HQH on NYSE

abrdn Healthcare Investors

Abrdn Healthcare Investors is an association registered in the United States, based in Boston, active since 1986.² Its shares trade on NYSE under the symbol HQH.²

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Last updated Oct 21, 2026.

Overview

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TickerHQH on NYSE²
HeadquartersBoston, United States²
Incorporated inMA³
Business address1900 Market Street, Suite 200, Philadelphia, Pa 19103³
Legal formVoluntary Association and Business Trusts²
Kind of organizationAssociation²
LEI549300SNASESIFOS6V75²
StatusActive²
LEI statusIssued and current²
Registered address28 STATE STREET, 17TH FLOOR, 02109 Boston, United States²
Registered withCorporations Division (Secretary of the Commonwealth's Office), T00010772²

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Corporate structure

abrdn Healthcare Investors sits at the top of its group. 1 entity, 1 country on record. Switch between the flow chart and the network, and select any entity to see its details.

Major holders of abrdn Healthcare Investors

Saba Capital Management, L.P. Filed SC 13D/A on abrdn Healthcare Investors, latest Nov 18, 2024 (4 filings since Mar 15, 2024)
Morgan Stanley Filed SC 13G/A on abrdn Healthcare Investors, latest Feb 12, 2024 (3 filings since Feb 11, 2022)

abrdn Healthcare Investors Boston, Massachusetts, United States

Built from parent and subsidiary links from GLEIF, the Global Legal Entity Identifier Foundation (CC0); major holders from Schedules 13D and 13G. Each entity in the chart links to its source.

Leadership

Who has led abrdn Healthcare Investors, and when. Pick a name to see everywhere that person has worked.

President

Chief financial officer

Sharon Greenstein2023

2010201520202025

PresidentChristian Pittard Nov 6, 2023 to Nov 6, 2023⁴
PresidentDaniel R. Omstead Aug 6, 2007 to Sep 25, 2023⁵
Chief financial officerSharon Greenstein Nov 6, 2023 to Nov 6, 2023⁶

Board members and other officers (34)

Vice PresidentKatie Lynn Gebauer Mar 20, 2025 to now⁷
Vice PresidentMichael Marsico Mar 20, 2025 to now⁸
Vice PresidentRobert W. Hepp Mar 20, 2025 to now⁹
Vice PresidentHeather Carter Reilly Dec 19, 2025 to now¹⁰
Vice PresidentLoretta Tse Mar 22, 2024 to Mar 22, 2024¹¹
Vice PresidentMichael Taggart Jun 18, 2024 to now¹²
Vice PresidentAshton Wilson Dec 20, 2024 to Dec 20, 2024¹³
Vice PresidentKolotioloma Silue Dec 20, 2024 to Dec 20, 2024¹⁴
Vice PresidentAlan R. Goodson Nov 6, 2023 to Jan 9, 2024¹⁵
Chief Compliance Officer & VPJoseph Andolina Nov 6, 2023 to Nov 6, 2023¹⁶
Secretary and Vice PresidentMegan Kennedy Nov 6, 2023 to Nov 6, 2023¹⁷
Vice PresidentBen Ritchie Dec 22, 2023 to Dec 22, 2023¹⁸
Vice PresidentJoshua Duitz Dec 22, 2023 to Dec 22, 2023¹⁹
Chief Compliance OfficerLaura F. Woodward May 15, 2009 to May 15, 2009²⁰
Assistant TreasurerBetty T. Chang Jul 16, 2009 to Jul 16, 2009²¹
Chief Compliance OfficerCarolyn P. Haley May 15, 2007 to May 15, 2007²²
Vice PresidentHoward Y. Kim Nov 20, 2007 to Nov 20, 2007²³
Senior Vice President ResearchFrank Gentile Jan 26, 2006 to Jan 26, 2006²⁴
Board memberChris Lavictoire Mahai Jun 11, 2026 to now²⁵
Board memberBill Maher Nov 6, 2023 to Jan 2, 2024²⁶
Board memberRose Dimartino Nov 6, 2023 to Jul 18, 2024²⁷
Board memberTodd Reit Nov 6, 2023 to Jan 4, 2024²⁸
Board memberW. Mark Watson Jun 14, 2022 to Jun 14, 2022²⁹
Board memberJeffrey Allen Bailey Aug 28, 2020 to Sep 23, 2020³⁰
Board memberThomas M. Kent Jan 18, 2018 to Jan 29, 2018³¹
Board memberElizabeth Nabel Dec 19, 2018 to Dec 19, 2018³²
Board memberUwe E. Reinhardt Jul 11, 2014 to Jul 11, 2014³³
Board memberOleg M. Pohotsky Mar 21, 2012 to Jun 30, 2014³⁴
Board memberMichael W. Bonney Dec 15, 2011 to Jun 30, 2014³⁵
Board memberWilliam S. Reardon Jun 18, 2010 to Jun 30, 2014³⁶
Board memberJain K. Rakesh Jun 29, 2007 to Jun 29, 2007³⁷
Board memberDaniel R. Omstead Aug 6, 2007 to Sep 25, 2023⁵
Board memberLucinda H. Stebbins Jun 22, 2006 to Jun 29, 2015³⁸
General counselLucia Sitar Nov 6, 2023 to Nov 6, 2023³⁹

