BlackRock Health Sciences Trust
BME
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.
33% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 12
0% more funds holding
Funds holding: 73 → 73 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$1.82M |
| 2 |
HC
Hara Capital
Bellevue,
Washington
|
+$1.75M |
| 3 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$995K |
| 4 |
ACM
AlphaStar Capital Management
Cornelius,
North Carolina
|
+$924K |
| 5 |
Invesco
Atlanta,
Georgia
|
+$727K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$3.57M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$3.55M |
| 3 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$1.19M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$1.16M |
| 5 |
NS
NBC Securities
Birmingham,
Alabama
|
-$1M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Truist Financial
Charlotte,
North Carolina
| – | -$377K | -8,988 | Closed |
|
|
FFA
77
Founders Financial Alliance
Raleigh,
North Carolina
| – | -$341K | -8,135 | Closed |
|
|
LSC
78
Logan Stone Capital
Chicago,
Illinois
| – | -$320K | -7,639 | Closed |
|
79
Baird Financial Group
Milwaukee,
Wisconsin
| – | -$293K | -6,999 | Closed |
|
80
Two Sigma Investments
New York
| – | -$260K | -6,189 | Closed |
|
|
OL
81
Owen LaRue
Elizabethtown,
Kentucky
| – | -$246K | -5,875 | Closed |
|
82
Calamos Advisors
Naperville,
Illinois
| – | -$218K | -5,188 | Closed |
|
|
FA
83
Fountainhead AM
Warren,
New Jersey
| – | -$204K | -4,863 | Closed |
|
|
PTC
84
Private Trust Company
Cleveland,
Ohio
| – | -$44.6K | -1,063 | Closed |
|
85
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$17K | -400 | Closed |
|
|
PA
86
Parallel Advisors
San Francisco,
California
| – | -$16.3K | -388 | 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.