abrdn Healthcare Investors
HQH- Exchange
- NYSE
- SEC CIK
- 0000805267
In the last 90 days, abrdn Healthcare Investors insiders filed 1 open-market purchase and 0 sales; 125 institutions reported holding it in 13F filings for Q2 2026, worth $293.0M in total; no superinvestor holds it.
13F holders, Q4 2023
Institutional positions in abrdn Healthcare Investors as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 123
- +9 vs. Q3 2023
- Shares held
- 12.5M
- +2.24M (+21.8%) vs. Q3 2023
- Total value
- $208.1M
- +$47.9M (+29.9%) vs. Q3 2023
- New holders
- 18
- 46 more added
- Sold out
- 9
- 36 more reduced
1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting HQH on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 125 | $293.0M |
| Q1 2026 | 128 | $231.8M |
| Q4 2025 | 123 | $247.6M |
| Q3 2025 | 120 | $222.6M |
| Q2 2025 | 114 | $180.4M |
| Q1 2025 | 106 | $192.1M |
| Q4 2024 | 119 | $196.7M |
| Q3 2024 | 121 | $243.8M |
| Q2 2024 | 113 | $222.3M |
| Q1 2024 | 120 | $216.8M |
| Q4 2023 | 123 | $208.1M |
| Q3 2023 | 115 | $160.3M |
| Q2 2023 | 116 | $158.9M |
| Q1 2023 | 118 | $153.2M |
| Q4 2022 | 114 | $153.9M |
| Q3 2022 | 105 | $141.9M |
| Q2 2022 | 104 | $149.2M |
| Q1 2022 | 99 | $167.5M |
| Q4 2021 | 104 | $196.1M |
| Q3 2021 | 102 | $220.5M |
| Q2 2021 | 113 | $226.9M |
| Q1 2021 | 114 | $236.0M |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding abrdn Healthcare Investors; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 3,021,776 | $50.1M | 0.00% | −204,497−6.3% | Reduced |
| Saba Capital Management, L.P. | 1,424,346 | $23.6M | 0.58% | +1,127,709+380.2% | Added |
| Cornerstone Advisors, LLC | 732,299 | $12.1M | 0.53% | +292,920+66.7% | Added |
| CNH Partners LLC | 500,418 | $8.29M | 0.33% | +181,268+56.8% | Added |
| Royal Bank of Canada | 469,916 | $7.79M | 0.00% | +19,459+4.3% | Added |
| Rpo LLC | 382,486 | $6.34M | 10.00% | +5,695+1.5% | Added |
| Clough Capital Partners L P | 323,228 | $5.36M | 0.59% | +220,560+214.8% | Added |
| Boothbay Fund Management, LLC | 312,251 | $5.17M | 0.19% | +184,015+143.5% | Added |
| Logan Stone Capital, LLC | 297,287 | $4.93M | 1.00% | +22,006+8.0% | Added |
| Eschler Asset Management LLP | 263,560 | $4.55M | 3.61% | +263,560 | New |
| Raymond James Financial Services Advisors, Inc. | 252,971 | $4.19M | 0.01% | +13,816+5.8% | Added |
| Wolverine Asset Management LLC | 244,351 | $4.05M | 0.06% | −110,850−31.2% | Reduced |
| Landscape Capital Management, L.L.C. | 239,393 | $3.97M | 0.35% | +156,764+189.7% | Added |
| Needham Investment Management LLC | 226,965 | $3.76M | 0.47% | 00.0% | Unchanged |
| Quantedge Capital Pte Ltd | 209,600 | $3.47M | 1.70% | +62,500+42.5% | Added |
| Sage Capital Management, LLC | 186,337 | $3.09M | 1.85% | +186,337 | New |
| Bank of America Corp | 180,276 | $2.99M | 0.00% | −25,241−12.3% | Reduced |
| Raymond James & Associates | 166,627 | $2.76M | 0.00% | −4,330−2.5% | Reduced |
| LPL Financial LLC | 163,844 | $2.71M | 0.00% | −39,861−19.6% | Reduced |
| Janney Montgomery Scott LLC | 157,497 | $2.61M | 0.01% | −8,741−5.3% | Reduced |
| Advisor Group Holdings, Inc. | 149,273 | $2.47M | 0.00% | −107,275−41.8% | Reduced |
