THW

abrdn World Healthcare Fund
THW

Overview Fund Activity

56 hedge funds and large institutions have $85.5M invested in abrdn World Healthcare Fund in 2021 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 17 increasing their positions, 11 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
56
Holders Change
+6
Holders Change %
+12%
% of All Funds
0.86%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
17
Reduced
11
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IAIM
International Assets Investment Management
Florida
+$2.6M
2
Morgan Stanley
Morgan Stanley
New York
+$2.12M
3
RJA
Raymond James & Associates
Florida
+$1.47M
4
BRWA
B. Riley Wealth Advisors
Florida
+$373K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$241K

Top Sellers

1
SIA
Sit Investment Associates
Minnesota
-$15.6M
2
LPL Financial
LPL Financial
California
-$4.14M
3
APW
Aurora Private Wealth
New Jersey
-$356K
4
Bessemer Group
Bessemer Group
New Jersey
-$329K
5
VF
Virtu Financial
New York
-$210K
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
51
Sugarloaf Wealth Management
Georgia
$31K – – –
CA
52
Clearstead Advisors
Ohio
$15K +$15K +950 New
AA
53
AlphaMark Advisors
Kentucky
$10K – – –
SIS
54
Sound Income Strategies
Florida
$8K – – –
BFEC
55
Benjamin F. Edwards & Company
Missouri
$4K +$88 +6 +2%
APW
56
Aurora Private Wealth
New Jersey
– -$356K -21,635 Closed
Bessemer Group
57
Bessemer Group
New Jersey
– -$329K -20,000 Closed
VF
58
Virtu Financial
New York
– -$210K -12,793 Closed
BFA
59
Beacon Financial Advisory
Ohio
– -$172K -10,440 Closed
HI
60
Harbour Investments
Wisconsin
– -$32K -1,933 Closed
HA
61
Herold Advisors
New York
– -$26K -1,600 Closed
APWA
62
Atlas Private Wealth Advisors
New Jersey
– -$25K -1,500 Closed
MCM
63
MV Capital Management
Maryland
– -$21K -1,264 Closed
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