Who owns H & Q Healthcare Fund equities?
- Ticker: HQH
- CUSIP Number: 87911j103
Tip: Access positions for across all investors
Analyze quarterly positions in H & Q Healthcare Fund equities with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of H & Q Healthcare Fund equities stock
Who bought or sold H & Q Healthcare Fund equities this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Morgan Stanley | 3.1M | $52M | -4% | Mar 2024 |
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| Saba Capital Management | 2.6M | $43M | 80% | Mar 2024 |
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| CNH Partners | 502k | $8.5M | 0% | Mar 2024 |
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| Royal Bank of Canada | 493k | $8.3M | 5% | Mar 2024 |
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| Boothbay Fund Management | 373k | $6.3M | 191% | Mar 2024 |
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| Rpo | 370k | $6.2M | -3% | Mar 2024 |
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| Raymond James Financial Services Advisors | 242k | $4.1M | -4% | Mar 2024 |
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| Raymond James & Associates | 196k | $3.3M | 17% | Mar 2024 |
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| Bank of America Corporation | 191k | $3.2M | 6% | Mar 2024 |
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| Quarry | 190k | $3.2M | 155% | Mar 2024 |
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| Landscape Capital Management | 168k | $2.8M | -30% | Mar 2024 |
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| Janney Montgomery Scott | 163k | $2.7M | 3% | Mar 2024 |
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| First Trust Advisors | 159k | $2.7M | 13% | Mar 2024 |
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| LPL Financial | 152k | $2.6M | -25% | Mar 2024 |
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| Advisors Asset Management | 146k | $2.4M | 2% | Dec 2023 |
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| UBS Group | 144k | $2.4M | 6% | Mar 2024 |
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| Advisor Group Holdings | 142k | $2.4M | -5% | Mar 2024 |
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| Quantedge Capital Pte | 141k | $2.4M | -4% | Mar 2024 |
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| Oppenheimer & Co | 113k | $1.9M | 38% | Mar 2024 |
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| Ameriprise Financial | 103k | $1.7M | -11% | Mar 2024 |
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| Clough Capital Partners | 97k | $1.6M | -70% | Mar 2024 |
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| National Asset Management | 86k | $1.5M | 22% | Dec 2023 |
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| Cornerstone Advisors | 84k | $1.4M | -89% | Mar 2024 |
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| Commonwealth Equity Services | 83k | $1.4M | 4% | Mar 2024 |
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| Cambridge Investment Research Advisors | 74k | $1.2M | 6% | Mar 2024 |
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| Cyndeo Wealth Partners | 64k | $1.1M | 0% | Mar 2024 |
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| Eudaimonia Partners | 62k | $1.0M | 5% | Mar 2024 |
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| Cohen & Steers Capital Management | 61k | $1.0M | -39% | Mar 2024 |
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| Samalin Investment Counsel | 60k | $1.0M | 36% | Mar 2024 |
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| Prevail Innovative Wealth Advisors | 59k | $1000k | 95% | Mar 2024 |
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| AE Wealth Management | 47k | $788k | 3% | Mar 2024 |
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| Qube Research & Technologies | 45k | $765k | 17% | Mar 2024 |
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| Guggenheim Capital, LLC Managers | 39k | $640k | 74% | Dec 2023 |
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| Private Advisor | 36k | $612k | 15% | Mar 2024 |
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| Nations Financial Group | 36k | $601k | 0% | Mar 2024 |
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| Bank of New York Mellon | 34k | $573k | 0% | Mar 2024 |
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| Kestra Advisory Services | 33k | $548k | 5% | Dec 2023 |
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| All Season Financial Advisors | 33k | $554k | 70% | Mar 2024 |
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| Stephens | 32k | $536k | 7% | Mar 2024 |
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| Goss Wealth Management | 30k | $498k | 20% | Mar 2024 |
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| Mercer Global Advisors | 28k | $474k | -29% | Mar 2024 |
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| Envestnet Asset Management | 27k | $459k | 30% | Mar 2024 |
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| City of London Investment Management Company | 27k | $455k | 13% | Mar 2024 |
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| WNY Asset Management | 26k | $443k | 87% | Mar 2024 |
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| Wedbush Morgan Securities | 26k | $433k | 2% | Dec 2023 |
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| Claro Advisors | 25k | $415k | -3% | Mar 2024 |
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| Stockman Asset Management | 24k | $400k | 8% | Mar 2024 |
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| Sage Capital Advisors | 24k | $397k | 5% | Mar 2024 |
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| HighTower Advisors | 23k | $385k | 7% | Mar 2024 |
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| Blue Bell Private Wealth Management | 21k | $351k | 100% | Mar 2024 |
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| Two Sigma Investments | 20k | $339k | 100% | Mar 2024 |
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| Atomi Financial Group | 18k | $310k | 0% | Mar 2024 |
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| Hennion & Walsh Asset Management | 17k | $291k | 0% | Mar 2024 |
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| Atria Wealth Solutions | 17k | $286k | 2% | Mar 2024 |
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| Capital Investment Advisory Services | 16k | $274k | 0% | Mar 2024 |
