THW

abrdn World Healthcare Fund
THW

Overview Fund Activity

57 hedge funds and large institutions have $63.6M invested in abrdn World Healthcare Fund in 2022 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 26 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
57
Holders Change
+1
Holders Change %
+1.79%
% of All Funds
0.9%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
26
Reduced
11
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WAM
Wolverine Asset Management
Illinois
+$269K
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$242K
3
GRP
Global Retirement Partners
California
+$196K
4
CA
CoreCap Advisors
Michigan
+$180K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$171K

Top Sellers

1
SIA
Sit Investment Associates
Minnesota
-$14.4M
2
IAIM
International Assets Investment Management
Florida
-$2.6M
3
Morgan Stanley
Morgan Stanley
New York
-$1.44M
4
RJA
Raymond James & Associates
Florida
-$436K
5
SFP
Sandbox Financial Partners
Maryland
-$178K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$13.1M -$1.44M -94,439 -10%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$9.7M +$24.8K +1,630 +0.3%
UBS Group
3
UBS Group
Switzerland
$4.47M +$101K +6,616 +2%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$4.35M +$242K +15,921 +6%
CA
5
CoreCap Advisors
Michigan
$4.3M +$180K +11,810 +4%
RJA
6
Raymond James & Associates
Florida
$2.55M -$436K -28,605 -15%
Osaic Holdings
7
Osaic Holdings
Arizona
$2.35M +$99.2K +6,511 +4%
Wells Fargo
8
Wells Fargo
California
$2.15M -$10.9K -714 -0.5%
LPL Financial
9
LPL Financial
California
$2.14M -$44.9K -2,949 -2%
CF
10
Centaurus Financial
California
$2.03M +$21.1K +1,384 +1%
SPIA
11
Steward Partners Investment Advisory
New York
$1.76M +$113K +7,425 +7%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$1.52M +$171K +11,198 +13%
Ameriprise
13
Ameriprise
Minnesota
$913K +$1.04K +68 +0.1%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$906K -$67.9K -4,457 -7%
Stifel Financial
15
Stifel Financial
Missouri
$755K +$57.5K +3,775 +8%
Rockefeller Capital Management
16
Rockefeller Capital Management
New York
$731K – – –
Bank of America
17
Bank of America
North Carolina
$696K -$137K -9,009 -16%
SWM
18
Stockman Wealth Management
Montana
$649K – – –
RJFSA
19
Raymond James Financial Services Advisors
Florida
$600K +$131K +8,589 +28%
William Blair & Company
20
William Blair & Company
Illinois
$589K – – –
PWA
21
Primoris Wealth Advisors
Florida
$539K +$402 +26 +0.1%
KPWS
22
Kestra Private Wealth Services
Texas
$535K +$1.11K +73 +0.2%
FIA
23
Foundations Investment Advisors
Arizona
$480K -$20.5K -1,267 -4%
KAS
24
Kestra Advisory Services
Texas
$462K +$883 +58 +0.2%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$452K +$24.8K +1,628 +6%
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