THW

abrdn World Healthcare Fund
THW

Overview Fund Activity

62 hedge funds and large institutions have $54.2M invested in abrdn World Healthcare Fund in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 24 increasing their positions, 19 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
62
Holders Change
-4
Holders Change %
-6.06%
% of All Funds
0.9%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
24
Reduced
19
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IA
IFP Advisors
Florida
+$982K
2
JWCA
J.W. Cole Advisors
Florida
+$221K
3
NA
NewEdge Advisors
Louisiana
+$193K
4
CA
CoreCap Advisors
Michigan
+$177K
5
Morgan Stanley
Morgan Stanley
New York
+$152K

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$914K
2
LCM
Landscape Capital Management
New Jersey
-$772K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$688K
4
Bank of America
Bank of America
North Carolina
-$499K
5
Citadel Advisors
Citadel Advisors
Florida
-$178K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$11.9M +$152K +11,601 +1%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$5.7M -$688K -52,414 -11%
LPL Financial
3
LPL Financial
California
$4.07M +$135K +10,270 +3%
CA
4
CoreCap Advisors
Michigan
$3.97M +$177K +13,500 +5%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$3.04M -$9.36K -713 -0.3%
UBS Group
6
UBS Group
Switzerland
$2.74M -$35.4K -2,698 -1%
SPIA
7
Steward Partners Investment Advisory
New York
$2.44M +$98.3K +7,488 +4%
RJA
8
Raymond James & Associates
Florida
$2.03M +$81.2K +6,183 +4%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$1.32M -$85.1K -6,483 -6%
NW
10
NewEdge Wealth
Pennsylvania
$1.17M -$50.4K -3,840 -4%
IA
11
IFP Advisors
Florida
$1.13M +$982K +74,801 +643%
Osaic Holdings
12
Osaic Holdings
Arizona
$918K -$914K -69,633 -50%
WE
13
Wealth Effects
Massachusetts
$815K -$57.1K -4,350 -7%
SIC
14
Samalin Investment Counsel
New York
$757K +$24.4K +1,861 +3%
Rockefeller Capital Management
15
Rockefeller Capital Management
New York
$716K +$26.3K +2,000 +4%
IAIM
16
International Assets Investment Management
Florida
$674K +$42.8K +3,260 +7%
WQ
17
Wealth Quarterback
New Jersey
$672K -$16.2K -1,233 -2%
KAS
18
Kestra Advisory Services
Texas
$667K -$21.7K -1,654 -3%
Stifel Financial
19
Stifel Financial
Missouri
$645K +$112K +8,546 +21%
Bank of America
20
Bank of America
North Carolina
$611K -$499K -38,006 -45%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$576K +$1.44K +110 +0.3%
SWM
22
Stockman Wealth Management
Montana
$559K – – –
TWM
23
Tradition Wealth Management
Minnesota
$540K +$15.2K +1,160 +3%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$532K +$21.8K +1,664 +4%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$508K -$57.9K -4,416 -10%
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