THW Hedge Fund Ownership (Q1 2026)

Abrdn World Healthcare Fund (THW)

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

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%

-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 — 46% AUM from top-100 funds

46% from top-100 AUM funds

12 of 84 holders are among the 100 largest funds by AUM, controlling 46% 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.

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

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

1.2%

13F Shares

-14.53%

Total Value

$54M

$85M

-36.46%

New Positions

Increased Positions

-6

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

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:

2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.

FILTER:All New Added To Reduced No Change | Overweight >5%

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	2.14%	147,758	$2.0M
2	PMG Family Office LLC	0.36%	29,295	$393K
3	Lionhunter Capital Management, LLC	0.24%	40,000	$536K
4	Wealth Quarterback LLC	0.22%	53,032	$711K
5	Samalin Investment Counsel, LLC	0.20%	46,920	$629K
6	Wealth Effects LLC	0.14%	39,995	$536K
7	Alteri Wealth LLC	0.14%	37,260	$499K
8	Empire Financial Management Company, LLC	0.13%	24,544	$329K
9	International Assets Investment Management, LLC	0.11%	138,561	$1.9M
10	CoreCap Advisors, LLC	0.10%	245,720	$3.3M
11	Kapstone Financial Advisors LLC	0.09%	15,370	$206K
12	Triumph Capital Management	0.08%	31,558	$423K
13	Shaker Financial Services, LLC	0.07%	16,080	$215K
14	Ameriflex Group, INC.	0.06%	10,850	$145K
15	Stockman Wealth Management, Inc.	0.06%	42,609	$571K
16	Strategic Financial Concepts, LLC	0.05%	11,900	$159K
17	Abel Hall, LLC	0.04%	19,000	$255K
18	J.W. Cole Advisors, INC.	0.02%	108,670	$1.5M
19	Live Oak Private Wealth LLC	0.02%	13,540	$181K
20	SeaCrest Wealth Management, LLC	0.02%	14,926	$200K
21	Allied Private Wealth LLC	0.02%	2,024	$27K
22	Institute for Wealth Management, LLC.	0.02%	14,333	$192K
23	Sargent Investment Group, LLC	0.02%	10,000	$134K
24	Tradition Wealth Management, LLC	0.01%	18,271	$245K
25	AlphaCore Capital LLC	0.01%	56,336	$755K

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 — 46% AUM from top-100 funds: 12 of 84 holders are among the 100 largest funds by AUM, controlling 46% 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.

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.

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Abrdn World Healthcare Fund (THW)

Smart Money Signals — THW

Buying streak — 4 quarters in a row

At the ownership peak (100% of max)

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

Slight buying edge — 54% buying

Steady new buyers — ~16 new funds per quarter

54% of holders stayed for 2+ years

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

Growing discovery — still being found

Veteran-anchored — 61% veterans vs 25% newcomers

Elite ownership — 46% AUM from top-100 funds

Institutional Sentiment Summary — THW

Hedge Fund Ownership: THW

Market Analysis: THW

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: THW

Hedge Fund Positioning: THW

Statistics: THW

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Abrdn World Healthcare Fund (THW)

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