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THW

abrdn World Healthcare Fund

66 hedge funds and large institutions have $54.7M 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

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

5% more funds holding

Funds holding: 6366 (+3)

1.04% more ownership

Funds ownership: 11.6%12.64% (+1%)

1% more capital invested

Capital invested by funds: $54.4M → $54.7M (+$301K)

32% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 25

Holders
66
Holders Change
+3
Holders Change %
+4.76%
% of All Funds
0.95%
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
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
26
Private Advisor Group
New Jersey
$496K +$14.4K +1,097 +3%
KPWS
27
Kestra Private Wealth Services
Texas
$411K +$1.04K +79 +0.3%
VCWA
28
Vanguard Capital Wealth Advisors
Colorado
$398K
WE
29
Wealth Effects
Massachusetts
$381K -$438K -33,400 -54%
PWA
30
Primoris Wealth Advisors
Florida
$350K -$4.75K -362 -1%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$303K -$16.3K -1,241 -5%
PS
32
Principal Securities
Iowa
$297K -$4.8K -366 -2%
OC
33
Oppenheimer & Co
New York
$297K +$591 +45 +0.2%
SFC
34
Strategic Financial Concepts
Texas
$273K -$3.21M -244,383 -92%
SIG
35
Sargent Investment Group
Maryland
$265K
BBA
36
BLB&B Advisors
Pennsylvania
$265K +$263K +20,000 New
EFMC
37
Empire Financial Management Company
New York
$262K +$260K +19,774 New
Ameriprise
38
Ameriprise
Minnesota
$236K +$8.22K +626 +4%
NA
39
NewEdge Advisors
Louisiana
$189K -$5.25K -400 -3%
BRWA
40
B. Riley Wealth Advisors
Florida
$188K +$3.48K +265 +2%
LOPW
41
Live Oak Private Wealth
North Carolina
$180K
NAS
42
NWF Advisory Services
California
$165K
SCM
43
Sage Capital Management
New Jersey
$162K
WS
44
Wedbush Securities
California
$151K -$107K -8,171 -42%
KFA
45
Kapstone Financial Advisors
Ohio
$137K
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$96.2K
EWA
47
EverSource Wealth Advisors
Alabama
$79.6K +$6.56K +500 +9%
FFWM
48
Future Financial Wealth Management
Ohio
$73K +$72.2K +5,500 New
Wells Fargo
49
Wells Fargo
California
$54.7K +$33.7K +2,570 +166%
IAIM
50
International Assets Investment Management
Florida
$51.4K +$8.29M +631,351 +1,229%

THW Hedge Fund Activity: Q3 2024 in Review

66 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in abrdn World Healthcare Fund (THW) for Q3 2024, worth a combined $54.7M — up 0.55% from $54.4M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new THW positions and 5 closed out — a net gain of 3 holders — while 17 added to existing stakes and 25 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $8.29M. The largest seller was Strategic Financial Concepts, cutting an estimated $3.21M.

  • 66 institutional investors held abrdn World Healthcare Fund (THW) as of Q3 2024, up from 63 in Q2 2024.
  • Funds reported $54.7M of abrdn World Healthcare Fund stock for Q3 2024, up 0.55% quarter-over-quarter.
  • 8 funds opened new abrdn World Healthcare Fund positions in Q3 2024 and 5 closed out, a net change of +3 holders.
  • The largest abrdn World Healthcare Fund buyer in Q3 2024 was International Assets Investment Management, an estimated $8.29M added.
  • The largest abrdn World Healthcare Fund seller in Q3 2024 was Strategic Financial Concepts, an estimated $3.21M sold.

Based on aggregated 13F filings for Q3 2024.