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 |
|---|---|---|---|---|---|
| Penserra Capital Management | 1.3M | $25M | 10% | Dec 2025 |
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| Raymond James Financial | 1.2M | $22M | 0% | Dec 2025 |
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| LPL Financial | 501k | $9.5M | 24% | Dec 2025 |
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| Advisors Asset Management | 463k | $8.8M | 28% | Dec 2025 |
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| Ameriprise Financial | 456k | $8.6M | 11% | Dec 2025 |
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| Needham Investment Management | 292k | $5.5M | 0% | Dec 2025 |
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| Janney Montgomery Scott | 190k | $3.6M | 19% | Dec 2025 |
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| Wolverine Asset Management | 147k | $2.8M | 100% | Dec 2025 |
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| Advisor Group Holdings | 131k | $2.5M | 1% | Dec 2025 |
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| Oppenheimer & Co | 130k | $2.5M | 4% | Dec 2025 |
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| UBS Group | 124k | $2.4M | -22% | Dec 2025 |
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| Kestra Advisory Services | 120k | $2.3M | 11% | Dec 2025 |
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| Smith Asset Management | 117k | $2.2M | 0% | Dec 2025 |
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| Goss Wealth Management | 114k | $2.2M | 13% | Dec 2025 |
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| Prevail Innovative Wealth Advisors | 110k | $2.1M | -6% | Dec 2025 |
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| Invesco | 110k | $2.1M | 18% | Dec 2025 |
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| First Trust Advisors | 103k | $1.9M | -3% | Dec 2025 |
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| NWF Advisory Services | 103k | $1.9M | -26% | Dec 2025 |
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| Cohen & Steers Capital Management | 90k | $1.7M | 0% | Dec 2025 |
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| Samalin Investment Counsel | 82k | $1.5M | -11% | Dec 2025 |
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| Cambridge Investment Research Advisors | 80k | $1.5M | -1% | Dec 2025 |
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| Commonwealth Equity Services | 75k | $1.4M | 2% | Dec 2025 |
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| Cetera Investment Advisers | 71k | $1.3M | 48% | Dec 2025 |
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| City of London Investment Management Company | 70k | $1.3M | 11% | Dec 2025 |
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| Baird Financial | 64k | $1.2M | -4% | Dec 2025 |
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| Sage Capital Management | 60k | $1.1M | -1% | Dec 2025 |
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| Pensionmark Financial Group | 49k | $927k | -2% | Dec 2025 |
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| Private Advisor | 49k | $918k | 15% | Dec 2025 |
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| AE Wealth Management | 44k | $832k | -7% | Dec 2025 |
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| Triumph Capital Management | 44k | $824k | -6% | Dec 2025 |
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| Stephens | 42k | $792k | 56% | Dec 2025 |
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| AlphaCore Capital | 40k | $753k | -8% | Dec 2025 |
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| Cyndeo Wealth Partners | 38k | $726k | 0% | Dec 2025 |
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| Wedbush Morgan Securities | 35k | $660k | 16% | Dec 2025 |
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| Landscape Capital Management | 35k | $655k | 34% | Dec 2025 |
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| Guggenheim Capital, LLC Managers | 34k | $639k | 3% | Dec 2025 |
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| Nations Financial Group | 34k | $638k | -2% | Dec 2025 |
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| Abel Hall | 33k | $625k | 0% | Dec 2025 |
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| Rockefeller Capital Management | 29k | $550k | 0% | Dec 2025 |
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| Envestnet Asset Management | 28k | $536k | 20% | Dec 2025 |
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| Uhlmann Price Securities | 26k | $487k | 3% | Dec 2025 |
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| Blue Bell Private Wealth Management | 26k | $485k | 4% | Dec 2025 |
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| Stifel Financial | 25k | $469k | 60% | Dec 2025 |
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| WESPAC Advisors | 24k | $450k | -15% | Dec 2025 |
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| Steward Partners Investment Advisory | 23k | $429k | -6% | Dec 2025 |
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| Shaker Financial Services | 22k | $408k | 100% | Dec 2025 |
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| Atomi Financial Group | 21k | $402k | 0% | Dec 2025 |
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| Sage Capital Advisors | 18k | $338k | -18% | Dec 2025 |
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| Mariner Wealth Advisors | 18k | $335k | 12% | Dec 2025 |
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| Capital Investment Advisory Services | 18k | $334k | 0% | Dec 2025 |
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| HighTower Advisors | 18k | $334k | -1% | Dec 2025 |
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| Jane Street | 15k | $287k | 100% | Dec 2025 |
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| Harbour Wealth Management Group | 15k | $277k | 100% | Dec 2025 |
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| Benjamin Edwards | 14k | $268k | 12% | Dec 2025 |
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| Matrix Private Capital Group | 14k | $261k | -71% | Dec 2025 |
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| Vista Investment Partners Ii | 13k | $249k | 17% | Dec 2025 |
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| Goldman Sachs Group | 13k | $237k | 0% | Dec 2025 |
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| IFP Advisors | 12k | $229k | 0% | Dec 2025 |
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| Kovack Advisors | 11k | $211k | 100% | Dec 2025 |
