Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Abrdn World Healthcare Fund (THW)

84 + Investors. Track Smart Money conviction in THW. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +1
Streak
4Q ▲
Buyers last Q
54%

Smart Money Signals — THW

Based on 84 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added THW than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
84 hedge funds hold THW right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +12% more funds vs a year ago

fund count last 6Q
+9 new funds entered over the past year (+12% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction. The peak was reached in just 3 quarters from the low — a sharp move.
🟡

Slight buying edge — 54% buying

41 buying35 selling
Last quarter: 41 funds bought or added vs 35 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~16 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 11 → 10 → 13 → 16. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

54% of holders stayed for 2+ years

■ 54% conviction (2yr+) ■ 21% medium ■ 25% new
45 out of 84 hedge funds have held THW for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares -15%, value -36%

Value
-36%
Shares
-14%
Last quarter: funds added -15% more shares while total portfolio value only changed -36%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

9 → 11 → 10 → 13 → 16 new funds/Q
New funds entering each quarter: 11 → 10 → 13 → 16. A growing number of institutions are discovering THW each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 61% veterans vs 25% newcomers

■ 61% veterans ■ 14% 1-2yr ■ 25% new
Entry-cohort mix of 84 holders: 51 (61%) are 2+ year veterans, 12 entered 1–2 years ago, and 21 (25%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 45% AUM from top-100 funds

45% from top-100 AUM funds
12 of 84 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in THW. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — THW

In 2026 Q1, 41 hedge funds were net buyers of THW (16 opened a new position, 25 added to an existing one), while 35 reduced or exited (20 trimmed, 15 sold completely) — a 54% buyer ratio, indicating a slight buying edge. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 45% of total institutional value in THW is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 84.

Hedge Fund Ownership: THW

How many hedge funds hold THW — quarterly history vs. share price
Quarterly hedge fund ownership of THW vs. share price

Market Analysis: THW

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: THW

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Abrdn World Healthcare Fund (THW) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much THW has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 82d ago
THW
+8.7%
XLF
+8.5%

THW outperformed XLF by +0.2% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 37d ago
THW
+1.2%
XLF
+4.8%

Since the filing became public, THW outperformed XLF by -3.6% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

8 top-rated funds 0 high-conviction
Consensus
4.1
/ 10
breadth
×
Elite
0.7
/ 10
conviction
Hedge Fund Positioning: THW
84 + Investors

Track Smart Money conviction in THW. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 84 83 1.2%
13F Shares 6M 7M -14.53%
Total Value $54M $85M -36.46%
New Positions 16 13 +3
Increased Positions 25 31 -6
Closed Positions 15 8 +7
Reduced Positions 20 18 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: THW

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
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Return on Equity (ttm) --
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Revenue (ttm) --
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Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

84 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in THW. Verified SEC 13F-HR filings.

QUARTER:
Top 25 THW holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Significant Wealth Partners LLC 2.09% 145,181 $1.7M
2 PMG Family Office LLC 0.36% 27,444 $320K
3 Samalin Investment Counsel, LLC 0.27% 65,936 $769K
4 Wealth Quarterback LLC 0.26% 56,711 $662K
5 Empire Financial Management Company, LLC 0.17% 63,694 $743K
6 Wealth Effects LLC 0.17% 40,095 $468K
7 Alteri Wealth LLC 0.14% 37,360 $436K
8 International Assets Investment Management, LLC 0.11% 133,959 $1.6M
9 CoreCap Advisors, LLC 0.10% 257,026 $3.0M
10 Kapstone Financial Advisors LLC 0.09% 15,370 $179K
11 Triumph Capital Management 0.07% 30,430 $355K
12 Osbon Capital Management LLC 0.07% 7,046 $82K
13 Ameriflex Group, INC. 0.06% 10,850 $127K
14 Stockman Wealth Management, Inc. 0.05% 42,609 $497K
15 Abel Hall, LLC 0.05% 19,000 $222K
16 Strategic Financial Concepts, LLC 0.03% 11,900 $139K
17 Live Oak Private Wealth LLC 0.02% 13,540 $158K
18 Institute for Wealth Management, LLC. 0.02% 14,333 $167K
19 SeaCrest Wealth Management, LLC 0.02% 14,212 $166K
20 NWF Advisory Services Inc. 0.02% 12,400 $145K
21 Tradition Wealth Management, LLC 0.02% 19,163 $224K
22 Sargent Investment Group, LLC 0.02% 10,000 $117K
23 AlphaCore Capital LLC 0.02% 55,352 $646K
24 NewEdge Wealth, LLC 0.01% 86,800 $1.0M
25 Steward Partners Investment Advisory, LLC 0.01% 164,841 $1.9M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Abrdn World Healthcare Fund (THW)

What does the Smart Money Trend signal show for THW?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added THW than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for THW?

Slight buying edge — 54% buying: Last quarter: 41 funds bought or added vs 35 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for THW holders?

Elite ownership — 45% AUM from top-100 funds: 12 of 84 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in THW. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held THW?

54% of holders stayed for 2+ years: 45 out of 84 hedge funds have held THW for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Abrdn World Healthcare Fund (THW) following the 2026 Q1 hedge fund 13F filings?

As of today, THW has moved +1.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLF sector ETF — an outperformance of -3.6%. Since the quarter end (March 31, 2026), THW has gained +8.7% vs +8.5% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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