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THW

abrdn World Healthcare Fund

85 hedge funds and large institutions have $51.4M invested in abrdn World Healthcare Fund in 2024 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 19 increasing their positions, 22 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

420% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 5

29% more funds holding

Funds holding: 6685 (+19)

0.36% less ownership

Funds ownership: 12.64%12.28% (-0.36%)

6% less capital invested

Capital invested by funds: $54.7M → $51.4M (-$3.3M)

14% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 22

Holders
85
Holders Change
+19
Holders Change %
+28.79%
% of All Funds
1.12%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
26
Increased
19
Reduced
22
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
51
B. Riley Wealth Advisors
Florida
$155K -$3.46K -284 -2%
LOPW
52
Live Oak Private Wealth
North Carolina
$149K
GS
53
GWN Securities
Florida
$145K +$148K +12,150 New
SCM
54
Sage Capital Management
New Jersey
$140K +$6.1K +500 +4%
SIG
55
Sargent Investment Group
Maryland
$115K -$122K -10,000 -50%
PNC Financial Services Group
56
PNC Financial Services Group
Pennsylvania
$79.8K
EWA
57
EverSource Wealth Advisors
Alabama
$66.1K
BBHC
58
Brown Brothers Harriman & Co
New York
$65.8K +$72.9K +5,974 New
EC
59
Elequin Capital
New York
$61.7K +$68.4K +5,606 New
FFWM
60
Future Financial Wealth Management
Ohio
$60.6K
Wells Fargo
61
Wells Fargo
California
$29.9K -$17.1K -1,406 -34%
Comerica Bank
62
Comerica Bank
Texas
$22.7K
CW
63
Curio Wealth
Maryland
$22K +$24.4K +2,000 New
SWM
64
Sugarloaf Wealth Management
Georgia
$20.9K
GSWM
65
Golden State Wealth Management
California
$19.3K +$21.4K +1,754 New
TSMHT
66
Thurston Springer Miller Herd & Titak
Indiana
$15.1K +$317 +26 +2%
Jones Financial Companies
67
Jones Financial Companies
Missouri
$11.7K +$12.9K +1,061 New
PA
68
Parallel Advisors
California
$11K
US Bancorp
69
US Bancorp
Minnesota
$11K
AA
70
AlphaMark Advisors
Kentucky
$7K
FFA
71
Farther Finance Advisors
California
$6.71K -$10.9K -891 -59%
SS
72
Sunbelt Securities
Texas
$6.42K +$7.08K +581 New
MCM
73
MAI Capital Management
Ohio
$5.58K +$6.18K +507 New
SIS
74
Sound Income Strategies
Florida
$5.5K
Carson Wealth (CWM LLC)
75
Carson Wealth (CWM LLC)
Nebraska
$5K

THW Hedge Fund Activity: Q4 2024 in Review

85 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in abrdn World Healthcare Fund (THW) for Q4 2024, worth a combined $51.4M — down 6% from $54.7M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new THW positions and 5 closed out — a net gain of 21 holders — while 19 added to existing stakes and 22 trimmed.

The largest buyer was Readystate Asset Management, opening a new position worth an estimated $1.82M. The largest seller was International Assets Investment Management, cutting an estimated $7.48M.

  • 85 institutional investors held abrdn World Healthcare Fund (THW) as of Q4 2024, up from 66 in Q3 2024.
  • Funds reported $51.4M of abrdn World Healthcare Fund stock for Q4 2024, down 6% quarter-over-quarter.
  • 26 funds opened new abrdn World Healthcare Fund positions in Q4 2024 and 5 closed out, a net change of +21 holders.
  • The largest abrdn World Healthcare Fund buyer in Q4 2024 was Readystate Asset Management, an estimated $1.82M added.
  • The largest abrdn World Healthcare Fund seller in Q4 2024 was International Assets Investment Management, an estimated $7.48M sold.

Based on aggregated 13F filings for Q4 2024.