THW
abrdn World Healthcare Fund
$12.24
-0.97%
$1.8B
No data for this timeframe.
Vol
Market Cap$1.8B
Cap SizeSmall Cap
Inst. Holders20 funds
Inst. Value$27.4M
Inst. Activity1 buys / 0 sells
SEC Reports2
Recent Activity
Jun 11, 2026
SEC
Chris LaVictoire Mahai filed an initial statement of beneficial ownership (Form 3) for abrdn World Healthcare Fund, repo
3 — Impact 2/10
May 26, 2026
SEC
The SEC declared effective a registration statement (File No. 333-291962) for abrdn World Healthcare Fund (THW) on May 2
EFFECT — Impact 3/10
Inst.
ASSETMARK, INC — DOUBLED
1,589 shares ($18.5K)
Inst.
UBS Group AG — TRIM
92,727 shares ($1.2M)
Latest Reports
NEUTRAL
3
2/10
Chris LaVictoire Mahai filed an initial statement of beneficial ownership (Form 3) for abrdn World Healthcare Fund, repo
Jun 11, 2026
NEUTRAL
EFFECT
3/10
The SEC declared effective a registration statement (File No. 333-291962) for abrdn World Healthcare Fund (THW) on May 2
May 26, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| MORGAN STANLEY | $13.0M | — |
| ROYAL BANK OF CANADA | $5.4M | — |
| RAYMOND JAMES FINANCIAL INC | $3.2M | — |
| COMMONWEALTH EQUITY SERVICES, LLC | $2.8M | — |
| STIFEL FINANCIAL CORP | $828.4K | ADD |
20 institutional holders with $27.4M total value (2,369,563 shares) as of 2026-Q1. Top holders: MORGAN, ROYAL, RAYMOND. Net buying activity: 1 institutions added/increased vs 0 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 1,114,379 | $13.0M | 47.4% | — |
| 2 | ROYAL BANK OF CANADA | 462,836 | $5.4M | 19.7% | — |
| 3 | RAYMOND JAMES FINANCIAL INC | 271,569 | $3.2M | 11.6% | — |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | 236,935 | $2.8M | 10.1% | — |
| 5 | STIFEL FINANCIAL CORP | 70,985 | $828.4K | 3.0% | ADD +28.1% |
| 6 | Rockefeller Capital Management L.P. | 40,500 | $472.6K | 1.7% | — |
| 7 | BLAIR WILLIAM & CO/IL | 38,000 | $443.5K | 1.6% | — |
| 8 | BANK OF AMERICA CORP /DE/ | 34,834 | $406.5K | 1.5% | — |
| 9 | AMERIPRISE FINANCIAL INC | 26,962 | $314.6K | 1.1% | TRIM -27.8% |
| 10 | Concurrent Investment Advisors, LLC | 18,329 | $213.9K | 0.8% | — |
| 11 | Invesco Ltd. | 14,160 | $165.2K | 0.6% | — |
| 12 | HighTower Advisors, LLC | 12,470 | $145.5K | 0.5% | — |
| 13 | PNC FINANCIAL SERVICES GROUP, INC. | 3,716 | $43.4K | 0.2% | TRIM -45.9% |
| 14 | FIFTH THIRD BANCORP | 2,062 | $24.1K | 0.1% | — |
| 15 | ASSETMARK, INC | 1,589 | $18.5K | 0.1% | DOUBLED +208.5% |
| 16 | WELLS FARGO & COMPANY/MN | 1,384 | $16.2K | 0.1% | DOUBLED +3358.2% |
| 17 | CWM, LLC | 269 | $3.1K | 0.0% | TRIM -45.2% |
| 18 | JONES FINANCIAL COMPANIES LLLP | 151 | $1.7K | 0.0% | — |
| 19 | Allworth Financial LP | 37 | $437.00 | 0.0% | ADD +47.8% |
| 20 | HRT FINANCIAL LP | 18,396 | $214.00 | 0.0% | — |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| ASSETMARK, INC | DOUBLED | 515 | 1,589 | +208.5% | $18.5K | 2026-Q1 |
| UBS Group AG | TRIM | 136,353 | 92,727 | -32.0% | $1.2M | 2025-Q3 |
| WELLS FARGO & COMPANY/MN | DOUBLED | 1,203 | 41,602 | +3358.2% | $524.2K | 2025-Q3 |
| AMERIPRISE FINANCIAL INC | TRIM | 31,404 | 22,674 | -27.8% | $285.7K | 2025-Q3 |
| CWM, LLC | TRIM | 491 | 269 | -45.2% | $3.00 | 2025-Q3 |
| STIFEL FINANCIAL CORP | ADD | 49,168 | 62,964 | +28.1% | $646.0K | 2025-Q2 |
| WELLS FARGO & COMPANY/MN | NEAR_EXIT | 8,336 | 1,203 | -85.6% | $12.3K | 2025-Q2 |
| Allworth Financial LP | ADD | 23 | 34 | +47.8% | $353.00 | 2025-Q2 |
| AMERIPRISE FINANCIAL INC | ADD | 18,316 | 25,518 | +39.3% | $294.2K | 2025-Q1 |
| WELLS FARGO & COMPANY/MN | DOUBLED | 2,715 | 8,336 | +207.0% | $96.1K | 2025-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. | TRIM | 7,250 | 3,925 | -45.9% | $45.3K | 2025-Q1 |
| Allworth Financial LP | ADD | 14 | 23 | +64.3% | $249.00 | 2025-Q1 |
| WELLS FARGO & COMPANY/MN | TRIM | 4,121 | 2,715 | -34.1% | $29.9K | 2024-Q4 |
| CWM, LLC | TRIM | 697 | 444 | -36.3% | $6.00 | 2024-Q3 |
No insider trading data available yet. Insider transactions are collected from SEC Form 4 filings.
2 SEC filing reports analyzed. Sentiment: 0 bullish, 0 bearish, 0 mixed, 2 neutral. Avg impact: 2.5/10.
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q | $0.00 | $0.00 | $0.00 | — | — | — | $0.0B | — | — |
| Next Q | $0.00 | $0.00 | $0.00 | — | — | — | $0.0B | — | — |
| Current FY | $0.00 | $0.00 | $0.00 | — | — | — | $0.0B | — | — |
| Next FY | $0.00 | $0.00 | $0.00 | — | — | — | $0.0B | — | — |
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
No events recorded for this ticker. Events include FDA actions, clinical trials, enforcement actions, and market-moving developments.