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, Q1 2024
Institutional positions in abrdn Healthcare Investors as of Mar 31, 2024. 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
- 120
- −1 vs. Q4 2023
- Shares held
- 12.9M
- +334.0K (+2.7%) vs. Q4 2023
- Total value
- $216.8M
- +$8.83M (+4.2%) vs. Q4 2023
- New holders
- 12
- 50 more added
- Sold out
- 13
- 38 more reduced
2 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding abrdn Healthcare Investors; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 3,108,740 | $52.4M | 0.00% | +86,964+2.9% | Added |
| Saba Capital Management, L.P. | 2,557,469 | $43.1M | 0.95% | +1,133,123+79.6% | Added |
| Absolute Investment Advisers LLC | 505,668 | $8.53M | 1.16% | +505,668 | New |
| CNH Partners LLC | 501,542 | $8.46M | 0.30% | +1,124+0.2% | Added |
| Royal Bank of Canada | 492,768 | $8.31M | 0.00% | +22,852+4.9% | Added |
| Boothbay Fund Management, LLC | 373,265 | $6.29M | 0.19% | +61,014+19.5% | Added |
| Rpo LLC | 370,417 | $6.25M | 9.17% | −12,069−3.2% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 242,045 | $4.08M | 0.01% | −10,926−4.3% | Reduced |
| Eschler Asset Management LLP | 243,560 | $4.05M | 2.62% | −20,000−7.6% | Reduced |
| Needham Investment Management LLC | 239,006 | $4.03M | 0.37% | +12,041+5.3% | Added |
| Sage Capital Management, LLC | 196,638 | $3.32M | 1.80% | +10,301+5.5% | Added |
| Raymond James & Associates | 195,740 | $3.30M | 0.00% | +29,113+17.5% | Added |
| Bank of America Corp | 190,681 | $3.21M | 0.00% | +10,405+5.8% | Added |
| Quarry LP | 189,684 | $3.20M | 1.31% | +115,392+155.3% | Added |
| Cetera Investment Advisers | 177,208 | $2.99M | 0.01% | +56,521+46.8% | Added |
| Landscape Capital Management, L.L.C. | 167,811 | $2.83M | 0.25% | −71,582−29.9% | Reduced |
| Janney Montgomery Scott LLC | 162,986 | $2.75M | 0.01% | +5,489+3.5% | Added |
| First Trust Advisors LP | 159,333 | $2.69M | 0.00% | +22,777+16.7% | Added |
| LPL Financial LLC | 152,282 | $2.57M | 0.00% | −11,562−7.1% | Reduced |
| UBS Group AG | 144,105 | $2.43M | 0.00% | +7,649+5.6% | Added |
| Advisor Group Holdings, Inc. | 142,349 | $2.40M | 0.01% | −6,924−4.6% | Reduced |
| Quantedge Capital Pte Ltd | 140,800 | $2.37M | 1.00% | −68,800−32.8% | Reduced |
| Advisors Asset Management, Inc. | 127,095 | $2.14M | 0.04% | −19,349−13.2% | Reduced |
| Oppenheimer & Co Inc | 113,387 | $1.91M | 0.03% | +16,318+16.8% | Added |
| Ameriprise Financial Inc | 102,485 | $1.73M | 0.00% | −6,177−5.7% | Reduced |
| Clough Capital Partners L P | 96,765 | $1.63M | 0.18% | −226,463−70.1% | Reduced |
| Cornerstone Advisors, LLC | 83,502 | $1.41M | 0.06% | −648,797−88.6% | Reduced |
| Commonwealth Equity Services, LLC | 82,674 | $1.39M | 0.00% | +3,015+3.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 73,957 | $1.25M | 0.00% | +4,116+5.9% | Added |
| National Asset Management, Inc. | 70,441 | $1.10M | 0.03% | −15,590−18.1% | Reduced |
| NWF Advisory Services Inc. | 64,134 | $1.08M | 0.18% | +6,691+11.6% | Added |
| Cyndeo Wealth Partners, LLC | 63,894 | $1.08M | 0.09% | 00.0% | Unchanged |
| Eudaimonia Partners, LLC | 62,118 | $1.05M | 0.25% | +2,995+5.1% | Added |
| Cohen & Steers, Inc. | 60,573 | $1.02M | 0.00% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 59,481 | $1.00M | 0.48% | +4,436+8.1% | Added |
| Prevail Innovative Wealth Advisors, LLC | 59,294 | $999.7K | 0.37% | +10,914+22.6% | Added |
| Matrix Private Capital Group LLC | 57,200 | $964.4K | 0.65% | 00.0% | Unchanged |
| AE Wealth Management LLC | 46,716 | $787.6K | 0.01% | +1,443+3.2% | Added |
| Qube Research & Technologies Ltd | 45,343 | $764.5K | 0.00% | +1,031+2.3% | Added |
| Guggenheim Capital LLC | 44,121 | $743.9K | 0.01% | +5,500+14.2% | Added |
| Invesco Ltd. | 39,997 | $674.3K | 0.00% | −3,568−8.2% | Reduced |
| Private Advisor Group, LLC | 36,308 | $612.1K | 0.00% | +4,798+15.2% | Added |
| Nations Financial Group Inc, | 35,650 | $601.1K | 0.05% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 35,521 | $598.9K | 0.00% | +2,423+7.3% | Added |
| Bank of New York Mellon Corp | 34,002 | $573.3K | 0.00% | −10.0% | Reduced |
| All Season Financial Advisors, Inc. | 32,873 | $554.2K | 0.46% | +13,491+69.6% | Added |
