BlackRock Health Sciences Trust
BME
71 hedge funds and large institutions have $109M invested in BlackRock Health Sciences Trust in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 23 reducing their positions, and 11 closing their positions.
9% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 23
0.19% more ownership
Funds ownership: 20.59% → 20.78% (+0.19%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3% less capital invested
Capital invested by funds: $113M → $109M (-$3.77M)
3% less funds holding
Funds holding: 73 → 71 (-2)
18% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$768K |
| 2 |
Wells Fargo
San Francisco,
California
|
+$764K |
| 3 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$601K |
| 4 |
CA
Cornerstone Advisory
Hunt Valley,
Maryland
|
+$532K |
| 5 |
Corient Private Wealth
Miami,
Florida
|
+$423K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$695K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$491K |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
-$425K |
| 4 |
AGM
Alpine Global Management
New York
|
-$344K |
| 5 |
PFO
Pathstone Family Office
Englewood,
New Jersey
|
-$252K |
BME Hedge Fund Activity: Q1 2023 in Review
71 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in BlackRock Health Sciences Trust (BME) for Q1 2023, worth a combined $109M — down 3.3% from $113M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of BME and 9 opened new positions — a net loss of 2 holders — while 23 trimmed existing stakes and 25 added.
The largest buyer was UBS Group, adding an estimated $768K. The largest seller was Morgan Stanley, cutting an estimated $695K.
- 71 institutional investors held BlackRock Health Sciences Trust (BME) as of Q1 2023, down from 73 in Q4 2022.
- Funds reported $109M of BlackRock Health Sciences Trust stock for Q1 2023, down 3.3% quarter-over-quarter.
- 9 funds opened new BlackRock Health Sciences Trust positions in Q1 2023 and 11 closed out, a net change of -2 holders.
- The largest BlackRock Health Sciences Trust buyer in Q1 2023 was UBS Group, an estimated $768K added.
- The largest BlackRock Health Sciences Trust seller in Q1 2023 was Morgan Stanley, an estimated $695K sold.
Based on aggregated 13F filings for Q1 2023.