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 | 4.5M | $81M | 100% | Mar 2026 |
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| Raymond James Financial | 1.2M | $22M | 0% | Dec 2025 |
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| Penserra Capital Management | 1.1M | $20M | -13% | Mar 2026 |
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| Advisors Asset Management | 577k | $10M | 25% | Mar 2026 |
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| LPL Financial | 552k | $9.8M | 10% | Mar 2026 |
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| Royal Bank of Canada | 520k | $9.3M | 4% | Mar 2026 |
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| Ameriprise Financial | 467k | $7.9M | 2% | Mar 2026 |
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| Needham Investment Management | 292k | $5.5M | 0% | Dec 2025 |
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| Z3 Capital Partners | 227k | $4.0M | 2% | Mar 2026 |
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| Bank of America Corporation | 226k | $4.0M | 100% | Mar 2026 |
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| Janney Montgomery Scott | 205k | $3.7M | 8% | Mar 2026 |
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| Advisor Group Holdings | 131k | $2.5M | 1% | Dec 2025 |
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| UBS Group | 129k | $2.3M | 4% | Mar 2026 |
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| Kestra Advisory Services | 128k | $2.3M | 7% | Mar 2026 |
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| Samalin Investment Counsel | 126k | $2.2M | 54% | Mar 2026 |
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| Smith Asset Management | 117k | $2.2M | 0% | Dec 2025 |
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| Oppenheimer & Co | 117k | $2.1M | -10% | Mar 2026 |
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| Invesco | 113k | $2.0M | 2% | Mar 2026 |
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| First Trust Advisors | 106k | $1.9M | 3% | Mar 2026 |
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| NWF Advisory Services | 101k | $1.8M | -2% | Mar 2026 |
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| Cohen & Steers Capital Management | 90k | $1.7M | 0% | Dec 2025 |
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| Steward Partners Investment Advisory | 84k | $1.5M | 273% | Mar 2026 |
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| Cambridge Investment Research Advisors | 83k | $1.5M | 4% | Mar 2026 |
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| Cetera Investment Advisers | 83k | $1.5M | 17% | Mar 2026 |
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| Commonwealth Equity Services | 75k | $1.3M | 0% | Mar 2026 |
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| Baird Financial | 64k | $1.2M | -4% | Dec 2025 |
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| Sage Capital Management | 63k | $1.1M | 4% | Mar 2026 |
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| Evolve Private Wealth | 57k | $1.0M | 100% | Mar 2026 |
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| Private Advisor | 56k | $991k | 15% | Mar 2026 |
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| City of London Investment Management Company | 52k | $924k | -26% | Mar 2026 |
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| AE Wealth Management | 48k | $850k | 9% | Mar 2026 |
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| Triumph Capital Management | 45k | $800k | 3% | Mar 2026 |
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| Guggenheim Capital, LLC Managers | 44k | $789k | 31% | Mar 2026 |
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| AlphaCore Capital | 42k | $749k | 6% | Mar 2026 |
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| Cyndeo Wealth Partners | 38k | $682k | 0% | Mar 2026 |
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| Closed-End Fund Advisors | 38k | $676k | 100% | Mar 2026 |
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| Envestnet Asset Management | 35k | $620k | 23% | Mar 2026 |
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| Pensionmark Financial Group | 35k | $619k | -29% | Mar 2026 |
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| Wedbush Morgan Securities | 34k | $601k | -3% | Mar 2026 |
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| Abel Hall | 33k | $587k | 0% | Mar 2026 |
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| Nations Financial Group | 33k | $578k | -3% | Mar 2026 |
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| HighTower Advisors | 30k | $533k | 70% | Mar 2026 |
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| Rockefeller Capital Management | 30k | $531k | 3% | Mar 2026 |
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| Wells Fargo & Company | 27k | $482k | 152% | Mar 2026 |
