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THW

abrdn World Healthcare Fund
THW

63 hedge funds and large institutions have $54.9M invested in abrdn World Healthcare Fund in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 24 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

71% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 14

5% more funds holding

Funds holding: 60 → 63 (+3)

0.42% less ownership

Funds ownership: 11.83% → 11.41% (-0.42%)

15% less capital invested

Capital invested by funds: $64.8M → $54.9M (-$9.89M)

Holders
63
Holders Change
+3
Holders Change %
+5%
% of All Funds
1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
24
Reduced
14
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.6M
2
SPIA
Steward Partners Investment Advisory
New York
+$310K
3
Morgan Stanley
Morgan Stanley
New York
+$242K
4
ASFA
All Season Financial Advisors
Colorado
+$166K
5
WE
Wealth Effects
Massachusetts
+$150K

Top Sellers

Rank Fund Capital Flow
1
IAIM
International Assets Investment Management
Florida
-$881K
2
Wells Fargo
Wells Fargo
California
-$447K
3
Osaic Holdings
Osaic Holdings
Arizona
-$294K
4
SWM
SeaCrest Wealth Management
New York
-$210K
5
OC
Oppenheimer & Co
New York
-$148K
Name Holding Trade Value Shares
Change 		Change in
Stake
WQ
26
Wealth Quarterback
New Jersey
$395K +$8.69K +607 +2%
Ameriprise
27
Ameriprise
Minnesota
$380K +$66.7K +4,657 +20%
WS
28
Wedbush Securities
California
$342K -$18.6K -1,300 -5%
EFMC
29
Empire Financial Management Company
New York
$306K +$319K +22,255 New
SFC
30
Strategic Financial Concepts
Texas
$305K +$318K +22,205 New
BCA
31
Bay Colony Advisors
Massachusetts
$286K +$94.4K +6,595 +45%
PAG
32
Private Advisor Group
New Jersey
$285K +$4.44K +310 +2%
SIG
33
Sargent Investment Group
Maryland
$276K – – –
VCWA
34
Vanguard Capital Wealth Advisors
Colorado
$275K – – –
ASN
35
Advisory Services Network
Georgia
$254K -$9.63K -673 -4%
IAIM
36
International Assets Investment Management
Florida
$209K -$881K -61,513 -80%
BRWA
37
B. Riley Wealth Advisors
Florida
$205K +$2.48K +173 +1%
GRP
38
Global Retirement Partners
California
$187K +$7.1K +496 +4%
NAS
39
NWF Advisory Services
California
$186K +$190K +13,300 New
LOPW
40
Live Oak Private Wealth
North Carolina
$186K – – –
HT
41
Heritage Trust
Oklahoma
$183K – – –
SWM
42
Shelton Wealth Management
Texas
$179K – – –
SWP
43
Semus Wealth Partners
Florida
$172K +$172 +12 +0.1%
SFP
44
Sandbox Financial Partners
Maryland
$143K +$2.52K +176 +2%
BFA
45
Beacon Financial Advisory
Ohio
$142K +$3.61K +252 +3%
SIC
46
Samalin Investment Counsel
New York
$138K +$144K +10,069 New
TWM
47
Tradition Wealth Management
Minnesota
$69K – – –
CFB
48
Cullen/Frost Bankers
Texas
$62.5K – – –
AIP
49
Ahrens Investment Partners
Louisiana
$52.2K +$54.4K +3,800 New
EC
50
Elequin Capital
New York
$38.1K +$39.7K +2,776 New
1
2
3

THW Hedge Fund Activity: Q1 2023 in Review

63 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in abrdn World Healthcare Fund (THW) for Q1 2023, worth a combined $54.9M — down 15% from $64.8M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new THW positions and 4 closed out — a net gain of 4 holders — while 24 added to existing stakes and 14 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $1.6M. The largest seller was International Assets Investment Management, cutting an estimated $881K.

  • 63 institutional investors held abrdn World Healthcare Fund (THW) as of Q1 2023, up from 60 in Q4 2022.
  • Funds reported $54.9M of abrdn World Healthcare Fund stock for Q1 2023, down 15% quarter-over-quarter.
  • 8 funds opened new abrdn World Healthcare Fund positions in Q1 2023 and 4 closed out, a net change of +4 holders.
  • The largest abrdn World Healthcare Fund buyer in Q1 2023 was Raymond James Financial Services Advisors, an estimated $1.6M added.
  • The largest abrdn World Healthcare Fund seller in Q1 2023 was International Assets Investment Management, an estimated $881K sold.

Based on aggregated 13F filings for Q1 2023.