We are live on ! Find out more
BME icon

BlackRock Health Sciences Trust

67 hedge funds and large institutions have $108M invested in BlackRock Health Sciences Trust in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 24 increasing their positions, 24 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 24

1.83% less ownership

Funds ownership: 23.03%21.2% (-1.8%)

8% less funds holding

Funds holding: 7367 (-6)

9% less capital invested

Capital invested by funds: $119M → $108M (-$10.6M)

38% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 13

Holders
67
Holders Change
-6
Holders Change %
-8.22%
% of All Funds
0.9%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
8
Increased
24
Reduced
24
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NA
26
NewEdge Advisors
Louisiana
$505K -$52.1K -1,314 -9%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$480K +$21.7K +546 +5%
DE
28
Diversified Enterprises
Delaware
$459K -$3.01K -76 -0.6%
NS
29
NBC Securities
Alabama
$450K +$461K +11,638 +50,600%
SC
30
Summa Corp
Texas
$363K -$144K -3,643 -28%
HSA
31
HBK Sorce Advisory
Pennsylvania
$353K +$37K +932 +11%
First Trust Advisors
32
First Trust Advisors
Illinois
$277K +$12.7K +320 +5%
SWP
33
Stratos Wealth Partners
Ohio
$272K +$20.5K +517 +8%
LCM
34
Landscape Capital Management
New Jersey
$262K -$529K -13,336 -66%
LMKC
35
L.M. Kohn & Company
Ohio
$257K +$79 +2 +0%
Stifel Financial
36
Stifel Financial
Missouri
$254K +$15.9K +400 +6%
GWM
37
Geneos Wealth Management
Colorado
$252K +$194K +4,899 +300%
SAM
38
Smith Asset Management
Florida
$252K +$259K +6,530 New
Calamos Advisors
39
Calamos Advisors
Illinois
$251K +$257K +6,490 New
OC
40
Oppenheimer & Co
New York
$243K +$19.3K +486 +8%
PWA
41
Primoris Wealth Advisors
Florida
$222K -$7.89K -199 -3%
WW
42
Waterfront Wealth
Kansas
$215K
FA
43
Fountainhead AM
New Jersey
$204K +$210K +5,285 New
Comerica Bank
44
Comerica Bank
Texas
$186K +$14K +353 +8%
ACM
45
AlphaStar Capital Management
North Carolina
$159K -$493K -12,437 -54%
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$126K +$634 +16 +0.5%
SWA
47
SOA Wealth Advisors
New York
$89.3K
EC
48
Elequin Capital
New York
$87.4K +$89.7K +2,262 New
MLA
49
MB, Levis & Associates
Pennsylvania
$58K -$31.7K -800 -35%
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$44.5K -$22.5K -568 -33%

BME Hedge Fund Activity: Q1 2025 in Review

67 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in BlackRock Health Sciences Trust (BME) for Q1 2025, worth a combined $108M — down 8.9% from $119M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of BME and 8 opened new positions — a net loss of 5 holders — while 24 trimmed existing stakes and 24 added.

The largest buyer was Bank of America, adding an estimated $998K. The largest seller was Ameriprise, cutting an estimated $4.17M.

  • 67 institutional investors held BlackRock Health Sciences Trust (BME) as of Q1 2025, down from 73 in Q4 2024.
  • Funds reported $108M of BlackRock Health Sciences Trust stock for Q1 2025, down 8.9% quarter-over-quarter.
  • 8 funds opened new BlackRock Health Sciences Trust positions in Q1 2025 and 13 closed out, a net change of -5 holders.
  • The largest BlackRock Health Sciences Trust buyer in Q1 2025 was Bank of America, an estimated $998K added.
  • The largest BlackRock Health Sciences Trust seller in Q1 2025 was Ameriprise, an estimated $4.17M sold.

Based on aggregated 13F filings for Q1 2025.