Abrdn Healthcare InvestorsHQH

13F holders, Q4 2024 (December 31)
119holders −2
18new positions
23sold out
$16.06avg. 13F price*

At the end of Q4 2024, 119 institutions reported holding Abrdn Healthcare Investors (HQH) in their 13F filings, down 2 from Q3 2024. 18 opened new positions and 23 sold out. The largest holders were Morgan Stanley ($51.6M), Saba Capital Management, L.P. ($31.6M) and Raymond James Financial Inc. ($15.0M).

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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions18$6.4M
Exits23$6.1M

All 13F filers, Q3 2024 → Q4 2024: 960,902 shares bought and 1,935,733 shares sold, net −974,831 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 119 holders

Morgan Stanley 0.00% Reduce -3.8% 3,217,921 $51.6M
Saba Capital Management, L.P. 0.80% Reduce -31.4% 1,971,659 $31.6M
Raymond James Financial Inc. 0.01% — 937,656 $15.0M
Penserra Capital Management LLC 0.27% Add +7.2% 929,755 $14.9M
Royal Bank of Canada 0.00% Add +0.9% 434,385 $7.0M
Ameriprise Financial Inc. 0.00% Add +10.4% 287,607 $4.6M
LPL Financial LLC 0.00% Add +65.3% 282,020 $4.5M
Needham Investment Management LLC 0.32% No change 255,078 $4.1M
Bank of America Corp. 0.00% Add +13.3% 220,516 $3.5M
Advisors Asset Management, Inc. 0.06% Add +16.9% 207,797 $3.3M
First Trust Advisors LP 0.00% Add +5.8% 177,740 $2.9M
Oppenheimer & Co. Inc. 0.04% Add +94.6% 174,268 $2.8M
Janney Montgomery Scott LLC 0.01% Reduce -2.0% 152,449 $2.4M
Sage Capital Management, LLC 1.23% Reduce -25.5% 151,944 $2.4M
UBS Group AG 0.00% Add +5.2% 150,168 $2.4M
WNY Asset Management, LLC 0.29% Add +10.8% 144,653 $2.3M
Wolverine Asset Management LLC 0.17% New 136,831 $2.2M
Osaic Holdings, Inc. 0.00% Add +18.8% 133,831 $2.1M
Smith Asset Management Co., LLC 1.92% — 123,081 $2.0M
Absolute Investment Advisers, LLC 0.23% Reduce -51.4% 111,297 $1.8M
Cohen & Steers, Inc. 0.00% No change 107,573 $1.7M
AQR Arbitrage LLC 0.07% Reduce -62.1% 101,121 $1.6M
Baird Financial Group, Inc. 0.00% Add +45.2% 97,843 $1.6M
Commonwealth Equity Services, LLC 0.00% Add +4.1% 86,279 $1.4M
Kestra Advisory Services, LLC 0.01% Add +109.2% 83,046 $1.3M
Samalin Investment Counsel, LLC 0.50% Add +7.2% 72,844 $1.2M
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -0.8% 70,628 $1.1M
City of London Investment Management Co. Ltd. 0.10% No change 62,415 $1.0M
Triumph Capital Management 0.34% Add +32.6% 61,217 $983K
Sanctuary Advisors, LLC 0.01% Reduce -8.1% 54,129 $976K
Matrix Private Capital Group LLC 0.54% No change 57,200 $954K
Readystate Asset Management LP 0.07% New 55,790 $895K
Kingswood Wealth Advisors, LLC 0.07% Add +63.7% 54,531 $875K
AE Wealth Management LLC 0.01% Add +4.1% 47,139 $757K
Cetera Investment Advisers 0.00% Reduce -74.3% 46,695 $749K
Quarry LP 0.14% Reduce -40.3% 44,240 $710K
NewEdge Advisors, LLC 0.00% Reduce -0.3% 41,959 $673K
B. Riley Wealth Advisors, Inc. 0.02% Reduce -1.8% 39,987 $667K
Cyndeo Wealth Partners, LLC 0.04% Reduce -40.0% 38,308 $615K
Guggenheim Capital LLC 0.00% Add +13.2% 36,934 $593K
Prevail Innovative Wealth Advisors, LLC 0.17% New 36,787 $590K
Blue Bell Private Wealth Management, LLC 0.11% Add +10.0% 35,942 $577K
