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THW

abrdn World Healthcare Fund

66 hedge funds and large institutions have $54.7M 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

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

5% more funds holding

Funds holding: 6366 (+3)

1.04% more ownership

Funds ownership: 11.6%12.64% (+1%)

1% more capital invested

Capital invested by funds: $54.4M → $54.7M (+$301K)

32% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 25

Holders
66
Holders Change
+3
Holders Change %
+4.76%
% of All Funds
0.95%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$12.3M +$305K +23,228 +3%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$6.1M +$333K +25,347 +6%
CA
3
CoreCap Advisors
Michigan
$4.01M -$1.64K -125 -0%
LPL Financial
4
LPL Financial
California
$3.97M -$141K -10,711 -3%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$3.06M -$12.1K -919 -0.4%
SPIA
6
Steward Partners Investment Advisory
New York
$2.55M +$78.4K +5,976 +3%
UBS Group
7
UBS Group
Switzerland
$2.11M -$646K -49,233 -24%
RJA
8
Raymond James & Associates
Florida
$1.96M -$84.9K -6,465 -4%
IA
9
IFP Advisors
Florida
$1.46M +$310K +23,627 +27%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$1.28M -$58.2K -4,433 -4%
NW
11
NewEdge Wealth
Pennsylvania
$1.15M -$30.4K -2,316 -3%
Osaic Holdings
12
Osaic Holdings
Arizona
$876K -$50.9K -3,880 -6%
SIC
13
Samalin Investment Counsel
New York
$826K +$60.7K +4,623 +8%
WQ
14
Wealth Quarterback
New Jersey
$729K +$49.2K +3,748 +7%
Rockefeller Capital Management
15
Rockefeller Capital Management
New York
$724K
KAS
16
Kestra Advisory Services
Texas
$665K -$8.96K -683 -1%
JWCA
17
J.W. Cole Advisors
Florida
$660K +$431K +32,864 +195%
Stifel Financial
18
Stifel Financial
Missouri
$616K -$35.8K -2,728 -6%
SWM
19
Stockman Wealth Management
Montana
$565K
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$565K +$27.1K +2,061 +5%
TWM
21
Tradition Wealth Management
Minnesota
$523K -$23K -1,750 -4%
Bank of America
22
Bank of America
North Carolina
$522K -$94.5K -7,197 -15%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$516K -$65.6K -4,995 -11%
William Blair & Company
24
William Blair & Company
Illinois
$505K -$7.72K -588 -2%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$505K -$8.87K -676 -2%

THW Hedge Fund Activity: Q3 2024 in Review

66 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in abrdn World Healthcare Fund (THW) for Q3 2024, worth a combined $54.7M — up 0.55% from $54.4M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new THW positions and 5 closed out — a net gain of 3 holders — while 17 added to existing stakes and 25 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $8.29M. The largest seller was Strategic Financial Concepts, cutting an estimated $3.21M.

  • 66 institutional investors held abrdn World Healthcare Fund (THW) as of Q3 2024, up from 63 in Q2 2024.
  • Funds reported $54.7M of abrdn World Healthcare Fund stock for Q3 2024, up 0.55% quarter-over-quarter.
  • 8 funds opened new abrdn World Healthcare Fund positions in Q3 2024 and 5 closed out, a net change of +3 holders.
  • The largest abrdn World Healthcare Fund buyer in Q3 2024 was International Assets Investment Management, an estimated $8.29M added.
  • The largest abrdn World Healthcare Fund seller in Q3 2024 was Strategic Financial Concepts, an estimated $3.21M sold.

Based on aggregated 13F filings for Q3 2024.