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BlackRock Health Sciences Trust

26 hedge funds and large institutions have $56.2M invested in BlackRock Health Sciences Trust in 2015 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 6 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 6

1.98% less ownership

Funds ownership: 18.79%16.8% (-2%)

10% less funds holding

Funds holding: 2926 (-3)

13% less capital invested

Capital invested by funds: $64.3M → $56.2M (-$8.06M)

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

Holders
26
Holders Change
-3
Holders Change %
-10.34%
% of All Funds
0.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
10
Reduced
6
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$39.1M -$5M -119,711 -12%
Morgan Stanley
2
Morgan Stanley
New York
$5.62M -$454K -10,881 -8%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$3.46M -$95.7K -2,294 -3%
Invesco
4
Invesco
Georgia
$1.59M +$45.2K +1,083 +3%
Wells Fargo
5
Wells Fargo
California
$1.21M +$202K +4,846 +21%
LPL Financial
6
LPL Financial
California
$1.09M -$69K -1,653 -6%
CAN
7
Cetera Advisor Networks
California
$838K -$78.4K -1,878 -9%
UBS Group
8
UBS Group
Switzerland
$834K +$34.2K +819 +4%
NPC
9
National Planning Corporation
California
$555K +$53.2K +1,275 +10%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$537K +$45.7K +1,095 +10%
PAG
11
Private Advisor Group
New Jersey
$506K +$33.8K +811 +7%
1SB
12
1ST Source Bank
Indiana
$316K
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$257K +$250K +5,983 New
FA
14
Financial Advantage
Maryland
$62K
Citigroup
15
Citigroup
New York
$47K +$36.8K +882 +441%
AIG
16
American International Group
New York
$41.7K +$42 +1 +0.1%
CFN
17
Cordasco Financial Network
Florida
$32K
RFA
18
Reilly Financial Advisors
California
$24K +$22.9K +550 New
BNP Paribas Financial Markets
19
BNP Paribas Financial Markets
France
$21.5K
ASN
20
Advisory Services Network
Georgia
$21K
CPIG
21
Chicago Partners Investment Group
Illinois
$17K +$125 +3 +0.8%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$12K
KA
23
Klingman & Associates
New York
$9K
MFS
24
MSI Financial Services
Massachusetts
$9K +$4.17K +100 +100%
TRCT
25
Tower Research Capital (TRC)
New York
$6K -$98.5K -2,361 -94%

BME Hedge Fund Activity: Q1 2015 in Review

26 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in BlackRock Health Sciences Trust (BME) for Q1 2015, worth a combined $56.2M — down 13% from $64.3M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of BME and 3 opened new positions — a net loss of 2 holders — while 6 trimmed existing stakes and 10 added.

The largest buyer was PNC Financial Services Group, opening a new position worth an estimated $250K. The largest seller was Bank of America, cutting an estimated $5M.

  • 26 institutional investors held BlackRock Health Sciences Trust (BME) as of Q1 2015, down from 29 in Q4 2014.
  • Funds reported $56.2M of BlackRock Health Sciences Trust stock for Q1 2015, down 13% quarter-over-quarter.
  • 3 funds opened new BlackRock Health Sciences Trust positions in Q1 2015 and 5 closed out, a net change of -2 holders.
  • The largest BlackRock Health Sciences Trust buyer in Q1 2015 was PNC Financial Services Group, an estimated $250K added.
  • The largest BlackRock Health Sciences Trust seller in Q1 2015 was Bank of America, an estimated $5M sold.

Based on aggregated 13F filings for Q1 2015.