| Advisors Asset Management, Inc. | 146,444 | $2.43M | 0.05% | +2,653+1.8% | Added |
| First Trust Advisors LP | 136,556 | $2.26M | 0.00% | −4,448−3.2% | Reduced |
| UBS Group AG | 136,456 | $2.26M | 0.00% | −53,522−28.2% | Reduced |
| Cetera Investment Advisers | 120,687 | $2.00M | 0.02% | +16,733+16.1% | Added |
| Ameriprise Financial Inc | 108,662 | $1.80M | 0.00% | −6,455−5.6% | Reduced |
| Oppenheimer & Co Inc | 97,069 | $1.61M | 0.03% | +14,757+17.9% | Added |
| National Asset Management, Inc. | 86,031 | $1.45M | 0.04% | +15,590+22.1% | Added |
| Commonwealth Equity Services, LLC | 79,659 | $1.32M | 0.00% | −4,405−5.2% | Reduced |
| Quarry LP | 74,292 | $1.23M | 0.62% | +21,760+41.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 69,841 | $1.16M | 0.00% | −9,131−11.6% | Reduced |
| Cyndeo Wealth Partners, LLC | 63,894 | $1.06M | 0.10% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 60,573 | $1.00M | 0.00% | −39,000−39.2% | Reduced |
| Eudaimonia Partners, LLC | 59,123 | $979.7K | 0.26% | −7,469−11.2% | Reduced |
| Matrix Private Capital Group LLC | 57,200 | $970.7K | 0.73% | −13,600−19.2% | Reduced |
| NWF Advisory Services Inc. | 57,443 | $951.8K | 0.19% | −25,899−31.1% | Reduced |
| Samalin Investment Counsel, LLC | 55,045 | $912.1K | 0.46% | +11,354+26.0% | Added |
| Prevail Innovative Wealth Advisors, LLC | 48,380 | $801.7K | 0.38% | +17,899+58.7% | Added |
| AE Wealth Management LLC | 45,273 | $768.3K | 0.00% | +12,260+37.1% | Added |
| Cetera Advisor Networks LLC | 45,872 | $760.1K | 0.00% | +17,630+62.4% | Added |
| Qube Research & Technologies Ltd | 44,312 | $734.3K | 0.00% | +5,627+14.5% | Added |
| Invesco Ltd. | 43,565 | $721.9K | 0.00% | +964+2.3% | Added |
| GWM Advisors LLC | 40,974 | $691.3K | 0.01% | +16,283+65.9% | Added |
| Mercer Global Advisors Inc | 39,430 | $653.0K | 0.00% | +28,463+259.5% | Added |
| Guggenheim Capital LLC | 38,621 | $640.0K | 0.00% | +16,412+73.9% | Added |
| Envestnet Asset Management Inc | 35,875 | $594.5K | 0.00% | +14,930+71.3% | Added |
| Nations Financial Group Inc, | 35,650 | $590.7K | 0.05% | −200−0.6% | Reduced |
| Millennium Management LLC | 35,325 | $585.3K | 0.00% | −30,771−46.6% | Reduced |
| Bank of New York Mellon Corp | 34,003 | $563.4K | 0.00% | +34,003 | New |
| Kestra Advisory Services, LLC | 33,098 | $548.4K | 0.00% | +1,513+4.8% | Added |
| Stephens Inc | 32,458 | $537.8K | 0.01% | +2,773+9.3% | Added |
| Private Advisor Group, LLC | 31,510 | $522.1K | 0.00% | +4,337+16.0% | Added |
| Wedbush Securities Inc | 26,105 | $433.0K | 0.02% | +623+2.4% | Added |
| Claro Advisors LLC | 25,414 | $421.1K | 0.09% | +3,745+17.3% | Added |
| Weiss Asset Management LP | 25,293 | $419.1K | 0.03% | +25,293 | New |
| City of London Investment Management Co Ltd | 23,900 | $396.0K | 0.03% | +1,760+7.9% | Added |
| Sage Capital Advisors,llc | 22,529 | $373.3K | 0.12% | −4,093−15.4% | Reduced |
| Stockman Wealth Management, Inc. | 21,944 | $363.6K | 0.07% | −450−2.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 21,673 | $359.1K | 0.00% | +8,138+60.1% | Added |
| HighTower Advisors, LLC | 21,460 | $354.0K | 0.00% | −4,008−15.7% | Reduced |
