BlackRock Health Sciences Trust II
BMEZ
71 hedge funds and large institutions have $467M invested in BlackRock Health Sciences Trust II in 2021 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 23 increasing their positions, 18 reducing their positions, and 14 closing their positions.
29% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 14
28% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 18
6% more funds holding
Funds holding: 67 → 71 (+4)
0.43% less ownership
Funds ownership: 16.8% → 16.37% (-0.43%)
8% less capital invested
Capital invested by funds: $511M → $467M (-$43.2M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$4.05M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$3.92M |
| 3 |
FT
Fiduciary Trust
Boston,
Massachusetts
|
+$3.69M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$2.72M |
| 5 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$2.15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$24.5M |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$2.68M |
| 3 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$2.15M |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$1.77M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$1.66M |
BMEZ Hedge Fund Activity: Q4 2021 in Review
71 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in BlackRock Health Sciences Trust II (BMEZ) for Q4 2021, worth a combined $467M — down 8.5% from $511M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new BMEZ positions and 14 closed out — a net gain of 4 holders — while 23 added to existing stakes and 18 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $4.05M. The largest seller was UBS Group, cutting an estimated $24.5M.
- 71 institutional investors held BlackRock Health Sciences Trust II (BMEZ) as of Q4 2021, up from 67 in Q3 2021.
- Funds reported $467M of BlackRock Health Sciences Trust II stock for Q4 2021, down 8.5% quarter-over-quarter.
- 18 funds opened new BlackRock Health Sciences Trust II positions in Q4 2021 and 14 closed out, a net change of +4 holders.
- The largest BlackRock Health Sciences Trust II buyer in Q4 2021 was Morgan Stanley, an estimated $4.05M added.
- The largest BlackRock Health Sciences Trust II seller in Q4 2021 was UBS Group, an estimated $24.5M sold.
Based on aggregated 13F filings for Q4 2021.