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THW

abrdn World Healthcare Fund

73 hedge funds and large institutions have $62.2M invested in abrdn World Healthcare Fund in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 25 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more capital invested

Capital invested by funds: $54.7M → $62.2M (+$7.57M)

1.76% more ownership

Funds ownership: 12.27%14.03% (+1.8%)

1% less funds holding

Funds holding: 7473 (-1)

10% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 10

16% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 25

Holders
73
Holders Change
-1
Holders Change %
-1.35%
% of All Funds
1.06%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
21
Reduced
25
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
51
Creekmur Asset Management
Illinois
$82K +$79.1K +7,031 New
Wells Fargo
52
Wells Fargo
California
$79.6K -$169K -15,024 -69%
PNC Financial Services Group
53
PNC Financial Services Group
Pennsylvania
$77.6K
ASN
54
Advisory Services Network
Georgia
$25.2K -$119K -10,616 -83%
Comerica Bank
55
Comerica Bank
Texas
$24.8K -$44.5K -3,958 -65%
SWM
56
Sugarloaf Wealth Management
Georgia
$22.2K
Carson Wealth (CWM LLC)
57
Carson Wealth (CWM LLC)
Nebraska
$19K +$506 +45 +3%
Northwestern Mutual Wealth Management
58
Northwestern Mutual Wealth Management
Wisconsin
$17.8K +$17.2K +1,529 New
PA
59
Parallel Advisors
California
$11.7K
US Bancorp
60
US Bancorp
Minnesota
$11.7K
NS
61
NBC Securities
Alabama
$11K
FUBT
62
First United Bank & Trust
Maryland
$8.36K +$8.05K +716 New
TF
63
Tompkins Financial
New York
$7.47K
AA
64
AlphaMark Advisors
Kentucky
$7K
GWM
65
Geneos Wealth Management
Colorado
$6.59K
BWM
66
Baystate Wealth Management
Massachusetts
$6.34K +$191 +17 +3%
SIS
67
Sound Income Strategies
Florida
$5.83K
BFEC
68
Benjamin F. Edwards & Company
Missouri
$5K +$101 +9 +2%
AF
69
Advisornet Financial
Minnesota
$2.92K
RFG
70
RFP Financial Group
Georgia
$2.33K
AF
71
Allworth Financial
California
$1.75K
PWMG
72
Provence Wealth Management Group
California
$1.72K +$45 +4 +3%
TRCT
73
Tower Research Capital (TRC)
New York
$1.52K +$1.46K +130 New
IFG
74
Independent Financial Group
California
-$550K -46,900 Closed
CF
75
Centaurus Financial
California
-$418K -35,626 Closed

THW Hedge Fund Activity: Q4 2023 in Review

73 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in abrdn World Healthcare Fund (THW) for Q4 2023, worth a combined $62.2M — up 14% from $54.7M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of THW and 9 opened new positions — a net loss of 1 holder — while 25 trimmed existing stakes and 21 added.

The largest buyer was Morgan Stanley, adding an estimated $7.99M. The largest seller was Osaic Holdings, cutting an estimated $1.05M.

  • 73 institutional investors held abrdn World Healthcare Fund (THW) as of Q4 2023, down from 74 in Q3 2023.
  • Funds reported $62.2M of abrdn World Healthcare Fund stock for Q4 2023, up 14% quarter-over-quarter.
  • 9 funds opened new abrdn World Healthcare Fund positions in Q4 2023 and 10 closed out, a net change of -1 holder.
  • The largest abrdn World Healthcare Fund buyer in Q4 2023 was Morgan Stanley, an estimated $7.99M added.
  • The largest abrdn World Healthcare Fund seller in Q4 2023 was Osaic Holdings, an estimated $1.05M sold.

Based on aggregated 13F filings for Q4 2023.