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THW

abrdn World Healthcare Fund
THW

69 hedge funds and large institutions have $65.5M 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, 18 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 4

39% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 18

19% more capital invested

Capital invested by funds: $54.9M → $65.5M (+$10.6M)

10% more funds holding

Funds holding: 63 → 69 (+6)

0.91% more ownership

Funds ownership: 11.41% → 12.33% (+0.91%)

Holders
69
Holders Change
+6
Holders Change %
+9.52%
% of All Funds
1.08%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
25
Reduced
18
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$790K
2
LPL Financial
LPL Financial
California
+$439K
3
SPIA
Steward Partners Investment Advisory
New York
+$235K
4
Truist Financial
Truist Financial
North Carolina
+$234K
5
Stifel Financial
Stifel Financial
Missouri
+$220K

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$374K
2
CF
Centaurus Financial
California
-$367K
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$250K
4
HT
Heritage Trust
Oklahoma
-$183K
5
SIG
Sargent Investment Group
Maryland
-$142K
Name Holding Trade Value Shares
Change 		Change in
Stake
KPWS
26
Kestra Private Wealth Services
Texas
$486K +$1.56K +110 +0.3%
WQ
27
Wealth Quarterback
New Jersey
$475K +$72K +5,085 +18%
PWA
28
Primoris Wealth Advisors
Florida
$440K -$12.9K -911 -3%
Ameriprise
29
Ameriprise
Minnesota
$344K -$43.8K -3,096 -11%
EFMC
30
Empire Financial Management Company
New York
$336K +$24.1K +1,700 +8%
SFC
31
Strategic Financial Concepts
Texas
$304K -$7.08K -500 -2%
PAG
32
Private Advisor Group
New Jersey
$301K +$10.2K +719 +3%
WS
33
Wedbush Securities
California
$300K -$49.1K -3,470 -14%
BCA
34
Bay Colony Advisors
Massachusetts
$283K -$14.2K -1,002 -5%
VCWA
35
Vanguard Capital Wealth Advisors
Colorado
$280K – – –
SIC
36
Samalin Investment Counsel
New York
$259K +$119K +8,371 +83%
BRWA
37
B. Riley Wealth Advisors
Florida
$258K +$49.4K +3,488 +23%
Truist Financial
38
Truist Financial
North Carolina
$232K +$234K +16,551 New
IAIM
39
International Assets Investment Management
Florida
$215K +$1.85K +131 +0.9%
IA
40
IFG Advisory
Georgia
$213K +$215K +15,195 New
ASN
41
Advisory Services Network
Georgia
$204K -$55.7K -3,932 -21%
LOPW
42
Live Oak Private Wealth
North Carolina
$190K – – –
GRP
43
Global Retirement Partners
California
$188K +$1.66K +117 +0.9%
NAS
44
NWF Advisory Services
California
$186K – – –
SWM
45
Shelton Wealth Management
Texas
$182K – – –
SWP
46
Semus Wealth Partners
Florida
$176K +$227 +16 +0.1%
SFP
47
Sandbox Financial Partners
Maryland
$148K +$2.63K +186 +2%
BFA
48
Beacon Financial Advisory
Ohio
$148K +$3.65K +258 +2%
OC
49
Oppenheimer & Co
New York
$143K +$144K +10,199 New
VF
50
Virtu Financial
New York
$142K +$144K +10,149 New
1
2
3

THW Hedge Fund Activity: Q2 2023 in Review

69 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in abrdn World Healthcare Fund (THW) for Q2 2023, worth a combined $65.5M — up 19% from $54.9M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new THW positions and 4 closed out — a net gain of 7 holders — while 25 added to existing stakes and 18 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $790K. The largest seller was Wells Fargo, cutting an estimated $374K.

  • 69 institutional investors held abrdn World Healthcare Fund (THW) as of Q2 2023, up from 63 in Q1 2023.
  • Funds reported $65.5M of abrdn World Healthcare Fund stock for Q2 2023, up 19% quarter-over-quarter.
  • 11 funds opened new abrdn World Healthcare Fund positions in Q2 2023 and 4 closed out, a net change of +7 holders.
  • The largest abrdn World Healthcare Fund buyer in Q2 2023 was Morgan Stanley, an estimated $790K added.
  • The largest abrdn World Healthcare Fund seller in Q2 2023 was Wells Fargo, an estimated $374K sold.

Based on aggregated 13F filings for Q2 2023.