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THW

abrdn World Healthcare Fund

74 hedge funds and large institutions have $54.7M invested in abrdn World Healthcare Fund in 2023 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 29 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

71% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 17

7% more funds holding

Funds holding: 6974 (+5)

0.06% less ownership

Funds ownership: 12.33%12.27% (-0.06%)

17% less capital invested

Capital invested by funds: $65.5M → $54.7M (-$10.9M)

Holders
74
Holders Change
+5
Holders Change %
+7.25%
% of All Funds
1.17%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
29
Reduced
17
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$397K -$23.6K -1,772 -5%
WQ
27
Wealth Quarterback
New Jersey
$387K -$10.7K -804 -2%
SIC
28
Samalin Investment Counsel
New York
$384K +$192K +14,364 +78%
PWA
29
Primoris Wealth Advisors
Florida
$333K -$39.5K -2,966 -9%
Ameriprise
30
Ameriprise
Minnesota
$280K -$8.48K -636 -3%
IAIM
31
International Assets Investment Management
Florida
$278K +$110K +8,243 +54%
PAG
32
Private Advisor Group
New Jersey
$269K +$19K +1,422 +7%
Wells Fargo
33
Wells Fargo
California
$256K -$799K -59,900 -73%
SFC
34
Strategic Financial Concepts
Texas
$254K
VCWA
35
Vanguard Capital Wealth Advisors
Colorado
$234K
SIG
36
Sargent Investment Group
Maryland
$234K +$133K +10,000 +100%
WS
37
Wedbush Securities
California
$233K -$20.4K -1,530 -7%
LCM
38
Landscape Capital Management
New Jersey
$229K +$261K +19,561 New
BCA
39
Bay Colony Advisors
Massachusetts
$208K -$32.6K -2,447 -12%
BRWA
40
B. Riley Wealth Advisors
Florida
$186K -$34.2K -2,563 -14%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$171K +$194K +14,563 New
VF
42
Virtu Financial
New York
$164K +$51.2K +3,841 +38%
LOPW
43
Live Oak Private Wealth
North Carolina
$159K
GRP
44
Global Retirement Partners
California
$156K +$2.55K +191 +1%
NAS
45
NWF Advisory Services
California
$156K
SWM
46
Shelton Wealth Management
Texas
$152K
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$152K +$173K +12,984 New
ASN
48
Advisory Services Network
Georgia
$150K -$23.9K -1,792 -12%
SWP
49
Semus Wealth Partners
Florida
$147K +$173 +13 +0.1%
AWS
50
Atria Wealth Solutions
New York
$143K +$163K +12,202 New

THW Hedge Fund Activity: Q3 2023 in Review

74 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in abrdn World Healthcare Fund (THW) for Q3 2023, worth a combined $54.7M — down 17% from $65.5M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new THW positions and 6 closed out — a net gain of 5 holders — while 29 added to existing stakes and 17 trimmed.

The largest buyer was Wolverine Asset Management, opening a new position worth an estimated $1.77M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $1.63M.

  • 74 institutional investors held abrdn World Healthcare Fund (THW) as of Q3 2023, up from 69 in Q2 2023.
  • Funds reported $54.7M of abrdn World Healthcare Fund stock for Q3 2023, down 17% quarter-over-quarter.
  • 11 funds opened new abrdn World Healthcare Fund positions in Q3 2023 and 6 closed out, a net change of +5 holders.
  • The largest abrdn World Healthcare Fund buyer in Q3 2023 was Wolverine Asset Management, an estimated $1.77M added.
  • The largest abrdn World Healthcare Fund seller in Q3 2023 was Raymond James Financial Services Advisors, an estimated $1.63M sold.

Based on aggregated 13F filings for Q3 2023.