THW

abrdn World Healthcare Fund
THW

Overview Fund Activity

67 hedge funds and large institutions have $64.5M invested in abrdn World Healthcare Fund in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 25 increasing their positions, 17 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
67
Holders Change
+6
Holders Change %
+9.84%
% of All Funds
1.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
25
Reduced
17
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$782K
2
LPL Financial
LPL Financial
California
+$434K
3
SPIA
Steward Partners Investment Advisory
New York
+$233K
4
Truist Financial
Truist Financial
North Carolina
+$232K
5
Stifel Financial
Stifel Financial
Missouri
+$218K

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$370K
2
CF
Centaurus Financial
California
-$363K
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$247K
4
HT
Heritage Trust
Oklahoma
-$183K
5
SIG
Sargent Investment Group
Maryland
-$140K
Name Holding Trade Value Shares
Change 		Shares
Change %
WQ
26
Wealth Quarterback
New Jersey
$475K +$71.3K +5,085 +18%
PWA
27
Primoris Wealth Advisors
Florida
$440K -$12.8K -911 -3%
Ameriprise
28
Ameriprise
Minnesota
$344K -$43.4K -3,096 -11%
EFMC
29
Empire Financial Management Company
New York
$336K +$23.8K +1,700 +8%
SFC
30
Strategic Financial Concepts
Texas
$304K -$7.01K -500 -2%
PAG
31
Private Advisor Group
New Jersey
$301K +$10.1K +719 +3%
WS
32
Wedbush Securities
California
$300K -$48.7K -3,470 -14%
BCA
33
Bay Colony Advisors
Massachusetts
$283K -$14K -1,002 -5%
VCWA
34
Vanguard Capital Wealth Advisors
Colorado
$280K – – –
SIC
35
Samalin Investment Counsel
New York
$259K +$117K +8,371 +83%
BRWA
36
B. Riley Wealth Advisors
Florida
$258K +$48.9K +3,488 +23%
Truist Financial
37
Truist Financial
North Carolina
$232K +$232K +16,551 New
IAIM
38
International Assets Investment Management
Florida
$215K +$1.84K +131 +0.9%
IA
39
IFG Advisory
Georgia
$213K +$213K +15,195 New
ASN
40
Advisory Services Network
Georgia
$204K -$55.1K -3,932 -21%
LOPW
41
Live Oak Private Wealth
North Carolina
$190K – – –
GRP
42
Global Retirement Partners
California
$188K +$1.64K +117 +0.9%
SWM
43
Shelton Wealth Management
Texas
$182K – – –
SWP
44
Semus Wealth Partners
Florida
$176K +$224 +16 +0.1%
SFP
45
Sandbox Financial Partners
Maryland
$148K +$2.61K +186 +2%
BFA
46
Beacon Financial Advisory
Ohio
$148K +$3.62K +258 +2%
OC
47
Oppenheimer & Co
New York
$143K +$143K +10,199 New
VF
48
Virtu Financial
New York
$142K +$142K +10,149 New
SIG
49
Sargent Investment Group
Maryland
$140K -$140K -10,000 -50%
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$93.2K +$93.2K +6,650 New
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