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HQL · abrdn Life Sciences Investors · Holdings

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$19.76 -0.03 (-0.15%) At close · Sep 11
Rebalance outlook locked
Market Cap
$649.82M
Shares
30.41M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 84
Total Value: $157,465,871
Total Shares: 7,869,361

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 84 13F filers · Δ vs Mar 31, 2026
Top Holder
22.5%
Sep 2023 → Jun 2026 · range 10.3% – 36.1%
+3.5 pts
Top 5
54.3%
Sep 2023 → Jun 2026 · range 33.2% – 59.7%
+0.3 pts
Top 10
71.7%
Sep 2023 → Jun 2026 · range 54.8% – 77.7%
−1.2 pts
HHI
874
Sep 2023 → Jun 2026 · range 404 – 1,530
Broadly held+84

Quarterly Activity

vs Mar 31, 2026
New
9
Increased
47
Decreased
13
Sold Out
12
Unchanged
15
Holder count: -3
Institutional value: +17.0%
Shares held: -5.1%

Top Buyers

vs Mar 31, 2026
Institution Added Now Holds Open
MORGAN STANLEY +200,834 1,771,848
Allspring Global Investments Holdings, LLC +92,589 455,124
Cambridge Investment Research Advisors, Inc. +64,263 78,146
Rockefeller Capital Management L.P. +47,179 47,216
LPL Financial LLC +35,359 514,161

Top Sellers

vs Mar 31, 2026
Institution Sold Now Holds Open
Saba Capital Management, L.P. −869,251 78,095
Shaker Financial Services, LLC −63,191 11,026
Private Advisor Group, LLC −53,575 23,405
RIVERNORTH CAPITAL MANAGEMENT, LLC −48,730 150,000
WOLVERINE ASSET MANAGEMENT LLC −29,751 7,584

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
XTX Topco Ltd 23,234 $464,912
Atlas Wealth LLC 15,170 $303,551
CITADEL ADVISORS LLC 14,356 $287,263
Cetera Investment Advisers 11,227 $224,652
Global Retirement Partners, LLC 6,128 $122,621

