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THW

abrdn World Healthcare Fund
THW

58 hedge funds and large institutions have $62.1M invested in abrdn World Healthcare Fund in 2022 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 19 increasing their positions, 15 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 15

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

2% more funds holding

Funds holding: 57 → 58 (+1)

0.45% more ownership

Funds ownership: 11.42% → 11.87% (+0.45%)

2% less capital invested

Capital invested by funds: $63.6M → $62.1M (-$1.49M)

Holders
58
Holders Change
+1
Holders Change %
+1.75%
% of All Funds
0.98%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
19
Reduced
15
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IAIM
International Assets Investment Management
Florida
+$1.22M
2
IFG
Independent Financial Group
California
+$1.01M
3
Morgan Stanley
Morgan Stanley
New York
+$532K
4
SI
Stephens Inc
Arkansas
+$505K
5
HT
Heritage Trust
Oklahoma
+$461K

Top Sellers

Rank Fund Capital Flow
1
FIA
Foundations Investment Advisors
Arizona
-$480K
2
WAM
Wolverine Asset Management
Illinois
-$450K
3
BRWA
B. Riley Wealth Advisors
Florida
-$418K
4
NA
NewEdge Advisors
Louisiana
-$306K
5
Ameriprise
Ameriprise
Minnesota
-$244K
Name Holding Trade Value Shares
Change 		Change in
Stake
Carson Wealth (CWM LLC)
51
Carson Wealth (CWM LLC)
Nebraska
$8K – – –
SIS
52
Sound Income Strategies
Florida
$7K – – –
BWM
53
Baystate Wealth Management
Massachusetts
$7K +$169 +11 +2%
BFEC
54
Benjamin F. Edwards & Company
Missouri
$4K +$92 +6 +2%
IAIM
55
International Assets Investment Management
Florida
$1.14K +$1.22M +79,380 New
HNB
56
Huntington National Bank
Ohio
$1K +$1.38K +90 New
BRWM
57
B. Riley Wealth Management
Tennessee
$264 +$281K +18,327 New
MA
58
MCF Advisors
Kentucky
– -$76K -76,000 Closed
FIA
59
Foundations Investment Advisors
Arizona
– -$480K -29,737 Closed
WAM
60
Wolverine Asset Management
Illinois
– -$450K -29,602 Closed
BRWA
61
B. Riley Wealth Advisors
Florida
– -$418K -27,406 Closed
NA
62
NewEdge Advisors
Louisiana
– -$306K -20,100 Closed
FFWM
63
Future Financial Wealth Management
Ohio
– -$84K -5,500 Closed
HA
64
Herold Advisors
New York
– -$24.4K -1,600 Closed
CA
65
Clearstead Advisors
Ohio
– -$14K -950 Closed
Fidelity Investments
66
Fidelity Investments
Massachusetts
– -$3K -200 Closed
PNC Financial Services Group
67
PNC Financial Services Group
Pennsylvania
– +$921 +60 New
1 2
3

THW Hedge Fund Activity: Q2 2022 in Review

58 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in abrdn World Healthcare Fund (THW) for Q2 2022, worth a combined $62.1M — down 2.3% from $63.6M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new THW positions and 10 closed out — a net gain of 1 holder — while 19 added to existing stakes and 15 trimmed.

The largest buyer was International Assets Investment Management, opening a new position worth an estimated $1.22M. The largest seller was Foundations Investment Advisors, exiting entirely with an estimated $480K sold.

  • 58 institutional investors held abrdn World Healthcare Fund (THW) as of Q2 2022, up from 57 in Q1 2022.
  • Funds reported $62.1M of abrdn World Healthcare Fund stock for Q2 2022, down 2.3% quarter-over-quarter.
  • 11 funds opened new abrdn World Healthcare Fund positions in Q2 2022 and 10 closed out, a net change of +1 holder.
  • The largest abrdn World Healthcare Fund buyer in Q2 2022 was International Assets Investment Management, an estimated $1.22M added.
  • The largest abrdn World Healthcare Fund seller in Q2 2022 was Foundations Investment Advisors, an estimated $480K sold.

Based on aggregated 13F filings for Q2 2022.