Former names

TEKLA HEALTHCARE INVESTORSOct 15, 2014 to Oct 5, 2023³
H&Q HEALTHCARE INVESTORSDec 13, 1995 to Sep 18, 2014³

Timeline

Sep 12, 20238-K Change of auditor⁴⁰
Oct 31, 1986Founded abrdn Healthcare Investors is founded²

Filings

98 filings to the SEC since October 2021: 1 major events, 44 insider forms, 7 large holders, 46 other. The latest 20:

The 98 filings since October 2021 can be filtered by form type and year here when JavaScript is on.

Every filing from the last five years, summarized. The full record is on SEC EDGAR.

Insider trades

10 open-market trades by officers, directors and large owners since October 2021: 10 buys and 0 sales. Grants, option exercises and gifts are left out.

Date	Who	Trade	Shares	Price	Value	Filing
Jul 16, 2026	Mahai Chris LaVictoireDirector	Buy	501	$20.96	$10.5K	Form 4
Jul 16, 2024	DiMartino RoseDirector	Buy	1,000	$18.88	$18.9K	Form 4
Apr 9, 2024	Goetz KathleenDirector	Buy	525	$16.42	$8.6K	Form 4
Jan 2, 2024	Reit ToddDirector	Buy	1,000	$16.93	$16.9K	Form 4
Dec 28, 2023	Maher BillDirector	Buy	1,000	$16.58	$16.6K	Form 4
Dec 21, 2023	Goodson Alan RVice President	Buy	170	$16.13	$2.7K	Form 4
Sep 25, 2023	OMSTEAD DANIEL RPresident	Buy	9,500	$15.63	$148.5K	Form 4
Sep 20, 2023	OMSTEAD DANIEL RPresident	Buy	9,500	$15.88	$150.9K	Form 4
Mar 23, 2022	Goetz KathleenDirector	Buy	74	$20.42	$1.5K	Form 4
Jan 26, 2022	Goetz KathleenDirector	Buy	481	$21.52	$10.4K	Form 4

From Forms 4 filed with the SEC.

Major holders

Investors who own more than 5% of the shares must tell the SEC: a 13D if they may seek to influence the company, a 13G if they hold passively.

Saba Capital Management, L.P.SC 13D/A, 4 filings Mar 15, 2024 to Nov 18, 2024⁴¹
Morgan StanleySC 13G/A, 3 filings Feb 11, 2022 to Feb 12, 2024⁴²

Held by these funds

The largest holders among investment managers' 13F reports for the quarter ending Jun 30, 2026, the top 25 of 100. Change is in shares since the quarter before.

Fund	Shares	Value	Share of the fund	Change
Morgan Stanley	4,466,114	$98.2M	0.0%	−60,425
Raymond James Financial Inc	1,229,661	$27.0M	0.0%	+35,036
Advisors Asset Management, Inc.	665,476	$14.6M	0.2%	+88,237
LPL Financial LLC	582,882	$12.8M	0.0%	+30,488
Royal Bank Of Canada	524,781	$11.5M	0.0%	+5,114
Ameriprise Financial Inc	465,769	$10.2M	0.0%	−926
Needham Investment Management LLC	320,825	$7.1M	0.2%	+9,541
Z3 Capital Partners, LLC	230,448	$5.1M	1.1%	+3,080
Bank Of America Corp /de/	226,301	$5.0M	0.0%	+629
NewEdge Advisors, LLC	164,510	$3.6M	0.0%	+12,772
Samalin Investment Counsel, LLC	154,616	$3.4M	1.1%	+28,768
UBS Group AG	133,040	$2.9M	0.0%	+4,106
Kestra Advisory Services, LLC	131,800	$2.9M	0.0%	+3,407
Osaic Holdings, Inc.	131,570	$2.9M	0.0%	+1,693
Invesco Ltd.	121,516	$2.7M	0.0%	+8,976
Oppenheimer & Co Inc	116,304	$2.6M	0.0%	−324
First Trust Advisors LP	114,792	$2.5M	0.0%	+8,857
Smith Asset Management Co., LLC	112,724	$2.5M	1.9%	−2,537
Steward Partners Investment Advisory, LLC	101,994	$2.2M	0.0%	+17,646
NWF Advisory Services Inc.	98,507	$2.2M	0.2%	−2,262
Rockefeller Capital Management L.P.	86,488	$1.9M	0.0%	+56,653
Commonwealth Equity Services, LLC	76,373	$1.7M	0.0%	+950
Sage Capital Management, LLC	73,807	$1.6M	0.6%	+11,332
Private Advisor Group, LLC	61,345	$1.3M	0.0%	+5,627
Cetera Investment Advisers	60,059	$1.3M	0.0%	−22,537

13F reports cover disclosed long positions in U.S. stocks only.

