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THW

abrdn World Healthcare Fund
THW

69 hedge funds and large institutions have $65.5M 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, 18 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 4

39% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 18

19% more capital invested

Capital invested by funds: $54.9M → $65.5M (+$10.6M)

10% more funds holding

Funds holding: 63 → 69 (+6)

0.91% more ownership

Funds ownership: 11.41% → 12.33% (+0.91%)

Holders
69
Holders Change
+6
Holders Change %
+9.52%
% of All Funds
1.08%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
25
Reduced
18
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$790K
2
LPL Financial
LPL Financial
California
+$439K
3
SPIA
Steward Partners Investment Advisory
New York
+$235K
4
Truist Financial
Truist Financial
North Carolina
+$234K
5
Stifel Financial
Stifel Financial
Missouri
+$220K

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$374K
2
CF
Centaurus Financial
California
-$367K
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$250K
4
HT
Heritage Trust
Oklahoma
-$183K
5
SIG
Sargent Investment Group
Maryland
-$142K
Name Holding Trade Value Shares
Change 		Change in
Stake
SIG
51
Sargent Investment Group
Maryland
$140K -$142K -10,000 -50%
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$93.2K +$94.2K +6,650 New
TWM
53
Tradition Wealth Management
Minnesota
$70K – – –
CFB
54
Cullen/Frost Bankers
Texas
$63.8K – – –
SWM
55
Sugarloaf Wealth Management
Georgia
$26.6K – – –
Fifth Third Bancorp
56
Fifth Third Bancorp
Ohio
$16.6K +$16.8K +1,187 New
US Bancorp
57
US Bancorp
Minnesota
$14K – – –
PA
58
Parallel Advisors
California
$14K +$14.2K +1,000 New
Carson Wealth (CWM LLC)
59
Carson Wealth (CWM LLC)
Nebraska
$9K – – –
TF
60
Tompkins Financial
New York
$8.97K – – –
AA
61
AlphaMark Advisors
Kentucky
$8K – – –
GWM
62
Geneos Wealth Management
Colorado
$7.92K +$8K +565 New
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$7.71K +$7.79K +550 New
BWM
64
Baystate Wealth Management
Massachusetts
$7.19K +$184 +13 +3%
SIS
65
Sound Income Strategies
Florida
$7.01K – – –
BFEC
66
Benjamin F. Edwards & Company
Missouri
$4K +$113 +8 +3%
RFG
67
RFP Financial Group
Georgia
$2.8K – – –
AF
68
Allworth Financial
California
$2.1K – – –
Fidelity Investments
69
Fidelity Investments
Massachusetts
$14 +$14 +1 New
HT
70
Heritage Trust
Oklahoma
– -$183K -13,325 Closed
EC
71
Elequin Capital
New York
– -$38.1K -2,776 Closed
BAM
72
Belpointe Asset Management
Nevada
– -$17.9K -1,300 Closed
ANBT
73
American National Bank & Trust
Texas
– -$13.1K -950 Closed
1 2
3

THW Hedge Fund Activity: Q2 2023 in Review

69 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in abrdn World Healthcare Fund (THW) for Q2 2023, worth a combined $65.5M — up 19% from $54.9M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new THW positions and 4 closed out — a net gain of 7 holders — while 25 added to existing stakes and 18 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $790K. The largest seller was Wells Fargo, cutting an estimated $374K.

  • 69 institutional investors held abrdn World Healthcare Fund (THW) as of Q2 2023, up from 63 in Q1 2023.
  • Funds reported $65.5M of abrdn World Healthcare Fund stock for Q2 2023, up 19% quarter-over-quarter.
  • 11 funds opened new abrdn World Healthcare Fund positions in Q2 2023 and 4 closed out, a net change of +7 holders.
  • The largest abrdn World Healthcare Fund buyer in Q2 2023 was Morgan Stanley, an estimated $790K added.
  • The largest abrdn World Healthcare Fund seller in Q2 2023 was Wells Fargo, an estimated $374K sold.

Based on aggregated 13F filings for Q2 2023.