BlackRock Health Sciences Trust
BME
40 hedge funds and large institutions have $36.2M invested in BlackRock Health Sciences Trust in 2019 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 19 increasing their positions, 10 reducing their positions, and 6 closing their positions.
90% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 10
15% more capital invested
Capital invested by funds: $31.4M → $36.2M (+$4.74M)
0.51% more ownership
Funds ownership: 9.26% → 9.77% (+0.51%)
5% less funds holding
Funds holding: 42 → 40 (-2)
33% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$511K |
| 2 |
Wells Fargo
San Francisco,
California
|
+$425K |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$325K |
| 4 |
Morgan Stanley
New York
|
+$308K |
| 5 |
Millennium Management
New York
|
+$203K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
-$209K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$193K |
| 3 |
AG
Advisor Group
Phoenix,
Arizona
|
-$187K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$137K |
| 5 |
FAAS
First Allied Advisory Services
San Diego,
California
|
-$110K |
BME Hedge Fund Activity: Q1 2019 in Review
40 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in BlackRock Health Sciences Trust (BME) for Q1 2019, worth a combined $36.2M — up 15% from $31.4M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of BME and 4 opened new positions — a net loss of 2 holders — while 10 trimmed existing stakes and 19 added.
The largest buyer was Invesco, adding an estimated $511K. The largest seller was FormulaFolio Investments, exiting entirely with an estimated $209K sold.
- 40 institutional investors held BlackRock Health Sciences Trust (BME) as of Q1 2019, down from 42 in Q4 2018.
- Funds reported $36.2M of BlackRock Health Sciences Trust stock for Q1 2019, up 15% quarter-over-quarter.
- 4 funds opened new BlackRock Health Sciences Trust positions in Q1 2019 and 6 closed out, a net change of -2 holders.
- The largest BlackRock Health Sciences Trust buyer in Q1 2019 was Invesco, an estimated $511K added.
- The largest BlackRock Health Sciences Trust seller in Q1 2019 was FormulaFolio Investments, an estimated $209K sold.
Based on aggregated 13F filings for Q1 2019.