THW

abrdn World Healthcare Fund
THW

Overview Fund Activity

40 hedge funds and large institutions have $47.3M invested in abrdn World Healthcare Fund in 2020 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 11 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
40
Holders Change
-6
Holders Change %
-13.04%
% of All Funds
0.82%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
13
Reduced
11
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$2.75M
2
AWM
AE Wealth Management
Kansas
+$665K
3
SS
Simplicity Solutions
Minnesota
+$566K
4
AIP
Ahrens Investment Partners
Louisiana
+$408K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$196K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$882K
2
UBS Group
UBS Group
Switzerland
-$849K
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$696K
4
Wells Fargo
Wells Fargo
California
-$574K
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$523K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$11.7M -$882K -61,708 -7%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$8.18M -$400K -27,955 -5%
LPL Financial
3
LPL Financial
California
$5.18M +$2.75M +192,273 +113%
Wells Fargo
4
Wells Fargo
California
$4.02M -$574K -40,125 -12%
UBS Group
5
UBS Group
Switzerland
$2.32M -$849K -59,392 -27%
RJA
6
Raymond James & Associates
Florida
$1.32M -$205K -14,318 -13%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$1.28M +$196K +13,713 +18%
SPIA
8
Steward Partners Investment Advisory
New York
$1.26M +$184K +12,852 +17%
Bank of America
9
Bank of America
North Carolina
$1.19M +$97.6K +6,828 +9%
Stifel Financial
10
Stifel Financial
Missouri
$1.05M -$87K -6,082 -8%
Osaic Holdings
11
Osaic Holdings
Arizona
$1.01M +$152K +10,663 +18%
CF
12
Centaurus Financial
California
$701K +$178K +12,420 +34%
AWM
13
AE Wealth Management
Kansas
$665K +$665K +46,537 New
Rockefeller Capital Management
14
Rockefeller Capital Management
New York
$658K +$7.15K +500 +1%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$643K +$91.5K +6,398 +17%
SBIA
16
Sheaff Brock Investment Advisors
Indiana
$616K +$14.1K +983 +2%
SS
17
Simplicity Solutions
Minnesota
$566K +$566K +39,589 New
William Blair & Company
18
William Blair & Company
Illinois
$553K – – –
WS
19
Wedbush Securities
California
$485K -$52.7K -3,683 -10%
Ameriprise
20
Ameriprise
Minnesota
$455K -$282K -19,699 -38%
SWM
21
Stockman Wealth Management
Montana
$446K – – –
AIP
22
Ahrens Investment Partners
Louisiana
$408K +$408K +28,500 New
SIG
23
Sargent Investment Group
Maryland
$331K – – –
Truist Financial
24
Truist Financial
North Carolina
$290K -$136K -9,477 -32%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$282K +$79.3K +5,537 +39%
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