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BlackRock Health Sciences Trust

73 hedge funds and large institutions have $119M invested in BlackRock Health Sciences Trust in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 18 increasing their positions, 25 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 12

0% more funds holding

Funds holding: 7373 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.53% less ownership

Funds ownership: 23.56%23.03% (-0.53%)

13% less capital invested

Capital invested by funds: $137M → $119M (-$18.3M)

28% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 25

Holders
73
Holders Change
Holders Change %
0%
% of All Funds
0.96%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
16
Increased
18
Reduced
25
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
51
Northwestern Mutual Wealth Management
Wisconsin
$65.2K +$23.2K +581 +51%
GWM
52
Geneos Wealth Management
Colorado
$61.9K
AG
53
AmeriFlex Group
Nevada
$40.9K +$39.9K +1,000 New
NRG
54
Nemes Rush Group
Michigan
$34.9K +$838 +21 +2%
AF
55
Allworth Financial
California
$22.9K +$22.9K +574 New
BBHC
56
Brown Brothers Harriman & Co
New York
$22.4K
US Bancorp
57
US Bancorp
Minnesota
$20.1K +$21.1K +529 New
PS
58
Principal Securities
Iowa
$17K +$12K +300 +204%
MCM
59
MAI Capital Management
Ohio
$15.4K +$16.2K +405 New
WSFS
60
Wilmington Savings Fund Society
Delaware
$15.2K
PWA
61
Physician Wealth Advisors
Utah
$8.8K +$9.26K +232 New
HI
62
Hoey Investments
Pennsylvania
$8.76K
IA
63
IFP Advisors
Florida
$7.59K
SWM
64
Spire Wealth Management
Virginia
$6.64K
CAS
65
Coppell Advisory Solutions
Texas
$6.04K
GRP
66
Global Retirement Partners
California
$3.79K
PA
67
PSI Advisors
Florida
$3.79K
SPIA
68
Steward Partners Investment Advisory
New York
$2.92K
PSFG
69
Park Square Financial Group
Georgia
$1.44K +$1.52K +38 New
PAM
70
Parvin Asset Management
South Dakota
$948 +$998 +25 New
NS
71
NBC Securities
Alabama
$897 -$1M -25,072 -100%
BWL
72
Bogart Wealth LLC
Virginia
$721 -$240 -6 -24%
HNB
73
Huntington National Bank
Ohio
$38
Fidelity Investments
74
Fidelity Investments
Massachusetts
$38 +$40 +1 New
IAIM
75
International Assets Investment Management
Florida
-$490 -20,532 Closed

BME Hedge Fund Activity: Q4 2024 in Review

73 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in BlackRock Health Sciences Trust (BME) for Q4 2024, worth a combined $119M — down 13% from $137M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new BME positions and 12 closed out — a net gain of 4 holders — while 18 added to existing stakes and 25 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $1.82M. The largest seller was 1607 Capital Partners, cutting an estimated $3.57M.

  • 73 institutional investors held BlackRock Health Sciences Trust (BME) as of Q4 2024, unchanged from Q3 2024.
  • Funds reported $119M of BlackRock Health Sciences Trust stock for Q4 2024, down 13% quarter-over-quarter.
  • 16 funds opened new BlackRock Health Sciences Trust positions in Q4 2024 and 12 closed out, a net change of +4 holders.
  • The largest BlackRock Health Sciences Trust buyer in Q4 2024 was Karpus Investment Management, an estimated $1.82M added.
  • The largest BlackRock Health Sciences Trust seller in Q4 2024 was 1607 Capital Partners, an estimated $3.57M sold.

Based on aggregated 13F filings for Q4 2024.