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THW

abrdn World Healthcare Fund

66 hedge funds and large institutions have $54.7M invested in abrdn World Healthcare Fund in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 25 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

5% more funds holding

Funds holding: 6366 (+3)

1.04% more ownership

Funds ownership: 11.6%12.64% (+1%)

1% more capital invested

Capital invested by funds: $54.4M → $54.7M (+$301K)

32% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 25

Holders
66
Holders Change
+3
Holders Change %
+4.76%
% of All Funds
0.95%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
17
Reduced
25
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Comerica Bank
51
Comerica Bank
Texas
$27.4K
ATC
52
Adirondack Trust Company
New York
$27.3K +$27K +2,056 New
SWM
53
Sugarloaf Wealth Management
Georgia
$25.2K
FFA
54
Farther Finance Advisors
California
$19.9K
TSMHT
55
Thurston Springer Miller Herd & Titak
Indiana
$17.8K +$17.6K +1,344 New
US Bancorp
56
US Bancorp
Minnesota
$13.3K -$2.74K -209 -17%
PA
57
Parallel Advisors
California
$13.3K
NS
58
NBC Securities
Alabama
$13K
AA
59
AlphaMark Advisors
Kentucky
$8K
SIS
60
Sound Income Strategies
Florida
$6.63K
Carson Wealth (CWM LLC)
61
Carson Wealth (CWM LLC)
Nebraska
$6K -$3.32K -253 -36%
AF
62
Advisornet Financial
Minnesota
$3.63K +$92 +7 +3%
WSFS
63
Wilmington Savings Fund Society
Delaware
$239 +$236 +18 New
CAM
64
Creekmur Asset Management
Illinois
$132 -$3.23K -246 -96%
BlackRock
65
BlackRock
New York
$10 +$13 +1 New
S
66
SignatureFD
Georgia
$10 +$13 +1 New
GRP
67
Global Retirement Partners
California
-$190K -14,448 Closed
BCA
68
Bay Colony Advisors
Massachusetts
-$147K -11,217 Closed
GWM
69
Geneos Wealth Management
Colorado
-$7.42K -565 Closed
RFG
70
RFP Financial Group
Georgia
-$2.63K -200 Closed
Fidelity Investments
71
Fidelity Investments
Massachusetts
-$13 -1 Closed

THW Hedge Fund Activity: Q3 2024 in Review

66 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in abrdn World Healthcare Fund (THW) for Q3 2024, worth a combined $54.7M — up 0.55% from $54.4M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new THW positions and 5 closed out — a net gain of 3 holders — while 17 added to existing stakes and 25 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $8.29M. The largest seller was Strategic Financial Concepts, cutting an estimated $3.21M.

  • 66 institutional investors held abrdn World Healthcare Fund (THW) as of Q3 2024, up from 63 in Q2 2024.
  • Funds reported $54.7M of abrdn World Healthcare Fund stock for Q3 2024, up 0.55% quarter-over-quarter.
  • 8 funds opened new abrdn World Healthcare Fund positions in Q3 2024 and 5 closed out, a net change of +3 holders.
  • The largest abrdn World Healthcare Fund buyer in Q3 2024 was International Assets Investment Management, an estimated $8.29M added.
  • The largest abrdn World Healthcare Fund seller in Q3 2024 was Strategic Financial Concepts, an estimated $3.21M sold.

Based on aggregated 13F filings for Q3 2024.