BlackRock Health Sciences Trust
BME
60 hedge funds and large institutions have $105M invested in BlackRock Health Sciences Trust in 2021 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 23 increasing their positions, 14 reducing their positions, and 5 closing their positions.
140% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 5
64% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 14
37% more capital invested
Capital invested by funds: $76.5M → $105M (+$28.2M)
7% more funds holding
Funds holding: 56 → 60 (+4)
4.37% more ownership
Funds ownership: 12.93% → 17.29% (+4.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWM
Spire Wealth Management
Mclean,
Virginia
|
+$701K |
| 2 |
Morgan Stanley
New York
|
+$667K |
| 3 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$453K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$423K |
| 5 |
CIBC World Market
Toronto,
Ontario, Canada
|
+$334K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$1.75M |
| 2 |
TIAM2
Tru Independence Asset Management 2
Portland,
Oregon
|
-$815K |
| 3 |
AIP
Ahrens Investment Partners
Lafayette,
Louisiana
|
-$565K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$237K |
| 5 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$135K |
BME Hedge Fund Activity: Q4 2021 in Review
60 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in BlackRock Health Sciences Trust (BME) for Q4 2021, worth a combined $105M — up 37% from $76.5M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new BME positions and 5 closed out — a net gain of 7 holders — while 23 added to existing stakes and 14 trimmed.
The largest buyer was Spire Wealth Management, adding an estimated $701K. The largest seller was Wolverine Asset Management, exiting entirely with an estimated $1.75M sold.
- 60 institutional investors held BlackRock Health Sciences Trust (BME) as of Q4 2021, up from 56 in Q3 2021.
- Funds reported $105M of BlackRock Health Sciences Trust stock for Q4 2021, up 37% quarter-over-quarter.
- 12 funds opened new BlackRock Health Sciences Trust positions in Q4 2021 and 5 closed out, a net change of +7 holders.
- The largest BlackRock Health Sciences Trust buyer in Q4 2021 was Spire Wealth Management, an estimated $701K added.
- The largest BlackRock Health Sciences Trust seller in Q4 2021 was Wolverine Asset Management, an estimated $1.75M sold.
Based on aggregated 13F filings for Q4 2021.