THW

abrdn World Healthcare Fund
THW

Overview Fund Activity

66 hedge funds and large institutions have $56.5M invested in abrdn World Healthcare Fund in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 17 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
66
Holders Change
-6
Holders Change %
-8.33%
% 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
22
Reduced
17
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$558K
2
Bank of America
Bank of America
North Carolina
+$451K
3
CA
Cetera Advisors
Colorado
+$392K
4
SFC
Strategic Financial Concepts
Texas
+$266K
5
WQ
Wealth Quarterback
New Jersey
+$205K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$10.1M
2
LCM
Landscape Capital Management
New Jersey
-$1.37M
3
SWP
Significant Wealth Partners
Illinois
-$1.1M
4
FSI
Flow State Investments
Illinois
-$962K
5
EC
Elequin Capital
New York
-$788K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$11.8M -$10.1M -764,707 -46%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$6.44M -$584K -44,180 -8%
LPL Financial
3
LPL Financial
California
$3.96M +$558K +42,183 +16%
CA
4
CoreCap Advisors
Michigan
$3.82M +$112K +8,445 +3%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$3.08M -$124K -9,350 -4%
UBS Group
6
UBS Group
Switzerland
$2.79M -$295K -22,280 -10%
SPIA
7
Steward Partners Investment Advisory
New York
$2.36M +$106K +8,028 +5%
RJA
8
Raymond James & Associates
Florida
$1.96M +$202K +15,246 +11%
Osaic Holdings
9
Osaic Holdings
Arizona
$1.85M +$331 +25 +0%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$1.42M -$1.83K -138 -0.1%
NW
11
NewEdge Wealth
Pennsylvania
$1.2M – – –
Bank of America
12
Bank of America
North Carolina
$1.12M +$451K +34,053 +67%
WE
13
Wealth Effects
Massachusetts
$879K +$2.65K +200 +0.3%
LCM
14
Landscape Capital Management
New Jersey
$772K -$1.37M -103,175 -64%
SIC
15
Samalin Investment Counsel
New York
$738K +$76.3K +5,764 +12%
Rockefeller Capital Management
16
Rockefeller Capital Management
New York
$695K – – –
WQ
17
Wealth Quarterback
New Jersey
$694K +$205K +15,502 +42%
KAS
18
Kestra Advisory Services
Texas
$694K +$31.4K +2,373 +5%
IAIM
19
International Assets Investment Management
Florida
$628K +$87.8K +6,725 +16%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$579K +$132K +10,011 +30%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$571K -$118K -8,937 -17%
SWM
22
Stockman Wealth Management
Montana
$564K – – –
Stifel Financial
23
Stifel Financial
Missouri
$537K -$240K -18,177 -31%
TWM
24
Tradition Wealth Management
Minnesota
$529K -$16.7K -1,260 -3%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$514K +$72.1K +5,451 +16%
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