abrdn World Healthcare Fund
THW
74 hedge funds and large institutions have $54.7M 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, 17 reducing their positions, and 6 closing their positions.
83% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 6
71% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 17
7% more funds holding
Funds holding: 69 → 74 (+5)
0.06% less ownership
Funds ownership: 12.33% → 12.27% (-0.06%)
17% less capital invested
Capital invested by funds: $65.5M → $54.7M (-$10.9M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$1.77M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.17M |
| 3 |
EC
Elequin Capital
New York
|
+$682K |
| 4 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$261K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$194K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$1.63M |
| 2 |
Morgan Stanley
New York
|
-$922K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$799K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$531K |
| 5 |
ASFA
All Season Financial Advisors
Denver,
Colorado
|
-$530K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EFMC
76
Empire Financial Management Company
New York
| – | -$336K | -23,955 | Closed |
|
77
Truist Financial
Charlotte,
North Carolina
| – | -$232K | -16,551 | Closed |
|
|
IA
78
IFG Advisory
Atlanta,
Georgia
| – | -$213K | -15,195 | Closed |
|
79
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$16.6K | -1,187 | Closed |
|
80
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$7.71K | -550 | Closed |
|
THW Hedge Fund Activity: Q3 2023 in Review
74 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in abrdn World Healthcare Fund (THW) for Q3 2023, worth a combined $54.7M — down 17% from $65.5M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new THW positions and 6 closed out — a net gain of 5 holders — while 29 added to existing stakes and 17 trimmed.
The largest buyer was Wolverine Asset Management, opening a new position worth an estimated $1.77M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $1.63M.
- 74 institutional investors held abrdn World Healthcare Fund (THW) as of Q3 2023, up from 69 in Q2 2023.
- Funds reported $54.7M of abrdn World Healthcare Fund stock for Q3 2023, down 17% quarter-over-quarter.
- 11 funds opened new abrdn World Healthcare Fund positions in Q3 2023 and 6 closed out, a net change of +5 holders.
- The largest abrdn World Healthcare Fund buyer in Q3 2023 was Wolverine Asset Management, an estimated $1.77M added.
- The largest abrdn World Healthcare Fund seller in Q3 2023 was Raymond James Financial Services Advisors, an estimated $1.63M sold.
Based on aggregated 13F filings for Q3 2023.