We are live on ! Find out more
BME icon

BlackRock Health Sciences Trust

73 hedge funds and large institutions have $134M invested in BlackRock Health Sciences Trust in 2023 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 22 increasing their positions, 23 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more capital invested

Capital invested by funds: $109M → $134M (+$25.7M)

4.33% more ownership

Funds ownership: 22.08%26.4% (+4.3%)

1% more funds holding

Funds holding: 7273 (+1)

9% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 11

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 23

Holders
73
Holders Change
+1
Holders Change %
+1.39%
% of All Funds
1.06%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
12
Increased
22
Reduced
23
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$658K -$370K -9,694 -37%
Rockefeller Capital Management
27
Rockefeller Capital Management
New York
$640K -$32.7K -856 -5%
AWM
28
AE Wealth Management
Kansas
$639K +$10.8K +283 +2%
SC
29
Summa Corp
Texas
$528K +$498K +13,047 New
USCWA
30
U.S. Capital Wealth Advisors
Texas
$509K -$42K -1,100 -8%
GC
31
Guggenheim Capital
Illinois
$484K -$56.5K -1,479 -11%
D
32
Diversified
Delaware
$478K -$16K -418 -3%
SWP
33
Semus Wealth Partners
Florida
$475K -$22.6K -592 -5%
CAN
34
Cetera Advisor Networks
California
$420K +$61K +1,596 +18%
FFA
35
Founders Financial Alliance
North Carolina
$412K -$17.1K -449 -4%
Jane Street
36
Jane Street
New York
$409K +$386K +10,104 New
OL
37
Owen LaRue
Kentucky
$379K -$98.1K -2,568 -22%
LMKC
38
L.M. Kohn & Company
Ohio
$315K +$26.9K +704 +10%
WW
39
Waterfront Wealth
Kansas
$306K
Millennium Management
40
Millennium Management
New York
$299K +$282K +7,383 New
Baird Financial Group
41
Baird Financial Group
Wisconsin
$290K +$274K +7,162 New
PWA
42
Primoris Wealth Advisors
Florida
$289K +$38 +1 +0%
HSA
43
HBK Sorce Advisory
Pennsylvania
$248K +$9.51K +249 +4%
OC
44
Oppenheimer & Co
New York
$237K -$9.55K -250 -4%
Stifel Financial
45
Stifel Financial
Missouri
$228K -$182K -4,767 -46%
Comerica Bank
46
Comerica Bank
Texas
$220K
Truist Financial
47
Truist Financial
North Carolina
$213K +$201K +5,255 New
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$147K
JP Morgan Chase
49
JP Morgan Chase
New York
$142K -$215K -5,629 -62%
SWA
50
SOA Wealth Advisors
New York
$133K

BME Hedge Fund Activity: Q4 2023 in Review

73 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in BlackRock Health Sciences Trust (BME) for Q4 2023, worth a combined $134M — up 24% from $109M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new BME positions and 11 closed out — a net gain of 1 holder — while 22 added to existing stakes and 23 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $15.9M. The largest seller was Nova R Wealth, cutting an estimated $864K.

  • 73 institutional investors held BlackRock Health Sciences Trust (BME) as of Q4 2023, up from 72 in Q3 2023.
  • Funds reported $134M of BlackRock Health Sciences Trust stock for Q4 2023, up 24% quarter-over-quarter.
  • 12 funds opened new BlackRock Health Sciences Trust positions in Q4 2023 and 11 closed out, a net change of +1 holder.
  • The largest BlackRock Health Sciences Trust buyer in Q4 2023 was Morgan Stanley, an estimated $15.9M added.
  • The largest BlackRock Health Sciences Trust seller in Q4 2023 was Nova R Wealth, an estimated $864K sold.

Based on aggregated 13F filings for Q4 2023.