THW

abrdn World Healthcare Fund
THW

Overview Fund Activity

56 hedge funds and large institutions have $85.5M invested in abrdn World Healthcare Fund in 2021 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 17 increasing their positions, 11 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
56
Holders Change
+6
Holders Change %
+12%
% of All Funds
0.86%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
17
Reduced
11
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IAIM
International Assets Investment Management
Florida
+$2.6M
2
Morgan Stanley
Morgan Stanley
New York
+$2.12M
3
RJA
Raymond James & Associates
Florida
+$1.47M
4
BRWA
B. Riley Wealth Advisors
Florida
+$373K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$241K

Top Sellers

1
SIA
Sit Investment Associates
Minnesota
-$15.6M
2
LPL Financial
LPL Financial
California
-$4.14M
3
APW
Aurora Private Wealth
New Jersey
-$356K
4
Bessemer Group
Bessemer Group
New Jersey
-$329K
5
VF
Virtu Financial
New York
-$210K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$15.5M +$2.12M +130,163 +16%
SIA
2
Sit Investment Associates
Minnesota
$14.4M -$15.6M -956,544 -52%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$10.3M -$26.6K -1,631 -0.3%
UBS Group
4
UBS Group
Switzerland
$4.68M +$189K +11,572 +4%
CA
5
CoreCap Advisors
Michigan
$4.41M +$4.41M +270,635 New
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$4.39M +$241K +14,809 +6%
RJA
7
Raymond James & Associates
Florida
$3.2M +$1.47M +90,423 +85%
IAIM
8
International Assets Investment Management
Florida
$2.6M +$2.6M +159,430 New
Osaic Holdings
9
Osaic Holdings
Arizona
$2.4M +$217K +13,348 +10%
LPL Financial
10
LPL Financial
California
$2.34M -$4.14M -254,116 -64%
Wells Fargo
11
Wells Fargo
California
$2.31M -$113K -6,924 -5%
CF
12
Centaurus Financial
California
$2.15M +$19.6K +1,204 +0.9%
SPIA
13
Steward Partners Investment Advisory
New York
$1.77M +$79.4K +4,875 +5%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$1.44M -$5.93K -364 -0.4%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$1.04M -$85.6K -5,256 -8%
Ameriprise
16
Ameriprise
Minnesota
$976K +$127K +7,801 +15%
Bank of America
17
Bank of America
North Carolina
$891K -$21.4K -1,314 -2%
Rockefeller Capital Management
18
Rockefeller Capital Management
New York
$781K – – –
Stifel Financial
19
Stifel Financial
Missouri
$746K -$6.11K -375 -0.8%
SWM
20
Stockman Wealth Management
Montana
$694K – – –
William Blair & Company
21
William Blair & Company
Illinois
$630K – – –
KPWS
22
Kestra Private Wealth Services
Texas
$571K -$20.8K -1,278 -4%
PWA
23
Primoris Wealth Advisors
Florida
$562K +$562K +34,858 New
RJFSA
24
Raymond James Financial Services Advisors
Florida
$502K -$144K -8,867 -22%
FIA
25
Foundations Investment Advisors
Arizona
$496K +$90.4K +5,652 +22%
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