ABRDN HEALTHCARE INVESTORS (HQH) Institutional Ownership Changes & 13F Activity
ABRDN HEALTHCARE INVESTORS (HQH). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Ameriprise Financial Inc, Newedge Advisors, Llc, Invesco Ltd., Advisors Asset Management, Inc., and Morgan Stanley.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Sell | -20,713 | -59.4% | 14,139 | $310.78K | Q2 2026 | Sep 23, 2026 |
| Concorde Asset Management, Llc | Buy | +11,924 | — | 11,924 | $262.09K | Q2 2026 | Aug 18, 2026 |
| Wny Asset Management, Llc | Buy | +9,536 | — | 9,536 | $209.60K | Q2 2026 | Aug 17, 2026 |
| Equitable Holdings, Inc. | Sell | -663 | -6.0% | 10,386 | $228.28K | Q2 2026 | Aug 17, 2026 |
| Ameriprise Financial Inc | Buy | +465,769 | — | 465,769 | $10.24M | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | Buy | +121,516 | — | 121,516 | $2.67M | Q2 2026 | Aug 14, 2026 |
| Advisors Asset Management, Inc. | Buy | +88,237 | +15.3% | 665,476 | $14.63M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +35,036 | +2.9% | 1,229,661 | $27.03M | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Buy | +23,286 | — | 23,286 | $511.83K | Q2 2026 | Aug 14, 2026 |
| Xtx Topco Ltd | Sell | -11,761 | -48.1% | 12,713 | $279.43K | Q2 2026 | Aug 14, 2026 |
| Needham Investment Management Llc | Buy | +9,541 | +3.1% | 320,825 | $7.05M | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, Llc | Buy | +6,800 | — | 6,800 | $149.46K | Q2 2026 | Aug 14, 2026 |
| Ifg Advisory, Llc | Buy | +5,153 | — | 5,153 | $113.26K | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +5,114 | +1.0% | 524,781 | $11.54M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +1,693 | +1.3% | 131,570 | $2.89M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +720 | +2.7% | 27,808 | $611.22K | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +629 | +0.3% | 226,301 | $4.97M | Q2 2026 | Aug 14, 2026 |
| World Investment Advisors | Sell | -525 | -1.5% | 34,259 | $609.47K | Q2 2026 | Aug 14, 2026 |
| &Partners | Buy | +53 | +0.5% | 10,587 | $232.69K | Q2 2026 | Aug 14, 2026 |
| Abound Financial, Llc | Buy | +8 | +3.0% | 276 | $6.07K | Q2 2026 | Aug 14, 2026 |
| Morgan Stanley | Sell | -60,425 | -1.3% | 4,466,114 | $98.17M | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | Buy | +56,653 | +189.9% | 86,488 | $1.90M | Q2 2026 | Aug 13, 2026 |
| Penserra Capital Management Llc | Buy | +45,585 | +4.0% | 1,194,853 | $26.26M | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, Llc | Buy | +17,646 | +20.9% | 101,994 | $2.24M | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Buy | +4,106 | +3.2% | 133,040 | $2.92M | Q2 2026 | Aug 13, 2026 |
| Northern Trust Corp | Buy | +1,484 | +2.6% | 57,971 | $1.27M | Q2 2026 | Aug 13, 2026 |
| Mariner, Llc | Buy | +693 | +3.9% | 18,633 | $409.56K | Q2 2026 | Aug 13, 2026 |
| Newedge Advisors, Llc | Buy | +164,510 | — | 164,510 | $3.62M | Q2 2026 | Aug 12, 2026 |
| Baird Financial Group, Inc. | Sell | -32,935 | -45.2% | 39,989 | $878.96K | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | Sell | -22,537 | -27.3% | 60,059 | $1.32M | Q2 2026 | Aug 12, 2026 |
Frequently asked questions about HQH activity
Which institutional owners are buying HQH?
Institutional owners buying HQH include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in HQH activity?
"Buy" means an investor increased their reported position in HQH compared to the prior reporting period. This reflects growing exposure to ABRDN HEALTHCARE INVESTORS (HQH) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in HQH increasing?
Institutional interest in HQH can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
Related HQH Institutional Insights
- HQH Overview
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- Financial Services Sector Institutional Ownership
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- Institutional Portfolio Overlap & Shared Holdings
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- HQH Insider Trading & SEC Form 4 Activity
- HQH Articles
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