Abrdn Healthcare InvestorsHQH

13F holders, Q3 2024 (September 30)
121holders +9
20new positions
10sold out
1famous investor
$18.61avg. 13F price*

At the end of Q3 2024, 121 institutions reported holding Abrdn Healthcare Investors (HQH) in their 13F filings, up 9 from Q2 2024. 20 opened new positions and 10 sold out. The largest holders were Morgan Stanley ($62.3M), Saba Capital Management, L.P. ($53.5M) and Penserra Capital Management LLC ($16.1M). One famous investor held it Israel Englander (0.0% of Millennium Management's portfolio).

Company
Abrdn Healthcare Investors
CUSIP
87911J103
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2024: 119Q1 2024Q2 2024: 112Q2 2024Q3 2024: 121Q3 2024Q4 2024: 119Q4 2024Q1 2025: 106Q1 2025Q2 2025: 114Q2 2025Q3 2025: 120Q3 2025Q4 2025: 123Q4 2025Q1 2026: 128Q1 2026Q2 2026: 125Q2 2026

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions20$19.1M
Exits10$10.2M

All 13F filers, Q2 2024 → Q3 2024: 1,775,809 shares bought and 1,535,502 shares sold, net +240,307 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 121 holders

Morgan Stanley 0.00% Add +5.5% 3,346,167 $62.3M
Saba Capital Management, L.P. 1.18% Reduce -13.2% 2,871,962 $53.5M
Penserra Capital Management LLC 0.35% New 867,129 $16.1M
Raymond James Financial Services Advisors, Inc. 0.01% Add +68.4% 434,856 $8.1M
Royal Bank of Canada 0.00% Reduce -0.6% 430,509 $8.0M
Raymond James & Associates 0.00% Add +79.8% 355,205 $6.6M
AQR Arbitrage LLC 0.20% Reduce -35.9% 266,529 $5.0M
Ameriprise Financial Inc. 0.00% Reduce -5.1% 260,564 $4.9M
Needham Investment Management LLC 0.36% Add +3.1% 255,078 $4.7M
Absolute Investment Advisers, LLC 0.58% Reduce -9.7% 228,956 $4.3M
Sage Capital Management, LLC 1.82% Add +1.4% 203,836 $3.8M
Bank of America Corp. 0.00% Add +2.6% 194,711 $3.6M
Cetera Investment Advisers 0.01% Add +12.6% 181,780 $3.4M
Advisors Asset Management, Inc. 0.06% Add +36.5% 177,820 $3.3M
LPL Financial LLC 0.00% Add +16.1% 170,637 $3.2M
First Trust Advisors LP 0.00% Add +0.1% 167,921 $3.1M
Janney Montgomery Scott LLC 0.01% Reduce -1.3% 155,632 $2.9M
UBS Group AG 0.00% Add +10.0% 142,767 $2.7M
WNY Asset Management, LLC 0.28% Add +38.9% 130,588 $2.4M
Osaic Holdings, Inc. 0.00% Add +2.4% 112,700 $2.1M
Cohen & Steers, Inc. 0.00% No change 107,573 $2.0M
Oppenheimer & Co. Inc. 0.03% Add +26.9% 89,537 $1.7M
Commonwealth Equity Services, LLC 0.00% Add +1.7% 82,870 $1.5M
NWF Advisory Services Inc. 0.20% Add +7.3% 75,471 $1.4M
Quarry LP 0.44% Reduce -21.6% 74,124 $1.4M
Cambridge Investment Research Advisors, Inc. 0.00% Add +2.5% 71,168 $1.3M
Samalin Investment Counsel, LLC 0.55% Add +1.0% 67,969 $1.3M
Baird Financial Group, Inc. 0.00% Add +16.8% 67,392 $1.3M
Cyndeo Wealth Partners, LLC 0.08% No change 63,894 $1.2M
City of London Investment Management Co. Ltd. 0.10% Reduce -9.5% 62,415 $1.2M
Matrix Private Capital Group LLC 0.61% Reduce -0.2% 57,200 $1.1M
Sanctuary Advisors, LLC 0.01% Add +0.9% 58,921 $1.0M
Triumph Capital Management 0.31% New 46,160 $859K
NINE MASTS CAPITAL Ltd 0.43% Reduce -40.6% 45,939 $855K
AE Wealth Management LLC 0.01% Reduce -3.5% 45,272 $843K
All Season Financial Advisors, Inc. 0.68% Add +94.7% 42,867 $798K
NewEdge Advisors, LLC 0.01% Reduce -1.8% 42,076 $783K
B. Riley Wealth Advisors, Inc. 0.02% Reduce -54.9% 40,700 $755K
Kestra Advisory Services, LLC 0.00% Add +7.1% 39,690 $739K
Private Advisor Group, LLC 0.00% Add +3.6% 38,804 $723K
Nations Financial Group Inc, /Ia/ 0.05% Reduce -0.7% 35,164 $655K
Kingswood Wealth Advisors, LLC 0.04% New 33,319 $620K
Blue Bell Private Wealth Management, LLC 0.12% Add +7.9% 32,668 $608K
Guggenheim Capital LLC 0.00% Reduce -26.5% 32,621 $607K
Clough Capital Partners L P 0.06% Reduce -48.5% 31,187 $581K
Stephens Inc. 0.01% Reduce -10.8% 29,195 $544K
Sage Capital Advisors,llc 0.14% Add +4.7% 28,733 $535K
Invesco Ltd. 0.00% Add +8.4% 28,099 $523K
Uhlmann Price Securities, LLC 0.40% — 26,959 $502K
Mercer Global Advisors Inc. 0.00% Add +0.2% 26,587 $494K
