THW

abrdn World Healthcare Fund
THW

Overview Fund Activity

59 hedge funds and large institutions have $63.9M 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
Holders
59
Holders Change
-3
Holders Change %
-4.84%
% of All Funds
0.95%
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

1
NW
NewEdge Wealth
Pennsylvania
+$749K
2
Morgan Stanley
Morgan Stanley
New York
+$631K
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$289K
4
SPIA
Steward Partners Investment Advisory
New York
+$286K
5
BCA
Bay Colony Advisors
Massachusetts
+$214K

Top Sellers

1
Stifel Financial
Stifel Financial
Missouri
-$669K
2
SI
Stephens Inc
Arkansas
-$423K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$374K
4
VF
Virtu Financial
New York
-$267K
5
Jane Street
Jane Street
New York
-$251K
Name Holding Trade Value Shares
Change 		Shares
Change %
PWA
26
Primoris Wealth Advisors
Florida
$476K -$17.1K -1,168 -3%
WQ
27
Wealth Quarterback
New Jersey
$413K -$1.85K -126 -0.4%
WS
28
Wedbush Securities
California
$383K -$69.8K -4,766 -15%
ASFA
29
All Season Financial Advisors
Colorado
$382K +$11K +752 +3%
Ameriprise
30
Ameriprise
Minnesota
$337K -$14.8K -1,010 -4%
VCWA
31
Vanguard Capital Wealth Advisors
Colorado
$293K – – –
SIG
32
Sargent Investment Group
Maryland
$293K – – –
ASN
33
Advisory Services Network
Georgia
$281K -$15.9K -1,086 -5%
BRWA
34
B. Riley Wealth Advisors
Florida
$216K +$8.32K +568 +4%
BCA
35
Bay Colony Advisors
Massachusetts
$214K +$214K +14,613 New
SWM
36
SeaCrest Wealth Management
New York
$210K -$15.7K -1,075 -7%
LOPW
37
Live Oak Private Wealth
North Carolina
$198K – – –
HT
38
Heritage Trust
Oklahoma
$195K -$245K -16,720 -56%
SWM
39
Shelton Wealth Management
Texas
$190K – – –
GRP
40
Global Retirement Partners
California
$187K – – –
SWP
41
Semus Wealth Partners
Florida
$183K +$183K +12,494 New
SFP
42
Sandbox Financial Partners
Maryland
$150K +$2.61K +178 +2%
OC
43
Oppenheimer & Co
New York
$148K +$148K +10,107 New
BFA
44
Beacon Financial Advisory
Ohio
$148K +$148K +10,070 New
TWM
45
Tradition Wealth Management
Minnesota
$73K -$19.7K -1,346 -21%
CFB
46
Cullen/Frost Bankers
Texas
$66.7K – – –
NA
47
NewEdge Advisors
Louisiana
$58.3K +$58.3K +3,977 New
SWM
48
Sugarloaf Wealth Management
Georgia
$27.8K – – –
BAM
49
Belpointe Asset Management
Nevada
$19K +$19K +1,300 New
AA
50
AlphaMark Advisors
Kentucky
$9K – – –
1
2
3