THW

abrdn World Healthcare Fund
THW

Overview Fund Activity

67 hedge funds and large institutions have $64.5M invested in abrdn World Healthcare Fund in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 25 increasing their positions, 17 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
67
Holders Change
+6
Holders Change %
+9.84%
% of All Funds
1.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
25
Reduced
17
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$782K
2
LPL Financial
LPL Financial
California
+$434K
3
SPIA
Steward Partners Investment Advisory
New York
+$233K
4
Truist Financial
Truist Financial
North Carolina
+$232K
5
Stifel Financial
Stifel Financial
Missouri
+$218K

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$370K
2
CF
Centaurus Financial
California
-$363K
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$247K
4
HT
Heritage Trust
Oklahoma
-$183K
5
SIG
Sargent Investment Group
Maryland
-$140K
Name Holding Trade Value Shares
Change 		Shares
Change %
TWM
51
Tradition Wealth Management
Minnesota
$70K – – –
CFB
52
Cullen/Frost Bankers
Texas
$63.8K – – –
SWM
53
Sugarloaf Wealth Management
Georgia
$26.6K – – –
Fifth Third Bancorp
54
Fifth Third Bancorp
Ohio
$16.6K +$16.6K +1,187 New
US Bancorp
55
US Bancorp
Minnesota
$14K – – –
PA
56
Parallel Advisors
California
$14K +$14K +1,000 New
Carson Wealth (CWM LLC)
57
Carson Wealth (CWM LLC)
Nebraska
$9K – – –
TF
58
Tompkins Financial
New York
$8.97K – – –
AA
59
AlphaMark Advisors
Kentucky
$8K – – –
GWM
60
Geneos Wealth Management
Colorado
$7.92K +$7.92K +565 New
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$7.71K +$7.71K +550 New
BWM
62
Baystate Wealth Management
Massachusetts
$7.19K +$183 +13 +3%
SIS
63
Sound Income Strategies
Florida
$7.01K – – –
BFEC
64
Benjamin F. Edwards & Company
Missouri
$4K +$101 +8 +3%
RFG
65
RFP Financial Group
Georgia
$2.8K – – –
AF
66
Allworth Financial
California
$2.1K – – –
Fidelity Investments
67
Fidelity Investments
Massachusetts
$14 +$14 +1 New
HT
68
Heritage Trust
Oklahoma
– -$183K -13,325 Closed
EC
69
Elequin Capital
New York
– -$38.1K -2,776 Closed
BAM
70
Belpointe Asset Management
Nevada
– -$17.9K -1,300 Closed
ANBT
71
American National Bank & Trust
Texas
– -$13.1K -950 Closed
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