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 2024
Institutional positions in abrdn Healthcare Investors as of Dec 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
- 119
- +2 vs. Q3 2024
- Shares held
- 12.2M
- +54.7K (+0.4%) vs. Q3 2024
- Total value
- $196.7M
- −$31.5M (−13.8%) vs. Q3 2024
- New holders
- 24
- 36 more added
- Sold out
- 22
- 26 more reduced
4 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2024: 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 2024
Shares, value and share of portfolio for each institution holding abrdn Healthcare Investors; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Smith Asset Management Co., LLC | 123,081 | $1.98M | 1.92% | +123,081 | New |
| Advisor Group Holdings, Inc. | 133,831 | $2.15M | 0.00% | +21,131+18.7% | Added |
| Wolverine Asset Management LLC | 136,831 | $2.20M | 0.04% | +136,831 | New |
| WNY Asset Management, LLC | 144,653 | $2.32M | 0.29% | +14,065+10.8% | Added |
| UBS Group AG | 150,168 | $2.41M | 0.00% | +7,401+5.2% | Added |
| Sage Capital Management, LLC | 151,944 | $2.44M | 1.23% | −51,892−25.5% | Reduced |
| Janney Montgomery Scott LLC | 152,449 | $2.45M | 0.01% | −3,183−2.0% | Reduced |
| Oppenheimer & Co Inc | 174,268 | $2.80M | 0.04% | +84,731+94.6% | Added |
| First Trust Advisors LP | 177,740 | $2.85M | 0.00% | +9,819+5.8% | Added |
| Advisors Asset Management, Inc. | 207,797 | $3.34M | 0.06% | +29,977+16.9% | Added |
| Bank of America Corp | 220,516 | $3.54M | 0.00% | +25,805+13.3% | Added |
| Needham Investment Management LLC | 255,078 | $4.09M | 0.32% | 00.0% | Unchanged |
| LPL Financial LLC | 282,020 | $4.53M | 0.00% | +111,383+65.3% | Added |
| Ameriprise Financial Inc | 287,607 | $4.62M | 0.00% | +27,043+10.4% | Added |
| Royal Bank of Canada | 434,385 | $6.97M | 0.00% | +3,876+0.9% | Added |
| Penserra Capital Management LLC | 929,755 | $14.9M | 0.27% | +62,626+7.2% | Added |
| Raymond James Financial Inc | 937,656 | $15.0M | 0.01% | +937,656 | New |
| Saba Capital Management, L.P. | 1,971,659 | $31.6M | 0.80% | −900,303−31.3% | Reduced |
| Morgan Stanley | 3,217,921 | $51.6M | 0.00% | −128,246−3.8% | Reduced |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −36,619−100.0% | Sold out |
| NWF Advisory Services Inc. | 0 | $0 | 0.00% | −75,471−100.0% | Sold out |
| Nine Masts Capital Ltd | 0 | $0 | 0.00% | −45,939−100.0% | Sold out |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −26,587−100.0% | Sold out |
| Claro Advisors LLC | 0 | $0 | 0.00% | −24,370−100.0% | Sold out |
| Bank of New York Mellon Corp | 0 | $0 | 0.00% | −24,002−100.0% | Sold out |
| Stockman Wealth Management, Inc. | 0 | $0 | 0.00% | −21,944−100.0% | Sold out |
| MONECO Advisors, LLC | 0 | $0 | 0.00% | −19,367−100.0% | Sold out |
| Apollon Wealth Management, LLC | 0 | $0 | 0.00% | −14,697−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −14,581−100.0% | Sold out |
| Atlantic Union Bankshares Corp | 0 | $0 | 0.00% | −11,503−100.0% | Sold out |
| Teamwork Financial Advisors, LLC | 0 | $0 | 0.00% | −10,785−100.0% | Sold out |
| Integrated Wealth Concepts LLC | 0 | $0 | 0.00% | −10,755−100.0% | Sold out |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −10,174−100.0% | Sold out |
| Main Street Financial Solutions, LLC | 0 | $0 | 0.00% | −10,032−100.0% | Sold out |
| TD Private Client Wealth LLC | 0 | $0 | 0.00% | −3,538−100.0% | Sold out |
| Quent Capital, LLC | 0 | $0 | 0.00% | −329−100.0% | Sold out |
| Mattson Financial Services, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Addison Advisors LLC | 0 | $0 | 0.00% | −53−100.0% | Sold out |
| Mascoma Wealth Management LLC | 0 | $0 | 0.00% | −46−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −31−100.0% | Sold out |
| Washington Trust Co | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |
| Raymond James & Associates | – | – | – | – | Not filed |
| All Season Financial Advisors, Inc. | – | – | – | – | Not filed |
| Northwest Investment Counselors, LLC | – | – | – | – | Not filed |