We are live on ! Find out more
THW

abrdn World Healthcare Fund

47 hedge funds and large institutions have $54.7M invested in abrdn World Healthcare Fund in 2020 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 21 increasing their positions, 6 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 6

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

14% more capital invested

Capital invested by funds: $47.9M → $54.7M (+$6.8M)

9% more funds holding

Funds holding: 4347 (+4)

0.38% more ownership

Funds ownership: 11.11%11.48% (+0.38%)

Holders
47
Holders Change
+4
Holders Change %
+9.3%
% of All Funds
0.83%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
21
Reduced
6
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$12.8M -$396K -26,407 -3%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$8.96M +$86.7K +5,785 +1%
LPL Financial
3
LPL Financial
California
$5.94M +$38.4K +2,561 +0.7%
Wells Fargo
4
Wells Fargo
California
$3.54M -$551K -36,755 -14%
UBS Group
5
UBS Group
Switzerland
$2.85M +$172K +11,460 +7%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$2.15M +$176K +11,767 +9%
Ameriprise
7
Ameriprise
Minnesota
$1.88M +$605K +40,354 +51%
CF
8
Centaurus Financial
California
$1.73M +$476K +31,800 +41%
Osaic Holdings
9
Osaic Holdings
Arizona
$1.67M +$336K +22,447 +27%
SPIA
10
Steward Partners Investment Advisory
New York
$1.59M +$14.2K +945 +1%
Bank of America
11
Bank of America
North Carolina
$1.36M +$54.7K +3,654 +4%
RJA
12
Raymond James & Associates
Florida
$1.24M -$65.7K -4,382 -5%
Stifel Financial
13
Stifel Financial
Missouri
$1.06M +$143K +9,524 +16%
Rockefeller Capital Management
14
Rockefeller Capital Management
New York
$728K
William Blair & Company
15
William Blair & Company
Illinois
$612K
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$596K -$300 -20 -0.1%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$562K +$213K +14,225 +67%
SWM
18
Stockman Wealth Management
Montana
$506K +$4.13K +276 +0.9%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$436K +$413K +27,532 New
KPWS
20
Kestra Private Wealth Services
Texas
$432K +$1.47K +98 +0.4%
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$427K +$399K +26,606 +8,583%
KAS
22
Kestra Advisory Services
Texas
$363K +$31.3K +2,088 +10%
UWM
23
Urban Wealth Management
California
$345K +$327K +21,799 New
WQ
24
Wealth Quarterback
New Jersey
$345K +$327K +21,799 New
SIG
25
Sargent Investment Group
Maryland
$317K -$44.9K -3,000 -13%

THW Hedge Fund Activity: Q4 2020 in Review

47 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in abrdn World Healthcare Fund (THW) for Q4 2020, worth a combined $54.7M — up 14% from $47.9M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new THW positions and 5 closed out — a net gain of 5 holders — while 21 added to existing stakes and 6 trimmed.

The largest buyer was Ameriprise, adding an estimated $605K. The largest seller was Sheaff Brock Investment Advisors, exiting entirely with an estimated $667K sold.

  • 47 institutional investors held abrdn World Healthcare Fund (THW) as of Q4 2020, up from 43 in Q3 2020.
  • Funds reported $54.7M of abrdn World Healthcare Fund stock for Q4 2020, up 14% quarter-over-quarter.
  • 10 funds opened new abrdn World Healthcare Fund positions in Q4 2020 and 5 closed out, a net change of +5 holders.
  • The largest abrdn World Healthcare Fund buyer in Q4 2020 was Ameriprise, an estimated $605K added.
  • The largest abrdn World Healthcare Fund seller in Q4 2020 was Sheaff Brock Investment Advisors, an estimated $667K sold.

Based on aggregated 13F filings for Q4 2020.