Daniel R. Omstead is President at TEKLA HEALTHCARE INVESTORS (HQH). They have made 41 open-market trades across 4 companies since 2006, most recently 2023-09-25.
CIK 0001254774
41 open-market purchases totalling $4.4M since 2006, never a sale. Across 41 scored buys the stock is up 5.7% at ninety days, and 0.2 points behind the S&P over the same stretch.
41 scored purchases · one row per filing · discretionary only
| 7d | 30d | 90d | |
|---|---|---|---|
| Accuracy | 34% | 44% | 44% |
| Avg Move | -5.9% | +3.5% | +5.7% |
| Alpha | -4.2% | +0.9% | -0.2% |
| Scored | 41 | 41 | 41 |
| Ticker | Type | Traded | Filed | Price | Value | 7d Stock | 30d Stock | 90d Stock |
|---|---|---|---|---|---|---|---|---|
| HQH | BUY | 2023-09-25 | 2023-09-25 | $15.63 | $148K | -0.3% | -5.8% | +5.0% |
| HQL | BUY | 2023-09-25 | 2023-09-25 | $12.39 | $250K | +0.3% | -6.1% | +9.2% |
| HQL | BUY | 2023-09-20 | 2023-09-20 | $12.68 | $152K | -1.1% | -6.4% | +5.4% |
| HQH | BUY | 2023-09-20 | 2023-09-20 | $15.88 | $151K | -1.7% | -5.6% | +4.2% |
| HQL | BUY | 2021-08-11 | 2021-08-12 | $21.63 | $277K | +3.7% | +0.5% | -4.6% |
| HQH | BUY | 2020-10-26 | 2020-10-26 | $20.53 | $107K | +3.4% | +5.5% | +20.8% |
| HQL | BUY | 2020-10-26 | 2020-10-26 | $17.52 | $108K | +2.6% | +4.5% | +20.1% |
| HQL | BUY | 2020-10-21 | 2020-10-21 | $17.75 | $211K | -4.7% | +3.9% | +17.9% |
| HQH | BUY | 2020-10-21 | 2020-10-21 | $20.68 | $104K | -4.0% | +5.2% | +18.5% |
| HQL | BUY | 2020-05-21 | 2020-05-22 | $17.74 | $211K | -4.1% | +0.1% | -1.4% |
| HQH | BUY | 2020-05-21 | 2020-05-22 | $21.01 | $210K | -3.9% | -1.5% | -1.9% |
| THQ | BUY | 2020-03-17 | 2020-03-17 | $14.67 | $107K | +6.4% | +31.5% | +28.4% |
| THW | BUY | 2020-03-17 | 2020-03-17 | $10.77 | $214K | +9.4% | +29.7% | +40.0% |
| HQH | BUY | 2020-03-17 | 2020-03-17 | $16.24 | $221K | +11.2% | +26.3% | +32.8% |
| HQL | BUY | 2020-03-17 | 2020-03-17 | $13.27 | $110K | +14.1% | +29.6% | +36.9% |
| THW | BUY | 2018-12-26 | 2018-12-26 | $11.11 | $104K | +8.0% | +11.7% | +11.5% |
| HQH | BUY | 2018-12-26 | 2018-12-26 | $17.14 | $108K | +15.9% | +18.6% | +16.7% |
| HQH | BUY | 2018-10-25 | 2018-10-25 | $20.43 | $112K | +6.9% | +4.9% | +2.0% |
| THQ | BUY | 2018-10-25 | 2018-10-25 | $17.43 | $105K | +5.6% | +2.4% | +1.4% |
| HQH | BUY | 2018-10-17 | 2018-10-17 | $21.78 | $169K | -9.1% | -5.8% | -6.6% |
| THQ | BUY | 2018-10-17 | 2018-10-17 | $18.19 | $215K | -6.0% | -0.6% | -4.4% |
| THQ | BUY | 2018-10-11 | 2018-10-11 | $17.59 | $97K | +2.0% | +4.2% | -3.7% |
| THQ | BUY | 2018-10-10 | 2018-10-10 | $18.27 | $100K | +0.4% | +4.2% | -6.2% |
| THW | BUY | 2015-06-25 | 2015-06-26 | $20.00 | $100K | -10.9% | +0.6% | +0.6% |
| THQ | BUY | 2014-07-28 | 2014-07-29 | $20.00 | $20K | -9.7% | +0.5% | +0.5% |
Grouped by shared companies and similar filing behaviour. This is a similarity measure, not a ranking or a performance signal.