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THW

abrdn World Healthcare Fund

85 hedge funds and large institutions have $51.4M invested in abrdn World Healthcare Fund in 2024 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 19 increasing their positions, 22 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

420% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 5

29% more funds holding

Funds holding: 6685 (+19)

0.36% less ownership

Funds ownership: 12.64%12.28% (-0.36%)

6% less capital invested

Capital invested by funds: $54.7M → $51.4M (-$3.3M)

14% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 22

Holders
85
Holders Change
+19
Holders Change %
+28.79%
% of All Funds
1.12%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
26
Increased
19
Reduced
22
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$432K +$14.3K +1,172 +3%
William Blair & Company
27
William Blair & Company
Illinois
$411K -$9.67K -793 -2%
AC
28
Almitas Capital
California
$381K +$422K +34,575 New
AW
29
Alteri Wealth
California
$366K +$406K +33,283 New
KPWS
30
Kestra Private Wealth Services
Texas
$342K +$1.04K +85 +0.3%
Jane Street
31
Jane Street
New York
$322K +$356K +29,205 New
PAG
32
Private Advisor Group
New Jersey
$319K -$102K -8,391 -22%
WE
33
Wealth Effects
Massachusetts
$291K -$28K -2,300 -8%
PS
34
Principal Securities
Iowa
$274K +$30K +2,458 +11%
TCM
35
Triumph Capital Management
Colorado
$267K +$296K +24,264 New
VF
36
Virtu Financial
New York
$263K +$291K +23,899 New
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$259K +$8.17K +670 +3%
OC
38
Oppenheimer & Co
New York
$247K +$634 +52 +0.2%
SFC
39
Strategic Financial Concepts
Texas
$240K +$14.6K +1,200 +6%
EFMC
40
Empire Financial Management Company
New York
$227K +$10.5K +865 +4%
PWA
41
Primoris Wealth Advisors
Florida
$224K -$73.3K -6,008 -23%
WI
42
Westbourne Investments
Virginia
$204K +$226K +18,529 New
Ameriprise
43
Ameriprise
Minnesota
$196K +$6.33K +519 +3%
KFA
44
Kapstone Financial Advisors
Ohio
$196K +$71.9K +5,900 +56%
HF
45
HRT Financial
New York
$189K +$210K +17,208 New
TWM
46
Tradition Wealth Management
Minnesota
$179K -$282K -23,153 -59%
KWA
47
Kingswood Wealth Advisors
California
$176K +$195K +16,000 New
MG
48
Marex Group
$170K +$188K +15,438 New
AG
49
AmeriFlex Group
Nevada
$158K +$160K +13,100 New
NA
50
NewEdge Advisors
Louisiana
$157K

THW Hedge Fund Activity: Q4 2024 in Review

85 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in abrdn World Healthcare Fund (THW) for Q4 2024, worth a combined $51.4M — down 6% from $54.7M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new THW positions and 5 closed out — a net gain of 21 holders — while 19 added to existing stakes and 22 trimmed.

The largest buyer was Readystate Asset Management, opening a new position worth an estimated $1.82M. The largest seller was International Assets Investment Management, cutting an estimated $7.48M.

  • 85 institutional investors held abrdn World Healthcare Fund (THW) as of Q4 2024, up from 66 in Q3 2024.
  • Funds reported $51.4M of abrdn World Healthcare Fund stock for Q4 2024, down 6% quarter-over-quarter.
  • 26 funds opened new abrdn World Healthcare Fund positions in Q4 2024 and 5 closed out, a net change of +21 holders.
  • The largest abrdn World Healthcare Fund buyer in Q4 2024 was Readystate Asset Management, an estimated $1.82M added.
  • The largest abrdn World Healthcare Fund seller in Q4 2024 was International Assets Investment Management, an estimated $7.48M sold.

Based on aggregated 13F filings for Q4 2024.