We are live on ! Find out more
THW

abrdn World Healthcare Fund

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

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

55% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 11

12% more funds holding

Funds holding: 5056 (+6)

1.29% less ownership

Funds ownership: 15.41%14.11% (-1.3%)

9% less capital invested

Capital invested by funds: $94.2M → $85.5M (-$8.77M)

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
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
26
Kestra Advisory Services
Texas
$493K +$24.5K +1,490 +5%
WS
27
Wedbush Securities
California
$491K +$559 +34 +0.1%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$457K +$12K +728 +3%
BRWA
29
B. Riley Wealth Advisors
Florida
$373K +$376K +22,890 New
ASN
30
Advisory Services Network
Georgia
$360K +$5.94K +361 +2%
SIG
31
Sargent Investment Group
Maryland
$326K
JMPWA
32
JP Morgan Private Wealth Advisors
California
$227K
NA
33
NewEdge Advisors
Louisiana
$226K +$229K +13,900 New
LOPW
34
Live Oak Private Wealth
North Carolina
$221K
SWM
35
Shelton Wealth Management
Texas
$212K +$214K +13,000 New
AFP
36
Ausdal Financial Partners
Iowa
$202K +$203K +12,373 New
Lido Advisors
37
Lido Advisors
California
$201K
PAG
38
Private Advisor Group
New Jersey
$199K +$201K +12,229 New
WAM
39
Wolverine Asset Management
Illinois
$194K +$196K +11,924 New
SWM
40
SeaCrest Wealth Management
New York
$180K -$45.3K -2,757 -20%
LWA
41
Lineweaver Wealth Advisors
Ohio
$179K +$937 +57 +0.5%
SFP
42
Sandbox Financial Partners
Maryland
$178K +$180K +10,918 New
VCWA
43
Vanguard Capital Wealth Advisors
Colorado
$162K +$164K +10,000 New
APA
44
American Portfolios Advisors
New York
$137K +$24K +1,459 +21%
TWM
45
Tradition Wealth Management
Minnesota
$120K +$25.2K +1,531 +26%
AF
46
Advisornet Financial
Minnesota
$96K
AWA
47
Amplius Wealth Advisors
Pennsylvania
$81K +$82.2K +5,000 New
AIP
48
Ahrens Investment Partners
Louisiana
$78K +$78.9K +4,800 New
CFB
49
Cullen/Frost Bankers
Texas
$74K
FFWM
50
Future Financial Wealth Management
Ohio
$48K +$49.3K +3,000 New

THW Hedge Fund Activity: Q4 2021 in Review

56 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in abrdn World Healthcare Fund (THW) for Q4 2021, worth a combined $85.5M — down 9.3% from $94.2M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new THW positions and 8 closed out — a net gain of 7 holders — while 17 added to existing stakes and 11 trimmed.

The largest buyer was International Assets Investment Management, opening a new position worth an estimated $2.62M. The largest seller was Sit Investment Associates, cutting an estimated $15.7M.

  • 56 institutional investors held abrdn World Healthcare Fund (THW) as of Q4 2021, up from 50 in Q3 2021.
  • Funds reported $85.5M of abrdn World Healthcare Fund stock for Q4 2021, down 9.3% quarter-over-quarter.
  • 15 funds opened new abrdn World Healthcare Fund positions in Q4 2021 and 8 closed out, a net change of +7 holders.
  • The largest abrdn World Healthcare Fund buyer in Q4 2021 was International Assets Investment Management, an estimated $2.62M added.
  • The largest abrdn World Healthcare Fund seller in Q4 2021 was Sit Investment Associates, an estimated $15.7M sold.

Based on aggregated 13F filings for Q4 2021.