Stocks/HQL

HQL

Tekla Life Sciences Investors
Financial Services·Asset Management
$17.86
$543M market cap
Revenue
$11.6M
Free Cash Flow
$-1.3M
Rev Growth
+0.0%
FCF Margin
-11.0%
P/FCF
--
EV/FCF
--
Fwd EV/EBITDA
--
Fair Value
--
Upside
--

Tekla Life Sciences 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 life sciences sector, including the biotechnology, pharmaceutical, diagnostics, managed healthcare, medical equipment, hospitals, healthcare information technology and services, devices and supplies industries, and in agriculture and environmental management i

2-Year Price History

$17.19+62.0%
$10$12$14$16volJun 24Oct 24Jan 25May 25Sep 25Jan 26May 26

Quarterly Financials & Projections

Quarterly Waterfall ($ M)
PeriodRevEBITDAOpInNIOCFFCFCapExCashDebtSharesROICIntCovEV/EBITDA
Act2025-Q411.6132.8132.8132.8-1.3-1.3-0.00.10.028.9159.2%----

Valuation & Metrics

Market Stats

Price$17.86
Market Cap$543M
Enterprise Value$543M
P/S Ratio46.7x
P/FCF--
EV/FCF--
FCF Margin (TTM)-11.0%
FCF Yield-0.2%
Dividend Yield (TTM)13.8%
Annual Dilution0.0%
CurrencyUSD

TTM Financial Snapshot

Revenue$11.6M
Net Income$132.8M
Free Cash Flow$-1.3M

Revenue Growth (YoY)+0.0%
EBITDA Margin1141.8%
Net Margin1141.8%
FCF Margin-11.0%
CapEx % of Revenue0.0%
SBC % of Revenue0.0%
ROIC159.2%
WC Change % Rev0.0%
Interest Coverage--

Forward Outlook & Risk

Short Interest

Short % of Float--
Short Shares0.0M
Days to Cover1.0
Change (vs Prior)-11.5%
Need at least 2 settlement dates for chart

Cash Runway

0.7months
CRITICAL

Institutional Ownership

Headline & net flow

NEUTRAL
Net flow · still filing
No float data — flow unavailable.

Ownership composition

Active
25.4%(+5.2% YoY)
83 filers
hedge / family / endowment
Retail funds
Fidelity, Schwab, 401(k)
Passive
0.0%(+0.0% YoY)
1 filers
Vanguard, iShares, SPDR
Market makers
0.3%(+0.1% YoY)
2 filers
Citadel, Susquehanna
Insiders
Form 4 — latest per insider
0%25%50%75%100%2022-062023-032023-122024-092025-062026-03
ActiveRetail fundsPassiveMarket makersRetail direct

Top holders

Fund$ valueCost basisΔ QoQΔ YoYα lifeFund AUM
MORGAN STANLEY$25.6M$13.07+$6.4M+$17.1M-0.3%$1.65T
Saba Capital Management, L.P.$15.4M$10.15−$18.4M−$36.5M-4.6%$3.09B
Penserra Capital Management LLC$13.1M$12.29−$1.1M+$976K+0.8%$8.52B
RAYMOND JAMES FINANCIAL INC$10.8M$12.87+$1.0M+$5.7M-0.0%$322.69B
LPL Financial LLC$7.8M$12.63+$472K+$2.4M-0.2%$372.65B
NEEDHAM INVESTMENT MANAGEMENT LLC$7.0M$11.98+$413K+$828K-0.1%$1.95B
FLAGSHIP HARBOR ADVISORS, LLC$6.2M$11.20+$305K+$681K-0.3%$2.26B
Allspring Global Investments Holdings, LLC$5.9M$10.86+$2.1M+$2.8M-0.7%$59.61B
RIVERNORTH CAPITAL MANAGEMENT, LLC$3.2M$11.76+$0+$586K-13.5%$1.98B
AMERIPRISE FINANCIAL INC$3.1M$10.91+$18K+$380K-0.1%$430.96B
Formidable Asset Management, LLC$2.7M$13.63+$535K+$1.6M-0.4%$647M
Advisors Asset Management, Inc.$2.6M$10.69−$125K+$28K-0.4%$6.01B
180 WEALTH ADVISORS, LLC$2.4M$10.48−$75K+$219K-0.4%$876M
ROYAL BANK OF CANADA$2.0M$11.60+$270K+$777K-0.2%$526.36B
BANK OF AMERICA CORP /DE/$1.9M$9.70+$144K−$1.0M-0.1%$1.36T
1607 Capital Partners, LLC$1.7M$9.27−$173K−$1.3M+0.5%$1.37B
Janney Montgomery Scott LLC$1.5M$10.64+$58K+$1.5M-0.2%$40.39B
World Investment Advisors$1.5M$14.22−$134K+$1.5M-0.3%$6.09B
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$1.4M$11.84+$171K+$396K+0.1%$696M
UHLMANN PRICE SECURITIES, LLCMM$1.3M$12.41+$27K+$112K+0.6%$1.49B
Cost basis is a volume-weighted estimate from accumulation periods within our 13F history; holders who built their position before our window started will show a stale basis. % above the cost basis is the unrealized gain at the current price.

