minnesota
$97K +$3.29K +200 +4%
CFB
42
Cullen/Frost Bankers
Texas
$75K – – –
WAM
43
Wolverine Asset Management
Illinois
$63K +$63K +3,839 New
TWM
44
Tradition Wealth Management
Minnesota
$62K +$38.1K +2,315 +159%
HI
45
Harbour Investments
Wisconsin
$32K +$166 +10 +0.5%
SWM
46
Sugarloaf Wealth Management
Georgia
$31K – – –
NFSG
47
Newbridge Financial Services Group
Florida
$30K +$1.04K +63 +4%
APWA
48
Atlas Private Wealth Advisors
New Jersey
$25K – – –
MCM
49
MV Capital Management
Maryland
$21K +$21K +1,264 New
AA
50
AlphaMark Advisors
Kentucky
$10K – – –
1
2
3