THW

abrdn World Healthcare Fund
THW

Overview Fund Activity

72 hedge funds and large institutions have $62.1M 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 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
72
Holders Change
–
Holders Change %
0%
% 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
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$8.29M
2
LCM
Landscape Capital Management
New Jersey
+$1.66M
3
FSI
Flow State Investments
Illinois
+$962K
4
LPL Financial
LPL Financial
California
+$675K
5
TWM
Tradition Wealth Management
Minnesota
+$408K

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$1.09M
2
WAM
Wolverine Asset Management
Illinois
-$1.06M
3
UBS Group
UBS Group
Switzerland
-$755K
4
SPIA
Steward Partners Investment Advisory
New York
-$433K
5
CF
Centaurus Financial
California
-$418K
Name Holding Trade Value Shares
Change 		Shares
Change %
TWM
26
Tradition Wealth Management
Minnesota
$481K +$408K +34,986 +561%
William Blair & Company
27
William Blair & Company
Illinois
$451K – – –
WQ
28
Wealth Quarterback
New Jersey
$431K +$45.4K +3,891 +12%
KPWS
29
Kestra Private Wealth Services
Texas
$407K +$1K +86 +0.2%
PAG
30
Private Advisor Group
New Jersey
$400K +$133K +11,375 +50%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$394K -$145K -12,423 -27%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$390K -$5.84K -500 -1%
PWA
33
Primoris Wealth Advisors
Florida
$326K -$5.35K -458 -2%
Ameriprise
34
Ameriprise
Minnesota
$235K -$44.3K -3,793 -16%
VCWA
35
Vanguard Capital Wealth Advisors
Colorado
$233K – – –
SIG
36
Sargent Investment Group
Maryland
$233K – – –
PS
37
Principal Securities
Iowa
$212K +$212K +18,190 New
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$191K +$21.2K +1,813 +12%
WS
39
Wedbush Securities
California
$189K -$43.3K -3,700 -19%
Jane Street
40
Jane Street
New York
$180K +$180K +15,419 New
GRP
41
Global Retirement Partners
California
$171K +$2.87K +232 +2%
LOPW
42
Live Oak Private Wealth
North Carolina
$158K – – –
BRWA
43
B. Riley Wealth Advisors
Florida
$151K -$35.2K -2,984 -19%
OC
44
Oppenheimer & Co
New York
$151K +$19.8K +1,697 +15%
VF
45
Virtu Financial
New York
$150K -$13K -1,112 -8%
BCA
46
Bay Colony Advisors
Massachusetts
$150K -$57.4K -4,919 -28%
AWS
47
Atria Wealth Solutions
New York
$147K +$4.26K +365 +3%
SWP
48
Semus Wealth Partners
Florida
$146K +$152 +13 +0.1%
SCM
49
Sage Capital Management
New Jersey
$142K +$142K +12,200 New
CAM
50
Creekmur Asset Management
Illinois
$82K +$82K +7,031 New
1
2
3 4