abrdn World Healthcare Fund
THW
47 hedge funds and large institutions have $54.7M invested in abrdn World Healthcare Fund in 2020 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 21 increasing their positions, 6 reducing their positions, and 5 closing their positions.
250% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 6
100% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 5
14% more capital invested
Capital invested by funds: $47.9M → $54.7M (+$6.8M)
9% more funds holding
Funds holding: 43 → 47 (+4)
0.38% more ownership
Funds ownership: 11.11% → 11.48% (+0.38%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$605K |
| 2 |
CF
Centaurus Financial
Anaheim,
California
|
+$476K |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$413K |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$399K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$336K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SBIA
Sheaff Brock Investment Advisors
Indianapolis,
Indiana
|
-$667K |
| 2 |
Wells Fargo
San Francisco,
California
|
-$551K |
| 3 |
Morgan Stanley
New York
|
-$396K |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$264K |
| 5 |
AIP
Ahrens Investment Partners
Lafayette,
Louisiana
|
-$254K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GSWM
51
Golden State Wealth Management
Santa Ana,
California
| – | -$26K | -1,781 | Closed |
|
52
Fidelity Investments
Boston,
Massachusetts
| – | +$15 | +1 | New |
|
THW Hedge Fund Activity: Q4 2020 in Review
47 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in abrdn World Healthcare Fund (THW) for Q4 2020, worth a combined $54.7M — up 14% from $47.9M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new THW positions and 5 closed out — a net gain of 5 holders — while 21 added to existing stakes and 6 trimmed.
The largest buyer was Ameriprise, adding an estimated $605K. The largest seller was Sheaff Brock Investment Advisors, exiting entirely with an estimated $667K sold.
- 47 institutional investors held abrdn World Healthcare Fund (THW) as of Q4 2020, up from 43 in Q3 2020.
- Funds reported $54.7M of abrdn World Healthcare Fund stock for Q4 2020, up 14% quarter-over-quarter.
- 10 funds opened new abrdn World Healthcare Fund positions in Q4 2020 and 5 closed out, a net change of +5 holders.
- The largest abrdn World Healthcare Fund buyer in Q4 2020 was Ameriprise, an estimated $605K added.
- The largest abrdn World Healthcare Fund seller in Q4 2020 was Sheaff Brock Investment Advisors, an estimated $667K sold.
Based on aggregated 13F filings for Q4 2020.