Landscape Capital Management, L.L.C. 0.06% New 35,688 $573K
Private Advisor Group, LLC 0.00% Reduce -10.6% 34,682 $557K
Nations Financial Group Inc, /Ia/ 0.04% Reduce -1.4% 34,664 $556K
Rivernorth Capital Management, LLC 0.03% New 32,535 $522K
Clough Capital Partners L P 0.06% No change 31,187 $501K
HighTower Advisors, LLC 0.00% Add +13.4% 30,071 $483K
Invesco Ltd. 0.00% Add +6.7% 29,983 $481K
Walleye Capital LLC 0.01% New 29,749 $477K
Stephens Inc. 0.01% Reduce -1.2% 28,849 $463K
Rockefeller Capital Management L.P. 0.00% Add +78.5% 25,014 $401K
Compound Planning, Inc. 0.02% Add +7.2% 24,920 $400K
Wedbush Securities Inc. 0.01% Reduce -2.6% 23,938 $384K
Uhlmann Price Securities, LLC 0.29% Reduce -12.0% 23,718 $381K
Ashton Thomas Securities, LLC 0.10% Reduce -7.0% 23,353 $375K
Steward Partners Investment Advisory, LLC 0.00% Add +20.1% 22,358 $359K
Sage Capital Advisors,llc 0.09% Reduce -23.3% 22,041 $354K
Quantedge Capital Pte Ltd 0.11% Reduce -4.9% 19,500 $313K
Jane Street Group, LLC 0.00% New 17,790 $286K
Capital Investment Advisory Services, LLC 0.03% Add +1.2% 16,368 $263K
Independent Advisor Alliance 0.00% New 15,163 $243K
Stifel Financial Corp. 0.00% Add +38.7% 13,975 $224K
&partners 0.00% New 13,404 $220K
Independent Financial Group, LLC 0.01% Reduce -26.4% 12,661 $203K
Stratos Wealth Partners, LTD. 0.00% New 11,648 $187K
Truist Financial Corp. 0.00% Reduce -13.3% 11,122 $179K
Moloney Securities Asset Management, LLC 0.02% Add +2.9% 10,945 $176K
Goldman Sachs Group Inc. 0.00% Add +0.1% 10,944 $176K
Milestone Asset Management, LLC 0.04% Reduce -14.6% 10,531 $169K
IFP Advisors, Inc 0.00% No change 9,099 $146K
Elequin Capital, LP 0.02% New 7,527 $121K
Comerica Bank 0.00% Add +17.3% 7,504 $120K
CoreCap Advisors, LLC 0.01% Add +175.8% 7,262 $117K
SOA Wealth Advisors, LLC. 0.02% No change 5,837 $94K
Rothschild Investment LLC 0.01% No change 5,289 $85K
EverSource Wealth Advisors, LLC 0.00% No change 5,000 $80K
Cullen/Frost Bankers, Inc. 0.00% No change 4,397 $71K
Northwestern Mutual Wealth Management Co. 0.00% Add +29.3% 4,045 $65K
Wells Fargo & Company 0.00% Reduce -56.4% 3,868 $62K
Sunbelt Securities, Inc. 0.00% No change 3,086 $50K
Brown Brothers Harriman & Co. 0.00% New 3,000 $48K
FNY Investment Advisers, LLC 0.03% New 3,003 $48K
North Star Investment Management Corp. 0.00% No change 2,674 $43K
Truvestments Capital LLC 0.01% No change 2,496 $40K
Bartlett & Co. Wealth Management LLC 0.00% No change 2,024 $34K
Millstone Evans Group, LLC 0.02% — 1,814 $29K
Brown, Lisle/Cummings, Inc. 0.01% No change 1,600 $26K
PNC Financial Services Group, Inc. 0.00% Reduce -90.2% 1,596 $26K
Optimum Investment Advisors 0.01% No change 1,350 $22K
US Bancorp \de 0.00% No change 1,275 $20K
Allworth Financial LP 0.00% Add +150.1% 1,093 $19K
Creative Planning 0.00% New 1,150 $18K
Ransom Advisory, Ltd 0.01% No change 1,082 $17K
Key Financial Inc 0.00% No change 1,021 $16K
Founders Capital Management 0.01% No change 1,000 $16K
Transce3nd, LLC 0.00% — 864 $14K
Jones Financial Companies LLLP 0.00% Add +116.1% 724 $12K
Wilmington Savings Fund Society, FSB 0.00% No change 590 $9K
Trust Co. of Vermont 0.00% New 546 $9K

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

Show all 119 holders