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| Uhlmann Price Securities | 27k | $471k | 3% | Mar 2026 |
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| Wolverine Asset Management | 24k | $425k | -84% | Mar 2026 |
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| Stephens | 24k | $420k | -43% | Mar 2026 |
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| WESPAC Advisors | 23k | $407k | -4% | Mar 2026 |
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| Atomi Financial Group | 21k | $402k | 0% | Dec 2025 |
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| Blue Bell Private Wealth Management | 21k | $372k | -18% | Mar 2026 |
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| Millennium Management | 20k | $356k | 100% | Mar 2026 |
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| Sage Capital Advisors | 19k | $343k | 8% | Mar 2026 |
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| Capital Investment Advisory Services | 18k | $322k | 3% | Mar 2026 |
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| Mariner Wealth Advisors | 18k | $317k | 2% | Mar 2026 |
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| Benjamin Edwards | 17k | $300k | 19% | Mar 2026 |
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| Independent Advisor Alliance | 17k | $298k | 100% | Mar 2026 |
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| Shaker Financial Services | 16k | $289k | -25% | Mar 2026 |
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| Stifel Financial | 15k | $263k | -40% | Mar 2026 |
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| Creative Planning | 15k | $261k | 45% | Mar 2026 |
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| Harbour Wealth Management Group | 15k | $259k | -1% | Mar 2026 |
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| WNY Asset Management | 14k | $253k | -93% | Mar 2026 |
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| Matrix Private Capital Group | 14k | $261k | -71% | Dec 2025 |
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| Vista Investment Partners Ii | 13k | $234k | 0% | Mar 2026 |
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| Independent Financial Group | 13k | $232k | 7% | Mar 2026 |
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| Ashton Thomas Securities | 12k | $206k | 7% | Mar 2026 |
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| Kovack Advisors | 11k | $209k | 3% | Mar 2026 |
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| Equitable Holdings | 11k | $209k | 100% | Mar 2026 |
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| Decision Investments | 11k | $193k | 100% | Mar 2026 |
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| Concorde Asset Management | 11k | $205k | 100% | Dec 2025 |
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| Moors & Cabot | 11k | $186k | 100% | Mar 2026 |
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| Mercer Global Advisors | 10k | $185k | 100% | Mar 2026 |
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| Wiley Bros.-aintree Capital | 10k | $196k | 2% | Dec 2025 |
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| Hanson McClain Advisors | 9.8k | $185k | 4% | Dec 2025 |
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| CoreCap Advisors | 8.6k | $153k | 4% | Mar 2026 |
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| Union Bankshares | 7.4k | $132k | 0% | Mar 2026 |
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| Fifth Third Bancorp | 6.9k | $123k | 100% | Mar 2026 |
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| Brian McDonald | 6.8k | $128k | -1% | Dec 2025 |
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| Rothschild Investment | 6.4k | $115k | 7% | Mar 2026 |
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| Global Retirement Partners | 5.6k | $106k | 100% | Dec 2025 |
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| EverSource Wealth Advisors | 5.0k | $89k | 0% | Mar 2026 |
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| Cullen Frost Bankers | 4.4k | $78k | 0% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 4.3k | $76k | 13% | Mar 2026 |
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| SOA Wealth Advisors | 3.3k | $58k | 0% | Mar 2026 |
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| Harbour Investments | 3.0k | $54k | 252% | Mar 2026 |
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| North Star Investment Management | 2.7k | $48k | 0% | Mar 2026 |
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| Costello Asset Management | 2.3k | $41k | -5% | Mar 2026 |
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| Us Bancorp | 2.1k | $40k | 3% | Dec 2025 |
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| Bartlett & Co. Wealth Management | 2.0k | $40k | 0% | Mar 2026 |