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| Steward Partners Investment Advisory | 16k | $268k | -27% | Mar 2024 |
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| Wolverine Asset Management | 16k | $267k | -94% | Mar 2024 |
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| Millennium Management | 16k | $266k | -55% | Mar 2024 |
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| Susquehanna International | 15k | $255k | 100% | Mar 2024 |
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| Apollon Wealth Management | 15k | $248k | 0% | Mar 2024 |
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| Union Bankshares | 14k | $238k | -3% | Mar 2024 |
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| Pnc Financial Services | 14k | $232k | 3% | Mar 2024 |
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| IFP Advisors | 13k | $221k | 0% | Dec 2023 |
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| Milestone Asset Management | 13k | $224k | 4% | Mar 2024 |
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| Elequin Capital | 12k | $199k | -79% | Dec 2023 |
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| Horst & Graben Wealth Management | 12k | $196k | 2% | Mar 2024 |
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| Branch Banking & Trust Company | 11k | $192k | 1% | Mar 2024 |
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| Integrated Wealth Concepts | 11k | $185k | -25% | Mar 2024 |
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| Benjamin F. Edwards & Company | 11k | $184k | -22% | Mar 2024 |
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| Moloney Securities Asset Management | 11k | $184k | 1% | Mar 2024 |
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| Wells Fargo & Company | 6.8k | $116k | 128% | Mar 2024 |
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| Brian McDonald | 6.8k | $114k | -18% | Mar 2024 |
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| SOA Wealth Advisors | 5.8k | $98k | 0% | Mar 2024 |
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| Cullen Frost Bankers | 4.4k | $74k | 0% | Mar 2024 |
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| Northwestern Mutual Wealth Management Company | 4.2k | $71k | 51% | Mar 2024 |
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| Sunbelt Securities | 4.1k | $69k | -7% | Mar 2024 |
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| Atlantic Trust | 4.0k | $66k | 100% | Mar 2024 |
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| Ronald Blue Trust | 3.1k | $53k | 1229% | Mar 2024 |
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| Northwest Investment Counselors | 3.0k | $51k | 100% | Mar 2024 |
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| North Star Investment Management | 2.7k | $45k | 0% | Mar 2024 |
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| Bartlett & Co. Wealth Management | 2.0k | $34k | 0% | Mar 2024 |
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| Bartlett & Co. | 2.0k | $34k | 0% | Dec 2023 |
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| Us Bancorp | 1.3k | $22k | -43% | Mar 2024 |
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| Parallel Advisors | 1.2k | $21k | -6% | Mar 2024 |
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| Baystate Wealth Management | 1.2k | $20k | 100% | Dec 2023 |
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| Founders Capital Management | 1.0k | $17k | 0% | Mar 2024 |
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| Key FInancial | 958.00 | $16k | 5% | Mar 2024 |
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| Creekmur Asset Management | 938.00 | $16k | 4% | Mar 2024 |
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| Salem Investment Counselors | 768.00 | $13k | 100% | Mar 2024 |
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| Hanson McClain Advisors | 606.00 | $10k | 43% | Mar 2024 |
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| Spire Wealth Management | 535.00 | $9.0k | 0% | Mar 2024 |
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| Tompkins Financial Corp | 465.00 | $7.8k | 0% | Mar 2024 |
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| Mather Group | 416.00 | $6.9k | 100% | Mar 2024 |
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| Gen-Wealth Partners | 395.00 | $6.7k | 100% | Mar 2024 |
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| Jpmorgan Chase & Co | 353.00 | $6.0k | -97% | Mar 2024 |
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| Optimum Investment Advisors | 350.00 | $5.9k | 0% | Mar 2024 |
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| Quent Capital | 320.00 | $5.4k | 5% | Mar 2024 |
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| Global Retirement Partners | 67.00 | $1.1k | 2% | Mar 2024 |
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| ORG Partners | 56.00 | $931.000000 | 100% | Mar 2024 |
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| Geneos Wealth Management | 31.00 | $523.001000 | 0% | Mar 2024 |
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| Harbour Investments | 23.00 | $373.000200 | 0% | Dec 2023 |
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| Householder Group Estate & Retirement Specialist | 13.00 | $219.000600 | 0% | Mar 2024 |
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| Smartleaf Asset Management | 7.00 | $115.000200 | -98% | Mar 2024 |
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| Naples Money Management | 5.00 | $77.000000 | 100% | Mar 2024 |
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| Sound Income Strategies | 4.00 | $67.000000 | 100% | Mar 2024 |
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| Able Wealth Management | 4.00 | $72.000000 | 100% | Dec 2023 |
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| JFS Wealth Advisors | 3.00 | $51.000000 | 0% | Mar 2024 |
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| Versant Capital Management | 0 | $0 | -100% | Mar 2024 |
|
Who sold out of H & Q Healthcare Fund equities?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Logan Stone Capital | Dec 2023 | 297k | $4.9M |
| Weiss Asset Management LP[1 | Dec 2023 | 25k | $419k |
| Wetherby Asset Management | Dec 2023 | 18k | $301k |
| Foundations Investment Advisors | Dec 2023 | 18k | $303k |
| Flow State Investments | Sep 2023 | 15k | $237k |
| Shaker Financial Services | Dec 2023 | 13k | $222k |
| Stifel Financial | Dec 2023 | 12k | $200k |
| Advisory Services Network | Dec 2023 | 3.5k | $58k |
| Tradition Wealth Management | Dec 2023 | 957.00 | $16k |