Trading behavior

Smart-money alpha (lifetime, %/qtr)BULLISH
Holders
-0.98%
avg per quarter
Holders (ex-self)
-1.01%
excl. this stock
Buyers (this Q)
-0.32%
43 buyers · $0.01B in
Sellers (this Q)
-3.06%
25 sellers · $0.03B out
alpha coverage: 100% of $ has a lifetime-alpha record
Holder behavior (holder profile)source: holder
On big dips (−10%+)
+0.2%
how holders react when this stock falls
On quiet Qs
-2.9%
−10% to +10% baseline
On rallies (+10%+)
-8.2%
how they react when this stock rises
Holders' portfolio flow this Q
+10.3%
inflows — adds are organic
Sellers' portfolio flow this Q
+3.2%
Sellers grew AUM elsewhere — opinionated cut of this stock.

Top Holders Over Time

5-year share-count history (top 10 holders by peak, incl. exited) + price

01.6M3.2M4.7M6.3M$8.81$11$12$14$162021-062022-062023-062024-062025-062026-03
hover the chart for per-quarter detailprice (right axis)
Saba Capital Management, L.P.947KMORGAN STANLEY1.6MPenserra Capital Management LLC807KRAYMOND JAMES FINANCIAL INC661KNEEDHAM INVESTMENT MANAGEMENT LLC430KAdvisors Asset Management, Inc.160KABSOLUTE INVESTMENT ADVISERS, LLC36KLPL Financial LLC479KWELLS FARGO & COMPANY/MN2KFLAGSHIP HARBOR ADVISORS, LLC383K

Corporate

Insider Trading (last 12mo)

Open-market only (Form 4 P-Purchase + S-Sale). Excludes grants, option exercises, tax withholding, gifts.
Officers & directors
Buys ($, 12mo)
$134K
1 txn · 1 insider · 7,923 sh
Sells ($, 12mo)
$0
0 txns · 0 insiders · 0 sh
Major holders (≥10% beneficial owners)
Buys ($, 12mo)
$0
0 txns · 0 insiders · 0 sh
Sells ($, 12mo)
$2.53M
11 txns · 1 insider · 179,906 sh
Recent transactions
DateSideInsiderTitleSharesPriceDollarsOwned $
2025-12-16BUYPittard Christiandirector7,923$16.88$134K$134K
2025-09-22SELLSaba Capital Management, L.P.10 percent owner41,623$14.14$589K$40.12M
2025-09-19SELLSaba Capital Management, L.P.10 percent owner6,989$14.10$99K$40.60M
2025-09-18SELLSaba Capital Management, L.P.10 percent owner40,208$14.07$566K$40.61M
2025-09-17SELLSaba Capital Management, L.P.10 percent owner24,328$13.99$340K$40.94M
2025-09-16SELLSaba Capital Management, L.P.10 percent owner2,026$13.99$28K$41.28M
2025-09-15SELLSaba Capital Management, L.P.10 percent owner700$14.13$10K$41.72M
2025-09-11SELLSaba Capital Management, L.P.10 percent owner15,116$14.28$216K$42.18M
2025-09-02SELLSaba Capital Management, L.P.10 percent owner14,083$14.04$198K$41.68M
2025-08-29SELLSaba Capital Management, L.P.10 percent owner23,723$13.89$330K$41.43M
2025-08-26SELLSaba Capital Management, L.P.10 percent owner400$13.83$6K$41.58M
2025-08-21SELLSaba Capital Management, L.P.10 percent owner10,710$14.07$151K$42.31M

Order Flow (FINRA, ~3w lag)

53.4%retail+7.2pp
11.3%dark-3.3pp
week of 2026-04-13
10%20%30%40%50%24-1125-0225-0525-0825-1126-0226-04retail (non-ATS)dark (ATS)
Off-exchange volume from FINRA. Retail = non-ATS (wholesaler PFOF + broker internalization). Dark = ATS (dark-pool crossing networks, institutional). Lit-exchange = remainder.