THW

abrdn World Healthcare Fund
THW

Overview Fund Activity

62 hedge funds and large institutions have $54.2M 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, 19 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
62
Holders Change
-4
Holders Change %
-6.06%
% of All Funds
0.9%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
24
Reduced
19
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IA
IFP Advisors
Florida
+$982K
2
JWCA
J.W. Cole Advisors
Florida
+$221K
3
NA
NewEdge Advisors
Louisiana
+$193K
4
CA
CoreCap Advisors
Michigan
+$177K
5
Morgan Stanley
Morgan Stanley
New York
+$152K

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$914K
2
LCM
Landscape Capital Management
New Jersey
-$772K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$688K
4
Bank of America
Bank of America
North Carolina
-$499K
5
Citadel Advisors
Citadel Advisors
Florida
-$178K
Name Holding Trade Value Shares
Change 		Shares
Change %
William Blair & Company
26
William Blair & Company
Illinois
$508K – – –
PAG
27
Private Advisor Group
New Jersey
$477K +$27.1K +2,061 +6%
KPWS
28
Kestra Private Wealth Services
Texas
$406K -$52.6K -4,009 -11%
VCWA
29
Vanguard Capital Wealth Advisors
Colorado
$394K +$131K +10,000 +50%
PWA
30
Primoris Wealth Advisors
Florida
$351K -$13.3K -1,010 -4%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$316K +$69.9K +5,322 +28%
PS
32
Principal Securities
Iowa
$299K +$49.3K +3,752 +20%
OC
33
Oppenheimer & Co
New York
$293K +$5.79K +441 +2%
SIG
34
Sargent Investment Group
Maryland
$263K – – –
WS
35
Wedbush Securities
California
$257K -$6.57K -500 -2%
Ameriprise
36
Ameriprise
Minnesota
$225K +$89.2K +6,793 +65%
JWCA
37
J.W. Cole Advisors
Florida
$221K +$221K +16,846 New
NA
38
NewEdge Advisors
Louisiana
$193K +$193K +14,677 New
GRP
39
Global Retirement Partners
California
$190K +$5.03K +383 +3%
BRWA
40
B. Riley Wealth Advisors
Florida
$183K -$24.8K -1,887 -12%
LOPW
41
Live Oak Private Wealth
North Carolina
$178K – – –
SCM
42
Sage Capital Management
New Jersey
$160K – – –
BCA
43
Bay Colony Advisors
Massachusetts
$147K -$15.7K -1,194 -10%
KFA
44
Kapstone Financial Advisors
Ohio
$138K +$138K +10,500 New
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$95.2K +$7.88K +600 +9%
EWA
46
EverSource Wealth Advisors
Alabama
$72.5K +$72.5K +5,500 New
Comerica Bank
47
Comerica Bank
Texas
$27.1K – – –
SWM
48
Sugarloaf Wealth Management
Georgia
$24.9K – – –
Wells Fargo
49
Wells Fargo
California
$20.4K -$109K -8,320 -84%
SFC
50
Strategic Financial Concepts
Texas
$20.1K +$18.6K +244,879 +1,218%
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