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THW

abrdn World Healthcare Fund

41 hedge funds and large institutions have $58.5M invested in abrdn World Healthcare Fund in 2018 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 13 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 13

11% more capital invested

Capital invested by funds: $52.9M → $58.5M (+$5.63M)

0.26% more ownership

Funds ownership: 14.15%14.42% (+0.26%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

13% less funds holding

Funds holding: 4741 (-6)

55% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 11

Holders
41
Holders Change
-6
Holders Change %
-12.77%
% of All Funds
0.94%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
16
Reduced
13
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$14.8M -$114K -8,320 -0.8%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$9.84M +$366K +26,834 +4%
TJHA
3
Thomas J. Herzfeld Advisors
Florida
$7.49M -$356K -26,040 -5%
Wells Fargo
4
Wells Fargo
California
$5M +$156K +11,407 +3%
Cohen & Steers
5
Cohen & Steers
New York
$3M +$696K +50,947 +31%
RJA
6
Raymond James & Associates
Florida
$2.9M +$68.1K +4,986 +2%
UBS Group
7
UBS Group
Switzerland
$2.13M -$173K -12,652 -8%
1832 Asset Management
8
1832 Asset Management
Ontario, Canada
$1.75M +$1.71M +125,000 New
AA
9
Advisory Alpha
Michigan
$1.69M +$244K +17,878 +16%
Bank of America
10
Bank of America
North Carolina
$1.2M +$98.9K +7,243 +9%
LPL Financial
11
LPL Financial
California
$1.17M +$322K +23,610 +39%
Stifel Financial
12
Stifel Financial
Missouri
$903K -$237K -17,360 -21%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$681K +$351K +25,696 +112%
CCP
14
Clough Capital Partners
Massachusetts
$634K
JMPWA
15
JP Morgan Private Wealth Advisors
California
$526K
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$518K -$222K -16,243 -31%
BTS
17
BB&T Securities
Virginia
$507K -$67.4K -4,935 -12%
SBIA
18
Sheaff Brock Investment Advisors
Indiana
$470K +$53.2K +3,895 +13%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$418K +$157K +11,481 +63%
AG
20
Advisor Group
Arizona
$397K +$138K +10,120 +55%
WS
21
Wedbush Securities
California
$311K -$33.6K -2,464 -10%
Ameriprise
22
Ameriprise
Minnesota
$230K -$11.3K -828 -5%
MIC
23
Meridian Investment Counsel
California
$224K
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$187K +$4.53K +332 +3%
PAG
25
Private Advisor Group
New Jersey
$187K +$182K +13,300 New

THW Hedge Fund Activity: Q3 2018 in Review

41 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in abrdn World Healthcare Fund (THW) for Q3 2018, worth a combined $58.5M — up 11% from $52.9M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of THW and 5 opened new positions — a net loss of 6 holders — while 13 trimmed existing stakes and 16 added.

The largest buyer was 1832 Asset Management, opening a new position worth an estimated $1.71M. The largest seller was Wolverine Asset Management, exiting entirely with an estimated $1.05M sold.

  • 41 institutional investors held abrdn World Healthcare Fund (THW) as of Q3 2018, down from 47 in Q2 2018.
  • Funds reported $58.5M of abrdn World Healthcare Fund stock for Q3 2018, up 11% quarter-over-quarter.
  • 5 funds opened new abrdn World Healthcare Fund positions in Q3 2018 and 11 closed out, a net change of -6 holders.
  • The largest abrdn World Healthcare Fund buyer in Q3 2018 was 1832 Asset Management, an estimated $1.71M added.
  • The largest abrdn World Healthcare Fund seller in Q3 2018 was Wolverine Asset Management, an estimated $1.05M sold.

Based on aggregated 13F filings for Q3 2018.