| Independent Financial Group, LLC | 19,675 | $326.0K | 0.02% | +3,246+19.8% | Added |
| All Season Financial Advisors, Inc. | 19,382 | $321.2K | 0.27% | −718−3.6% | Reduced |
| Susquehanna International Group, LLP | 19,285 | $319.6K | 0.00% | +19,285 | New |
| Atomi Financial Group, Inc. | 18,414 | $305.1K | 0.04% | −1,680−8.4% | Reduced |
| Foundations Investment Advisors, LLC | 17,470 | $302.9K | 0.01% | +2,928+20.1% | Added |
| Wetherby Asset Management Inc | 18,171 | $301.1K | 0.02% | +18,171 | New |
| Hennion & Walsh Asset Management, Inc. | 17,157 | $284.3K | 0.02% | +85+0.5% | Added |
| Atria Wealth Solutions, Inc. | 16,616 | $275.3K | 0.00% | −380−2.2% | Reduced |
| Capital Investment Advisory Services, LLC | 16,238 | $269.1K | 0.03% | +1,000+6.6% | Added |
| Flow State Investments, L.P. | 15,319 | $253.8K | 0.09% | +51+0.3% | Added |
| Apollon Wealth Management, LLC | 14,697 | $243.5K | 0.01% | +3,607+32.5% | Added |
| Atlantic Union Bankshares Corp | 14,603 | $242.0K | 0.02% | −1,419−8.9% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 14,103 | $234.0K | 0.00% | −20,950−59.8% | Reduced |
| WNY Asset Management, LLC | 14,080 | $233.3K | 0.04% | +400+2.9% | Added |
| The PNC Financial Services Group, Inc. | 13,402 | $222.1K | 0.00% | −13,490−50.2% | Reduced |
| Shaker Financial Services, LLC | 13,050 | $221.6K | 0.09% | −3,891−23.0% | Reduced |
| IFP Advisors, Inc | 13,344 | $221.1K | 0.01% | 00.0% | Unchanged |
| Milestone Asset Management, LLC | 12,776 | $211.7K | 0.07% | +12,776 | New |
| Equitable Holdings, Inc. | 12,379 | $205.1K | 0.00% | −3,490−22.0% | Reduced |
| Stifel Financial Corp | 12,071 | $200.0K | 0.00% | −238−1.9% | Reduced |
| JPMorgan Chase & Co | 12,058 | $199.8K | 0.00% | +11,781+4,253.1% | Added |
| Elequin Capital LP | 11,999 | $198.8K | 0.06% | −45,629−79.2% | Reduced |
| Horst & Graben Wealth Management LLC | 11,362 | $188.3K | 0.04% | 00.0% | Unchanged |
| Truist Financial Corp | 11,220 | $185.9K | 0.00% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 11,055 | $183.2K | 0.00% | −3,667−24.9% | Reduced |
| Moloney Securities Asset Management, LLC | 10,744 | $178.0K | 0.03% | +10,744 | New |
| Blue Bell Private Wealth Management, LLC | 10,420 | $172.7K | 0.04% | +4,520+76.6% | Added |
| Comerica Bank | 8,550 | $141.7K | 0.00% | +264+3.2% | Added |
| SOA Wealth Advisors, LLC. | 5,837 | $96.7K | 0.02% | 00.0% | Unchanged |
| Rothschild Investment LLC | 5,305 | $87.9K | 0.01% | +5,305 | New |
| Cullen/Frost Bankers, Inc. | 4,397 | $72.9K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 4,368 | $72.4K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 3,496 | $57.9K | 0.00% | +3,496 | New |
| Wells Fargo & Company | 2,990 | $49.5K | 0.00% | −27,775−90.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 2,776 | $46.0K | 0.00% | −10−0.4% | Reduced |
| North Star Investment Management Corp. | 2,674 | $44.3K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 2,496 | $41.4K | 0.02% | 00.0% | Unchanged |
| US Bancorp | 2,298 | $38.1K | 0.00% | +1,023+80.2% | Added |
| Bartlett & Co. Wealth Management LLC | 2,024 | $34.2K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 2,024 | $34.0K | 0.00% | 00.0% | Unchanged |