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THW

abrdn World Healthcare Fund

69 hedge funds and large institutions have $65.5M 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, 18 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 4

39% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 18

19% more capital invested

Capital invested by funds: $54.9M → $65.5M (+$10.6M)

10% more funds holding

Funds holding: 6369 (+6)

0.91% more ownership

Funds ownership: 11.41%12.33% (+0.91%)

Holders
69
Holders Change
+6
Holders Change %
+9.52%
% of All Funds
1.08%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
25
Reduced
18
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$14.2M +$790K +55,794 +6%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$7.5M -$132K -9,317 -2%
CA
3
CoreCap Advisors
Michigan
$4.17M +$4.21M +297,535 New
UBS Group
4
UBS Group
Switzerland
$4.11M +$45.5K +3,215 +1%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$4.07M -$24.3K -1,715 -0.6%
SPIA
6
Steward Partners Investment Advisory
New York
$2.81M +$235K +16,592 +9%
LPL Financial
7
LPL Financial
California
$2.69M +$439K +30,972 +19%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$2.37M -$250K -17,629 -9%
RJA
9
Raymond James & Associates
Florida
$2.34M +$9.3K +657 +0.4%
Osaic Holdings
10
Osaic Holdings
Arizona
$2.03M +$87.3K +6,166 +4%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$1.49M -$33.4K -2,356 -2%
NW
12
NewEdge Wealth
Pennsylvania
$1.27M +$27.2K +1,923 +2%
Wells Fargo
13
Wells Fargo
California
$1.15M -$374K -26,406 -24%
CF
14
Centaurus Financial
California
$987K -$367K -25,918 -27%
IFG
15
Independent Financial Group
California
$855K -$14.2K -1,000 -2%
WE
16
Wealth Effects
Massachusetts
$772K +$36.1K +2,550 +5%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$751K -$4.6K -325 -0.6%
Stifel Financial
18
Stifel Financial
Missouri
$746K +$220K +15,564 +41%
Bank of America
19
Bank of America
North Carolina
$729K -$51.4K -3,630 -7%
Rockefeller Capital Management
20
Rockefeller Capital Management
New York
$701K -$6.3K -445 -0.9%
KAS
21
Kestra Advisory Services
Texas
$659K +$112K +7,873 +20%
SWM
22
Stockman Wealth Management
Montana
$597K
William Blair & Company
23
William Blair & Company
Illinois
$543K +$354 +25 +0.1%
ASFA
24
All Season Financial Advisors
Colorado
$530K +$2.18K +154 +0.4%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$500K -$15.5K -1,097 -3%

THW Hedge Fund Activity: Q2 2023 in Review

69 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in abrdn World Healthcare Fund (THW) for Q2 2023, worth a combined $65.5M — up 19% from $54.9M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new THW positions and 4 closed out — a net gain of 7 holders — while 25 added to existing stakes and 18 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $790K. The largest seller was Wells Fargo, cutting an estimated $374K.

  • 69 institutional investors held abrdn World Healthcare Fund (THW) as of Q2 2023, up from 63 in Q1 2023.
  • Funds reported $65.5M of abrdn World Healthcare Fund stock for Q2 2023, up 19% quarter-over-quarter.
  • 11 funds opened new abrdn World Healthcare Fund positions in Q2 2023 and 4 closed out, a net change of +7 holders.
  • The largest abrdn World Healthcare Fund buyer in Q2 2023 was Morgan Stanley, an estimated $790K added.
  • The largest abrdn World Healthcare Fund seller in Q2 2023 was Wells Fargo, an estimated $374K sold.

Based on aggregated 13F filings for Q2 2023.