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THW

abrdn World Healthcare Fund
THW

63 hedge funds and large institutions have $57.5M invested in abrdn World Healthcare Fund in 2022 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 23 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

53% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 15

9% more funds holding

Funds holding: 58 → 63 (+5)

0.15% more ownership

Funds ownership: 11.87% → 12.03% (+0.15%)

7% less capital invested

Capital invested by funds: $62.1M → $57.5M (-$4.63M)

Holders
63
Holders Change
+5
Holders Change %
+8.62%
% of All Funds
1.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
23
Reduced
15
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WE
Wealth Effects
Massachusetts
+$662K
2
NW
NewEdge Wealth
Pennsylvania
+$405K
3
Stifel Financial
Stifel Financial
Missouri
+$345K
4
VF
Virtu Financial
New York
+$305K
5
Jane Street
Jane Street
New York
+$288K

Top Sellers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.04M
2
CF
Centaurus Financial
California
-$384K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$301K
4
Ameriprise
Ameriprise
Minnesota
-$295K
5
AFP
Ausdal Financial Partners
Iowa
-$164K
Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
51
Tradition Wealth Management
Minnesota
$81K -$40.3K -2,738 -30%
CFB
52
Cullen/Frost Bankers
Texas
$59K – – –
CWM
53
Castle Wealth Management
Florida
$26K +$29.4K +2,000 New
SWM
54
Sugarloaf Wealth Management
Georgia
$25K – – –
AA
55
AlphaMark Advisors
Kentucky
$8K – – –
TF
56
Tompkins Financial
New York
$8K – – –
Carson Wealth (CWM LLC)
57
Carson Wealth (CWM LLC)
Nebraska
$7K – – –
SIS
58
Sound Income Strategies
Florida
$6K – – –
BWM
59
Baystate Wealth Management
Massachusetts
$6K +$176 +12 +3%
BFEC
60
Benjamin F. Edwards & Company
Missouri
$4K +$118 +8 +3%
CT
61
Cambridge Trust
Massachusetts
$3K +$3.82K +260 New
AF
62
Allworth Financial
California
$2K +$2.21K +150 New
Susquehanna International Group
63
Susquehanna International Group
Pennsylvania
– -$301K -20,899 Closed
AFP
64
Ausdal Financial Partners
Iowa
– -$164K -11,383 Closed
AIP
65
Ahrens Investment Partners
Louisiana
– -$62K -4,300 Closed
HNB
66
Huntington National Bank
Ohio
– -$1K -90 Closed
Fidelity Investments
67
Fidelity Investments
Massachusetts
– +$15 +1 New
1 2
3

THW Hedge Fund Activity: Q3 2022 in Review

63 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in abrdn World Healthcare Fund (THW) for Q3 2022, worth a combined $57.5M — down 7.5% from $62.1M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new THW positions and 5 closed out — a net gain of 6 holders — while 23 added to existing stakes and 15 trimmed.

The largest buyer was Wealth Effects, opening a new position worth an estimated $662K. The largest seller was Royal Bank of Canada, cutting an estimated $1.04M.

  • 63 institutional investors held abrdn World Healthcare Fund (THW) as of Q3 2022, up from 58 in Q2 2022.
  • Funds reported $57.5M of abrdn World Healthcare Fund stock for Q3 2022, down 7.5% quarter-over-quarter.
  • 11 funds opened new abrdn World Healthcare Fund positions in Q3 2022 and 5 closed out, a net change of +6 holders.
  • The largest abrdn World Healthcare Fund buyer in Q3 2022 was Wealth Effects, an estimated $662K added.
  • The largest abrdn World Healthcare Fund seller in Q3 2022 was Royal Bank of Canada, an estimated $1.04M sold.

Based on aggregated 13F filings for Q3 2022.