We are live on ! Find out more
BME icon

BlackRock Health Sciences Trust
BME

73 hedge funds and large institutions have $655M invested in BlackRock Health Sciences Trust in 2022 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 19 increasing their positions, 22 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

604% more capital invested

Capital invested by funds: $93M → $655M (+$562M)

183% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 6

18% more funds holding

Funds holding: 62 → 73 (+11)

1.55% more ownership

Funds ownership: 19.05% → 20.61% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

14% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 22

Holders
73
Holders Change
+11
Holders Change %
+17.74%
% of All Funds
1.17%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
17
Increased
19
Reduced
22
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$8.15M
2
Osaic Holdings
Osaic Holdings
Arizona
+$1.72M
3
NRI
NFP Retirement Inc
California
+$573K
4
Ameriprise
Ameriprise
Minnesota
+$436K
5
Invesco
Invesco
Georgia
+$423K

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$4.17M
2
Morgan Stanley
Morgan Stanley
New York
-$606K
3
WAM
Wolverine Asset Management
Illinois
-$478K
4
NRW
Nova R Wealth
Kansas
-$472K
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$379K
Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
26
Semus Wealth Partners
Florida
$576K +$562K +13,223 New
OL
27
Owen LaRue
Kentucky
$557K +$549K +12,912 New
HSA
28
HBK Sorce Advisory
Pennsylvania
$554K +$317K +7,452 +142%
AFG
29
Alterity Financial Group
Maine
$548K -$12.8K -302 -2%
USCWA
30
U.S. Capital Wealth Advisors
Texas
$523K – – –
PFO
31
Pathstone Family Office
New Jersey
$505K +$208K +4,886 New
FFA
32
Founders Financial Alliance
North Carolina
$428K -$13.6K -320 -3%
CAN
33
Cetera Advisor Networks
California
$415K +$20.4K +481 +5%
GC
34
Guggenheim Capital
Illinois
$408K +$157K +3,692 +65%
CA
35
Corrado Advisors
New Jersey
$405K – – –
EP
36
Eudaimonia Partners
Tennessee
$402K +$425 +10 +0.1%
NA
37
NewEdge Advisors
Louisiana
$387K -$7.95K -187 -2%
PWA
38
Primoris Wealth Advisors
Florida
$350K -$8.46K -199 -2%
AGM
39
Alpine Global Management
New York
$344K +$335K +7,890 New
WW
40
Waterfront Wealth
Kansas
$334K +$127 +3 +0%
MLA
41
MB, Levis & Associates
Pennsylvania
$318K +$310K +7,300 New
OC
42
Oppenheimer & Co
New York
$258K +$251K +5,916 New
SCA
43
Snowden Capital Advisors
New York
$233K +$340 +8 +0.1%
WS
44
Wedbush Securities
California
$226K +$220K +5,183 New
BB
45
Busey Bank
Illinois
$205K +$200K +4,700 New
BBL
46
Beck Bode LLC
Massachusetts
$204K +$198K +4,671 New
SWA
47
SOA Wealth Advisors
New York
$202K – – –
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$162K – – –
IA
49
IFP Advisors
Florida
$113K +$50K +1,177 +63%
BAM
50
Belpointe Asset Management
Nevada
$111K +$109K +2,558 New
1
2
3 4

BME Hedge Fund Activity: Q4 2022 in Review

73 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in BlackRock Health Sciences Trust (BME) for Q4 2022, worth a combined $655M — up 604% from $93M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new BME positions and 6 closed out — a net gain of 11 holders — while 19 added to existing stakes and 22 trimmed.

The largest buyer was Wells Fargo, adding an estimated $8.15M. The largest seller was UBS Group, cutting an estimated $4.17M.

  • 73 institutional investors held BlackRock Health Sciences Trust (BME) as of Q4 2022, up from 62 in Q3 2022.
  • Funds reported $655M of BlackRock Health Sciences Trust stock for Q4 2022, up 604% quarter-over-quarter.
  • 17 funds opened new BlackRock Health Sciences Trust positions in Q4 2022 and 6 closed out, a net change of +11 holders.
  • The largest BlackRock Health Sciences Trust buyer in Q4 2022 was Wells Fargo, an estimated $8.15M added.
  • The largest BlackRock Health Sciences Trust seller in Q4 2022 was UBS Group, an estimated $4.17M sold.

Based on aggregated 13F filings for Q4 2022.