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THW

abrdn World Healthcare Fund
THW

67 hedge funds and large institutions have $56.7M invested in abrdn World Healthcare Fund in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 17 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 17

2.74% less ownership

Funds ownership: 14.03% → 11.29% (-2.7%)

8% less funds holding

Funds holding: 73 → 67 (-6)

9% less capital invested

Capital invested by funds: $62.2M → $56.7M (-$5.51M)

33% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 12

Holders
67
Holders Change
-6
Holders Change %
-8.22%
% of All Funds
0.97%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
22
Reduced
17
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$535K
2
Bank of America
Bank of America
North Carolina
+$432K
3
CA
Cetera Advisors
Colorado
+$376K
4
SFC
Strategic Financial Concepts
Texas
+$255K
5
WQ
Wealth Quarterback
New Jersey
+$197K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$9.7M
2
LCM
Landscape Capital Management
New Jersey
-$1.31M
3
SWP
Significant Wealth Partners
Illinois
-$1.1M
4
FSI
Flow State Investments
Illinois
-$962K
5
EC
Elequin Capital
New York
-$788K
Name Holding Trade Value Shares
Change 		Change in
Stake
William Blair & Company
26
William Blair & Company
Illinois
$512K – – –
KPWS
27
Kestra Private Wealth Services
Texas
$462K +$1.01K +80 +0.2%
PAG
28
Private Advisor Group
New Jersey
$453K -$558 -44 -0.1%
CA
29
Cetera Advisors
Colorado
$392K +$376K +29,613 New
PWA
30
Primoris Wealth Advisors
Florida
$367K -$2.66K -210 -0.8%
OC
31
Oppenheimer & Co
New York
$289K +$113K +8,934 +69%
SFC
32
Strategic Financial Concepts
Texas
$266K +$255K +20,105 New
WS
33
Wedbush Securities
California
$265K +$49.5K +3,900 +24%
SIG
34
Sargent Investment Group
Maryland
$265K – – –
VCWA
35
Vanguard Capital Wealth Advisors
Colorado
$265K – – –
PS
36
Principal Securities
Iowa
$252K +$10.6K +835 +5%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$248K +$30.1K +2,374 +14%
GRP
38
Global Retirement Partners
California
$186K +$3.31K +261 +2%
BRWA
39
B. Riley Wealth Advisors
Florida
$186K +$37.8K +2,984 +23%
LOPW
40
Live Oak Private Wealth
North Carolina
$179K – – –
Citadel Advisors
41
Citadel Advisors
Florida
$178K +$170K +13,442 New
NAS
42
NWF Advisory Services
California
$176K – – –
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$170K +$163K +12,848 New
BCA
44
Bay Colony Advisors
Massachusetts
$164K -$5.44K -429 -3%
HIC
45
Hartline Investment Corp
Illinois
$164K +$157K +12,411 New
SCM
46
Sage Capital Management
New Jersey
$161K – – –
IA
47
IFP Advisors
Florida
$154K +$148K +11,636 New
SWP
48
Semus Wealth Partners
Florida
$147K -$18.5K -1,461 -12%
Ameriprise
49
Ameriprise
Minnesota
$137K -$124K -9,758 -48%
Wells Fargo
50
Wells Fargo
California
$131K +$38.6K +3,047 +45%
1
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THW Hedge Fund Activity: Q1 2024 in Review

67 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in abrdn World Healthcare Fund (THW) for Q1 2024, worth a combined $56.7M — down 8.9% from $62.2M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of THW and 8 opened new positions — a net loss of 4 holders — while 17 trimmed existing stakes and 22 added.

The largest buyer was LPL Financial, adding an estimated $535K. The largest seller was Morgan Stanley, cutting an estimated $9.7M.

  • 67 institutional investors held abrdn World Healthcare Fund (THW) as of Q1 2024, down from 73 in Q4 2023.
  • Funds reported $56.7M of abrdn World Healthcare Fund stock for Q1 2024, down 8.9% quarter-over-quarter.
  • 8 funds opened new abrdn World Healthcare Fund positions in Q1 2024 and 12 closed out, a net change of -4 holders.
  • The largest abrdn World Healthcare Fund buyer in Q1 2024 was LPL Financial, an estimated $535K added.
  • The largest abrdn World Healthcare Fund seller in Q1 2024 was Morgan Stanley, an estimated $9.7M sold.

Based on aggregated 13F filings for Q1 2024.