Recent Quarter Total Invested
$215.76 M
Recent Quarter Institutional Ownership Percentage
25%
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 |
|---|---|---|---|---|---|
| INVESCO LTD. | 08/13/2024 | 25,912 | $452,424 | -35.22% | 0.05% |
| MERCER GLOBAL ADVISORS INC /ADV | 08/12/2024 | 26,529 | $463,196 | -5.72% | 0.05% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2024 | 26,988 | $471,210 | 71.35% | 0.05% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 08/05/2024 | 30,268 | $528,479 | 45.51% | 0.06% |
| CORNERSTONE ADVISORS, LLC | 08/09/2024 | 31,240 | $545,450 | -62.59% | 0.06% |
| STEPHENS INC /AR/ | 08/06/2024 | 32,726 | $571,389 | 3.04% | 0.07% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 07/29/2024 | 35,410 | $618,259 | -0.67% | 0.07% |
| KESTRA ADVISORY SERVICES, LLC | 08/14/2024 | 37,049 | $646,876 | 4.30% | 0.07% |
| PRIVATE ADVISOR GROUP, LLC | 08/05/2024 | 37,448 | $653,844 | 3.14% | 0.08% |
| NEWEDGE ADVISORS, LLC | 08/16/2024 | 42,860 | $748,334 | 45.17% | 0.09% |
| GUGGENHEIM CAPITAL LLC | 08/14/2024 | 44,391 | $775,067 | 0.61% | 0.09% |
| AE WEALTH MANAGEMENT LLC | 08/12/2024 | 46,933 | $819,451 | 0.46% | 0.09% |
| MATRIX PRIVATE CAPITAL GROUP LLC | 08/14/2024 | 57,300 | $1.00 M | 0.17% | 0.12% |
| BAIRD FINANCIAL GROUP, INC. | 08/14/2024 | 57,699 | $1.01 M | 100.00% | 0.12% |
| 09/05/2024 | 58,377 | $938,702 | 100.00% | 0.12% | |
| CLOUGH CAPITAL PARTNERS L P | 08/14/2024 | 60,542 | $1.06 M | -37.43% | 0.12% |
| CYNDEO WEALTH PARTNERS, LLC | 07/30/2024 | 63,894 | $1.12 M | 0.00% | 0.13% |
| SAMALIN INVESTMENT COUNSEL, LLC | 08/13/2024 | 67,284 | $1.17 M | 13.12% | 0.14% |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 08/09/2024 | 68,971 | $1.20 M | 155.45% | 0.14% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/26/2024 | 69,451 | $1.21 M | -6.09% | 0.14% |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 08/08/2024 | 70,138 | $1.22 M | 18.29% | 0.14% |
| OPPENHEIMER & CO INC | 08/08/2024 | 70,529 | $1.23 M | -37.80% | 0.14% |
| NINE MASTS CAPITAL LTD | 08/08/2024 | 77,325 | $1.35 M | 100.00% | 0.16% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 08/12/2024 | 80,780 | $1.41 M | -51.86% | 0.16% |
| GOLDMAN SACHS GROUP INC | 08/13/2024 | 81,145 | $1.42 M | 100.00% | 0.16% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/31/2024 | 81,462 | $1.42 M | -1.47% | 0.16% |
| B. RILEY WEALTH ADVISORS, INC. | 08/19/2024 | 90,160 | $1.58 M | 27.99% | 0.18% |
| QUANTEDGE CAPITAL PTE LTD | 08/14/2024 | 92,100 | $1.61 M | -34.59% | 0.19% |
| WNY ASSET MANAGEMENT, LLC | 08/12/2024 | 93,993 | $1.64 M | 257.47% | 0.19% |
| QUARRY LP | 08/16/2024 | 94,547 | $1.65 M | -50.16% | 0.19% |
| COHEN & STEERS, INC. | 08/13/2024 | 107,573 | $1.88 M | 77.59% | 0.22% |
| ADVISOR GROUP HOLDINGS, INC. | 08/13/2024 | 110,095 | $1.92 M | -22.66% | 0.22% |
| BOOTHBAY FUND MANAGEMENT, LLC | 08/14/2024 | 121,686 | $2.12 M | -67.40% | 0.25% |
| UBS GROUP AG | 08/14/2024 | 129,831 | $2.27 M | -9.91% | 0.26% |
| ADVISORS ASSET MANAGEMENT, INC. | 08/14/2024 | 130,302 | $2.28 M | 2.52% | 0.26% |
| LPL FINANCIAL LLC | 08/07/2024 | 147,026 | $2.57 M | -3.45% | 0.30% |
| JANNEY MONTGOMERY SCOTT LLC | 07/25/2024 | 157,650 | $2.75 M | -3.27% | 0.32% |
| CETERA INVESTMENT ADVISERS | 08/22/2024 | 161,400 | $2.82 M | -8.92% | 0.33% |
| FIRST TRUST ADVISORS LP | 08/13/2024 | 167,666 | $2.93 M | 5.23% | 0.34% |
| BANK OF AMERICA CORP /DE/ | 08/14/2024 | 189,764 | $3.31 M | -0.48% | 0.38% |
| RAYMOND JAMES & ASSOCIATES | 07/19/2024 | 197,587 | $3.45 M | 0.94% | 0.40% |
| SAGE CAPITAL MANAGEMENT, LLC | 07/29/2024 | 200,965 | $3.51 M | 2.20% | 0.41% |
| RPO LLC | 08/09/2024 | 247,245 | $4.32 M | -33.25% | 0.50% |
| NEEDHAM INVESTMENT MANAGEMENT LLC | 08/14/2024 | 247,349 | $4.32 M | 3.49% | 0.50% |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 07/19/2024 | 258,189 | $4.51 M | 6.67% | 0.52% |
| AMERIPRISE FINANCIAL INC | 08/14/2024 | 274,595 | $4.79 M | 167.94% | 0.56% |
| AQR ARBITRAGE LLC | 08/14/2024 | 415,806 | $7.26 M | -17.09% | 0.84% |
| ROYAL BANK OF CANADA | 08/14/2024 | 432,912 | $7.56 M | -12.15% | 0.88% |
| MORGAN STANLEY | 08/14/2024 | 3.17 M | $55.38 M | 2.04% | 6.42% |
| SABA CAPITAL MANAGEMENT, L.P. | 08/14/2024 | 3.31 M | $57.76 M | 29.36% | 6.69% |
Tekla Healthcare Investorsinstitutional Ownership - Frequently Asked Questions
-
Who are the largest shareholders of HQH shares?
During the previous two years, 154 institutional investors and hedge funds held shares of Tekla Healthcare Investors. The most heavily invested institutionals were:
Saba Capital Management, L.P.: 3.31 M
MORGAN STANLEY: 3.17 M
ROYAL BANK OF CANADA: 432,912
AQR Arbitrage LLC: 415,806
AMERIPRISE FINANCIAL INC: 274,595
Raymond James Financial Services Advisors, Inc.: 258,189
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What percentage of Tekla Healthcare Investors stock is owned by institutional investors?
25.00% 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 13.10 M shares in the last 24 months. This purchase volume represents approximately $241.64 M in transactions.