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| Millstone Evans Group | 1.9k | $35k | 3% | Mar 2026 |
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| Sunbelt Securities | 1.9k | $34k | 0% | Mar 2026 |
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| Pinnacle Wealth Planning Services | 1.8k | $31k | -19% | Mar 2026 |
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| Brown, Lisle/cummings | 1.7k | $30k | 0% | Mar 2026 |
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| Farther Finance Advisors | 1.3k | $24k | 33% | Mar 2026 |
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| Key FInancial | 1.2k | $22k | 7% | Mar 2026 |
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| Ransom Advisory | 1.1k | $21k | 0% | Dec 2025 |
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| MAI Wealth Advisors | 1.0k | $18k | 0% | Mar 2026 |
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| Founders Capital Management | 1.0k | $18k | 0% | Mar 2026 |
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| Pnc Financial Services | 828.00 | $15k | -85% | Mar 2026 |
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| WPG Advisers | 820.00 | $15k | -10% | Mar 2026 |
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| Truvestments Capital | 764.00 | $14k | 0% | Mar 2026 |
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| Jones Financial Companies, L.L | 676.00 | $13k | 100% | Dec 2025 |
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| A. Montag and Associates | 540.00 | $9.6k | 0% | Mar 2026 |
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| Spire Wealth Management | 535.00 | $9.5k | 0% | Mar 2026 |
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| Mather Group | 416.00 | $7.4k | 100% | Mar 2026 |
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| Citigroup | 311.00 | $5.5k | 100% | Mar 2026 |
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| Atlantic Trust | 303.00 | $5.7k | -57% | Dec 2025 |
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| Abound Financial | 268.00 | $4.8k | -96% | Mar 2026 |
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| BlackRock | 268.00 | $4.8k | 100% | Mar 2026 |
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| Thurston, Springer, Miller, Herd & Titak | 245.00 | $4.4k | 0% | Mar 2026 |
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| Pinnacle Bank | 216.00 | $3.8k | 5% | Mar 2026 |
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| Vision Retirement | 206.00 | $3.7k | 3% | Mar 2026 |
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| Assetmark | 192.00 | $3.4k | -6% | Mar 2026 |
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| Highline Wealth Partners | 170.00 | $3.0k | 100% | Mar 2026 |
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| Root Financial Partners | 146.00 | $2.6k | 100% | Mar 2026 |
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| Nexus Investment Management | 101.00 | $1.8k | 100% | Mar 2026 |
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| Gen-Wealth Partners | 95.00 | $1.7k | 0% | Mar 2026 |
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| Geneos Wealth Management | 72.00 | $1.3k | 0% | Mar 2026 |
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| Trust Co Of Vermont | 26.00 | $492.000600 | -97% | Dec 2025 |
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| Caldwell Sutter Capital | 25.00 | $445.000000 | 100% | Mar 2026 |
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| Bessemer | 13.00 | $0 | 0% | Mar 2026 |
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| Sound Income Strategies | 4.00 | $73.000000 | 0% | Mar 2026 |
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| JFS Wealth Advisors | 3.00 | $54.000000 | 0% | Mar 2026 |
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| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 3.00 | $57.000000 | 100% | Dec 2025 |
|
| Addison Advisors | 1.00 | $18.000000 | 0% | Mar 2026 |
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Who sold out of H & Q Healthcare Fund equities?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Goss Wealth Management | Dec 2025 | 114k | $2.2M |
| Prevail Innovative Wealth Advisors | Dec 2025 | 110k | $2.1M |
| Landscape Capital Management | Dec 2025 | 35k | $655k |
| Jane Street | Dec 2025 | 15k | $287k |
| Goldman Sachs Group | Dec 2025 | 13k | $237k |
| IFP Advisors | Dec 2025 | 12k | $229k |
| Advisory Services Network | Sep 2025 | 5.2k | $97k |
| Flagship Harbor Advisors | Dec 2025 | 2.6k | $48k |
| Eastern Bank | Dec 2025 | 1.7k | $32k |
| Evolution Wealth Management | Dec 2025 | 628.00 | $12k |
| Larson Financial Group | Sep 2025 | 600.00 | $11k |
| Mountain Hill Investment Partners Corp. | Dec 2025 | 500.00 | $9.5k |
| Jpmorgan Chase & Co | Sep 2025 | 353.00 | $6.5k |
| Creekmur Asset Management | Sep 2025 | 24.00 | $445.000800 |
| Quent Capital | Dec 2025 | 12.00 | $227.000400 |