Buys | $27,502 | 2 | 100 |
Sells | $0 | 0 | 0 |
DiMartino Rose | director | 1 | $18,880 | 0 | $0 | $18,880 |
Goetz Kathleen | director | 1 | $8,622 | 0 | $0 | $8,622 |
Tekla Healthcare Investors is a closed-ended equity mutual fund launched and managed by Tekla Capital Management LLC. The fund invests in public equity markets across the globe. It seeks to invest in stocks of companies operating in the healthcare sector, including the biotechnology, medical devices, and pharmaceuticals industries. The fund primarily invests in growth stocks of small cap companies. It employs fundamental analysis with a focus on factors such as current or anticipated market position for services or products, experienced business management, recognized technological expertise, and the ability either to generate funds internally to finance growth or to secure outside sources of capital to create its portfolio. The fund benchmarks the performance of its portfolio against the NASDAQ Biotechnology Index, the S&P 500 Index, and the S&P 1500 Healthcare Index. It was previously known as H&Q Healthcare Investors. Tekla Healthcare Investors was formed on October 31, 1986 and is domiciled in the United States.
Over the last 12 months, insiders at Tekla Healthcare Investors have bought $27,502 and sold $0 worth of Tekla Healthcare Investors stock.
On average, over the past 5 years, insiders at Tekla Healthcare Investors have bought $175,291 and sold $0 worth of stock each year.
Highest buying activity among insiders over the last 12 months: DiMartino Rose (director) — $18,880. Goetz Kathleen (director) — $8,622.
The last purchase of 1,000 shares for transaction amount of $18,880 was made by DiMartino Rose (director) on 2024‑07‑16.
2024-07-16 | DiMartino Rose | director | 1,000 0.0022% | $18.88 | $18,880 | -0.40% | ||
2024-04-09 | Goetz Kathleen | director | 525 0.001% | $16.42 | $8,622 | +16.58% | ||
2024-01-02 | Reit Todd | director | 1,000 0.002% | $16.93 | $16,929 | +9.89% | ||
2023-12-28 | Maher Bill | director | 1,000 0.002% | $16.58 | $16,580 | +12.11% | ||
2023-12-21 | Goodson Alan R | Vice President | 170 0.0003% | $16.13 | $2,742 | +13.77% | ||
2023-09-25 | OMSTEAD DANIEL R | President | 9,500 0.0176% | $15.63 | $148,515 | +13.65% | ||
2023-09-20 | OMSTEAD DANIEL R | President | 9,500 0.0179% | $15.88 | $150,829 | +12.56% | ||
2022-03-23 | Goetz Kathleen | 73.53 0.0002% | $20.42 | $1,501 | -2.44% | |||
2022-01-26 | Goetz Kathleen | director | 481 0.0012% | $21.52 | $10,349 | -4.38% | ||
2020-10-26 | OMSTEAD DANIEL R | President | 5,200 0.0127% | $20.53 | $106,744 | +25.96% | ||
2020-10-21 | OMSTEAD DANIEL R | President | 5,050 0.0124% | $20.68 | $104,427 | +26.31% | ||
2020-09-23 | Bailey Jeffrey Allen | director | 490 0.0012% | $20.39 | $9,991 | +26.68% | ||
2020-05-21 | OMSTEAD DANIEL R | President | 5,000 0.0125% | $21.01 | $105,054 | +8.26% | ||
2020-03-17 | OMSTEAD DANIEL R | President | 6,800 0.0131% | $16.24 | $110,412 | +35.42% | ||
2018-12-26 | OMSTEAD DANIEL R | President | 6,300 0.0128% | $17.14 | $107,971 | +16.80% | ||
2018-10-25 | OMSTEAD DANIEL R | President | 5,500 0.0133% | $20.43 | $112,344 | +2.40% | ||
2018-10-17 | OMSTEAD DANIEL R | President | 3,882 0.01% | $21.78 | $84,534 | -4.72% | ||
