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THW

abrdn World Healthcare Fund

85 hedge funds and large institutions have $51.4M invested in abrdn World Healthcare Fund in 2024 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 19 increasing their positions, 22 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

420% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 5

29% more funds holding

Funds holding: 6685 (+19)

0.36% less ownership

Funds ownership: 12.64%12.28% (-0.36%)

6% less capital invested

Capital invested by funds: $54.7M → $51.4M (-$3.3M)

14% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 22

Holders
85
Holders Change
+19
Holders Change %
+28.79%
% of All Funds
1.12%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
26
Increased
19
Reduced
22
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
$10M -$190K -15,550 -2%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$5.18M +$134K +10,965 +2%
CA
3
CoreCap Advisors
Michigan
$3.29M -$39.3K -3,220 -1%
LPL Financial
4
LPL Financial
California
$3.26M -$40.1K -3,292 -1%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$2.5M -$47.5K -3,897 -2%
SPIA
6
Steward Partners Investment Advisory
New York
$1.91M -$230K -18,877 -10%
Raymond James Financial
7
Raymond James Financial
Florida
$1.75M +$1.93M +158,591 New
UBS Group
8
UBS Group
Switzerland
$1.65M -$119K -9,797 -6%
RAM
9
Readystate Asset Management
Illinois
$1.64M +$1.82M +149,192 New
WAM
10
Wolverine Asset Management
Illinois
$1.61M +$1.78M +146,372 New
IA
11
IFP Advisors
Florida
$1.18M -$37.2K -3,047 -3%
LCM
12
Landscape Capital Management
New Jersey
$1.05M +$1.16M +95,512 New
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$1.02M -$44K -3,607 -4%
NW
14
NewEdge Wealth
Pennsylvania
$956K
IAIM
15
International Assets Investment Management
Florida
$772K -$7.48M -613,129 -90%
JWCA
16
J.W. Cole Advisors
Florida
$764K +$240K +19,658 +40%
SIC
17
Samalin Investment Counsel
New York
$761K +$83.6K +6,858 +11%
Osaic Holdings
18
Osaic Holdings
Arizona
$679K -$53.1K -4,355 -7%
Rockefeller Capital Management
19
Rockefeller Capital Management
New York
$678K +$85.4K +7,000 +13%
WQ
20
Wealth Quarterback
New Jersey
$611K +$7.08K +581 +1%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$514K +$50.5K +4,143 +10%
Stifel Financial
22
Stifel Financial
Missouri
$473K -$42.2K -3,463 -7%
SWM
23
Stockman Wealth Management
Montana
$469K
KAS
24
Kestra Advisory Services
Texas
$463K -$97.8K -8,021 -16%
Bank of America
25
Bank of America
North Carolina
$459K +$29.2K +2,391 +6%

THW Hedge Fund Activity: Q4 2024 in Review

85 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in abrdn World Healthcare Fund (THW) for Q4 2024, worth a combined $51.4M — down 6% from $54.7M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new THW positions and 5 closed out — a net gain of 21 holders — while 19 added to existing stakes and 22 trimmed.

The largest buyer was Readystate Asset Management, opening a new position worth an estimated $1.82M. The largest seller was International Assets Investment Management, cutting an estimated $7.48M.

  • 85 institutional investors held abrdn World Healthcare Fund (THW) as of Q4 2024, up from 66 in Q3 2024.
  • Funds reported $51.4M of abrdn World Healthcare Fund stock for Q4 2024, down 6% quarter-over-quarter.
  • 26 funds opened new abrdn World Healthcare Fund positions in Q4 2024 and 5 closed out, a net change of +21 holders.
  • The largest abrdn World Healthcare Fund buyer in Q4 2024 was Readystate Asset Management, an estimated $1.82M added.
  • The largest abrdn World Healthcare Fund seller in Q4 2024 was International Assets Investment Management, an estimated $7.48M sold.

Based on aggregated 13F filings for Q4 2024.