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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$8.15M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.72M |
| 3 |
NRI
NFP Retirement Inc
Aliso Viejo,
California
|
+$573K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$436K |
| 5 |
Invesco
Atlanta,
Georgia
|
+$423K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$4.17M |
| 2 |
Morgan Stanley
New York
|
-$606K |
| 3 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$478K |
| 4 |
NRW
Nova R Wealth
Overland Park,
Kansas
|
-$472K |
| 5 |
Rockefeller Capital Management
New York
|
-$379K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FFG
76
Ford Financial Group
Fresno,
California
| – | -$279K | -7,200 | Closed |
|
77
Truist Financial
Charlotte,
North Carolina
| – | -$206K | -5,309 | Closed |
|
|
FA
78
Financial Advantage
Columbia,
Maryland
| – | -$31K | -801 | Closed |
|
|
KTC
79
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
| – | -$2K | -60 | Closed |
|
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.