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 | 3.8M | $59M | 100% | Jun 2025 |
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| Penserra Capital Management | 1.2M | $22M | 15% | Sep 2025 |
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| Raymond James Financial | 1.2M | $22M | -9% | Sep 2025 |
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| Royal Bank of Canada | 499k | $9.3M | -1% | Sep 2025 |
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| Ameriprise Financial | 412k | $7.6M | 19% | Sep 2025 |
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| LPL Financial | 405k | $7.5M | 3% | Sep 2025 |
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| Advisors Asset Management | 363k | $6.7M | 3% | Sep 2025 |
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| Needham Investment Management | 292k | $5.4M | 3% | Sep 2025 |
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| WNY Asset Management | 214k | $3.9M | 7% | Sep 2025 |
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| Janney Montgomery Scott | 159k | $2.9M | 2% | Sep 2025 |
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| UBS Group | 159k | $2.9M | 40% | Sep 2025 |
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| NWF Advisory Services | 139k | $2.6M | 41% | Sep 2025 |
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| Advisor Group Holdings | 130k | $2.4M | 3% | Sep 2025 |
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| Oppenheimer & Co | 125k | $2.3M | -20% | Sep 2025 |
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| Smith Asset Management | 117k | $2.2M | -2% | Sep 2025 |
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| Prevail Innovative Wealth Advisors | 117k | $2.2M | 13% | Sep 2025 |
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| Kestra Advisory Services | 109k | $2.0M | 4% | Sep 2025 |
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| First Trust Advisors | 106k | $2.0M | -26% | Sep 2025 |
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| Goss Wealth Management | 102k | $1.9M | 130% | Sep 2025 |
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| Thomas J. Herzfeld Advisors | 95k | $1.7M | 100% | Sep 2025 |
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| Invesco | 94k | $1.7M | 26% | Sep 2025 |
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| Samalin Investment Counsel | 92k | $1.7M | 5% | Sep 2025 |
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| Cohen & Steers Capital Management | 90k | $1.7M | -17% | Sep 2025 |
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| Cambridge Investment Research Advisors | 81k | $1.5M | 2% | Sep 2025 |
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| Saba Capital Management | 81k | $1.5M | -51% | Sep 2025 |
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| Commonwealth Equity Services | 74k | $1.4M | -6% | Sep 2025 |
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| Baird Financial | 67k | $1.2M | -5% | Sep 2025 |
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| City of London Investment Management Company | 63k | $1.2M | 1% | Sep 2025 |
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| Sage Capital Management | 61k | $1.1M | -20% | Sep 2025 |
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| Pensionmark Financial Group | 50k | $919k | 100% | Sep 2025 |
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| Cetera Investment Advisers | 48k | $884k | 2% | Sep 2025 |
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| Matrix Private Capital Group | 48k | $876k | 0% | Sep 2025 |
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| AE Wealth Management | 47k | $872k | 0% | Sep 2025 |
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| Triumph Capital Management | 46k | $857k | 3% | Sep 2025 |
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| AlphaCore Capital | 43k | $795k | -1% | Sep 2025 |
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| Private Advisor | 42k | $781k | -16% | Sep 2025 |
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| Cyndeo Wealth Partners | 38k | $707k | 0% | Sep 2025 |
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| Nations Financial Group | 34k | $632k | 0% | Sep 2025 |
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| Abel Hall | 33k | $609k | 0% | Sep 2025 |
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| Guggenheim Capital, LLC Managers | 33k | $606k | -29% | Sep 2025 |
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| Wedbush Morgan Securities | 30k | $553k | 37% | Sep 2025 |
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| Rockefeller Capital Management | 29k | $536k | 7% | Sep 2025 |
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| WESPAC Advisors | 28k | $514k | 7% | Sep 2025 |
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| Stephens | 27k | $495k | -19% | Sep 2025 |
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| Landscape Capital Management | 26k | $477k | 100% | Sep 2025 |
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| Uhlmann Price Securities | 25k | $460k | 7% | Sep 2025 |
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| Blue Bell Private Wealth Management | 25k | $455k | -21% | Sep 2025 |
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| Steward Partners Investment Advisory | 24k | $445k | 4% | Sep 2025 |
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| Envestnet Asset Management | 24k | $434k | -18% | Sep 2025 |
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| Sage Capital Advisors | 22k | $402k | 0% | Sep 2025 |
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| Atomi Financial Group | 21k | $392k | -6% | Sep 2025 |
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| Creative Planning | 20k | $374k | 100% | Sep 2025 |
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| HighTower Advisors | 18k | $330k | -1% | Sep 2025 |
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| Capital Investment Advisory Services | 18k | $326k | 6% | Sep 2025 |
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| Mariner Wealth Advisors | 16k | $291k | 26% | Sep 2025 |
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| Stifel Financial | 16k | $287k | -2% | Sep 2025 |
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| Benjamin Edwards | 13k | $234k | 100% | Sep 2025 |
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| Goldman Sachs Group | 13k | $231k | 7% | Sep 2025 |
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| IFP Advisors | 12k | $223k | 0% | Sep 2025 |
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| Moloney Securities Asset Management | 12k | $223k | 3% | Sep 2025 |
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| RFG Advisory | 12k | $222k | -16% | Sep 2025 |
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| Vista Investment Partners Ii | 11k | $207k | 0% | Sep 2025 |
