abrdn World Healthcare Fund
THW
47 hedge funds and large institutions have $52.9M invested in abrdn World Healthcare Fund in 2018 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 13 increasing their positions, 15 reducing their positions, and 8 closing their positions.
25% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 8
4% more funds holding
Funds holding: 45 → 47 (+2)
2% more capital invested
Capital invested by funds: $51.6M → $52.9M (+$1.24M)
0.28% more ownership
Funds ownership: 13.88% → 14.15% (+0.28%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
13% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AA
Advisory Alpha
Holland,
Michigan
|
+$1.47M |
| 2 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
+$526K |
| 3 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$485K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$315K |
| 5 |
Millennium Management
New York
|
+$289K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$881K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$718K |
| 3 |
CCP
Clough Capital Partners
Boston,
Massachusetts
|
-$372K |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$232K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$175K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TRCT
51
Tower Research Capital (TRC)
New York
| – | -$17K | -1,329 | Closed |
|
52
SEI Investments
Oaks,
Pennsylvania
| – | -$12.9K | -1,000 | -100% |
|
|
IWM
53
IHT Wealth Management
Chicago,
Illinois
| – | -$3K | -259 | Closed |
|
|
AC
54
Avestar Capital
New York
| – | -$1K | -87 | Closed |
|
THW Hedge Fund Activity: Q2 2018 in Review
47 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in abrdn World Healthcare Fund (THW) for Q2 2018, worth a combined $52.9M — up 2.4% from $51.6M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new THW positions and 8 closed out — a net gain of 2 holders — while 13 added to existing stakes and 15 trimmed.
The largest buyer was Advisory Alpha, opening a new position worth an estimated $1.47M. The largest seller was Morgan Stanley, cutting an estimated $881K.
- 47 institutional investors held abrdn World Healthcare Fund (THW) as of Q2 2018, up from 45 in Q1 2018.
- Funds reported $52.9M of abrdn World Healthcare Fund stock for Q2 2018, up 2.4% quarter-over-quarter.
- 10 funds opened new abrdn World Healthcare Fund positions in Q2 2018 and 8 closed out, a net change of +2 holders.
- The largest abrdn World Healthcare Fund buyer in Q2 2018 was Advisory Alpha, an estimated $1.47M added.
- The largest abrdn World Healthcare Fund seller in Q2 2018 was Morgan Stanley, an estimated $881K sold.
Based on aggregated 13F filings for Q2 2018.