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THW

abrdn World Healthcare Fund

60 hedge funds and large institutions have $64.8M invested in abrdn World Healthcare Fund in 2022 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 17 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 17

13% more capital invested

Capital invested by funds: $57.5M → $64.8M (+$7.31M)

0.19% less ownership

Funds ownership: 12.03%11.83% (-0.19%)

5% less funds holding

Funds holding: 6360 (-3)

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

Holders
60
Holders Change
-3
Holders Change %
-4.76%
% of All Funds
0.96%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
21
Reduced
17
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$13.8M +$608K +43,041 +5%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$7.91M -$360K -25,498 -5%
UBS Group
3
UBS Group
Switzerland
$4.31M -$160K -11,302 -4%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$4.15M -$65.3K -4,626 -2%
CA
5
CoreCap Advisors
Michigan
$4.12M -$22.4K -1,590 -0.6%
RJA
6
Raymond James & Associates
Florida
$2.46M -$649 -46 -0%
SPIA
7
Steward Partners Investment Advisory
New York
$2.38M +$275K +19,505 +14%
Osaic Holdings
8
Osaic Holdings
Arizona
$2.33M +$155K +11,012 +7%
LPL Financial
9
LPL Financial
California
$2.21M +$37.8K +2,678 +2%
Wells Fargo
10
Wells Fargo
California
$2.04M +$71.8K +5,086 +4%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$1.66M +$61.2K +4,333 +4%
CF
12
Centaurus Financial
California
$1.53M -$21.3K -1,510 -1%
NW
13
NewEdge Wealth
Pennsylvania
$1.15M +$722K +51,155 +186%
IAIM
14
International Assets Investment Management
Florida
$1.12M +$6.96K +493 +0.6%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$1.1M +$278K +19,726 +36%
IFG
16
Independent Financial Group
California
$963K
Bank of America
17
Bank of America
North Carolina
$825K +$12.6K +896 +2%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$787K +$37.7K +2,670 +5%
Rockefeller Capital Management
19
Rockefeller Capital Management
New York
$768K -$776 -55 -0.1%
SWM
20
Stockman Wealth Management
Montana
$624K
WE
21
Wealth Effects
Massachusetts
$616K -$41.6K -2,950 -7%
Stifel Financial
22
Stifel Financial
Missouri
$574K -$645K -45,684 -54%
KAS
23
Kestra Advisory Services
Texas
$567K +$17.1K +1,213 +3%
William Blair & Company
24
William Blair & Company
Illinois
$567K
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$535K +$43.8K +3,100 +9%

THW Hedge Fund Activity: Q4 2022 in Review

60 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in abrdn World Healthcare Fund (THW) for Q4 2022, worth a combined $64.8M — up 13% from $57.5M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of THW and 8 opened new positions — a net loss of 2 holders — while 17 trimmed existing stakes and 21 added.

The largest buyer was NewEdge Wealth, adding an estimated $722K. The largest seller was Stifel Financial, cutting an estimated $645K.

  • 60 institutional investors held abrdn World Healthcare Fund (THW) as of Q4 2022, down from 63 in Q3 2022.
  • Funds reported $64.8M of abrdn World Healthcare Fund stock for Q4 2022, up 13% quarter-over-quarter.
  • 8 funds opened new abrdn World Healthcare Fund positions in Q4 2022 and 10 closed out, a net change of -2 holders.
  • The largest abrdn World Healthcare Fund buyer in Q4 2022 was NewEdge Wealth, an estimated $722K added.
  • The largest abrdn World Healthcare Fund seller in Q4 2022 was Stifel Financial, an estimated $645K sold.

Based on aggregated 13F filings for Q4 2022.