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THW

abrdn World Healthcare Fund

63 hedge funds and large institutions have $57.5M invested in abrdn World Healthcare Fund in 2022 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 23 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

53% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 15

9% more funds holding

Funds holding: 5863 (+5)

0.15% more ownership

Funds ownership: 11.87%12.03% (+0.15%)

7% less capital invested

Capital invested by funds: $62.1M → $57.5M (-$4.63M)

Holders
63
Holders Change
+5
Holders Change %
+8.62%
% of All Funds
1.09%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
23
Reduced
15
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$430K -$2K -136 -0.4%
SI
27
Stephens Inc
Arkansas
$423K
WS
28
Wedbush Securities
California
$398K +$13.7K +934 +3%
HT
29
Heritage Trust
Oklahoma
$386K
WQ
30
Wealth Quarterback
New Jersey
$364K -$69.8K -4,746 -14%
NW
31
NewEdge Wealth
Pennsylvania
$354K +$405K +27,526 New
ASFA
32
All Season Financial Advisors
Colorado
$326K +$16.5K +1,123 +5%
Ameriprise
33
Ameriprise
Minnesota
$309K -$295K -20,067 -46%
VF
34
Virtu Financial
New York
$267K +$305K +20,752 New
SIG
35
Sargent Investment Group
Maryland
$264K
ASN
36
Advisory Services Network
Georgia
$261K -$2.85K -194 -0.9%
VCWA
37
Vanguard Capital Wealth Advisors
Colorado
$257K +$147K +10,000 +100%
Jane Street
38
Jane Street
New York
$251K +$288K +19,552 New
PAG
39
Private Advisor Group
New Jersey
$235K +$46.5K +3,161 +21%
SWM
40
SeaCrest Wealth Management
New York
$198K +$368 +25 +0.2%
BRWA
41
B. Riley Wealth Advisors
Florida
$183K +$208K +14,171 New
GRP
42
Global Retirement Partners
California
$175K +$2.13K +145 +1%
LOPW
43
Live Oak Private Wealth
North Carolina
$174K
SWM
44
Shelton Wealth Management
Texas
$167K
Lido Advisors
45
Lido Advisors
California
$166K +$221 +15 +0.1%
TSS
46
Two Sigma Securities
New York
$140K +$160K +10,897 New
LWA
47
Lineweaver Wealth Advisors
Ohio
$134K +$1.51K +103 +1%
JMPWA
48
JP Morgan Private Wealth Advisors
California
$129K -$57.4K -3,901 -28%
SFP
49
Sandbox Financial Partners
Maryland
$129K +$148K +10,047 New
APA
50
American Portfolios Advisors
New York
$95.2K -$2.94K -200 -3%

THW Hedge Fund Activity: Q3 2022 in Review

63 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in abrdn World Healthcare Fund (THW) for Q3 2022, worth a combined $57.5M — down 7.5% from $62.1M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new THW positions and 5 closed out — a net gain of 6 holders — while 23 added to existing stakes and 15 trimmed.

The largest buyer was Wealth Effects, opening a new position worth an estimated $662K. The largest seller was Royal Bank of Canada, cutting an estimated $1.04M.

  • 63 institutional investors held abrdn World Healthcare Fund (THW) as of Q3 2022, up from 58 in Q2 2022.
  • Funds reported $57.5M of abrdn World Healthcare Fund stock for Q3 2022, down 7.5% quarter-over-quarter.
  • 11 funds opened new abrdn World Healthcare Fund positions in Q3 2022 and 5 closed out, a net change of +6 holders.
  • The largest abrdn World Healthcare Fund buyer in Q3 2022 was Wealth Effects, an estimated $662K added.
  • The largest abrdn World Healthcare Fund seller in Q3 2022 was Royal Bank of Canada, an estimated $1.04M sold.

Based on aggregated 13F filings for Q3 2022.