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BlackRock Health Sciences Trust
BME

62 hedge funds and large institutions have $98.2M invested in BlackRock Health Sciences Trust in 2022 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 23 increasing their positions, 13 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 13

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

7% more funds holding

Funds holding: 58 → 62 (+4)

1.38% more ownership

Funds ownership: 17.04% → 18.43% (+1.4%)

1% more capital invested

Capital invested by funds: $97.4M → $98.2M (+$789K)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
62
Holders Change
+4
Holders Change %
+6.9%
% of All Funds
1.04%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
23
Reduced
13
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$4.18M
2
UBS Group
UBS Group
Switzerland
+$1.4M
3
Wells Fargo
Wells Fargo
California
+$1.06M
4
Morgan Stanley
Morgan Stanley
New York
+$908K
5
CA
Cornerstone Advisory
Maryland
+$709K

Top Sellers

Rank Fund Capital Flow
1
NRW
Nova R Wealth
Kansas
-$1.07M
2
CA
Cetera Advisors
Colorado
-$666K
3
Bank of America
Bank of America
North Carolina
-$587K
4
AWS
Atria Wealth Solutions
New York
-$580K
5
Invesco
Invesco
Georgia
-$231K
Name Holding Trade Value Shares
Change 		Change in
Stake
USCWA
26
U.S. Capital Wealth Advisors
Texas
$483K -$6.73K -155 -1%
CAN
27
Cetera Advisor Networks
California
$396K – – –
CA
28
Corrado Advisors
New Jersey
$394K – – –
NA
29
NewEdge Advisors
Louisiana
$390K +$399K +9,189 New
EP
30
Eudaimonia Partners
Tennessee
$360K +$304 +7 +0.1%
PWA
31
Primoris Wealth Advisors
Florida
$357K +$43 +1 +0%
WW
32
Waterfront Wealth
Kansas
$335K -$13.6K -314 -4%
FFG
33
Ford Financial Group
California
$277K +$285K +6,553 New
HSA
34
HBK Sorce Advisory
Pennsylvania
$266K +$347 +8 +0.1%
SCA
35
Snowden Capital Advisors
New York
$226K +$434 +10 +0.2%
Truist Financial
36
Truist Financial
North Carolina
$225K +$261 +6 +0.1%
GC
37
Guggenheim Capital
Illinois
$223K +$228K +5,256 New
BBL
38
Beck Bode LLC
Massachusetts
$214K +$220K +5,054 New
SWA
39
SOA Wealth Advisors
New York
$196K – – –
Rockefeller Capital Management
40
Rockefeller Capital Management
New York
$161K +$6.6K +152 +4%
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$158K +$4.34K +100 +3%
GWM
42
Geneos Wealth Management
Colorado
$121K -$7.95K -183 -6%
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$67K +$261 +6 +0.4%
UB
44
UMB Bank
Missouri
$66K – – –
Bessemer Group
45
Bessemer Group
New Jersey
$54K – – –
PTC
46
Private Trust Company
Ohio
$45K +$46.2K +1,063 New
HI
47
Harbour Investments
Wisconsin
$37K +$38K +874 New
FA
48
Financial Advantage
Maryland
$33K – – –
PA
49
Parallel Advisors
California
$32K – – –
Fifth Third Bancorp
50
Fifth Third Bancorp
Ohio
$21K – – –
1
2
3

BME Hedge Fund Activity: Q2 2022 in Review

62 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in BlackRock Health Sciences Trust (BME) for Q2 2022, worth a combined $98.2M — up 0.81% from $97.4M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new BME positions and 8 closed out — a net gain of 4 holders — while 23 added to existing stakes and 13 trimmed.

The largest buyer was Ameriprise, adding an estimated $4.18M. The largest seller was Nova R Wealth, cutting an estimated $1.07M.

  • 62 institutional investors held BlackRock Health Sciences Trust (BME) as of Q2 2022, up from 58 in Q1 2022.
  • Funds reported $98.2M of BlackRock Health Sciences Trust stock for Q2 2022, up 0.81% quarter-over-quarter.
  • 12 funds opened new BlackRock Health Sciences Trust positions in Q2 2022 and 8 closed out, a net change of +4 holders.
  • The largest BlackRock Health Sciences Trust buyer in Q2 2022 was Ameriprise, an estimated $4.18M added.
  • The largest BlackRock Health Sciences Trust seller in Q2 2022 was Nova R Wealth, an estimated $1.07M sold.

Based on aggregated 13F filings for Q2 2022.