THW

abrdn World Healthcare Fund
THW

Overview Fund Activity

72 hedge funds and large institutions have $54M invested in abrdn World Healthcare Fund in 2023 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 29 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
72
Holders Change
+5
Holders Change %
+7.46%
% of All Funds
1.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
29
Reduced
16
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WAM
Wolverine Asset Management
Illinois
+$1.55M
2
Osaic Holdings
Osaic Holdings
Arizona
+$1.03M
3
EC
Elequin Capital
New York
+$600K
4
LCM
Landscape Capital Management
New Jersey
+$229K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$171K

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
-$1.44M
2
Morgan Stanley
Morgan Stanley
New York
-$810K
3
Wells Fargo
Wells Fargo
California
-$702K
4
ASFA
All Season Financial Advisors
Colorado
-$530K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$467K
Name Holding Trade Value Shares
Change 		Shares
Change %
BFA
51
Beacon Financial Advisory
Ohio
$126K +$2.13K +182 +2%
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$77.9K – – –
TWM
53
Tradition Wealth Management
Minnesota
$73K +$14.6K +1,250 +25%
Comerica Bank
54
Comerica Bank
Texas
$71.3K +$71.3K +6,082 New
CFB
55
Cullen/Frost Bankers
Texas
$53.3K – – –
SWM
56
Sugarloaf Wealth Management
Georgia
$22.3K – – –
Carson Wealth (CWM LLC)
57
Carson Wealth (CWM LLC)
Nebraska
$19K +$11.8K +1,000 +163%
US Bancorp
58
US Bancorp
Minnesota
$11.7K – – –
PA
59
Parallel Advisors
California
$11.7K – – –
CTC
60
Central Trust Company
Missouri
$11.7K +$11.7K +1,000 New
NS
61
NBC Securities
Alabama
$11K +$11K +1,000 New
TF
62
Tompkins Financial
New York
$7.5K – – –
AA
63
AlphaMark Advisors
Kentucky
$7K – – –
GWM
64
Geneos Wealth Management
Colorado
$6.62K – – –
BWM
65
Baystate Wealth Management
Massachusetts
$6.17K +$164 +14 +3%
SIS
66
Sound Income Strategies
Florida
$5.86K – – –
BFEC
67
Benjamin F. Edwards & Company
Missouri
$5K +$1.2K +100 +32%
AF
68
Advisornet Financial
Minnesota
$2.93K +$2.93K +250 New
RFG
69
RFP Financial Group
Georgia
$2.34K – – –
AF
70
Allworth Financial
California
$1.76K – – –
PWMG
71
Provence Wealth Management Group
California
$1.69K +$1.69K +144 New
Fidelity Investments
72
Fidelity Investments
Massachusetts
$258 +$246 +21 +2,100%
ASFA
73
All Season Financial Advisors
Colorado
– -$530K -37,815 Closed
EFMC
74
Empire Financial Management Company
New York
– -$336K -23,955 Closed
Truist Financial
75
Truist Financial
North Carolina
– -$232K -16,551 Closed
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