THW

abrdn World Healthcare Fund
THW

Overview Fund Activity

65 hedge funds and large institutions have $54.5M invested in abrdn World Healthcare Fund in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 25 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
65
Holders Change
+3
Holders Change %
+4.84%
% of All Funds
0.94%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
17
Reduced
25
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JWCA
J.W. Cole Advisors
Florida
+$436K
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$336K
3
IA
IFP Advisors
Florida
+$314K
4
Morgan Stanley
Morgan Stanley
New York
+$308K
5
BBA
BLB&B Advisors
Pennsylvania
+$265K

Top Sellers

1
SFC
Strategic Financial Concepts
Texas
-$3.24M
2
UBS Group
UBS Group
Switzerland
-$653K
3
WE
Wealth Effects
Massachusetts
-$443K
4
GRP
Global Retirement Partners
California
-$190K
5
BCA
Bay Colony Advisors
Massachusetts
-$147K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$12.3M +$308K +23,228 +3%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$6.1M +$336K +25,347 +6%
CA
3
CoreCap Advisors
Michigan
$4.01M -$1.66K -125 -0%
LPL Financial
4
LPL Financial
California
$3.97M -$142K -10,711 -3%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$3.06M -$12.2K -919 -0.4%
SPIA
6
Steward Partners Investment Advisory
New York
$2.55M +$79.3K +5,976 +3%
UBS Group
7
UBS Group
Switzerland
$2.11M -$653K -49,233 -24%
RJA
8
Raymond James & Associates
Florida
$1.96M -$85.8K -6,465 -4%
IA
9
IFP Advisors
Florida
$1.46M +$314K +23,627 +27%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$1.28M -$58.8K -4,433 -4%
NW
11
NewEdge Wealth
Pennsylvania
$1.15M -$30.7K -2,316 -3%
Osaic Holdings
12
Osaic Holdings
Arizona
$876K -$51.5K -3,880 -6%
SIC
13
Samalin Investment Counsel
New York
$826K +$61.3K +4,623 +8%
WQ
14
Wealth Quarterback
New Jersey
$729K +$49.7K +3,748 +7%
Rockefeller Capital Management
15
Rockefeller Capital Management
New York
$724K – – –
KAS
16
Kestra Advisory Services
Texas
$665K -$9.06K -683 -1%
JWCA
17
J.W. Cole Advisors
Florida
$660K +$436K +32,864 +195%
Stifel Financial
18
Stifel Financial
Missouri
$616K -$36.2K -2,728 -6%
SWM
19
Stockman Wealth Management
Montana
$565K – – –
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$565K +$27.3K +2,061 +5%
TWM
21
Tradition Wealth Management
Minnesota
$523K -$23.2K -1,750 -4%
Bank of America
22
Bank of America
North Carolina
$522K -$95.5K -7,197 -15%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$516K -$66.3K -4,995 -11%
William Blair & Company
24
William Blair & Company
Illinois
$505K -$7.8K -588 -2%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$505K -$8.97K -676 -2%
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