THW

abrdn World Healthcare Fund
THW

Overview Fund Activity

54 hedge funds and large institutions have $106M invested in abrdn World Healthcare Fund in 2021 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 30 increasing their positions, 7 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
54
Holders Change
–
Holders Change %
0%
% of All Funds
0.94%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
30
Reduced
7
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$41.1M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.4M
3
Morgan Stanley
Morgan Stanley
New York
+$1.51M
4
YCM
Yakira Capital Management
Connecticut
+$850K
5
Osaic Holdings
Osaic Holdings
Arizona
+$440K

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$1.38M
2
Bank of America
Bank of America
North Carolina
-$350K
3
SPIA
Steward Partners Investment Advisory
New York
-$330K
4
LCM
Landscape Capital Management
New Jersey
-$321K
5
Walleye Trading
Walleye Trading
New York
-$269K
Name Holding Trade Value Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$41.1M +$41.1M +2,501,722 New
Morgan Stanley
2
Morgan Stanley
New York
$14.8M +$1.51M +91,774 +11%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$10.8M +$2.4M +146,294 +29%
LPL Financial
4
LPL Financial
California
$6.35M +$423K +25,733 +7%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$3.71M +$190K +11,536 +5%
Wells Fargo
6
Wells Fargo
California
$2.9M -$90K -5,472 -3%
UBS Group
7
UBS Group
Switzerland
$2.85M +$147K +8,930 +5%
Osaic Holdings
8
Osaic Holdings
Arizona
$2.32M +$440K +26,769 +23%
CF
9
Centaurus Financial
California
$2.15M +$123K +7,464 +6%
RJA
10
Raymond James & Associates
Florida
$1.71M +$272K +16,559 +19%
SPIA
11
Steward Partners Investment Advisory
New York
$1.61M -$330K -20,075 -17%
YCM
12
Yakira Capital Management
Connecticut
$1.48M +$850K +51,729 +136%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$1.24M +$381K +23,189 +44%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$1.18M +$374K +22,731 +46%
Ameriprise
15
Ameriprise
Minnesota
$1.05M -$1.38M -83,980 -57%
Bank of America
16
Bank of America
North Carolina
$955K -$350K -21,290 -27%
Rockefeller Capital Management
17
Rockefeller Capital Management
New York
$789K – – –
Stifel Financial
18
Stifel Financial
Missouri
$772K -$8.06K -490 -1%
SWM
19
Stockman Wealth Management
Montana
$700K +$175K +10,653 +33%
WQ
20
Wealth Quarterback
New Jersey
$672K +$672K +40,842 New
William Blair & Company
21
William Blair & Company
Illinois
$636K – – –
KPWS
22
Kestra Private Wealth Services
Texas
$596K +$125K +7,593 +26%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$495K +$20.1K +1,226 +4%
ASN
24
Advisory Services Network
Georgia
$464K +$14.5K +880 +3%
KAS
25
Kestra Advisory Services
Texas
$460K +$65K +3,952 +16%
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