BlackRock Health Sciences Trust II
BMEZ
39 hedge funds and large institutions have $166M invested in BlackRock Health Sciences Trust II in 2020 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 12 increasing their positions, 2 reducing their positions, and 3 closing their positions.
633% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 3
500% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 2
95% more funds holding
Funds holding: 20 → 39 (+19)
90% more capital invested
Capital invested by funds: $87.3M → $166M (+$78.2M)
2.38% more ownership
Funds ownership: 4.65% → 7.02% (+2.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$29.9M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$11.8M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$6M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$2.6M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$2.05M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$5.41M |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$238K |
| 3 |
GBT
Grove Bank & Trust
Miami,
Florida
|
-$224K |
| 4 |
Bank of New York Mellon
New York
|
-$127K |
| 5 |
LFG
Larson Financial Group
St Louis,
Missouri
|
-$36K |
BMEZ Hedge Fund Activity: Q2 2020 in Review
39 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in BlackRock Health Sciences Trust II (BMEZ) for Q2 2020, worth a combined $166M — up 90% from $87.3M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new BMEZ positions and 3 closed out — a net gain of 19 holders — while 12 added to existing stakes and 2 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $29.9M. The largest seller was Karpus Investment Management, exiting entirely with an estimated $5.41M sold.
- 39 institutional investors held BlackRock Health Sciences Trust II (BMEZ) as of Q2 2020, up from 20 in Q1 2020.
- Funds reported $166M of BlackRock Health Sciences Trust II stock for Q2 2020, up 90% quarter-over-quarter.
- 22 funds opened new BlackRock Health Sciences Trust II positions in Q2 2020 and 3 closed out, a net change of +19 holders.
- The largest BlackRock Health Sciences Trust II buyer in Q2 2020 was Morgan Stanley, an estimated $29.9M added.
- The largest BlackRock Health Sciences Trust II seller in Q2 2020 was Karpus Investment Management, an estimated $5.41M sold.
Based on aggregated 13F filings for Q2 2020.