BlackRock Health Sciences Trust
BME
34 hedge funds and large institutions have $40.2M invested in BlackRock Health Sciences Trust in 2016 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 14 reducing their positions, and 3 closing their positions.
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
0.54% less ownership
Funds ownership: 15.87% → 15.34% (-0.54%)
7% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 14
3% less funds holding
Funds holding: 35 → 34 (-1)
11% less capital invested
Capital invested by funds: $45M → $40.2M (-$4.77M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$1.09M |
| 2 |
VKH
Virtu KCG Holdings
New York
|
+$232K |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$188K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$170K |
| 5 |
FAAS
First Allied Advisory Services
San Diego,
California
|
+$131K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DA
Doliver Advisors
Houston,
Texas
|
-$1.34M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$728K |
| 3 |
AG
Advisor Group
Phoenix,
Arizona
|
-$633K |
| 4 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$275K |
| 5 |
FMWA
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
-$271K |
BME Hedge Fund Activity: Q4 2016 in Review
34 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in BlackRock Health Sciences Trust (BME) for Q4 2016, worth a combined $40.2M — down 11% from $45M a quarter earlier.
Fund positioning in BME was balanced in Q4 2016: 3 funds opened new positions, 3 closed out, 13 added to existing stakes and 14 trimmed.
The largest buyer was Stratos Wealth Partners, opening a new position worth an estimated $1.09M. The largest seller was Doliver Advisors, cutting an estimated $1.34M.
- 34 institutional investors held BlackRock Health Sciences Trust (BME) as of Q4 2016, down from 35 in Q3 2016.
- Funds reported $40.2M of BlackRock Health Sciences Trust stock for Q4 2016, down 11% quarter-over-quarter.
- 3 funds opened new BlackRock Health Sciences Trust positions in Q4 2016 and 3 closed out, a net change of 0 holders.
- The largest BlackRock Health Sciences Trust buyer in Q4 2016 was Stratos Wealth Partners, an estimated $1.09M added.
- The largest BlackRock Health Sciences Trust seller in Q4 2016 was Doliver Advisors, an estimated $1.34M sold.
Based on aggregated 13F filings for Q4 2016.