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BlackRock Health Sciences Trust II

92 hedge funds and large institutions have $720M invested in BlackRock Health Sciences Trust II in 2024 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 21 increasing their positions, 46 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 13

1% more capital invested

Capital invested by funds: $716M → $720M (+$4.1M)

0% more funds holding

Funds holding: 9292 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.09% less ownership

Funds ownership: 43.75%42.66% (-1.1%)

54% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 46

Holders
92
Holders Change
Holders Change %
0%
% of All Funds
1.32%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
14
Increased
21
Reduced
46
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
QC
26
Quantedge Capital
Singapore
$2.46M -$1.39M -88,300 -36%
HI
27
HBK Investments
Texas
$1.83M -$464K -29,421 -20%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$1.56M -$642K -40,711 -29%
UPS
29
UHLMANN PRICE SECURITIES
Illinois
$1.43M +$1.42M +90,119 New
QL
30
Quarry LP
New York
$1.39M -$173K -10,962 -11%
LA
31
LM Advisors
California
$1.35M +$1.34M +85,283 New
Rockefeller Capital Management
32
Rockefeller Capital Management
New York
$1.15M -$212K -13,439 -16%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$877K -$153K -9,733 -15%
SPIA
34
Steward Partners Investment Advisory
New York
$742K +$87.6K +5,555 +13%
NW
35
NewEdge Wealth
Pennsylvania
$648K +$480K +30,440 +290%
IAS
36
Insigneo Advisory Services
Florida
$642K -$407K -25,819 -39%
Osaic Holdings
37
Osaic Holdings
Arizona
$632K -$35.3K -2,239 -5%
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$611K -$17.7K -1,123 -3%
BLC
39
Brown, Lisle/Cummings
Rhode Island
$578K +$33.6K +2,128 +6%
TCA
40
Transcend Capital Advisors
New Jersey
$576K +$573K +36,357 New
PAG
41
Private Advisor Group
New Jersey
$552K -$21.2K -1,344 -4%
WAM
42
Wolverine Asset Management
Illinois
$499K -$2.51M -159,363 -84%
KCPG
43
Kavar Capital Partners Group
Kansas
$487K
Ameriprise
44
Ameriprise
Minnesota
$460K -$350K -22,190 -43%
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$455K -$28.9K -1,835 -6%
NA
46
NewEdge Advisors
Louisiana
$399K +$389K +24,690 +4,676%
NAS
47
NWF Advisory Services
California
$394K -$47.1K -2,984 -11%
CCP
48
Clough Capital Partners
Massachusetts
$380K -$378K -24,000 -50%
Jane Street
49
Jane Street
New York
$357K +$355K +22,524 New
DWM
50
Dakota Wealth Management
Florida
$357K +$67.3K +4,267 +23%

BMEZ Hedge Fund Activity: Q3 2024 in Review

92 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in BlackRock Health Sciences Trust II (BMEZ) for Q3 2024, worth a combined $720M — up 0.57% from $716M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new BMEZ positions and 13 closed out — a net gain of 1 holder — while 21 added to existing stakes and 46 trimmed.

The largest buyer was Penserra Capital Management, opening a new position worth an estimated $15.3M. The largest seller was Almitas Capital, cutting an estimated $4.06M.

  • 92 institutional investors held BlackRock Health Sciences Trust II (BMEZ) as of Q3 2024, unchanged from Q2 2024.
  • Funds reported $720M of BlackRock Health Sciences Trust II stock for Q3 2024, up 0.57% quarter-over-quarter.
  • 14 funds opened new BlackRock Health Sciences Trust II positions in Q3 2024 and 13 closed out, a net change of +1 holder.
  • The largest BlackRock Health Sciences Trust II buyer in Q3 2024 was Penserra Capital Management, an estimated $15.3M added.
  • The largest BlackRock Health Sciences Trust II seller in Q3 2024 was Almitas Capital, an estimated $4.06M sold.

Based on aggregated 13F filings for Q3 2024.