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THW

abrdn World Healthcare Fund
THW

60 hedge funds and large institutions have $64.8M invested in abrdn World Healthcare Fund in 2022 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 17 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 17

13% more capital invested

Capital invested by funds: $57.5M → $64.8M (+$7.31M)

0.19% less ownership

Funds ownership: 12.03% → 11.83% (-0.19%)

5% less funds holding

Funds holding: 63 → 60 (-3)

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

Holders
60
Holders Change
-3
Holders Change %
-4.76%
% of All Funds
0.96%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
21
Reduced
17
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
NW
NewEdge Wealth
Pennsylvania
+$722K
2
Morgan Stanley
Morgan Stanley
New York
+$608K
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$278K
4
SPIA
Steward Partners Investment Advisory
New York
+$275K
5
BCA
Bay Colony Advisors
Massachusetts
+$206K

Top Sellers

Rank Fund Capital Flow
1
Stifel Financial
Stifel Financial
Missouri
-$645K
2
SI
Stephens Inc
Arkansas
-$423K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$360K
4
VF
Virtu Financial
New York
-$267K
5
Jane Street
Jane Street
New York
-$251K
Name Holding Trade Value Shares
Change 		Change in
Stake
KPWS
26
Kestra Private Wealth Services
Texas
$505K +$918 +65 +0.2%
PWA
27
Primoris Wealth Advisors
Florida
$476K -$16.5K -1,168 -3%
WQ
28
Wealth Quarterback
New Jersey
$413K -$1.78K -126 -0.4%
WS
29
Wedbush Securities
California
$383K -$67.3K -4,766 -15%
ASFA
30
All Season Financial Advisors
Colorado
$382K +$10.6K +752 +3%
Ameriprise
31
Ameriprise
Minnesota
$337K -$14.3K -1,010 -4%
SIG
32
Sargent Investment Group
Maryland
$293K – – –
VCWA
33
Vanguard Capital Wealth Advisors
Colorado
$293K – – –
ASN
34
Advisory Services Network
Georgia
$281K -$15.3K -1,086 -5%
BRWA
35
B. Riley Wealth Advisors
Florida
$216K +$8.02K +568 +4%
BCA
36
Bay Colony Advisors
Massachusetts
$214K +$206K +14,613 New
SWM
37
SeaCrest Wealth Management
New York
$210K -$15.2K -1,075 -7%
LOPW
38
Live Oak Private Wealth
North Carolina
$198K – – –
HT
39
Heritage Trust
Oklahoma
$195K -$236K -16,720 -56%
SWM
40
Shelton Wealth Management
Texas
$190K – – –
GRP
41
Global Retirement Partners
California
$187K – – –
SWP
42
Semus Wealth Partners
Florida
$183K +$176K +12,494 New
SFP
43
Sandbox Financial Partners
Maryland
$150K +$2.51K +178 +2%
OC
44
Oppenheimer & Co
New York
$148K +$143K +10,107 New
BFA
45
Beacon Financial Advisory
Ohio
$148K +$142K +10,070 New
TWM
46
Tradition Wealth Management
Minnesota
$73K -$19K -1,346 -21%
CFB
47
Cullen/Frost Bankers
Texas
$66.7K – – –
NA
48
NewEdge Advisors
Louisiana
$58.3K +$56.1K +3,977 New
SWM
49
Sugarloaf Wealth Management
Georgia
$27.8K – – –
BAM
50
Belpointe Asset Management
Nevada
$19K +$18.4K +1,300 New
1
2
3

THW Hedge Fund Activity: Q4 2022 in Review

60 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in abrdn World Healthcare Fund (THW) for Q4 2022, worth a combined $64.8M — up 13% from $57.5M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of THW and 8 opened new positions — a net loss of 2 holders — while 17 trimmed existing stakes and 21 added.

The largest buyer was NewEdge Wealth, adding an estimated $722K. The largest seller was Stifel Financial, cutting an estimated $645K.

  • 60 institutional investors held abrdn World Healthcare Fund (THW) as of Q4 2022, down from 63 in Q3 2022.
  • Funds reported $64.8M of abrdn World Healthcare Fund stock for Q4 2022, up 13% quarter-over-quarter.
  • 8 funds opened new abrdn World Healthcare Fund positions in Q4 2022 and 10 closed out, a net change of -2 holders.
  • The largest abrdn World Healthcare Fund buyer in Q4 2022 was NewEdge Wealth, an estimated $722K added.
  • The largest abrdn World Healthcare Fund seller in Q4 2022 was Stifel Financial, an estimated $645K sold.

Based on aggregated 13F filings for Q4 2022.