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THW

abrdn World Healthcare Fund
THW

60 hedge funds and large institutions have $64.8M invested in abrdn World Healthcare Fund in 2022 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 17 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 17

13% more capital invested

Capital invested by funds: $57.5M → $64.8M (+$7.31M)

0.19% less ownership

Funds ownership: 12.03% → 11.83% (-0.19%)

5% less funds holding

Funds holding: 63 → 60 (-3)

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

Holders
60
Holders Change
-3
Holders Change %
-4.76%
% of All Funds
0.96%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
21
Reduced
17
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
NW
NewEdge Wealth
Pennsylvania
+$722K
2
Morgan Stanley
Morgan Stanley
New York
+$608K
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$278K
4
SPIA
Steward Partners Investment Advisory
New York
+$275K
5
BCA
Bay Colony Advisors
Massachusetts
+$206K

Top Sellers

Rank Fund Capital Flow
1
Stifel Financial
Stifel Financial
Missouri
-$645K
2
SI
Stephens Inc
Arkansas
-$423K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$360K
4
VF
Virtu Financial
New York
-$267K
5
Jane Street
Jane Street
New York
-$251K
Name Holding Trade Value Shares
Change 		Change in
Stake
AA
51
AlphaMark Advisors
Kentucky
$9K – – –
TF
52
Tompkins Financial
New York
$9K – – –
Carson Wealth (CWM LLC)
53
Carson Wealth (CWM LLC)
Nebraska
$9K +$536 +38 +7%
SIS
54
Sound Income Strategies
Florida
$7.33K – – –
BWM
55
Baystate Wealth Management
Massachusetts
$7K +$169 +12 +3%
AWM
56
Activest Wealth Management
Florida
$5.86K +$5.65K +400 New
BFEC
57
Benjamin F. Edwards & Company
Missouri
$4K +$99 +7 +2%
RFG
58
RFP Financial Group
Georgia
$2.93K +$2.82K +200 New
AF
59
Allworth Financial
California
$2.2K – – –
PAG
60
Private Advisor Group
New Jersey
$300 +$30.7K +2,177 +12%
AssetMark Inc
61
AssetMark Inc
California
$5 – – –
SI
62
Stephens Inc
Arkansas
– -$423K -32,918 Closed
VF
63
Virtu Financial
New York
– -$267K -20,752 Closed
Jane Street
64
Jane Street
New York
– -$251K -19,552 Closed
Lido Advisors
65
Lido Advisors
California
– -$166K -12,967 Closed
TSS
66
Two Sigma Securities
New York
– -$140K -10,897 Closed
LWA
67
Lineweaver Wealth Advisors
Ohio
– -$134K -10,483 Closed
JMPWA
68
JP Morgan Private Wealth Advisors
California
– -$129K -10,004 Closed
CWM
69
Castle Wealth Management
Florida
– -$26K -2,000 Closed
CT
70
Cambridge Trust
Massachusetts
– -$3K -260 Closed
1 2
3

THW Hedge Fund Activity: Q4 2022 in Review

60 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in abrdn World Healthcare Fund (THW) for Q4 2022, worth a combined $64.8M — up 13% from $57.5M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of THW and 8 opened new positions — a net loss of 2 holders — while 17 trimmed existing stakes and 21 added.

The largest buyer was NewEdge Wealth, adding an estimated $722K. The largest seller was Stifel Financial, cutting an estimated $645K.

  • 60 institutional investors held abrdn World Healthcare Fund (THW) as of Q4 2022, down from 63 in Q3 2022.
  • Funds reported $64.8M of abrdn World Healthcare Fund stock for Q4 2022, up 13% quarter-over-quarter.
  • 8 funds opened new abrdn World Healthcare Fund positions in Q4 2022 and 10 closed out, a net change of -2 holders.
  • The largest abrdn World Healthcare Fund buyer in Q4 2022 was NewEdge Wealth, an estimated $722K added.
  • The largest abrdn World Healthcare Fund seller in Q4 2022 was Stifel Financial, an estimated $645K sold.

Based on aggregated 13F filings for Q4 2022.