THW

abrdn World Healthcare Fund
THW

Overview Fund Activity

66 hedge funds and large institutions have $56.5M 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
Holders
66
Holders Change
-6
Holders Change %
-8.33%
% of All Funds
0.96%
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

1
LPL Financial
LPL Financial
California
+$558K
2
Bank of America
Bank of America
North Carolina
+$451K
3
CA
Cetera Advisors
Colorado
+$392K
4
SFC
Strategic Financial Concepts
Texas
+$266K
5
WQ
Wealth Quarterback
New Jersey
+$205K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$10.1M
2
LCM
Landscape Capital Management
New Jersey
-$1.37M
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 		Shares
Change %
William Blair & Company
26
William Blair & Company
Illinois
$512K – – –
KPWS
27
Kestra Private Wealth Services
Texas
$462K +$1.06K +80 +0.2%
PAG
28
Private Advisor Group
New Jersey
$453K -$582 -44 -0.1%
CA
29
Cetera Advisors
Colorado
$392K +$392K +29,613 New
PWA
30
Primoris Wealth Advisors
Florida
$367K -$2.78K -210 -0.8%
OC
31
Oppenheimer & Co
New York
$289K +$118K +8,934 +69%
SFC
32
Strategic Financial Concepts
Texas
$266K +$266K +20,105 New
WS
33
Wedbush Securities
California
$265K +$51.5K +3,900 +24%
VCWA
34
Vanguard Capital Wealth Advisors
Colorado
$265K – – –
SIG
35
Sargent Investment Group
Maryland
$265K – – –
PS
36
Principal Securities
Iowa
$252K +$11K +835 +5%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$248K +$31.4K +2,374 +14%
GRP
38
Global Retirement Partners
California
$186K +$3.45K +261 +2%
BRWA
39
B. Riley Wealth Advisors
Florida
$186K +$35K +2,984 +23%
LOPW
40
Live Oak Private Wealth
North Carolina
$179K – – –
Citadel Advisors
41
Citadel Advisors
Florida
$178K +$178K +13,442 New
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$170K +$170K +12,848 New
BCA
43
Bay Colony Advisors
Massachusetts
$164K -$5.68K -429 -3%
HIC
44
Hartline Investment Corp
Illinois
$164K +$164K +12,411 New
SCM
45
Sage Capital Management
New Jersey
$161K – – –
IA
46
IFP Advisors
Florida
$154K +$154K +11,636 New
SWP
47
Semus Wealth Partners
Florida
$147K -$19.3K -1,461 -12%
Ameriprise
48
Ameriprise
Minnesota
$137K -$129K -9,758 -48%
Wells Fargo
49
Wells Fargo
California
$131K +$40.3K +3,047 +45%
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$88K – – –
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