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THW

abrdn World Healthcare Fund

58 hedge funds and large institutions have $62.1M invested in abrdn World Healthcare Fund in 2022 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 19 increasing their positions, 15 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 15

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

2% more funds holding

Funds holding: 5758 (+1)

0.45% more ownership

Funds ownership: 11.42%11.87% (+0.45%)

2% less capital invested

Capital invested by funds: $63.6M → $62.1M (-$1.49M)

Holders
58
Holders Change
+1
Holders Change %
+1.75%
% of All Funds
0.98%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
19
Reduced
15
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WQ
26
Wealth Quarterback
New Jersey
$476K +$507K +33,035 New
SI
27
Stephens Inc
Arkansas
$474K +$505K +32,918 New
HT
28
Heritage Trust
Oklahoma
$433K +$461K +30,045 New
WS
29
Wedbush Securities
California
$432K +$14.3K +935 +3%
ASFA
30
All Season Financial Advisors
Colorado
$349K +$372K +24,215 New
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$301K +$321K +20,899 New
ASN
32
Advisory Services Network
Georgia
$295K -$15.1K -983 -5%
SIG
33
Sargent Investment Group
Maryland
$288K
SWM
34
SeaCrest Wealth Management
New York
$221K -$42.2K -2,751 -15%
PAG
35
Private Advisor Group
New Jersey
$218K +$29.7K +1,933 +15%
JMPWA
36
JP Morgan Private Wealth Advisors
California
$200K
LOPW
37
Live Oak Private Wealth
North Carolina
$195K
SWM
38
Shelton Wealth Management
Texas
$187K
Lido Advisors
39
Lido Advisors
California
$186K +$9.1K +593 +5%
GRP
40
Global Retirement Partners
California
$182K
AFP
41
Ausdal Financial Partners
Iowa
$164K -$17K -1,107 -9%
LWA
42
Lineweaver Wealth Advisors
Ohio
$149K -$11.1K -725 -7%
VCWA
43
Vanguard Capital Wealth Advisors
Colorado
$144K -$21K -1,368 -12%
TWM
44
Tradition Wealth Management
Minnesota
$131K -$12.6K -823 -8%
APA
45
American Portfolios Advisors
New York
$109K
CFB
46
Cullen/Frost Bankers
Texas
$66K
AIP
47
Ahrens Investment Partners
Louisiana
$62K +$7.67K +500 +13%
SWM
48
Sugarloaf Wealth Management
Georgia
$27K
AA
49
AlphaMark Advisors
Kentucky
$9K
TF
50
Tompkins Financial
New York
$9K +$9.82K +640 New

THW Hedge Fund Activity: Q2 2022 in Review

58 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in abrdn World Healthcare Fund (THW) for Q2 2022, worth a combined $62.1M — down 2.3% from $63.6M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new THW positions and 10 closed out — a net gain of 1 holder — while 19 added to existing stakes and 15 trimmed.

The largest buyer was International Assets Investment Management, opening a new position worth an estimated $1.22M. The largest seller was Foundations Investment Advisors, exiting entirely with an estimated $480K sold.

  • 58 institutional investors held abrdn World Healthcare Fund (THW) as of Q2 2022, up from 57 in Q1 2022.
  • Funds reported $62.1M of abrdn World Healthcare Fund stock for Q2 2022, down 2.3% quarter-over-quarter.
  • 11 funds opened new abrdn World Healthcare Fund positions in Q2 2022 and 10 closed out, a net change of +1 holder.
  • The largest abrdn World Healthcare Fund buyer in Q2 2022 was International Assets Investment Management, an estimated $1.22M added.
  • The largest abrdn World Healthcare Fund seller in Q2 2022 was Foundations Investment Advisors, an estimated $480K sold.

Based on aggregated 13F filings for Q2 2022.