THW

abrdn World Healthcare Fund
THW

Overview Fund Activity

61 hedge funds and large institutions have $53.9M invested in abrdn World Healthcare Fund in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 24 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
61
Holders Change
+2
Holders Change %
+3.39%
% of All Funds
0.98%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
24
Reduced
13
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.53M
2
SPIA
Steward Partners Investment Advisory
New York
+$298K
3
Morgan Stanley
Morgan Stanley
New York
+$232K
4
ASFA
All Season Financial Advisors
Colorado
+$159K
5
WE
Wealth Effects
Massachusetts
+$144K

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$845K
2
Wells Fargo
Wells Fargo
California
-$429K
3
Osaic Holdings
Osaic Holdings
Arizona
-$282K
4
SWM
SeaCrest Wealth Management
New York
-$210K
5
OC
Oppenheimer & Co
New York
-$148K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$13.2M +$232K +16,904 +2%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$7.48M +$58.6K +4,267 +0.8%
UBS Group
3
UBS Group
Switzerland
$3.98M -$58.8K -4,278 -1%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$2.56M +$1.53M +111,655 +149%
SPIA
5
Steward Partners Investment Advisory
New York
$2.53M +$298K +21,654 +13%
RJA
6
Raymond James & Associates
Florida
$2.28M -$23.9K -1,740 -1%
LPL Financial
7
LPL Financial
California
$2.21M +$138K +10,026 +7%
Osaic Holdings
8
Osaic Holdings
Arizona
$1.91M -$282K -20,514 -13%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$1.49M -$59.1K -4,301 -4%
Wells Fargo
10
Wells Fargo
California
$1.49M -$429K -31,248 -22%
CF
11
Centaurus Financial
California
$1.32M -$110K -8,004 -8%
NW
12
NewEdge Wealth
Pennsylvania
$1.22M +$135K +9,794 +12%
Bank of America
13
Bank of America
North Carolina
$764K -$9.56K -696 -1%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$741K +$2.82K +205 +0.4%
WE
15
Wealth Effects
Massachusetts
$721K +$144K +10,450 +25%
Rockefeller Capital Management
16
Rockefeller Capital Management
New York
$693K -$27.5K -2,000 -4%
SWM
17
Stockman Wealth Management
Montana
$585K – – –
KAS
18
Kestra Advisory Services
Texas
$537K +$4.96K +361 +0.9%
William Blair & Company
19
William Blair & Company
Illinois
$531K – – –
ASFA
20
All Season Financial Advisors
Colorado
$517K +$159K +11,571 +44%
Stifel Financial
21
Stifel Financial
Missouri
$517K -$21.3K -1,548 -4%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$505K +$3.44K +250 +0.7%
KPWS
23
Kestra Private Wealth Services
Texas
$475K +$1.17K +85 +0.2%
PWA
24
Primoris Wealth Advisors
Florida
$444K -$2.34K -170 -0.5%
WQ
25
Wealth Quarterback
New Jersey
$395K +$8.34K +607 +2%
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