THW

abrdn World Healthcare Fund
THW

Overview Fund Activity

50 hedge funds and large institutions have $94.2M invested in abrdn World Healthcare Fund in 2021 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 18 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
50
Holders Change
-4
Holders Change %
-7.41%
% of All Funds
0.88%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
18
Reduced
14
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$1.68M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$483K
3
Bessemer Group
Bessemer Group
New Jersey
+$327K
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$230K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$218K

Top Sellers

1
SIA
Sit Investment Associates
Minnesota
-$10.9M
2
YCM
Yakira Capital Management
Connecticut
-$1.48M
3
Morgan Stanley
Morgan Stanley
New York
-$1.22M
4
Wells Fargo
Wells Fargo
California
-$456K
5
MAFM
Mid Atlantic Financial Management
Pennsylvania
-$352K
Name Holding Trade Value Shares
Change 		Shares
Change %
FIA
26
Foundations Investment Advisors
Arizona
$413K – – –
ASN
27
Advisory Services Network
Georgia
$357K -$107K -6,536 -23%
APW
28
Aurora Private Wealth
New Jersey
$356K +$13.2K +800 +4%
SIG
29
Sargent Investment Group
Maryland
$329K – – –
Bessemer Group
30
Bessemer Group
New Jersey
$329K +$327K +19,900 +19,900%
JPMPWA
31
J.P. Morgan Private Wealth Advisors
California
$229K – – –
SWM
32
SeaCrest Wealth Management
New York
$227K +$17.9K +1,087 +9%
LOPW
33
Live Oak Private Wealth
North Carolina
$223K – – –
VF
34
Virtu Financial
New York
$210K +$210K +12,793 New
Lido Advisors
35
Lido Advisors
California
$203K – – –
LWA
36
Lineweaver Wealth Advisors
Ohio
$180K +$180K +10,956 New
BFA
37
Beacon Financial Advisory
Ohio
$172K +$3.54K +215 +2%
APA
38
American Portfolios Advisors
New York
$114K -$8.55K -520 -7%
AF
39
Advisornet Financial
Minnesota
$97K – – –
TWM
40
Tradition Wealth Management
Minnesota
$96K +$33.7K +2,036 +54%
CFB
41
Cullen/Frost Bankers
Texas
$75K – – –
HI
42
Harbour Investments
Wisconsin
$32K +$149 +9 +0.5%
SWM
43
Sugarloaf Wealth Management
Georgia
$31K – – –
HA
44
Herold Advisors
New York
$26K +$26K +1,600 New
APWA
45
Atlas Private Wealth Advisors
New Jersey
$25K – – –
MCM
46
MV Capital Management
Maryland
$21K – – –
AA
47
AlphaMark Advisors
Kentucky
$10K – – –
SIS
48
Sound Income Strategies
Florida
$8K – – –
BFEC
49
Benjamin F. Edwards & Company
Missouri
$4K +$75 +5 +2%
YCM
50
Yakira Capital Management
Connecticut
– -$1.48M -89,739 Closed
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