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| Ashton Thomas Securities | 11k | $206k | 0% | Dec 2025 |
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| Concorde Asset Management | 11k | $205k | 100% | Dec 2025 |
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| Wells Fargo & Company | 11k | $204k | 152% | Dec 2025 |
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| Wiley Bros.-aintree Capital | 10k | $196k | 2% | Dec 2025 |
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| Creative Planning | 10k | $192k | -50% | Dec 2025 |
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| Hanson McClain Advisors | 9.8k | $185k | 4% | Dec 2025 |
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| CoreCap Advisors | 8.3k | $156k | 3% | Dec 2025 |
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| Abound Financial | 7.5k | $142k | 100% | Dec 2025 |
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| Union Bankshares | 7.4k | $140k | -23% | Dec 2025 |
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| Brian McDonald | 6.8k | $128k | -1% | Dec 2025 |
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| Rothschild Investment | 6.0k | $115k | 0% | Dec 2025 |
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| Pnc Financial Services | 5.6k | $107k | 100% | Dec 2025 |
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| Global Retirement Partners | 5.6k | $106k | 100% | Dec 2025 |
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| EverSource Wealth Advisors | 5.0k | $95k | 0% | Dec 2025 |
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| Cullen Frost Bankers | 4.4k | $83k | 0% | Dec 2025 |
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| Northwestern Mutual Wealth Management Company | 3.8k | $72k | 7% | Dec 2025 |
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| SOA Wealth Advisors | 3.3k | $62k | 0% | Dec 2025 |
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| North Star Investment Management | 2.7k | $51k | 0% | Dec 2025 |
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| Flagship Harbor Advisors | 2.6k | $48k | 100% | Dec 2025 |
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| Costello Asset Management | 2.4k | $46k | -7% | Dec 2025 |
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| Pinnacle Wealth Planning Services | 2.2k | $41k | 100% | Dec 2025 |
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| Us Bancorp | 2.1k | $40k | 3% | Dec 2025 |
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| Bartlett & Co. Wealth Management | 2.0k | $40k | 0% | Dec 2025 |
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| Sunbelt Securities | 1.9k | $36k | 0% | Dec 2025 |
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| Millstone Evans Group | 1.9k | $36k | 0% | Dec 2025 |
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| Eastern Bank | 1.7k | $32k | 3% | Dec 2025 |
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| Brown, Lisle/cummings | 1.7k | $31k | 0% | Dec 2025 |
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| Key FInancial | 1.2k | $22k | 0% | Dec 2025 |
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| Ransom Advisory | 1.1k | $21k | 0% | Dec 2025 |
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| MAI Wealth Advisors | 1.0k | $20k | 100% | Dec 2025 |
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| Founders Capital Management | 1.0k | $19k | 0% | Dec 2025 |
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| Farther Finance Advisors | 1.0k | $19k | 0% | Dec 2025 |
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| WPG Advisers | 911.00 | $17k | 3% | Dec 2025 |
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| Harbour Investments | 865.00 | $16k | 3504% | Dec 2025 |
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| Truvestments Capital | 764.00 | $15k | -21% | Dec 2025 |
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| Jones Financial Companies, L.L | 676.00 | $13k | 100% | Dec 2025 |
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| Evolution Wealth Management | 628.00 | $12k | 100% | Dec 2025 |
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| A. Montag and Associates | 540.00 | $10k | 0% | Dec 2025 |
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| Spire Wealth Management | 535.00 | $10k | 0% | Dec 2025 |
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| Mountain Hill Investment Partners Corp. | 500.00 | $9.5k | 0% | Dec 2025 |
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| Atlantic Trust | 303.00 | $5.7k | -57% | Dec 2025 |
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| Thurston, Springer, Miller, Herd & Titak | 245.00 | $4.6k | 0% | Dec 2025 |
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| Pinnacle Bank | 205.00 | $3.9k | -78% | Dec 2025 |
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| Assetmark | 204.00 | $3.9k | -4% | Dec 2025 |
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| Highline Wealth Partners | 170.00 | $3.0k | 100% | Mar 2026 |
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| Gen-Wealth Partners | 95.00 | $1.8k | 0% | Dec 2025 |
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| Geneos Wealth Management | 72.00 | $1.4k | 0% | Dec 2025 |
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| Trust Co Of Vermont | 26.00 | $492.000600 | -97% | Dec 2025 |
|
| Bessemer | 13.00 | $0 | 0% | Dec 2025 |
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| Quent Capital | 12.00 | $227.000400 | 0% | Dec 2025 |
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| Sound Income Strategies | 4.00 | $75.000000 | 0% | Dec 2025 |
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| JFS Wealth Advisors | 3.00 | $57.000000 | 0% | Dec 2025 |
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| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 3.00 | $57.000000 | 100% | Dec 2025 |
|
| Addison Advisors | 1.00 | $19.000000 | 0% | Dec 2025 |
|
Who sold out of H & Q Healthcare Fund equities?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Thomas J. Herzfeld Advisors | Sep 2025 | 95k | $1.7M |
| Saba Capital Management | Sep 2025 | 81k | $1.5M |
| RFG Advisory | Sep 2025 | 12k | $222k |
| Hrt Financial | Sep 2025 | 10k | $186k |
| Advisory Services Network | Sep 2025 | 5.2k | $97k |
| Newbridge Financial Services Group | Sep 2025 | 2.2k | $41k |
| Ameritas Advisory Services | Sep 2025 | 2.0k | $37k |
| Larson Financial Group | Sep 2025 | 600.00 | $11k |
| Russell Investments | Sep 2025 | 470.00 | $8.7k |
| Mather Group | Sep 2025 | 416.00 | $7.7k |
| Ancora Advisors | Sep 2025 | 75.00 | $1.4k |