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THW

abrdn World Healthcare Fund

63 hedge funds and large institutions have $54.4M invested in abrdn World Healthcare Fund in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 24 increasing their positions, 20 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 20

0.3% more ownership

Funds ownership: 11.29%11.6% (+0.3%)

4% less capital invested

Capital invested by funds: $56.7M → $54.4M (-$2.31M)

6% less funds holding

Funds holding: 6763 (-4)

33% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 9

Holders
63
Holders Change
-4
Holders Change %
-5.97%
% of All Funds
0.91%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
24
Reduced
20
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
26
William Blair & Company
Illinois
$508K
PAG
27
Private Advisor Group
New Jersey
$477K +$26.4K +2,061 +6%
KPWS
28
Kestra Private Wealth Services
Texas
$406K -$51.4K -4,009 -11%
VCWA
29
Vanguard Capital Wealth Advisors
Colorado
$394K +$128K +10,000 +50%
PWA
30
Primoris Wealth Advisors
Florida
$351K -$12.9K -1,010 -4%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$316K +$68.2K +5,322 +28%
PS
32
Principal Securities
Iowa
$299K +$48.1K +3,752 +20%
OC
33
Oppenheimer & Co
New York
$293K +$5.65K +441 +2%
SIG
34
Sargent Investment Group
Maryland
$263K
WS
35
Wedbush Securities
California
$257K -$6.41K -500 -2%
Ameriprise
36
Ameriprise
Minnesota
$225K +$87.1K +6,793 +65%
JWCA
37
J.W. Cole Advisors
Florida
$221K +$216K +16,846 New
NA
38
NewEdge Advisors
Louisiana
$193K +$188K +14,677 New
GRP
39
Global Retirement Partners
California
$190K +$4.91K +383 +3%
BRWA
40
B. Riley Wealth Advisors
Florida
$183K -$24.2K -1,887 -12%
LOPW
41
Live Oak Private Wealth
North Carolina
$178K
NAS
42
NWF Advisory Services
California
$163K -$11.5K -900 -7%
SCM
43
Sage Capital Management
New Jersey
$160K
BCA
44
Bay Colony Advisors
Massachusetts
$147K -$15.3K -1,194 -10%
KFA
45
Kapstone Financial Advisors
Ohio
$138K +$135K +10,500 New
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$95.2K +$7.69K +600 +9%
EWA
47
EverSource Wealth Advisors
Alabama
$72.5K +$70.5K +5,500 New
Comerica Bank
48
Comerica Bank
Texas
$27.1K
SWM
49
Sugarloaf Wealth Management
Georgia
$24.9K
Wells Fargo
50
Wells Fargo
California
$20.4K -$107K -8,320 -84%

THW Hedge Fund Activity: Q2 2024 in Review

63 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in abrdn World Healthcare Fund (THW) for Q2 2024, worth a combined $54.4M — down 4.1% from $56.7M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of THW and 6 opened new positions — a net loss of 3 holders — while 20 trimmed existing stakes and 24 added.

The largest buyer was Strategic Financial Concepts, adding an estimated $3.14M. The largest seller was Osaic Holdings, cutting an estimated $892K.

  • 63 institutional investors held abrdn World Healthcare Fund (THW) as of Q2 2024, down from 67 in Q1 2024.
  • Funds reported $54.4M of abrdn World Healthcare Fund stock for Q2 2024, down 4.1% quarter-over-quarter.
  • 6 funds opened new abrdn World Healthcare Fund positions in Q2 2024 and 9 closed out, a net change of -3 holders.
  • The largest abrdn World Healthcare Fund buyer in Q2 2024 was Strategic Financial Concepts, an estimated $3.14M added.
  • The largest abrdn World Healthcare Fund seller in Q2 2024 was Osaic Holdings, an estimated $892K sold.

Based on aggregated 13F filings for Q2 2024.