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 |
|---|---|---|---|---|---|
| Saba Capital Management | 3.3M | $58M | 29% | Jun 2024 |
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| Morgan Stanley | 3.2M | $55M | 2% | Jun 2024 |
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| Penserra Capital Management | 867k | $16M | 100% | Sep 2024 |
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| Raymond James Financial Services Advisors | 435k | $8.1M | 68% | Sep 2024 |
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| Royal Bank of Canada | 431k | $8.0M | -1% | Sep 2024 |
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| Raymond James & Associates | 355k | $6.6M | 80% | Sep 2024 |
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| CNH Partners | 267k | $5.0M | -36% | Sep 2024 |
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| Sage Capital Management | 204k | $3.8M | 1% | Sep 2024 |
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| Bank of America Corporation | 195k | $3.6M | 3% | Sep 2024 |
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| Advisors Asset Management | 178k | $3.3M | 36% | Sep 2024 |
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| LPL Financial | 171k | $3.2M | 16% | Sep 2024 |
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| First Trust Advisors | 168k | $3.1M | 5% | Sep 2024 |
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| Cetera Investment Advisers | 161k | $2.8M | -9% | Jun 2024 |
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| Janney Montgomery Scott | 156k | $2.9M | -1% | Sep 2024 |
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| WNY Asset Management | 131k | $2.4M | 39% | Sep 2024 |
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| Advisor Group Holdings | 113k | $2.1M | -21% | Sep 2024 |
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| Cohen & Steers Capital Management | 108k | $1.9M | 78% | Jun 2024 |
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| Quarry | 95k | $1.7M | -50% | Jun 2024 |
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| National Asset Management | 90k | $1.6M | 28% | Jun 2024 |
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| Oppenheimer & Co | 90k | $1.7M | -21% | Sep 2024 |
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| Commonwealth Equity Services | 83k | $1.5M | 2% | Sep 2024 |
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| Goldman Sachs Group | 81k | $1.4M | 100% | Jun 2024 |
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| Cambridge Investment Research Advisors | 71k | $1.3M | 2% | Sep 2024 |
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| Prevail Innovative Wealth Advisors | 70k | $1.2M | 18% | Jun 2024 |
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| Cyndeo Wealth Partners | 64k | $1.2M | 0% | Sep 2024 |
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| City of London Investment Management Company | 62k | $1.2M | -10% | Sep 2024 |
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| Sanctuary Advisors | 58k | $939k | 100% | Jun 2024 |
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| Nine Masts Capital | 46k | $855k | 100% | Sep 2024 |
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| AE Wealth Management | 45k | $843k | -4% | Sep 2024 |
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| All Season Financial Advisors | 43k | $798k | 95% | Sep 2024 |
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| Goss Wealth Management | 43k | $748k | 45% | Jun 2024 |
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| Kestra Advisory Services | 40k | $739k | 7% | Sep 2024 |
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| Private Advisor | 39k | $723k | 4% | Sep 2024 |
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| International Assets Investment Management | 37k | $2.0M | 100% | Sep 2024 |
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| Nations Financial Group | 35k | $655k | -1% | Sep 2024 |
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| Kingswood Wealth Advisors | 33k | $620k | 100% | Sep 2024 |
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| Blue Bell Private Wealth Management | 33k | $608k | 8% | Sep 2024 |
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| Guggenheim Capital, LLC Managers | 33k | $607k | -27% | Sep 2024 |
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| Clough Capital Partners | 31k | $581k | -68% | Sep 2024 |
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| Stephens | 29k | $544k | -11% | Sep 2024 |
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| Sage Capital Advisors | 29k | $535k | 5% | Sep 2024 |
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| Invesco | 28k | $523k | 8% | Sep 2024 |
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| Mercer Global Advisors | 27k | $463k | -6% | Jun 2024 |
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| Ashton Thomas Securities | 25k | $468k | 100% | Sep 2024 |
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| Wedbush Morgan Securities | 25k | $458k | 1% | Sep 2024 |
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| Claro Advisors | 24k | $454k | -1% | Sep 2024 |
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| Bank of New York Mellon | 24k | $447k | 0% | Sep 2024 |
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| HighTower Advisors | 23k | $406k | 2% | Jun 2024 |
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| Atomi Financial Group | 23k | $433k | -1% | Sep 2024 |
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| Stockman Asset Management | 22k | $409k | -7% | Sep 2024 |
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| Quantedge Capital Pte | 21k | $382k | -85% | Sep 2024 |
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| MONECO Advisors | 19k | $361k | 100% | Sep 2024 |
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| Steward Partners Investment Advisory | 17k | $291k | 5% | Jun 2024 |
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| Pnc Financial Services | 16k | $302k | -4% | Sep 2024 |
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| Capital Investment Advisory Services | 16k | $301k | -1% | Sep 2024 |
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| Apollon Wealth Management | 15k | $274k | 0% | Sep 2024 |
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| Atlas Wealth | 13k | $235M | 100% | Jun 2024 |
