Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Abrdn World Healthcare Fund (THW)

79 + 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
↓ -5
Streak
1Q ▼
Buyers last Q
46%

Smart Money Signals — THW

Based on 79 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their THW positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 94% of 3.0Y peak

94% of all-time peak
79 funds currently hold this stock — 94% of the 3.0-year high of 84 funds (reached 2024 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding THW is almost the same as a year ago (+2 funds, +3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 46% buying

32 buying38 selling
Last quarter: 38 funds reduced or exited vs 32 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-7 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 10 → 13 → 16 → 9. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

58% of holders stayed for 2+ years

■ 58% conviction (2yr+) ■ 24% medium ■ 18% new
46 out of 79 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.
💰

Value +20% but shares only +3% — price-driven

Value
+20%
Shares
+3%
Last quarter: the total dollar value of institutional holdings rose +20%, but actual share count only changed +3%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
➡️

Steady discovery — ~9 new funds/quarter

11 → 10 → 13 → 16 → 9 new funds/Q
New funds entering each quarter: 10 → 13 → 16 → 9. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 66% veterans vs 23% newcomers

■ 66% veterans ■ 11% 1-2yr ■ 23% new
Entry-cohort mix of 79 holders: 52 (66%) are 2+ year veterans, 9 entered 1–2 years ago, and 18 (23%) 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 79 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.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — 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 Q2, 32 hedge funds were net buyers of THW (9 opened a new position, 23 added to an existing one), while 38 reduced or exited (24 trimmed, 14 sold completely) — a 46% buyer ratio, indicating roughly balanced activity. 45% of total institutional value in THW is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -5 funds (more exits than new entries). Total institutional holders: 79.

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.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 1 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.7
/ 10
conviction
Hedge Fund Positioning: THW
2026 Q3 Stats Unlock in 45 days 79 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 79 84 -5.95%
13F Shares 6M 6M 3.31%
Total Value $65M $54M 20.35%
New Positions 9 16 -7
Increased Positions 23 25 -2
Closed Positions 14 15 -1
Reduced Positions 24 20 +4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: THW

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

79 + 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 Q2 · 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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their THW positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for THW?

More sellers than buyers — 46% buying: Last quarter: 38 funds reduced or exited vs 32 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for THW holders?

Elite ownership — 45% AUM from top-100 funds: 12 of 79 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?

58% of holders stayed for 2+ years: 46 out of 79 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.

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.

Full history →