Recent Quarter Total Invested
$216.25 M
Recent Quarter Institutional Ownership Percentage
25.06%
Total Invested of Last Quarter
$210.67 M
Ownership Percentage of Last Quarter
25.18%
Tekla Healthcare Investors Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| SABA CAPITAL MANAGEMENT, L.P. | 08/14/2024 | 3.31 M | $57.76 M | 29.36% | 6.69% |
| MORGAN STANLEY | 10/17/2024 | 3.17 M | $55.38 M | 2.04% | 6.42% |
| ROYAL BANK OF CANADA | 11/06/2024 | 432,912 | $7.56 M | -12.15% | 0.88% |
| AQR ARBITRAGE LLC | 08/14/2024 | 415,806 | $7.26 M | -17.09% | 0.84% |
| AMERIPRISE FINANCIAL INC | 08/14/2024 | 274,595 | $4.79 M | 167.94% | 0.56% |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 07/19/2024 | 258,189 | $4.51 M | 6.67% | 0.52% |
| NEEDHAM INVESTMENT MANAGEMENT LLC | 08/14/2024 | 247,349 | $4.32 M | 3.49% | 0.50% |
| RPO LLC | 08/09/2024 | 247,245 | $4.32 M | -33.25% | 0.50% |
| SAGE CAPITAL MANAGEMENT, LLC | 07/29/2024 | 200,965 | $3.51 M | 2.20% | 0.41% |
| RAYMOND JAMES & ASSOCIATES | 07/19/2024 | 197,587 | $3.45 M | 0.94% | 0.40% |
| BANK OF AMERICA CORP /DE/ | 08/14/2024 | 189,764 | $3.31 M | -0.48% | 0.38% |
| FIRST TRUST ADVISORS LP | 08/13/2024 | 167,666 | $2.93 M | 5.23% | 0.34% |
| CETERA INVESTMENT ADVISERS | 08/22/2024 | 161,400 | $2.82 M | -8.92% | 0.33% |
| JANNEY MONTGOMERY SCOTT LLC | 07/25/2024 | 157,650 | $2.75 M | -3.27% | 0.32% |
| LPL FINANCIAL LLC | 08/07/2024 | 147,026 | $2.57 M | -3.45% | 0.30% |
| ADVISORS ASSET MANAGEMENT, INC. | 08/14/2024 | 130,302 | $2.28 M | 2.52% | 0.26% |
| UBS GROUP AG | 08/14/2024 | 129,831 | $2.27 M | -9.91% | 0.26% |
| BOOTHBAY FUND MANAGEMENT, LLC | 08/14/2024 | 121,686 | $2.12 M | -67.40% | 0.25% |
| ADVISOR GROUP HOLDINGS, INC. | 08/13/2024 | 110,095 | $1.92 M | -22.66% | 0.22% |
| COHEN & STEERS, INC. | 08/13/2024 | 107,573 | $1.88 M | 77.59% | 0.22% |
| QUARRY LP | 08/16/2024 | 94,547 | $1.65 M | -50.16% | 0.19% |
| WNY ASSET MANAGEMENT, LLC | 08/12/2024 | 93,993 | $1.64 M | 257.47% | 0.19% |
| QUANTEDGE CAPITAL PTE LTD | 08/14/2024 | 92,100 | $1.61 M | -34.59% | 0.19% |
| B. RILEY WEALTH ADVISORS, INC. | 08/19/2024 | 90,160 | $1.58 M | 27.99% | 0.18% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/31/2024 | 81,462 | $1.42 M | -1.47% | 0.16% |
| GOLDMAN SACHS GROUP INC | 08/13/2024 | 81,145 | $1.42 M | 100.00% | 0.16% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 08/12/2024 | 80,780 | $1.41 M | -51.86% | 0.16% |
| NINE MASTS CAPITAL LTD | 08/08/2024 | 77,325 | $1.35 M | 100.00% | 0.16% |
| OPPENHEIMER & CO INC | 08/08/2024 | 70,529 | $1.23 M | -37.80% | 0.14% |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 08/08/2024 | 70,138 | $1.22 M | 18.29% | 0.14% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/26/2024 | 69,451 | $1.21 M | -6.09% | 0.14% |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 08/09/2024 | 68,971 | $1.20 M | 155.45% | 0.14% |
| SAMALIN INVESTMENT COUNSEL, LLC | 08/13/2024 | 67,284 | $1.17 M | 13.12% | 0.14% |
| CYNDEO WEALTH PARTNERS, LLC | 07/30/2024 | 63,894 | $1.12 M | 0.00% | 0.13% |
| CLOUGH CAPITAL PARTNERS L P | 08/14/2024 | 60,542 | $1.06 M | -37.43% | 0.12% |
| 09/05/2024 | 58,377 | $938,702 | 100.00% | 0.12% | |
| BAIRD FINANCIAL GROUP, INC. | 08/14/2024 | 57,699 | $1.01 M | 100.00% | 0.12% |
| MATRIX PRIVATE CAPITAL GROUP LLC | 08/14/2024 | 57,300 | $1.00 M | 0.17% | 0.12% |
| AE WEALTH MANAGEMENT LLC | 08/12/2024 | 46,933 | $819,451 | 0.46% | 0.09% |
| GUGGENHEIM CAPITAL LLC | 08/14/2024 | 44,391 | $775,067 | 0.61% | 0.09% |
| NEWEDGE ADVISORS, LLC | 08/16/2024 | 42,860 | $748,334 | 45.17% | 0.09% |
| PRIVATE ADVISOR GROUP, LLC | 08/05/2024 | 37,448 | $653,844 | 3.14% | 0.08% |
| KESTRA ADVISORY SERVICES, LLC | 08/14/2024 | 37,049 | $646,876 | 4.30% | 0.07% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 07/29/2024 | 35,410 | $618,259 | -0.67% | 0.07% |
| STEPHENS INC /AR/ | 08/06/2024 | 32,726 | $571,389 | 3.04% | 0.07% |
| CORNERSTONE ADVISORS, LLC | 08/09/2024 | 31,240 | $545,450 | -62.59% | 0.06% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 08/05/2024 | 30,268 | $528,479 | 45.51% | 0.06% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2024 | 26,988 | $471,210 | 71.35% | 0.05% |
| SAGE CAPITAL ADVISORS,LLC | 07/09/2024 | 27,444 | $479,179 | 16.48% | 0.05% |
| MERCER GLOBAL ADVISORS INC /ADV | 08/12/2024 | 26,529 | $463,196 | -5.72% | 0.05% |
Tekla Healthcare Investorsinstitutional Ownership - Frequently Asked Questions
-
Who are the largest shareholders of HQH shares?
During the previous two years, 149 institutional investors and hedge funds held shares of Tekla Healthcare Investors. The most heavily invested institutionals were:
MORGAN STANLEY: 3.35 M
Saba Capital Management, L.P.: 2.87 M
Penserra Capital Management LLC: 867,129
Raymond James Financial Services Advisors, Inc.: 434,856
ROYAL BANK OF CANADA: 430,509
RAYMOND JAMES & ASSOCIATES: 355,205
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What percentage of Tekla Healthcare Investors stock is owned by institutional investors?
25.06% of Tekla Healthcare Investors stock is owned by institutional investors.
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How much institutional buying is happening at HQH ?
Institutional investors have bought a total of 13.07 M shares in the last 24 months. This purchase volume represents approximately $224.26 M in transactions.