HighTower Advisors, LLC 0.00% Add +13.8% 26,509 $493K
Ashton Thomas Securities, LLC 0.09% Add +3.1% 25,121 $468K
Wedbush Securities Inc. 0.02% Add +1.3% 24,572 $458K
Claro Advisors Inc. 0.06% Reduce -1.3% 24,370 $454K
Bank of New York Mellon Corp 0.00% No change 24,002 $447K
Compound Planning, Inc. 0.03% Reduce -0.9% 23,240 $433K
Stockman Wealth Management, Inc. 0.06% Reduce -7.4% 21,944 $409K
Quantedge Capital Pte Ltd 0.11% Reduce -77.7% 20,500 $382K
Moneco Advisors, LLC 0.04% New 19,367 $361K
Steward Partners Investment Advisory, LLC 0.00% Add +11.8% 18,621 $347K
Independent Financial Group, LLC 0.01% Reduce -18.1% 17,190 $320K
PNC Financial Services Group, Inc. 0.00% Reduce -4.2% 16,198 $302K
Capital Investment Advisory Services, LLC 0.03% Reduce -1.5% 16,168 $301K
Apollon Wealth Management, LLC 0.01% No change 14,697 $274K
Millennium Management 0.00% Reduce -46.0% 14,581 $271K
Rockefeller Capital Management L.P. 0.00% New 14,014 $261K
Truist Financial Corp. 0.00% Add +0.8% 12,829 $239K
Milestone Asset Management, LLC 0.05% Reduce -6.8% 12,331 $230K
Atlantic Union Bankshares Corp 0.01% Reduce -2.5% 11,503 $214K
Goldman Sachs Group Inc. 0.00% Reduce -86.5% 10,936 $204K
Teamwork Financial Advisors, LLC 0.03% New 10,785 $201K
Integrated Wealth Concepts LLC 0.00% Reduce -2.1% 10,755 $200K
Moloney Securities Asset Management, LLC 0.03% Add +3.3% 10,633 $198K
Atria Wealth Solutions, Inc. 0.00% Reduce -3.9% 10,174 $189K
Stifel Financial Corp. 0.00% New 10,075 $188K
Main Street Financial Solutions, LLC 0.02% New 10,032 $187K
IFP Advisors, Inc 0.01% Reduce -31.8% 9,099 $169K
Wells Fargo & Company 0.00% Add +633.6% 8,877 $165K
Comerica Bank 0.00% Reduce -3.1% 6,399 $119K
SOA Wealth Advisors, LLC. 0.02% No change 5,837 $109K
Rothschild Investment LLC 0.01% Reduce -8.5% 5,289 $98K
EverSource Wealth Advisors, LLC 0.01% No change 5,000 $93K
Cullen/Frost Bankers, Inc. 0.00% No change 4,397 $82K
TD Private Client Wealth LLC 0.00% New 3,538 $66K
Northwestern Mutual Wealth Management Co. 0.00% Add +3.1% 3,128 $58K
Sunbelt Securities, Inc. 0.01% Reduce -6.4% 3,086 $57K
Northwest Investment Counselors, LLC 0.01% New 3,039 $57K
North Star Investment Management Corp. 0.00% No change 2,674 $50K
CoreCap Advisors, LLC 0.00% Add +56.0% 2,633 $49K
Truvestments Capital LLC 0.01% New 2,496 $46K
Bartlett & Co. Wealth Management LLC 0.00% No change 2,024 $38K
International Assets Investment Management, LLC 0.00% New 1,967 $37K
Brown, Lisle/Cummings, Inc. 0.01% No change 1,600 $30K
Optimum Investment Advisors 0.01% No change 1,350 $25K
US Bancorp \de 0.00% No change 1,275 $24K
Ransom Advisory, Ltd 0.01% No change 1,082 $20K
Key Financial Inc 0.00% Add +3.0% 1,021 $19K
Founders Capital Management 0.01% No change 1,000 $19K
Wilmington Savings Fund Society, FSB 0.00% New 590 $11K
Spire Wealth Management 0.00% No change 535 $10K
Allworth Financial LP 0.00% No change 437 $8K
Mather Group, Llc. 0.00% No change 416 $8K
Gen-Wealth Partners Inc 0.00% No change 395 $7K
Montag A & Associates Inc. 0.00% New 380 $7K
JPMorgan Chase & Co. 0.00% Add +0.3% 359 $7K
Jones Financial Companies LLLP 0.00% New 335 $6K
Quent Capital, LLC 0.00% No change 329 $6K
Cwm, LLC 0.00% No change 310 $6K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% New 245 $5K
Blue Trust, Inc. 0.00% No change 237 $4K
Mattson Financial Services, LLC 0.00% No change 200 $3K
Global Retirement Partners, LLC 0.00% Add +2.9% 71 $1K
Addison Advisors LLC 0.00% New 53 $987
Mascoma Wealth Management LLC 0.00% New 46 $857
Geneos Wealth Management Inc. 0.00% No change 31 $577
Creekmur Asset Management LLC 0.00% Reduce -96.9% 24 $447
Harbour Investments, Inc. 0.00% No change 16 $289
WASHINGTON TRUST Co 0.00% New 4 $82
Sound Income Strategies, LLC 0.00% No change 4 $74
JFS Wealth Advisors, LLC 0.00% No change 3 $56
Householder Group Estate & Retirement Specialist, LLC 0.00% New 13 $0

"% of holder's portfolio" is HQH's weight in each manager's 13F, not the share of Abrdn Healthcare Investors the manager owns.