THW

abrdn World Healthcare Fund
THW

Overview Fund Activity

65 hedge funds and large institutions have $54.5M invested in abrdn World Healthcare Fund in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 25 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
65
Holders Change
+3
Holders Change %
+4.84%
% of All Funds
0.94%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
17
Reduced
25
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JWCA
J.W. Cole Advisors
Florida
+$436K
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$336K
3
IA
IFP Advisors
Florida
+$314K
4
Morgan Stanley
Morgan Stanley
New York
+$308K
5
BBA
BLB&B Advisors
Pennsylvania
+$265K

Top Sellers

1
SFC
Strategic Financial Concepts
Texas
-$3.24M
2
UBS Group
UBS Group
Switzerland
-$653K
3
WE
Wealth Effects
Massachusetts
-$443K
4
GRP
Global Retirement Partners
California
-$190K
5
BCA
Bay Colony Advisors
Massachusetts
-$147K
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
26
Private Advisor Group
New Jersey
$496K +$14.6K +1,097 +3%
KPWS
27
Kestra Private Wealth Services
Texas
$411K +$1.05K +79 +0.3%
VCWA
28
Vanguard Capital Wealth Advisors
Colorado
$398K – – –
WE
29
Wealth Effects
Massachusetts
$381K -$443K -33,400 -54%
PWA
30
Primoris Wealth Advisors
Florida
$350K -$4.81K -362 -1%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$303K -$16.5K -1,241 -5%
PS
32
Principal Securities
Iowa
$297K -$4.86K -366 -2%
OC
33
Oppenheimer & Co
New York
$297K +$597 +45 +0.2%
SFC
34
Strategic Financial Concepts
Texas
$273K -$3.24M -244,383 -92%
SIG
35
Sargent Investment Group
Maryland
$265K – – –
BBA
36
BLB&B Advisors
Pennsylvania
$265K +$265K +20,000 New
EFMC
37
Empire Financial Management Company
New York
$262K +$262K +19,774 New
Ameriprise
38
Ameriprise
Minnesota
$236K +$8.31K +626 +4%
NA
39
NewEdge Advisors
Louisiana
$189K -$5.31K -400 -3%
BRWA
40
B. Riley Wealth Advisors
Florida
$188K +$3.5K +265 +2%
LOPW
41
Live Oak Private Wealth
North Carolina
$180K – – –
SCM
42
Sage Capital Management
New Jersey
$162K – – –
WS
43
Wedbush Securities
California
$151K -$108K -8,171 -42%
KFA
44
Kapstone Financial Advisors
Ohio
$137K – – –
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$96.2K – – –
EWA
46
EverSource Wealth Advisors
Alabama
$79.6K +$6.64K +500 +9%
FFWM
47
Future Financial Wealth Management
Ohio
$73K +$73K +5,500 New
Wells Fargo
48
Wells Fargo
California
$54.7K +$34.1K +2,570 +166%
IAIM
49
International Assets Investment Management
Florida
$51.4K +$47.6K +631,351 +1,229%
Comerica Bank
50
Comerica Bank
Texas
$27.4K – – –
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2
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