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BlackRock Health Sciences Trust

30 hedge funds and large institutions have $44M invested in BlackRock Health Sciences Trust in 2016 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 7 increasing their positions, 11 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 1

25% more funds holding

Funds holding: 2430 (+6)

0.32% less ownership

Funds ownership: 16.06%15.74% (-0.32%)

11% less capital invested

Capital invested by funds: $49.7M → $44M (-$5.7M)

36% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 11

Holders
30
Holders Change
+6
Holders Change %
+25%
% of All Funds
0.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
7
Reduced
11
Closed
1
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
$29.9M -$128K -3,624 -0.4%
Morgan Stanley
2
Morgan Stanley
New York
$3.86M -$47.6K -1,347 -1%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$2.09M -$895K -25,352 -30%
Invesco
4
Invesco
Georgia
$1.36M -$12.6K -358 -0.9%
LPL Financial
5
LPL Financial
California
$1.31M -$55.7K -1,576 -4%
Wells Fargo
6
Wells Fargo
California
$1.15M +$103K +2,917 +10%
AIG
7
American International Group
New York
$783K +$23.3K +661 +3%
UBS Group
8
UBS Group
Switzerland
$658K -$6.71K -190 -1%
CAN
9
Cetera Advisor Networks
California
$502K -$23K -650 -4%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$450K
NPC
11
National Planning Corporation
California
$392K -$273K -7,738 -42%
FAAS
12
First Allied Advisory Services
California
$330K +$121K +3,433 +59%
1SB
13
1ST Source Bank
Indiana
$261K
RJA
14
Raymond James & Associates
Florida
$259K +$258K +7,317 New
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$195K -$35.8K -1,014 -16%
GWM
16
Geneos Wealth Management
Colorado
$67K +$66.2K +1,875 New
LGWM
17
Litman Gregory Wealth Management
California
$57K +$56.9K +1,610 New
WAM
18
Wealthspire Advisors (Maryland)
Maryland
$50K
Fifth Third Bancorp
19
Fifth Third Bancorp
Ohio
$45K +$45K +1,273 New
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$37K +$28.3K +800 +308%
ASN
21
Advisory Services Network
Georgia
$34K +$16.5K +467 +96%
RFA
22
Reilly Financial Advisors
California
$32K +$7.06K +200 +28%
FANJ
23
Financial Architects (New Jersey)
New Jersey
$30K +$30K +850 New
CFN
24
Cordasco Financial Network
Florida
$27K
IA
25
IFP Advisors
Florida
$24K -$192K -5,442 -90%

BME Hedge Fund Activity: Q1 2016 in Review

30 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in BlackRock Health Sciences Trust (BME) for Q1 2016, worth a combined $44M — down 11% from $49.7M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new BME positions and 1 closed out — a net gain of 6 holders — while 7 added to existing stakes and 11 trimmed.

The largest buyer was Raymond James & Associates, opening a new position worth an estimated $258K. The largest seller was Royal Bank of Canada, cutting an estimated $895K.

  • 30 institutional investors held BlackRock Health Sciences Trust (BME) as of Q1 2016, up from 24 in Q4 2015.
  • Funds reported $44M of BlackRock Health Sciences Trust stock for Q1 2016, down 11% quarter-over-quarter.
  • 7 funds opened new BlackRock Health Sciences Trust positions in Q1 2016 and 1 closed out, a net change of +6 holders.
  • The largest BlackRock Health Sciences Trust buyer in Q1 2016 was Raymond James & Associates, an estimated $258K added.
  • The largest BlackRock Health Sciences Trust seller in Q1 2016 was Royal Bank of Canada, an estimated $895K sold.

Based on aggregated 13F filings for Q1 2016.