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| Ashton Thomas Securities | 11k | $201k | -21% | Sep 2025 |
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| Wiley Bros.-aintree Capital | 10k | $188k | 2% | Sep 2025 |
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| Hrt Financial | 10k | $186k | 100% | Sep 2025 |
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| Union Bankshares | 9.6k | $178k | 100% | Sep 2025 |
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| Hanson McClain Advisors | 9.4k | $174k | 3% | Sep 2025 |
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| CoreCap Advisors | 8.0k | $147k | 47% | Sep 2025 |
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| Brian McDonald | 6.8k | $126k | -25% | Sep 2025 |
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| Rothschild Investment | 6.0k | $112k | 3% | Sep 2025 |
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| Advisory Services Network | 5.2k | $97k | 100% | Sep 2025 |
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| EverSource Wealth Advisors | 5.0k | $92k | 0% | Sep 2025 |
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| Cullen Frost Bankers | 4.4k | $81k | 0% | Sep 2025 |
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| Wells Fargo & Company | 4.3k | $79k | -61% | Sep 2025 |
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| Northwestern Mutual Wealth Management Company | 3.6k | $66k | 3% | Sep 2025 |
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| SOA Wealth Advisors | 3.3k | $60k | 0% | Sep 2025 |
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| North Star Investment Management | 2.7k | $49k | 0% | Sep 2025 |
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| Costello Asset Management | 2.6k | $48k | 3% | Sep 2025 |
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| Newbridge Financial Services Group | 2.2k | $41k | 3% | Sep 2025 |
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| Guerra Advisors | 2.1k | $39k | 100% | Sep 2025 |
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| Us Bancorp | 2.1k | $38k | -40% | Sep 2025 |
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| Ameritas Advisory Services | 2.0k | $37k | -67% | Sep 2025 |
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| Bartlett & Co. Wealth Management | 2.0k | $37k | 0% | Sep 2025 |
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| Sunbelt Securities | 1.9k | $35k | -39% | Sep 2025 |
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| Millstone Evans Group | 1.9k | $35k | 0% | Sep 2025 |
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| Brown, Lisle/cummings | 1.7k | $31k | 0% | Sep 2025 |
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| Eastern Bank | 1.6k | $30k | 100% | Sep 2025 |
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| Optimum Investment Advisors | 1.4k | $25k | 0% | Sep 2025 |
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| Key FInancial | 1.2k | $22k | 3% | Sep 2025 |
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| Ransom Advisory | 1.1k | $20k | 0% | Sep 2025 |
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| Highline Wealth Partners | 1.0k | $19k | 100% | Sep 2025 |
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| Farther Finance Advisors | 1.0k | $19k | 100% | Sep 2025 |
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| Founders Capital Management | 1.0k | $19k | 0% | Sep 2025 |
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| Truvestments Capital | 968.00 | $18k | 0% | Sep 2025 |
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| Pinnacle Bank | 914.00 | $17k | 3% | Sep 2025 |
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| WPG Advisers | 885.00 | $16k | 100% | Sep 2025 |
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| Trust Co Of Vermont | 868.00 | $16k | 189% | Sep 2025 |
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| Atlantic Trust | 700.00 | $13k | 0% | Sep 2025 |
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| Larson Financial Group | 600.00 | $11k | 100% | Sep 2025 |
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| A. Montag and Associates | 540.00 | $10k | 42% | Sep 2025 |
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| Spire Wealth Management | 535.00 | $9.9k | 0% | Sep 2025 |
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| Mountain Hill Investment Partners Corp. | 500.00 | $9.2k | 100% | Sep 2025 |
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| Russell Investments | 470.00 | $8.7k | 100% | Sep 2025 |
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| Mather Group | 416.00 | $7.7k | 100% | Sep 2025 |
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| Jpmorgan Chase & Co | 353.00 | $6.5k | -3% | Sep 2025 |
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| Thurston, Springer, Miller, Herd & Titak | 245.00 | $4.5k | -68% | Sep 2025 |
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| Assetmark | 213.00 | $3.9k | 100% | Sep 2025 |
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| Gen-Wealth Partners | 95.00 | $1.8k | -76% | Sep 2025 |
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| Ancora Advisors | 75.00 | $1.4k | 100% | Sep 2025 |
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| Geneos Wealth Management | 72.00 | $1.3k | -98% | Sep 2025 |
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| Harbour Investments | 24.00 | $439.000800 | 0% | Sep 2025 |
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| Creekmur Asset Management | 24.00 | $445.000800 | 0% | Sep 2025 |
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| Bessemer | 13.00 | $0 | 0% | Sep 2025 |
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| Quent Capital | 12.00 | $222.000000 | 100% | Sep 2025 |
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| Sound Income Strategies | 4.00 | $76.000000 | 0% | Sep 2025 |
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| JFS Wealth Advisors | 3.00 | $56.000100 | 0% | Sep 2025 |
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| Addison Advisors | 1.00 | $19.000000 | 0% | Sep 2025 |
|
Who sold out of H & Q Healthcare Fund equities?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Readystate Asset Management | Jun 2025 | 74k | $1.1M |
| Jane Street | Jun 2025 | 71k | $1.1M |
| Wolverine Asset Management | Jun 2025 | 64k | $989k |
| Elequin Capital | Jun 2025 | 24k | $367k |
| Clough Capital Partners | Jun 2025 | 20k | $310k |
| Wetherby Asset Management | Jun 2025 | 19k | $301k |
| Balyasny Asset Management | Jun 2025 | 19k | $292k |
| Susquehanna International | Jun 2025 | 18k | $273k |
| Milestone Asset Management | Jun 2025 | 12k | $185k |
| Nexus Investment Management | Jun 2025 | 3.9k | $61k |
| Colonial Asset Management | Jun 2025 | 3.7k | $57k |
| Beacon Capital Management | Jun 2025 | 584.00 | $9.0k |
| CWM | Jun 2025 | 310.00 | $5.0k |
| Tower Research Capital | Jun 2025 | 32.00 | $496.000000 |