THW

abrdn World Healthcare Fund
THW

Overview Fund Activity

61 hedge funds and large institutions have $53.9M invested in abrdn World Healthcare Fund in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 24 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
61
Holders Change
+2
Holders Change %
+3.39%
% of All Funds
0.98%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
24
Reduced
13
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.53M
2
SPIA
Steward Partners Investment Advisory
New York
+$298K
3
Morgan Stanley
Morgan Stanley
New York
+$232K
4
ASFA
All Season Financial Advisors
Colorado
+$159K
5
WE
Wealth Effects
Massachusetts
+$144K

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$845K
2
Wells Fargo
Wells Fargo
California
-$429K
3
Osaic Holdings
Osaic Holdings
Arizona
-$282K
4
SWM
SeaCrest Wealth Management
New York
-$210K
5
OC
Oppenheimer & Co
New York
-$148K
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
26
Ameriprise
Minnesota
$380K +$64K +4,657 +20%
WS
27
Wedbush Securities
California
$342K -$17.9K -1,300 -5%
EFMC
28
Empire Financial Management Company
New York
$306K +$306K +22,255 New
SFC
29
Strategic Financial Concepts
Texas
$305K +$305K +22,205 New
BCA
30
Bay Colony Advisors
Massachusetts
$286K +$88.8K +6,595 +45%
PAG
31
Private Advisor Group
New Jersey
$285K +$4.26K +310 +2%
SIG
32
Sargent Investment Group
Maryland
$276K – – –
VCWA
33
Vanguard Capital Wealth Advisors
Colorado
$275K – – –
ASN
34
Advisory Services Network
Georgia
$254K -$9.25K -673 -4%
IAIM
35
International Assets Investment Management
Florida
$209K -$845K -61,513 -80%
BRWA
36
B. Riley Wealth Advisors
Florida
$205K +$2.38K +173 +1%
GRP
37
Global Retirement Partners
California
$187K +$6.99K +496 +4%
LOPW
38
Live Oak Private Wealth
North Carolina
$186K – – –
HT
39
Heritage Trust
Oklahoma
$183K – – –
SWM
40
Shelton Wealth Management
Texas
$179K – – –
SWP
41
Semus Wealth Partners
Florida
$172K +$165 +12 +0.1%
SFP
42
Sandbox Financial Partners
Maryland
$143K +$2.42K +176 +2%
BFA
43
Beacon Financial Advisory
Ohio
$142K +$3.46K +252 +3%
SIC
44
Samalin Investment Counsel
New York
$138K +$138K +10,069 New
TWM
45
Tradition Wealth Management
Minnesota
$69K – – –
CFB
46
Cullen/Frost Bankers
Texas
$62.5K – – –
AIP
47
Ahrens Investment Partners
Louisiana
$52.2K +$52.2K +3,800 New
EC
48
Elequin Capital
New York
$38.1K +$38.1K +2,776 New
SWM
49
Sugarloaf Wealth Management
Georgia
$26.1K – – –
BAM
50
Belpointe Asset Management
Nevada
$17.9K – – –
1
2
3