Institutional Ownership Tekla Healthcare Investors (HQH)
This table provides information about the institutional ownership of Tekla Healthcare Investors (HQH). We have compiled data on the 132 institutions that hold shares in the stock, with a total of 12.7 Million shares, which have been reported (via 13F filing form) to have a value of $202 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
3,786,392
shares
|
$60.2 Million
0.0% of portfolio
|
Q2 2025
Added 12.12%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
1,299,644
shares
|
$20.7 Million
0.01% of portfolio
|
Q2 2025
Added 9.25%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Aug 06, 2025 Q2 2025 |
1,039,237
shares
|
$16.5 Million
0.22% of portfolio
|
Q2 2025
Added 3.05%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
505,285
shares
|
$8.03 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.63%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
434,856
shares
|
$6.91 Million
0.01% of portfolio
|
Q3 2024
Added 68.43%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
393,067
shares
|
$6.25 Million
0.0% of portfolio
|
Q2 2025
Added 12.0%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
355,205
shares
|
$5.65 Million
0.0% of portfolio
|
Q3 2024
Added 79.77%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Aug 12, 2025 Q2 2025 |
351,359
shares
|
$5.59 Million
0.1% of portfolio
|
Q2 2025
Added 32.87%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
347,070
shares
|
$5.52 Million
0.0% of portfolio
|
Q2 2025
Added 7.59%
|
|
|
Needham Investment Management LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
283,178
shares
|
$4.5 Million
0.4% of portfolio
|
Q2 2025
Added 7.07%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Aug 04, 2025 Q2 2025 |
199,926
shares
|
$3.18 Million
0.36% of portfolio
|
Q2 2025
Added 9.55%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
190,697
shares
|
$3.03 Million
0.0% of portfolio
|
Q2 2025
Reduced 11.44%
|
|
|
Saba Capital Management, L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
164,102
shares
|
$2.61 Million
0.06% of portfolio
|
Q2 2025
Reduced 86.34%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
156,766
shares
|
$2.49 Million
0.03% of portfolio
|
Q2 2025
Added 9.63%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
156,361
shares
|
$2.49 Million
0.01% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2025 Q2 2025 |
143,932
shares
|
$2.29 Million
0.0% of portfolio
|
Q2 2025
Reduced 20.67%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
134,946
shares
|
$2.15 Million
0.0% of portfolio
|
Q2 2025
Added 4.37%
|
|
|
Smith Asset Management Co., LLC
Chiefland, FL |
May 19, 2025 Q1 2025 |
120,719
shares
|
$1.92 Million
1.85% of portfolio
|
Q4 2024
Added 1.96%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
113,147
shares
|
$1.8 Million
0.0% of portfolio
|
Q2 2025
Reduced 15.81%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
107,573
shares
|
$1.71 Million
0.0% of portfolio
|
Q2 2024
Added 77.59%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
104,809
shares
|
$1.67 Million
0.01% of portfolio
|
Q2 2025
Added 20.29%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Aug 14, 2025 Q2 2025 |
103,537
shares
|
$1.65 Million
0.36% of portfolio
|
Q2 2025
Added 65.94%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Aug 12, 2025 Q1 2025 |
98,681
shares
|
$1.57 Million
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Aug 07, 2025 Q2 2025 |
87,850
shares
|
$1.4 Million
0.55% of portfolio
|
Q2 2025
Added 9.75%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
78,836
shares
|
$1.25 Million
0.0% of portfolio
|
Q2 2025
Reduced 5.9%
|