abrdn World Healthcare Fund
THW
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.
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: 74 → 73 (-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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$7.99M |
| 2 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$1.6M |
| 3 |
FSI
Flow State Investments
Chicago,
Illinois
|
+$927K |
| 4 |
LPL Financial
San Diego,
California
|
+$650K |
| 5 |
TWM
Tradition Wealth Management
Edina,
Minnesota
|
+$393K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.05M |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$1.02M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$727K |
| 4 |
IFG
Independent Financial Group
San Diego,
California
|
-$550K |
| 5 |
CF
Centaurus Financial
Anaheim,
California
|
-$418K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SFC
76
Strategic Financial Concepts
San Antonio,
Texas
| – | -$254K | -21,705 | Closed |
|
|
SWM
77
Shelton Wealth Management
Fort Worth,
Texas
| – | -$152K | -13,000 | Closed |
|
78
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$152K | -12,984 | Closed |
|
|
SFP
79
Sandbox Financial Partners
Bethesda,
Maryland
| – | -$126K | -10,782 | Closed |
|
|
BFA
80
Beacon Financial Advisory
Cleveland,
Ohio
| – | -$126K | -10,762 | Closed |
|
|
CFB
81
Cullen/Frost Bankers
San Antonio,
Texas
| – | -$53.3K | -4,550 | Closed |
|
|
CTC
82
Central Trust Company
Jefferson City,
Missouri
| – | -$11.7K | -1,000 | Closed |
|
83
Fidelity Investments
Boston,
Massachusetts
| – | -$258 | -22 | 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.