THW

abrdn World Healthcare Fund
THW

Overview Fund Activity

56 hedge funds and large institutions have $85.5M invested in abrdn World Healthcare Fund in 2021 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 17 increasing their positions, 11 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
56
Holders Change
+6
Holders Change %
+12%
% of All Funds
0.86%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
17
Reduced
11
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IAIM
International Assets Investment Management
Florida
+$2.6M
2
Morgan Stanley
Morgan Stanley
New York
+$2.12M
3
RJA
Raymond James & Associates
Florida
+$1.47M
4
BRWA
B. Riley Wealth Advisors
Florida
+$373K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$241K

Top Sellers

1
SIA
Sit Investment Associates
Minnesota
-$15.6M
2
LPL Financial
LPL Financial
California
-$4.14M
3
APW
Aurora Private Wealth
New Jersey
-$356K
4
Bessemer Group
Bessemer Group
New Jersey
-$329K
5
VF
Virtu Financial
New York
-$210K
Name Holding Trade Value Shares
Change 		Shares
Change %
KAS
26
Kestra Advisory Services
Texas
$493K +$24.3K +1,490 +5%
WS
27
Wedbush Securities
California
$491K +$553 +34 +0.1%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$457K +$11.9K +728 +3%
BRWA
29
B. Riley Wealth Advisors
Florida
$373K +$373K +22,890 New
ASN
30
Advisory Services Network
Georgia
$360K +$5.89K +361 +2%
SIG
31
Sargent Investment Group
Maryland
$326K – – –
JPMPWA
32
J.P. Morgan Private Wealth Advisors
California
$227K – – –
NA
33
NewEdge Advisors
Louisiana
$226K +$226K +13,900 New
LOPW
34
Live Oak Private Wealth
North Carolina
$221K – – –
SWM
35
Shelton Wealth Management
Texas
$212K +$212K +13,000 New
AFP
36
Ausdal Financial Partners
Iowa
$202K +$202K +12,373 New
Lido Advisors
37
Lido Advisors
California
$201K – – –
PAG
38
Private Advisor Group
New Jersey
$199K +$199K +12,229 New
WAM
39
Wolverine Asset Management
Illinois
$194K +$194K +11,924 New
SWM
40
SeaCrest Wealth Management
New York
$180K -$44.9K -2,757 -20%
LWA
41
Lineweaver Wealth Advisors
Ohio
$179K +$926 +57 +0.5%
SFP
42
Sandbox Financial Partners
Maryland
$178K +$178K +10,918 New
VCWA
43
Vanguard Capital Wealth Advisors
Colorado
$162K +$162K +10,000 New
APA
44
American Portfolios Advisors
New York
$137K +$23.8K +1,459 +21%
TWM
45
Tradition Wealth Management
Minnesota
$120K +$25K +1,531 +26%
AF
46
Advisornet Financial
Minnesota
$96K – – –
AWA
47
Amplius Wealth Advisors
Pennsylvania
$81K +$81K +5,000 New
AIP
48
Ahrens Investment Partners
Louisiana
$78K +$78K +4,800 New
CFB
49
Cullen/Frost Bankers
Texas
$74K – – –
FFWM
50
Future Financial Wealth Management
Ohio
$48K +$48K +3,000 New
1
2
3