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BlackRock Health Sciences Trust

26 hedge funds and large institutions have $56M invested in BlackRock Health Sciences Trust in 2015 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 2626 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

0.18% less ownership

Funds ownership: 16.8%16.62% (-0.18%)

0% less capital invested

Capital invested by funds: $56.2M → $56M (-$199K)

40% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 10

Holders
26
Holders Change
Holders Change %
0%
% of All Funds
0.7%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
6
Reduced
10
Closed
3
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
$38.3M -$652K -15,185 -2%
Morgan Stanley
2
Morgan Stanley
New York
$5.21M -$376K -8,758 -7%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$3.6M +$152K +3,535 +4%
Invesco
4
Invesco
Georgia
$1.68M +$99.1K +2,307 +6%
Wells Fargo
5
Wells Fargo
California
$1.16M -$51.8K -1,207 -4%
LPL Financial
6
LPL Financial
California
$846K -$276K -6,434 -25%
CAN
7
Cetera Advisor Networks
California
$838K
UBS Group
8
UBS Group
Switzerland
$765K -$64.9K -1,510 -8%
JP Morgan Chase
9
JP Morgan Chase
New York
$751K +$754K +17,558 New
NPC
10
National Planning Corporation
California
$645K +$10.7K +250 +2%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$503K -$32K -745 -6%
RJA
12
Raymond James & Associates
Florida
$446K +$447K +10,417 New
PAG
13
Private Advisor Group
New Jersey
$363K -$141K -3,288 -28%
1SB
14
1ST Source Bank
Indiana
$315K
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$258K +$1.89K +44 +0.7%
WAM
16
Wolverine Asset Management
Illinois
$156K +$157K +3,649 New
AIG
17
American International Group
New York
$41.6K +$43 +1 +0.1%
FA
18
Financial Advantage
Maryland
$32K -$30.1K -701 -48%
CFN
19
Cordasco Financial Network
Florida
$32K
RFA
20
Reilly Financial Advisors
California
$30K +$6.87K +160 +29%
ASN
21
Advisory Services Network
Georgia
$21K
CPIG
22
Chicago Partners Investment Group
Illinois
$17K -$129 -3 -0.7%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$12K
Citigroup
24
Citigroup
New York
$9K -$37.9K -882 -82%
KA
25
Klingman & Associates
New York
$9K

BME Hedge Fund Activity: Q2 2015 in Review

26 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in BlackRock Health Sciences Trust (BME) for Q2 2015, worth a combined $56M — down 0.35% from $56.2M a quarter earlier.

Fund positioning in BME was balanced in Q2 2015: 3 funds opened new positions, 3 closed out, 6 added to existing stakes and 10 trimmed.

The largest buyer was JP Morgan Chase, opening a new position worth an estimated $754K. The largest seller was Bank of America, cutting an estimated $652K.

  • 26 institutional investors held BlackRock Health Sciences Trust (BME) as of Q2 2015, unchanged from Q1 2015.
  • Funds reported $56M of BlackRock Health Sciences Trust stock for Q2 2015, down 0.35% quarter-over-quarter.
  • 3 funds opened new BlackRock Health Sciences Trust positions in Q2 2015 and 3 closed out, a net change of 0 holders.
  • The largest BlackRock Health Sciences Trust buyer in Q2 2015 was JP Morgan Chase, an estimated $754K added.
  • The largest BlackRock Health Sciences Trust seller in Q2 2015 was Bank of America, an estimated $652K sold.

Based on aggregated 13F filings for Q2 2015.