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THW

abrdn World Healthcare Fund

73 hedge funds and large institutions have $62.2M invested in abrdn World Healthcare Fund in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 25 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more capital invested

Capital invested by funds: $54.7M → $62.2M (+$7.57M)

1.76% more ownership

Funds ownership: 12.27%14.03% (+1.8%)

1% less funds holding

Funds holding: 7473 (-1)

10% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 10

16% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 25

Holders
73
Holders Change
-1
Holders Change %
-1.35%
% of All Funds
1.06%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
21
Reduced
25
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TWM
26
Tradition Wealth Management
Minnesota
$481K +$393K +34,986 +561%
William Blair & Company
27
William Blair & Company
Illinois
$451K
WQ
28
Wealth Quarterback
New Jersey
$431K +$43.8K +3,891 +12%
KPWS
29
Kestra Private Wealth Services
Texas
$407K +$967 +86 +0.2%
PAG
30
Private Advisor Group
New Jersey
$400K +$128K +11,375 +50%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$394K -$140K -12,423 -27%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$390K -$5.62K -500 -1%
PWA
33
Primoris Wealth Advisors
Florida
$326K -$5.15K -458 -2%
Ameriprise
34
Ameriprise
Minnesota
$235K -$42.7K -3,793 -16%
SIG
35
Sargent Investment Group
Maryland
$233K
VCWA
36
Vanguard Capital Wealth Advisors
Colorado
$233K
PS
37
Principal Securities
Iowa
$212K +$205K +18,190 New
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$191K +$20.4K +1,813 +12%
WS
39
Wedbush Securities
California
$189K -$41.6K -3,700 -19%
Jane Street
40
Jane Street
New York
$180K +$173K +15,419 New
GRP
41
Global Retirement Partners
California
$171K +$2.61K +232 +2%
LOPW
42
Live Oak Private Wealth
North Carolina
$158K
NAS
43
NWF Advisory Services
California
$155K
BRWA
44
B. Riley Wealth Advisors
Florida
$151K -$33.6K -2,984 -19%
OC
45
Oppenheimer & Co
New York
$151K +$19.1K +1,697 +15%
VF
46
Virtu Financial
New York
$150K -$12.5K -1,112 -8%
BCA
47
Bay Colony Advisors
Massachusetts
$150K -$55.3K -4,919 -28%
AWS
48
Atria Wealth Solutions
New York
$147K +$4.11K +365 +3%
SWP
49
Semus Wealth Partners
Florida
$146K +$146 +13 +0.1%
SCM
50
Sage Capital Management
New Jersey
$142K +$137K +12,200 New

THW Hedge Fund Activity: Q4 2023 in Review

73 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in abrdn World Healthcare Fund (THW) for Q4 2023, worth a combined $62.2M — up 14% from $54.7M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of THW and 9 opened new positions — a net loss of 1 holder — while 25 trimmed existing stakes and 21 added.

The largest buyer was Morgan Stanley, adding an estimated $7.99M. The largest seller was Osaic Holdings, cutting an estimated $1.05M.

  • 73 institutional investors held abrdn World Healthcare Fund (THW) as of Q4 2023, down from 74 in Q3 2023.
  • Funds reported $62.2M of abrdn World Healthcare Fund stock for Q4 2023, up 14% quarter-over-quarter.
  • 9 funds opened new abrdn World Healthcare Fund positions in Q4 2023 and 10 closed out, a net change of -1 holder.
  • The largest abrdn World Healthcare Fund buyer in Q4 2023 was Morgan Stanley, an estimated $7.99M added.
  • The largest abrdn World Healthcare Fund seller in Q4 2023 was Osaic Holdings, an estimated $1.05M sold.

Based on aggregated 13F filings for Q4 2023.