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THW

abrdn World Healthcare Fund

63 hedge funds and large institutions have $54.4M invested in abrdn World Healthcare Fund in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 24 increasing their positions, 20 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 20

0.3% more ownership

Funds ownership: 11.29%11.6% (+0.3%)

4% less capital invested

Capital invested by funds: $56.7M → $54.4M (-$2.31M)

6% less funds holding

Funds holding: 6763 (-4)

33% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 9

Holders
63
Holders Change
-4
Holders Change %
-5.97%
% of All Funds
0.91%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
24
Reduced
20
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFC
51
Strategic Financial Concepts
Texas
$20.1K +$3.14M +244,879 +1,218%
FFA
52
Farther Finance Advisors
California
$19.7K +$19.2K +1,500 New
US Bancorp
53
US Bancorp
Minnesota
$15.9K +$2.68K +209 +21%
PA
54
Parallel Advisors
California
$13.1K
NS
55
NBC Securities
Alabama
$13K
Carson Wealth (CWM LLC)
56
Carson Wealth (CWM LLC)
Nebraska
$9K -$3.84K -300 -30%
AA
57
AlphaMark Advisors
Kentucky
$8K
GWM
58
Geneos Wealth Management
Colorado
$7.42K
SIS
59
Sound Income Strategies
Florida
$6.57K
AF
60
Advisornet Financial
Minnesota
$3.5K +$90 +7 +3%
CAM
61
Creekmur Asset Management
Illinois
$3.36K -$28.2K -2,200 -90%
RFG
62
RFP Financial Group
Georgia
$2.63K
Fidelity Investments
63
Fidelity Investments
Massachusetts
$13 +$13 +1 New
LCM
64
Landscape Capital Management
New Jersey
-$772K -58,369 Closed
Citadel Advisors
65
Citadel Advisors
Florida
-$178K -13,442 Closed
Susquehanna International Group
66
Susquehanna International Group
Pennsylvania
-$170K -12,848 Closed
HIC
67
Hartline Investment Corp
Illinois
-$164K -12,411 Closed
SWP
68
Semus Wealth Partners
Florida
-$147K -11,087 Closed
FFWM
69
Future Financial Wealth Management
Ohio
-$72.8K -5,500 Closed
TF
70
Tompkins Financial
New York
-$8.47K -640 Closed
PMFA
71
Plante Moran Financial Advisors
Michigan
-$6.7K -506 Closed
AF
72
Allworth Financial
California
-$1.99K -150 Closed

THW Hedge Fund Activity: Q2 2024 in Review

63 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in abrdn World Healthcare Fund (THW) for Q2 2024, worth a combined $54.4M — down 4.1% from $56.7M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of THW and 6 opened new positions — a net loss of 3 holders — while 20 trimmed existing stakes and 24 added.

The largest buyer was Strategic Financial Concepts, adding an estimated $3.14M. The largest seller was Osaic Holdings, cutting an estimated $892K.

  • 63 institutional investors held abrdn World Healthcare Fund (THW) as of Q2 2024, down from 67 in Q1 2024.
  • Funds reported $54.4M of abrdn World Healthcare Fund stock for Q2 2024, down 4.1% quarter-over-quarter.
  • 6 funds opened new abrdn World Healthcare Fund positions in Q2 2024 and 9 closed out, a net change of -3 holders.
  • The largest abrdn World Healthcare Fund buyer in Q2 2024 was Strategic Financial Concepts, an estimated $3.14M added.
  • The largest abrdn World Healthcare Fund seller in Q2 2024 was Osaic Holdings, an estimated $892K sold.

Based on aggregated 13F filings for Q2 2024.