| Stephens Inc | 31,760 | $535.5K | 0.01% | −698−2.2% | Reduced |
| GWM Advisors LLC | 29,525 | $497.8K | 0.00% | −11,449−27.9% | Reduced |
| Mercer Global Advisors Inc | 28,138 | $474.0K | 0.00% | −11,292−28.6% | Reduced |
| Envestnet Asset Management Inc | 27,210 | $458.8K | 0.00% | −8,665−24.2% | Reduced |
| City of London Investment Management Co Ltd | 27,000 | $455.2K | 0.04% | +3,100+13.0% | Added |
| WNY Asset Management, LLC | 26,294 | $443.3K | 0.07% | +12,214+86.7% | Added |
| Claro Advisors LLC | 24,584 | $414.5K | 0.07% | −830−3.3% | Reduced |
| Wedbush Securities Inc | 24,535 | $414.0K | 0.02% | −1,570−6.0% | Reduced |
| Stockman Wealth Management, Inc. | 23,709 | $399.7K | 0.07% | +1,765+8.0% | Added |
| Sage Capital Advisors,llc | 23,562 | $397.3K | 0.12% | +1,033+4.6% | Added |
| HighTower Advisors, LLC | 22,897 | $385.0K | 0.00% | +1,437+6.7% | Added |
| Blue Bell Private Wealth Management, LLC | 20,801 | $350.7K | 0.08% | +10,381+99.6% | Added |
| Independent Financial Group, LLC | 20,707 | $349.1K | 0.02% | +1,032+5.2% | Added |
| Two Sigma Investments, LP | 20,100 | $338.9K | 0.00% | +20,100 | New |
| Atomi Financial Group, Inc. | 18,359 | $309.5K | 0.03% | −55−0.3% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 17,235 | $290.6K | 0.02% | +78+0.5% | Added |
| Atria Wealth Solutions, Inc. | 16,990 | $286.4K | 0.00% | +374+2.3% | Added |
| Capital Investment Advisory Services, LLC | 16,236 | $273.7K | 0.03% | −20.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 15,891 | $267.9K | 0.00% | −5,782−26.7% | Reduced |
| Wolverine Asset Management LLC | 15,852 | $267.3K | 0.01% | −228,499−93.5% | Reduced |
| Millennium Management LLC | 15,750 | $265.5K | 0.00% | −19,575−55.4% | Reduced |
| Susquehanna International Group, LLP | 15,118 | $254.9K | 0.00% | −4,167−21.6% | Reduced |
| Apollon Wealth Management, LLC | 14,697 | $247.8K | 0.01% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 14,103 | $237.8K | 0.02% | −500−3.4% | Reduced |
| The PNC Financial Services Group, Inc. | 13,782 | $232.4K | 0.00% | +380+2.8% | Added |
| IFP Advisors, Inc | 13,344 | $225.0K | 0.01% | 00.0% | Unchanged |
| Milestone Asset Management, LLC | 13,285 | $224.0K | 0.06% | +509+4.0% | Added |
| Horst & Graben Wealth Management LLC | 11,632 | $196.1K | 0.04% | +270+2.4% | Added |
| Truist Financial Corp | 11,375 | $191.8K | 0.00% | +155+1.4% | Added |
| Integrated Wealth Concepts LLC | 10,980 | $185.1K | 0.00% | −75−0.7% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 10,931 | $184.0K | 0.00% | −3,172−22.5% | Reduced |
| Moloney Securities Asset Management, LLC | 10,898 | $183.7K | 0.03% | +154+1.4% | Added |
| Equitable Holdings, Inc. | 10,317 | $173.9K | 0.00% | −2,062−16.7% | Reduced |
| Wells Fargo & Company | 6,820 | $115.0K | 0.00% | +3,830+128.1% | Added |
| Comerica Bank | 6,770 | $114.1K | 0.00% | −1,780−20.8% | Reduced |
| SOA Wealth Advisors, LLC. | 5,837 | $98.4K | 0.02% | 00.0% | Unchanged |
| Rothschild Investment LLC | 5,585 | $94.2K | 0.01% | +280+5.3% | Added |
| Cullen/Frost Bankers, Inc. | 4,397 | $74.1K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 4,219 | $71.1K | 0.00% | +1,443+52.0% | Added |
| Sunbelt Securities, Inc. | 4,077 | $68.7K | 0.01% | −291−6.7% | Reduced |
| CIBC Private Wealth Group, LLC | 3,972 | $66.1K | 0.00% | +3,972 | New |
| Ronald Blue Trust, Inc. | 3,149 | $53.1K | 0.00% | +2,912+1,228.7% | Added |
| Northwest Investment Counselors, LLC | 3,039 | $51.2K | 0.01% | +3,039 | New |
| North Star Investment Management Corp. | 2,674 | $45.1K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 2,496 | $42.1K | 0.02% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 2,024 | $34.1K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 1,629 | $27.5K | 0.05% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 1,600 | $27.0K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,532 | $25.8K | 0.00% | +1,532 | New |
| US Bancorp | 1,301 | $21.9K | 0.00% | −997−43.4% | Reduced |
| Parallel Advisors, LLC | 1,235 | $20.8K | 0.00% | −77−5.9% | Reduced |
| Ransom Advisory, Ltd | 1,082 | $18.2K | 0.01% | +1,082 | New |
| Founders Capital Management | 1,000 | $16.9K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 958 | $16.2K | 0.00% | +48+5.3% | Added |