2018-01-25 | Kent Thomas M | director | 1,100 0.0032% | $24.19 | $26,605 | -7.29% | ||
2016-01-06 | Gasperoni Timothy L | 862 0.003% | $28.98 | $24,978 | -12.40% | |||
2015-06-29 | STEBBINS LUCINDA H | director | 2,000 0.0085% | $35.74 | $71,480 | -14.20% |
Goetz Kathleen | director | 1080 0.0022% | $17,823.02 | 3 | 0 | <0.0001% |
DiMartino Rose | director | 1000 0.0021% | $16,510.00 | 1 | 0 | |
OMSTEAD DANIEL R | President | 178269 0.3687% | $2.94M | 19 | 0 | +13.57% |
STEBBINS LUCINDA H | director | 6513 0.0135% | $107,530.97 | 4 | 0 | +0.99% |
LEWIN LAWRENCE S | director | 4359 0.009% | $71,961.15 | 1 | 0 | +7.55% |
MACK ROBERT P | director | 3910 0.0081% | $64,549.59 | 1 | 0 | +6.64% |
Kent Thomas M | director | 1100 0.0023% | $18,161.00 | 1 | 0 | <0.0001% |
Maher Bill | director | 1000 0.0021% | $16,510.00 | 1 | 0 | +12.11% |
Reit Todd | director | 1000 0.0021% | $16,510.00 | 1 | 0 | +9.89% |
Gasperoni Timothy L | 862 0.0018% | $14,231.62 | 1 | 0 | <0.0001% | |
REARDON WILLIAM S | director | 646 0.0013% | $10,665.46 | 1 | 0 | +15.37% |
BONNEY MICHAEL W | director | 650 0.0013% | $10,731.50 | 1 | 0 | +15.37% |
Bailey Jeffrey Allen | director | 490 0.001% | $8,089.90 | 1 | 0 | +26.68% |
POHOTSKY OLEG M | director | 200 0.0004% | $3,302.00 | 1 | 0 | +15.09% |
Goodson Alan R | Vice President | 170 0.0004% | $2,806.70 | 1 | 0 | +13.77% |
$23,777,956 | 244 | 4.99% | $1.2B | |
$81,434,647 | 226 | 8.61% | $1.2B | |
$51,393,680 | 191 | 4.08% | $765.46M | |
$11,451,183 | 137 | 8.40% | $1.14B | |
$65,907,882 | 117 | 13.29% | $932.34M | |
$8,121,707 | 113 | 7.88% | $502.09M | |
$4,260,367 | 95 | 4.30% | $620.1M | |
$20,502,573 | 94 | 14.44% | $519.48M | |
$5,304,044 | 86 | 11.86% | $673.81M | |
$7,647,981 | 80 | 13.21% | $999.18M | |
$29,898,201 | 63 | 14.61% | $687.53M | |
$3,606,814 | 57 | -2.58% | $1.09B | |
$8,137,807 | 51 | 10.22% | $1.02B | |
$3,053,175 | 47 | 12.53% | $849.96M | |
$1,732,067 | 45 | 8.35% | $582.76M | |
$1,528,008 | 44 | 11.99% | $705.76M | |
Tekla Healthcare Investors (HQH) | $1,743,968 | 36 | 9.94% | $798.28M |
$29,554,520 | 21 | -5.74% | $658.95M | |
$30,000,003 | 1 | 3.62% | $893.15M |
Increased Positions | 66 | +51.97% | 2M | +18.32% |
Decreased Positions | 48 | -37.8% | 2M | -15% |
New Positions | 26 | New | 1M | New |
Sold Out Positions | 22 | Sold Out | 285,561 | Sold Out |
Total Postitions | 145 | +14.17% | 13M | +3.32% |
Morgan Stanley | $53,804.00 | 6.7% | 3.22M | -128,246 | -3.83% | 2024-12-31 |
Saba Capital Management, L.P. | $32,966.00 | 4.11% | 1.97M | -900,303 | -31.35% | 2024-12-31 |
Raymond James Financial Inc | $15,678.00 | 1.95% | 937,656 | +937,656 | New | 2024-12-31 |
Penserra Capital Management Llc | $15,546.00 | 1.94% | 929,755 | +62,626 | +7.22% | 2024-12-31 |
Raymond James Financial Services Advisors, Inc. | $7,271.00 | 0.91% | 434,856 | +176,667 | +68.42% | 2024-09-30 |
Royal Bank Of Canada | $7,263.00 | 0.91% | 434,385 | +3,876 | +0.9% | 2024-12-31 |
Raymond James & Associates | $5,939.00 | 0.74% | 355,205 | +157,618 | +79.77% | 2024-09-30 |
Ameriprise Financial Inc | $4,809.00 | 0.6% | 287,607 | +27,043 | +10.38% | 2024-12-31 |
Lpl Financial Llc | $4,715.00 | 0.59% | 282,020 | +111,383 | +65.28% | 2024-12-31 |
Needham Investment Management Llc | $4,265.00 | 0.53% | 255,078 | 0 | 0% | 2024-12-31 |