THW

abrdn World Healthcare Fund
THW

Overview Fund Activity

67 hedge funds and large institutions have $64.5M invested in abrdn World Healthcare Fund in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 25 increasing their positions, 17 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
67
Holders Change
+6
Holders Change %
+9.84%
% of All Funds
1.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
25
Reduced
17
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$782K
2
LPL Financial
LPL Financial
California
+$434K
3
SPIA
Steward Partners Investment Advisory
New York
+$233K
4
Truist Financial
Truist Financial
North Carolina
+$232K
5
Stifel Financial
Stifel Financial
Missouri
+$218K

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$370K
2
CF
Centaurus Financial
California
-$363K
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$247K
4
HT
Heritage Trust
Oklahoma
-$183K
5
SIG
Sargent Investment Group
Maryland
-$140K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$14.2M +$782K +55,794 +6%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$7.5M -$131K -9,317 -2%
CA
3
CoreCap Advisors
Michigan
$4.17M +$4.17M +297,535 New
UBS Group
4
UBS Group
Switzerland
$4.11M +$45.1K +3,215 +1%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$4.07M -$24K -1,715 -0.6%
SPIA
6
Steward Partners Investment Advisory
New York
$2.81M +$233K +16,592 +9%
LPL Financial
7
LPL Financial
California
$2.69M +$434K +30,972 +19%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$2.37M -$247K -17,629 -9%
RJA
9
Raymond James & Associates
Florida
$2.34M +$9.21K +657 +0.4%
Osaic Holdings
10
Osaic Holdings
Arizona
$2.03M +$86.4K +6,166 +4%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$1.49M -$33K -2,356 -2%
NW
12
NewEdge Wealth
Pennsylvania
$1.27M +$27K +1,923 +2%
Wells Fargo
13
Wells Fargo
California
$1.15M -$370K -26,406 -24%
CF
14
Centaurus Financial
California
$987K -$363K -25,918 -27%
WE
15
Wealth Effects
Massachusetts
$772K +$35.8K +2,550 +5%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$751K -$4.56K -325 -0.6%
Stifel Financial
17
Stifel Financial
Missouri
$746K +$218K +15,564 +41%
Bank of America
18
Bank of America
North Carolina
$729K -$50.9K -3,630 -7%
Rockefeller Capital Management
19
Rockefeller Capital Management
New York
$701K -$6.24K -445 -0.9%
KAS
20
Kestra Advisory Services
Texas
$659K +$110K +7,873 +20%
SWM
21
Stockman Wealth Management
Montana
$597K – – –
William Blair & Company
22
William Blair & Company
Illinois
$543K +$350 +25 +0.1%
ASFA
23
All Season Financial Advisors
Colorado
$530K +$2.16K +154 +0.4%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$500K -$15.4K -1,097 -3%
KPWS
25
Kestra Private Wealth Services
Texas
$486K +$1.54K +110 +0.3%
1
2 3