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THW

abrdn World Healthcare Fund
THW

63 hedge funds and large institutions have $54.9M invested in abrdn World Healthcare Fund in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 24 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

71% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 14

5% more funds holding

Funds holding: 60 → 63 (+3)

0.42% less ownership

Funds ownership: 11.83% → 11.41% (-0.42%)

15% less capital invested

Capital invested by funds: $64.8M → $54.9M (-$9.89M)

Holders
63
Holders Change
+3
Holders Change %
+5%
% of All Funds
1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
24
Reduced
14
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.6M
2
SPIA
Steward Partners Investment Advisory
New York
+$310K
3
Morgan Stanley
Morgan Stanley
New York
+$242K
4
ASFA
All Season Financial Advisors
Colorado
+$166K
5
WE
Wealth Effects
Massachusetts
+$150K

Top Sellers

Rank Fund Capital Flow
1
IAIM
International Assets Investment Management
Florida
-$881K
2
Wells Fargo
Wells Fargo
California
-$447K
3
Osaic Holdings
Osaic Holdings
Arizona
-$294K
4
SWM
SeaCrest Wealth Management
New York
-$210K
5
OC
Oppenheimer & Co
New York
-$148K
Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
51
Sugarloaf Wealth Management
Georgia
$26.1K – – –
BAM
52
Belpointe Asset Management
Nevada
$17.9K – – –
US Bancorp
53
US Bancorp
Minnesota
$13.7K +$14.3K +1,000 New
ANBT
54
American National Bank & Trust
Texas
$13.1K +$13.6K +950 New
TF
55
Tompkins Financial
New York
$8.79K – – –
AA
56
AlphaMark Advisors
Kentucky
$8K – – –
Carson Wealth (CWM LLC)
57
Carson Wealth (CWM LLC)
Nebraska
$8K – – –
SIS
58
Sound Income Strategies
Florida
$6.87K – – –
BWM
59
Baystate Wealth Management
Massachusetts
$6.86K +$186 +13 +3%
Commonwealth Equity Services
60
Commonwealth Equity Services
Massachusetts
$4.01K +$120K +8,415 +3%
BFEC
61
Benjamin F. Edwards & Company
Missouri
$4K +$100 +7 +2%
RFG
62
RFP Financial Group
Georgia
$2.75K – – –
AF
63
Allworth Financial
California
$2.06K – – –
SWM
64
SeaCrest Wealth Management
New York
– -$210K -14,320 Closed
OC
65
Oppenheimer & Co
New York
– -$148K -10,107 Closed
NA
66
NewEdge Advisors
Louisiana
– -$58.3K -3,977 Closed
AWM
67
Activest Wealth Management
Florida
– -$5.86K -400 Closed
1 2
3

THW Hedge Fund Activity: Q1 2023 in Review

63 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in abrdn World Healthcare Fund (THW) for Q1 2023, worth a combined $54.9M — down 15% from $64.8M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new THW positions and 4 closed out — a net gain of 4 holders — while 24 added to existing stakes and 14 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $1.6M. The largest seller was International Assets Investment Management, cutting an estimated $881K.

  • 63 institutional investors held abrdn World Healthcare Fund (THW) as of Q1 2023, up from 60 in Q4 2022.
  • Funds reported $54.9M of abrdn World Healthcare Fund stock for Q1 2023, down 15% quarter-over-quarter.
  • 8 funds opened new abrdn World Healthcare Fund positions in Q1 2023 and 4 closed out, a net change of +4 holders.
  • The largest abrdn World Healthcare Fund buyer in Q1 2023 was Raymond James Financial Services Advisors, an estimated $1.6M added.
  • The largest abrdn World Healthcare Fund seller in Q1 2023 was International Assets Investment Management, an estimated $881K sold.

Based on aggregated 13F filings for Q1 2023.