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BlackRock Health Sciences Trust II

92 hedge funds and large institutions have $716M invested in BlackRock Health Sciences Trust II in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 35 increasing their positions, 27 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 27

5.28% more ownership

Funds ownership: 38.46%43.75% (+5.3%)

1% more capital invested

Capital invested by funds: $710M → $716M (+$5.29M)

7% less funds holding

Funds holding: 9992 (-7)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

37% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 19

Holders
92
Holders Change
-7
Holders Change %
-7.07%
% of All Funds
1.33%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
12
Increased
35
Reduced
27
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NAS
51
NWF Advisory Services
California
$428K -$11.9K -785 -3%
Truist Financial
52
Truist Financial
North Carolina
$350K -$123K -8,124 -26%
LOPW
53
Live Oak Private Wealth
North Carolina
$345K +$340K +22,450 New
KWA
54
Kingswood Wealth Advisors
California
$339K +$1.23K +81 +0.4%
CD
55
Chapin Davis
Maryland
$339K
CL
56
CSS LLC
Illinois
$286K +$282K +18,623 New
DWM
57
Dakota Wealth Management
Florida
$280K +$13.9K +915 +5%
NRW
58
Nova R Wealth
Kansas
$249K -$63.5K -4,185 -21%
Pathstone Holdings
59
Pathstone Holdings
New Jersey
$242K +$239K +15,770 New
CA
60
Clearstead Advisors
Ohio
$234K +$231K +15,234 New
SP
61
Stablepoint Partners
Massachusetts
$213K -$10.8K -715 -5%
EWA
62
Evolution Wealth Advisors
Florida
$192K
SFS
63
Shaker Financial Services
Virginia
$184K +$182K +12,000 New
CA
64
Corrado Advisors
New Jersey
$161K -$17.2K -1,134 -10%
NW
65
NewEdge Wealth
Pennsylvania
$161K
SWM
66
Stockman Wealth Management
Montana
$158K
BlackRock
67
BlackRock
New York
$154K
Comerica Bank
68
Comerica Bank
Texas
$149K -$87K -5,738 -37%
TJHA
69
Thomas J. Herzfeld Advisors
Florida
$121K +$120K +7,901 New
RFA
70
Register Financial Advisors
Georgia
$105K +$102K +6,707 +5,366%
HI
71
Harbour Investments
Wisconsin
$96.7K
BFEC
72
Benjamin F. Edwards & Company
Missouri
$90K
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
$87.4K +$2.93K +193 +4%
C
74
Covestor
United Kingdom
$81K
AA
75
Ancora Advisors
Ohio
$78.1K +$75.8K +5,000 +5,882%

BMEZ Hedge Fund Activity: Q2 2024 in Review

92 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in BlackRock Health Sciences Trust II (BMEZ) for Q2 2024, worth a combined $716M — up 0.75% from $710M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of BMEZ and 12 opened new positions — a net loss of 7 holders — while 27 trimmed existing stakes and 35 added.

The largest buyer was Almitas Capital, adding an estimated $12.6M. The largest seller was Morgan Stanley, cutting an estimated $3.04M.

  • 92 institutional investors held BlackRock Health Sciences Trust II (BMEZ) as of Q2 2024, down from 99 in Q1 2024.
  • Funds reported $716M of BlackRock Health Sciences Trust II stock for Q2 2024, up 0.75% quarter-over-quarter.
  • 12 funds opened new BlackRock Health Sciences Trust II positions in Q2 2024 and 19 closed out, a net change of -7 holders.
  • The largest BlackRock Health Sciences Trust II buyer in Q2 2024 was Almitas Capital, an estimated $12.6M added.
  • The largest BlackRock Health Sciences Trust II seller in Q2 2024 was Morgan Stanley, an estimated $3.04M sold.

Based on aggregated 13F filings for Q2 2024.