abrdn World Healthcare Fund
THW
63 hedge funds and large institutions have $54.9M invested in abrdn World Healthcare Fund in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 24 increasing their positions, 14 reducing their positions, and 4 closing their positions.
100% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 4
71% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 14
5% more funds holding
Funds holding: 60 → 63 (+3)
0.42% less ownership
Funds ownership: 11.83% → 11.41% (-0.42%)
15% less capital invested
Capital invested by funds: $64.8M → $54.9M (-$9.89M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.6M |
| 2 |
SPIA
Steward Partners Investment Advisory
New York
|
+$310K |
| 3 |
Morgan Stanley
New York
|
+$242K |
| 4 |
ASFA
All Season Financial Advisors
Denver,
Colorado
|
+$166K |
| 5 |
WE
Wealth Effects
Boston,
Massachusetts
|
+$150K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
-$881K |
| 2 |
Wells Fargo
San Francisco,
California
|
-$447K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$294K |
| 4 |
SWM
SeaCrest Wealth Management
Purchase,
New York
|
-$210K |
| 5 |
OC
Oppenheimer & Co
New York
|
-$148K |
THW Hedge Fund Activity: Q1 2023 in Review
63 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in abrdn World Healthcare Fund (THW) for Q1 2023, worth a combined $54.9M — down 15% from $64.8M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new THW positions and 4 closed out — a net gain of 4 holders — while 24 added to existing stakes and 14 trimmed.
The largest buyer was Raymond James Financial Services Advisors, adding an estimated $1.6M. The largest seller was International Assets Investment Management, cutting an estimated $881K.
- 63 institutional investors held abrdn World Healthcare Fund (THW) as of Q1 2023, up from 60 in Q4 2022.
- Funds reported $54.9M of abrdn World Healthcare Fund stock for Q1 2023, down 15% quarter-over-quarter.
- 8 funds opened new abrdn World Healthcare Fund positions in Q1 2023 and 4 closed out, a net change of +4 holders.
- The largest abrdn World Healthcare Fund buyer in Q1 2023 was Raymond James Financial Services Advisors, an estimated $1.6M added.
- The largest abrdn World Healthcare Fund seller in Q1 2023 was International Assets Investment Management, an estimated $881K sold.
Based on aggregated 13F filings for Q1 2023.