THW

abrdn World Healthcare Fund
THW

Overview Fund Activity

43 hedge funds and large institutions have $47.9M invested in abrdn World Healthcare Fund in 2020 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
43
Holders Change
+3
Holders Change %
+7.5%
% of All Funds
0.87%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
17
Reduced
8
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$670K
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$490K
3
CF
Centaurus Financial
California
+$403K
4
APW
Aurora Private Wealth
New Jersey
+$230K
5
Morgan Stanley
Morgan Stanley
New York
+$222K

Top Sellers

1
AWM
AE Wealth Management
Kansas
-$665K
2
SS
Simplicity Solutions
Minnesota
-$566K
3
Wells Fargo
Wells Fargo
California
-$303K
4
Truist Financial
Truist Financial
North Carolina
-$290K
5
WS
Wedbush Securities
California
-$287K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$12M +$222K +15,512 +2%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$8.03M -$165K -11,484 -2%
LPL Financial
3
LPL Financial
California
$5.34M +$152K +10,630 +3%
Wells Fargo
4
Wells Fargo
California
$3.73M -$303K -21,139 -8%
UBS Group
5
UBS Group
Switzerland
$2.41M +$89.5K +6,247 +4%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$1.78M +$490K +34,192 +38%
SPIA
7
Steward Partners Investment Advisory
New York
$1.43M +$158K +11,053 +13%
Osaic Holdings
8
Osaic Holdings
Arizona
$1.19M +$170K +11,856 +17%
RJA
9
Raymond James & Associates
Florida
$1.18M -$142K -9,896 -11%
Bank of America
10
Bank of America
North Carolina
$1.18M -$12.9K -901 -1%
Ameriprise
11
Ameriprise
Minnesota
$1.13M +$670K +46,648 +147%
CF
12
Centaurus Financial
California
$1.11M +$403K +28,129 +57%
Stifel Financial
13
Stifel Financial
Missouri
$827K -$227K -15,883 -22%
SBIA
14
Sheaff Brock Investment Advisors
Indiana
$667K +$50K +3,486 +8%
Rockefeller Capital Management
15
Rockefeller Capital Management
New York
$659K – – –
William Blair & Company
16
William Blair & Company
Illinois
$554K – – –
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$540K -$104K -7,271 -16%
SWM
18
Stockman Wealth Management
Montana
$454K +$7.25K +506 +2%
KPWS
19
Kestra Private Wealth Services
Texas
$392K +$392K +27,376 New
SIG
20
Sargent Investment Group
Maryland
$330K – – –
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$305K +$23K +1,603 +8%
KAS
22
Kestra Advisory Services
Texas
$301K +$301K +20,978 New
RJFSA
23
Raymond James Financial Services Advisors
Florida
$264K +$372 +26 +0.1%
FAAS
24
First Allied Advisory Services
California
$262K +$7.74K +540 +3%
AIP
25
Ahrens Investment Partners
Louisiana
$254K -$155K -10,800 -38%
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