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THW

abrdn World Healthcare Fund
THW

57 hedge funds and large institutions have $63.6M invested in abrdn World Healthcare Fund in 2022 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 26 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 11

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

2% more funds holding

Funds holding: 56 → 57 (+1)

2.69% less ownership

Funds ownership: 14.11% → 11.42% (-2.7%)

26% less capital invested

Capital invested by funds: $85.5M → $63.6M (-$21.8M)

Holders
57
Holders Change
+1
Holders Change %
+1.79%
% of All Funds
0.9%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
26
Reduced
11
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MA
MCF Advisors
Kentucky
+$1.12M
2
WAM
Wolverine Asset Management
Illinois
+$261K
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$235K
4
GRP
Global Retirement Partners
California
+$186K
5
CA
CoreCap Advisors
Michigan
+$174K

Top Sellers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
-$14.4M
2
IAIM
International Assets Investment Management
Florida
-$2.6M
3
Morgan Stanley
Morgan Stanley
New York
-$1.39M
4
RJA
Raymond James & Associates
Florida
-$422K
5
SFP
Sandbox Financial Partners
Maryland
-$178K
Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
26
Wolverine Asset Management
Illinois
$450K +$261K +17,678 +148%
WS
27
Wedbush Securities
California
$443K -$16.4K -1,114 -4%
BRWA
28
B. Riley Wealth Advisors
Florida
$418K +$66.6K +4,516 +20%
ASN
29
Advisory Services Network
Georgia
$327K -$9.35K -634 -3%
NA
30
NewEdge Advisors
Louisiana
$306K +$91.4K +6,200 +45%
SIG
31
Sargent Investment Group
Maryland
$305K – – –
SWM
32
SeaCrest Wealth Management
New York
$276K +$104K +7,063 +64%
JMPWA
33
JP Morgan Private Wealth Advisors
California
$212K – – –
LOPW
34
Live Oak Private Wealth
North Carolina
$206K – – –
PAG
35
Private Advisor Group
New Jersey
$201K +$14.2K +962 +8%
SWM
36
Shelton Wealth Management
Texas
$198K – – –
GRP
37
Global Retirement Partners
California
$196K +$186K +12,623 New
AFP
38
Ausdal Financial Partners
Iowa
$190K +$1.73K +117 +0.9%
Lido Advisors
39
Lido Advisors
California
$188K – – –
LWA
40
Lineweaver Wealth Advisors
Ohio
$169K +$1.36K +92 +0.8%
VCWA
41
Vanguard Capital Wealth Advisors
Colorado
$163K +$20.2K +1,368 +14%
TWM
42
Tradition Wealth Management
Minnesota
$151K +$37.7K +2,559 +35%
APA
43
American Portfolios Advisors
New York
$116K -$11.6K -788 -9%
FFWM
44
Future Financial Wealth Management
Ohio
$84K +$36.9K +2,500 +83%
MA
45
MCF Advisors
Kentucky
$76K +$1.12M +76,000 New
CFB
46
Cullen/Frost Bankers
Texas
$69K – – –
AIP
47
Ahrens Investment Partners
Louisiana
$58K -$14.7K -1,000 -21%
SWM
48
Sugarloaf Wealth Management
Georgia
$29K – – –
HA
49
Herold Advisors
New York
$24.4K +$23.6K +1,600 New
CA
50
Clearstead Advisors
Ohio
$14K – – –
1
2
3

THW Hedge Fund Activity: Q1 2022 in Review

57 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in abrdn World Healthcare Fund (THW) for Q1 2022, worth a combined $63.6M — down 26% from $85.5M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new THW positions and 6 closed out — a net gain of 1 holder — while 26 added to existing stakes and 11 trimmed.

The largest buyer was MCF Advisors, opening a new position worth an estimated $1.12M. The largest seller was Sit Investment Associates, exiting entirely with an estimated $14.4M sold.

  • 57 institutional investors held abrdn World Healthcare Fund (THW) as of Q1 2022, up from 56 in Q4 2021.
  • Funds reported $63.6M of abrdn World Healthcare Fund stock for Q1 2022, down 26% quarter-over-quarter.
  • 7 funds opened new abrdn World Healthcare Fund positions in Q1 2022 and 6 closed out, a net change of +1 holder.
  • The largest abrdn World Healthcare Fund buyer in Q1 2022 was MCF Advisors, an estimated $1.12M added.
  • The largest abrdn World Healthcare Fund seller in Q1 2022 was Sit Investment Associates, an estimated $14.4M sold.

Based on aggregated 13F filings for Q1 2022.