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| IFP Advisors | 13k | $233k | 0% | Jun 2024 |
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| Branch Banking & Trust Company | 13k | $222k | 12% | Jun 2024 |
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| Milestone Asset Management | 12k | $230k | -7% | Sep 2024 |
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| Union Bankshares | 12k | $214k | -3% | Sep 2024 |
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| Teamwork Financial Advisors | 11k | $201k | 100% | Sep 2024 |
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| Integrated Wealth Concepts | 11k | $200k | -2% | Sep 2024 |
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| Moloney Securities Asset Management | 11k | $198k | 3% | Sep 2024 |
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| Atria Wealth Solutions | 10k | $189k | -4% | Sep 2024 |
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| Main Street Financial Solutions | 10k | $187k | 100% | Sep 2024 |
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| Benjamin F. Edwards & Company | 9.4k | $165k | -14% | Jun 2024 |
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| Wells Fargo & Company | 8.9k | $165k | 634% | Sep 2024 |
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| Brian McDonald | 6.4k | $119k | -3% | Sep 2024 |
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| SOA Wealth Advisors | 5.8k | $109k | 0% | Sep 2024 |
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| Rothschild Investment | 5.3k | $99k | -8% | Sep 2024 |
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| EverSource Wealth Advisors | 5.0k | $93k | 0% | Sep 2024 |
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| Cullen Frost Bankers | 4.4k | $82k | 0% | Sep 2024 |
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| Sunbelt Securities | 3.3k | $58k | -19% | Jun 2024 |
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| Northwestern Mutual Wealth Management Company | 3.1k | $58k | 3% | Sep 2024 |
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| Northwest Investment Counselors | 3.0k | $57k | 100% | Sep 2024 |
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| North Star Investment Management | 2.7k | $50k | 0% | Sep 2024 |
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| CoreCap Advisors | 2.6k | $49k | 56% | Sep 2024 |
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| Bartlett & Co. Wealth Management | 2.0k | $38k | 0% | Sep 2024 |
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| Brown, Lisle/cummings | 1.6k | $30k | 0% | Sep 2024 |
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| Optimum Investment Advisors | 1.4k | $25k | 0% | Sep 2024 |
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| Us Bancorp | 1.3k | $24k | 0% | Sep 2024 |
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| Key FInancial | 1.0k | $19k | 3% | Sep 2024 |
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| Founders Capital Management | 1.0k | $19k | 0% | Sep 2024 |
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| Spire Wealth Management | 535.00 | $10k | 0% | Sep 2024 |
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| Hanson McClain Advisors | 437.00 | $8.1k | 0% | Sep 2024 |
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| Mather Group | 416.00 | $7.7k | 0% | Sep 2024 |
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| Gen-Wealth Partners | 395.00 | $6.9k | 0% | Jun 2024 |
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| A. Montag and Associates | 380.00 | $7.1k | 100% | Sep 2024 |
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| Jpmorgan Chase & Co | 359.00 | $6.7k | 0% | Sep 2024 |
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| Jones Financial Companies, L.L | 335.00 | $6.2k | 100% | Sep 2024 |
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| Quent Capital | 329.00 | $6.1k | 0% | Sep 2024 |
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| CWM | 310.00 | $6.0k | 0% | Sep 2024 |
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| Thurston, Springer, Miller, Herd & Titak | 245.00 | $4.6k | 100% | Sep 2024 |
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| Ronald Blue Trust | 237.00 | $4.1k | 0% | Sep 2024 |
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| Mattson Financial Services | 200.00 | $3.5k | 0% | Sep 2024 |
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| Global Retirement Partners | 71.00 | $1.3k | 3% | Sep 2024 |
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| Addison Advisors | 53.00 | $986.997800 | 100% | Sep 2024 |
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| Mascoma Wealth Management | 46.00 | $856.998400 | 100% | Sep 2024 |
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| Geneos Wealth Management | 31.00 | $540.999600 | 0% | Jun 2024 |
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| Creekmur Asset Management | 24.00 | $447.000000 | -97% | Sep 2024 |
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| Harbour Investments | 16.00 | $289.000000 | 0% | Sep 2024 |
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| Householder Group Estate & Retirement Specialist | 13.00 | $0 | 100% | Sep 2024 |
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| Sound Income Strategies | 4.00 | $74.000000 | 0% | Sep 2024 |
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| Washington Trust Company | 4.00 | $82.000000 | 100% | Sep 2024 |
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| JFS Wealth Advisors | 3.00 | $56.000100 | 0% | Sep 2024 |
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| Naples Money Management | 0 | $0 | -100% | Sep 2024 |
|
Who sold out of H & Q Healthcare Fund equities?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Rpo | Jun 2024 | 247k | $4.3M |
| Landscape Capital Management | Jun 2024 | 81k | $1.4M |
| Qube Research & Technologies | Mar 2024 | 45k | $765k |
| Cornerstone Advisors | Jun 2024 | 31k | $546k |
| Millennium Management | Jun 2024 | 27k | $471k |
| Two Sigma Investments | Mar 2024 | 20k | $339k |
| Hennion & Walsh Asset Management | Jun 2024 | 17k | $302k |
| Equitable Holdings | Mar 2024 | 10k | $174k |
| Truvestments Capital | Mar 2024 | 2.5k | $42k |
| Wetzel Investment Advisors | Jun 2024 | 501.00 | $8.4k |
| Gradient Investments | Jun 2024 | 200.00 | $3.5k |
| Atlantic Trust | Jun 2024 | 46.00 | $817.001400 |