abrdn World Healthcare Fund
THW
44 hedge funds and large institutions have $45.3M invested in abrdn World Healthcare Fund in 2018 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 14 increasing their positions, 12 reducing their positions, and 6 closing their positions.
67% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 6
17% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 12
7% more funds holding
Funds holding: 41 → 44 (+3)
0.99% less ownership
Funds ownership: 14.47% → 13.48% (-0.99%)
23% less capital invested
Capital invested by funds: $58.7M → $45.3M (-$13.4M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OFG
OTA Financial Group
Purchase,
New York
|
+$1.09M |
| 2 |
WAM
Weiss Asset Management
Boston,
Massachusetts
|
+$569K |
| 3 |
William Blair & Company
Chicago,
Illinois
|
+$492K |
| 4 |
Cohen & Steers
New York
|
+$386K |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$334K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
-$2.17M |
| 2 |
AA
Advisory Alpha
Holland,
Michigan
|
-$1.69M |
| 3 |
Morgan Stanley
New York
|
-$1.32M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$642K |
| 5 |
CCP
Clough Capital Partners
Boston,
Massachusetts
|
-$634K |
THW Hedge Fund Activity: Q4 2018 in Review
44 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in abrdn World Healthcare Fund (THW) for Q4 2018, worth a combined $45.3M — down 23% from $58.7M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new THW positions and 6 closed out — a net gain of 4 holders — while 14 added to existing stakes and 12 trimmed.
The largest buyer was OTA Financial Group, opening a new position worth an estimated $1.09M. The largest seller was Thomas J. Herzfeld Advisors, cutting an estimated $2.17M.
- 44 institutional investors held abrdn World Healthcare Fund (THW) as of Q4 2018, up from 41 in Q3 2018.
- Funds reported $45.3M of abrdn World Healthcare Fund stock for Q4 2018, down 23% quarter-over-quarter.
- 10 funds opened new abrdn World Healthcare Fund positions in Q4 2018 and 6 closed out, a net change of +4 holders.
- The largest abrdn World Healthcare Fund buyer in Q4 2018 was OTA Financial Group, an estimated $1.09M added.
- The largest abrdn World Healthcare Fund seller in Q4 2018 was Thomas J. Herzfeld Advisors, an estimated $2.17M sold.
Based on aggregated 13F filings for Q4 2018.