BlackRock Health Sciences Trust
BME
69 hedge funds and large institutions have $104M invested in BlackRock Health Sciences Trust in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 21 reducing their positions, and 9 closing their positions.
5% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 21
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.4% less ownership
Funds ownership: 20.78% → 20.37% (-0.4%)
4% less capital invested
Capital invested by funds: $108M → $104M (-$3.8M)
3% less funds holding
Funds holding: 71 → 69 (-2)
11% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.72M |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$1.11M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$619K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$594K |
| 5 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$482K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$2.19M |
| 2 |
NRW
Nova R Wealth
Overland Park,
Kansas
|
-$1.82M |
| 3 |
AWS
Atria Wealth Solutions
New York
|
-$1.07M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$1.07M |
| 5 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$598K |
BME Hedge Fund Activity: Q2 2023 in Review
69 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in BlackRock Health Sciences Trust (BME) for Q2 2023, worth a combined $104M — down 3.5% from $108M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of BME and 8 opened new positions — a net loss of 1 holder — while 21 trimmed existing stakes and 22 added.
The largest buyer was Morgan Stanley, adding an estimated $1.72M. The largest seller was Osaic Holdings, cutting an estimated $2.19M.
- 69 institutional investors held BlackRock Health Sciences Trust (BME) as of Q2 2023, down from 71 in Q1 2023.
- Funds reported $104M of BlackRock Health Sciences Trust stock for Q2 2023, down 3.5% quarter-over-quarter.
- 8 funds opened new BlackRock Health Sciences Trust positions in Q2 2023 and 9 closed out, a net change of -1 holder.
- The largest BlackRock Health Sciences Trust buyer in Q2 2023 was Morgan Stanley, an estimated $1.72M added.
- The largest BlackRock Health Sciences Trust seller in Q2 2023 was Osaic Holdings, an estimated $2.19M sold.
Based on aggregated 13F filings for Q2 2023.