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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
HI
51
Hoey Investments
Pennsylvania
$103K -$84.8K -1,995 -46%
GWM
52
Geneos Wealth Management
Colorado
$85.7K – – –
EC
53
Elequin Capital
New York
$75.6K +$73.7K +1,734 New
UB
54
UMB Bank
Missouri
$68K – – –
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$67.4K +$212 +5 +0.3%
Bessemer Group
56
Bessemer Group
New Jersey
$55K – – –
PTC
57
Private Trust Company
Ohio
$46K – – –
HI
58
Harbour Investments
Wisconsin
$28.6K -$9.26K -218 -25%
IBOK
59
Independence Bank of Kentucky
Kentucky
$22K +$21.3K +502 New
ASN
60
Advisory Services Network
Georgia
$21.8K +$21.2K +500 New
PGAM
61
Princeton Global Asset Management
New Jersey
$17K – – –
CAM
62
Costello Asset Management
Pennsylvania
$16K +$255 +6 +2%
PA
63
Parallel Advisors
California
$15.2K -$42.6K -1,003 -74%
CAS
64
Coppell Advisory Solutions
Texas
$6.97K +$6.8K +160 New
CASC
65
Coppell Advisory Solutions Corp
Texas
$6.97K +$6.8K +160 New
IGWM
66
ICA Group Wealth Management
Colorado
$6.54K +$6.37K +150 New
SWM
67
Spire Wealth Management
Virginia
$6K – – –
GRP
68
Global Retirement Partners
California
$4.36K – – –
PA
69
PSI Advisors
Florida
$4.36K – – –
BWL
70
Bogart Wealth LLC
Virginia
$2.88K – – –
Carson Wealth (CWM LLC)
71
Carson Wealth (CWM LLC)
Nebraska
$1K +$850 +20 New
RA
72
Rise Advisors
New York
$454 – – –
HNB
73
Huntington National Bank
Ohio
$44 – – –
DWP
74
Destiny Wealth Partners
Florida
$31 -$150K -3,522 -100%
WAM
75
Wolverine Asset Management
Illinois
– -$478K -12,330 Closed
1 2
3
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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.