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
ABSOLUTE INVESTMENT ADVISERS, LLC 35,755 $581,733
MERCER GLOBAL ADVISORS INC /ADV 16,108 $262,077
WNY Asset Management, LLC 14,710 $239,331
Quarry LP 14,132 $229,927
Kapstone Financial Advisors LLC 11,217 $182,500
Filter: New 9 Increased 47 Reduced 13 Sold out 12 Unchanged 15
Showing 84 of 84
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
MORGAN STANLEY $35,454,676 22.52% 1,771,848
Penserra Capital Management LLC $16,786,188 10.66% 838,890
RAYMOND JAMES FINANCIAL INC $13,789,570 8.76% 689,134
LPL Financial LLC $10,288,361 6.53% 514,161
Allspring Global Investments Holdings, LLC $9,107,031 5.78% 455,124
NEEDHAM INVESTMENT MANAGEMENT LLC $8,865,250 5.63% 443,041
FLAGSHIP HARBOR ADVISORS, LLC $8,019,307 5.09% 400,765
AMERIPRISE FINANCIAL INC $3,910,974 2.48% 195,451
Advisors Asset Management, Inc. $3,397,938 2.16% 169,812
Formidable Asset Management, LLC $3,306,512 2.10% 165,243
180 WEALTH ADVISORS, LLC $3,058,108 1.94% 152,829
RIVERNORTH CAPITAL MANAGEMENT, LLC $3,001,500 1.91% 150,000
ROYAL BANK OF CANADA $2,494,825 1.58% 124,679
BANK OF AMERICA CORP /DE/ $2,448,703 1.56% 122,374
Janney Montgomery Scott LLC $2,235,717 1.42% 111,730
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $1,858,908 1.18% 92,899
World Investment Advisors $1,821,230 1.16% 91,016
UHLMANN PRICE SECURITIES, LLC $1,631,175 1.04% 81,518
Cambridge Investment Research Advisors, Inc. $1,563,701 0.99% 78,146
Saba Capital Management, L.P. $1,562,680 0.99% 78,095
1607 Capital Partners, LLC $1,528,503 0.97% 76,387
Z3 Capital Partners, LLC $1,441,320 0.92% 72,030
Steward Partners Investment Advisory, LLC $1,375,107 0.87% 68,721
GUGGENHEIM CAPITAL LLC $1,347,032 0.86% 67,318
STIFEL FINANCIAL CORP $1,217,708 0.77% 60,855
FIRST TRUST ADVISORS LP $1,130,104 0.72% 56,477
Invesco Ltd. $1,079,719 0.69% 53,959
Rockefeller Capital Management L.P. $944,792 0.60% 47,216
OSAIC HOLDINGS, INC. $912,475 0.58% 45,601
Kingsview Wealth Management, LLC $714,677 0.45% 35,716
STEPHENS INC /AR/ $630,515 0.40% 31,510
Closed-End Fund Advisors, Inc. $603,721 0.38% 30,171
ENVESTNET ASSET MANAGEMENT INC $600,520 0.38% 30,011
KPP Advisory Services LLC $505,272 0.32% 25,251
Private Advisor Group, LLC $468,334 0.30% 23,405
PMG Family Office LLC $466,473 0.30% 23,312
XTX Topco Ltd $464,912 0.30% 23,234
COMMONWEALTH EQUITY SERVICES, LLC $426,433 0.27% 21,311
UBS Group AG $407,103 0.26% 20,345
NewEdge Advisors, LLC $403,501 0.26% 20,165
JANE STREET GROUP, LLC $365,982 0.23% 18,290
OPPENHEIMER & CO INC $359,699 0.23% 17,976
Atlantic Union Bankshares Corp $356,338 0.23% 17,808
DECISION INVESTMENTS, INC $345,252 0.22% 17,254
WEDBUSH SECURITIES INC $319,359 0.20% 15,960
Atlas Wealth LLC $303,551 0.19% 15,170
Almitas Capital LLC $297,648 0.19% 14,875
CITADEL ADVISORS LLC $287,263 0.18% 14,356
INDEPENDENT FINANCIAL GROUP, LLC $267,673 0.17% 13,377
Live Oak Private Wealth LLC $264,592 0.17% 13,223
Merit Financial Group, LLC $261,650 0.17% 13,076
EVOLVE PRIVATE WEALTH, LLC $244,061 0.15% 12,197
Wealthcare Advisory Partners LLC $237,638 0.15% 11,876
Stratos Wealth Partners, LTD. $233,316 0.15% 11,660
Cetera Investment Advisers $224,652 0.14% 11,227
Shaker Financial Services, LLC $220,630 0.14% 11,026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV $214,107 0.14% 10,700
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $213,826 0.14% 10,686
Baldwin Investment Management, LLC $208,324 0.13% 10,411
Thomas J. Herzfeld Advisors, Inc. $183,911 0.12% 9,191
WOLVERINE ASSET MANAGEMENT LLC $151,755 0.10% 7,584
Global Retirement Partners, LLC $122,621 0.08% 6,128
PNC FINANCIAL SERVICES GROUP, INC. $96,608 0.06% 4,828
WELLS FARGO & COMPANY/MN $69,334 0.04% 3,465
CREATIVE FINANCIAL DESIGNS INC /ADV $56,248 0.04% 2,811
BankPlus Trust Department $42,701 0.03% 2,134
Pinnacle Wealth Planning Services, Inc. $39,799 0.03% 1,989
FIFTH THIRD BANCORP $36,098 0.02% 1,804
VSM Wealth Advisory, LLC $34,537 0.02% 1,726
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $23,371 0.01% 1,168
HARBOUR INVESTMENTS, INC. $22,791 0.01% 1,139
Costello Asset Management, INC $22,231 0.01% 1,111
WPG Advisers, LLC $18,889 0.01% 944
Buck Wealth Strategies, LLC $13,946 0.01% 697
CoreCap Advisors, LLC $10,685 0.01% 534
Newton One Investments LLC $10,245 0.01% 512
ASSETMARK, INC $7,523 0.00% 376
SALEM INVESTMENT COUNSELORS INC $2,501 0.00% 125
Markowski Investments $2,101 0.00% 105
WHITTIER TRUST CO OF NEVADA INC $760 0.00% 38
Nexus Investment Management ULC $640 0.00% 32
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $260 0.00% 13
HUNTINGTON NATIONAL BANK $120 0.00% 6
JFS WEALTH ADVISORS, LLC $60 0.00% 3
Key facts CIK 884121 CUSIP 87911K100 13F (30d) 18 filings 18 filers