SEC filer profile

How abrdn Healthcare Investors is registered with the Securities and Exchange Commission, from its EDGAR record and the cover page of its latest annual report.

Name on EDGARabrdn Healthcare Investors¹
CIK0000805267
Employer ID (EIN)04-6564285¹
Incorporated inMassachusetts¹
Fiscal year endsSeptember 30¹
Industry code (SIC)0000 ¹
Business address1900 Market Street, Suite 200, Philadelphia, PA 19103¹
Phone6177728515¹
On EDGAR sinceDec 13, 1995¹
Filings532 in all: SC 13G/A (54), 3 (48), 4 (46), SC 13G (34), DEF 14A (29), N-Q (29), NPORT-P (28), 40-17G (24)¹
All 39 form types
N-CSR (23), N-CSRS (23), N-PX (23), NSAR-A (23), NSAR-B (23), 13F-HR (21), DEFA14A (16), POS EX (11), 8-K (10), CORRESP (8), N-30D (8), N-CEN (8), PRE 14A (6), 497 (4), N-2/A (4), POS AMI (4), 40-APP/A (3), N-2 (3), N-CSR/A (3), SC 13D/A (3), 40-APP (2), N-PX/A (2), 13F-HR/A (1), 3/A (1), 40-6C (1), 497AD (1), EFFECT (1), N-Q/A (1), NPORT-EX (1), SC 13D (1), UPLOAD (1)
Latest filingsProxy statement (DEF 14A) Apr 7, 2026
Latest 8-K (8-K) Sep 12, 2023

Sources

The numbers on this page point here. Each one links to the record it came from.

1
SEC EDGARabrdn Healthcare Investors filings on SEC EDGAR
2
GLEIFabrdn Healthcare Investors LEI record (549300SNASESIFOS6V75)
3
SEC EDGARabrdn Healthcare Investors filings on SEC EDGAR
4
SEC EDGARChristian Pittard, President
5
SEC EDGARDaniel R. Omstead, President
6
SEC EDGARSharon Greenstein, Chief financial officer
7
SEC EDGARKatie Lynn Gebauer, Vice President
8
SEC EDGARMichael Marsico, Vice President
9
SEC EDGARRobert W. Hepp, Vice President
10
SEC EDGARHeather Carter Reilly, Vice President
11
SEC EDGARLoretta Tse, Vice President
12
SEC EDGARMichael Taggart, Vice President
13
SEC EDGARAshton Wilson, Vice President
14
SEC EDGARKolotioloma Silue, Vice President
15
SEC EDGARAlan R. Goodson, Vice President
16
SEC EDGARJoseph Andolina, Chief Compliance Officer & VP
17
SEC EDGARMegan Kennedy, Secretary and Vice President
18
SEC EDGARBen Ritchie, Vice President
19
SEC EDGARJoshua Duitz, Vice President
20
SEC EDGARLaura F. Woodward, Chief Compliance Officer
21
SEC EDGARBetty T. Chang, Assistant Treasurer
22
SEC EDGARCarolyn P. Haley, Chief Compliance Officer
23
SEC EDGARHoward Y. Kim, Vice President
24
SEC EDGARFrank Gentile, Senior Vice President Research
25
SEC EDGARChris Lavictoire Mahai, Board member
26
SEC EDGARBill Maher, Board member
27
SEC EDGARRose Dimartino, Board member
28
SEC EDGARTodd Reit, Board member
29
SEC EDGARW. Mark Watson, Board member
30
SEC EDGARJeffrey Allen Bailey, Board member
31
SEC EDGARThomas M. Kent, Board member
32
SEC EDGARElizabeth Nabel, Board member
33
SEC EDGARUwe E. Reinhardt, Board member
34
SEC EDGAROleg M. Pohotsky, Board member
35
SEC EDGARMichael W. Bonney, Board member
36
SEC EDGARWilliam S. Reardon, Board member
37
SEC EDGARJain K. Rakesh, Board member
38
SEC EDGARLucinda H. Stebbins, Board member
39
SEC EDGARLucia Sitar, General counsel
40
SEC EDGARChange of auditor
41
SEC EDGARSaba Capital Management, L.P. SC 13D/A on abrdn Healthcare Investors
42
SEC EDGARMorgan Stanley SC 13G/A on abrdn Healthcare Investors