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BlackRock Health Sciences Trust II
BMEZ

Overview Fund Activity

96 hedge funds and large institutions have $447M invested in BlackRock Health Sciences Trust II in 2023 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 35 increasing their positions, 29 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
96
Holders Change
+7
Holders Change %
+7.87%
% of All Funds
1.53%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
15
Increased
35
Reduced
29
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
Saba Capital Management
New York
$120M
2
Lazard Asset Management
2
Lazard Asset Management
New York
$9.26M
3
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$3.83M
4
AW
4
Atlas Wealth
Ohio
$2.55M
5
AA
5
AQR Arbitrage
Connecticut
$2.31M

Top Sellers

1
RJA
1
Raymond James & Associates
Florida
$7.95M
2
Morgan Stanley
2
Morgan Stanley
New York
$70.3M
3
PIWA
3
Prevail Innovative Wealth Advisors
Kansas
$0
4
Invesco
4
Invesco
Georgia
$19.7M
5
WP
5
Woodline Partners
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
76
Stockman Wealth Management
Montana
$148K -$13K -900 -8%
BlackRock
77
BlackRock
New York
$144K – – –
Corient Private Wealth
78
Corient Private Wealth
Florida
$144K +$144K +10,000 New
CCP
79
Carmel Capital Partners
California
$91.9K +$91.9K +6,375 New
HI
80
Harbour Investments
Wisconsin
$90.7K – – –
Northwestern Mutual Wealth Management
81
Northwestern Mutual Wealth Management
Wisconsin
$79.3K -$5.58K -387 -7%
GRP
82
Global Retirement Partners
California
$63.7K -$4.03K -291 -6%
BFEC
83
Benjamin F. Edwards & Company
Missouri
$56K -$1.52K -105 -3%
TRCT
84
Tower Research Capital (TRC)
New York
$39.8K +$39.4K +2,734 +9,113%
AWM
85
Avior Wealth Management
Nebraska
$28.8K – – –
HCM
86
Hollencrest Capital Management
California
$27.8K – – –
SS
87
Sunbelt Securities
Texas
$17.9K -$7.21K -500 -29%
KFI
88
Key Financial Inc
Pennsylvania
$14.4K – – –
HWA
89
HHM Wealth Advisors
Tennessee
$11.5K – – –
NA
90
NewEdge Advisors
Louisiana
$7.61K – – –
TAM
91
Tucker Asset Management
Colorado
$7.21K +$7.21K +500 New
AA
92
Ancora Advisors
Ohio
$1.23K – – –
SIS
93
Sound Income Strategies
Florida
$432 – – –
OIA
94
Optimum Investment Advisors
Illinois
$274 – – –
AF
95
Allworth Financial
California
$157 – – –
PIWA
96
Prevail Innovative Wealth Advisors
Kansas
– -$3.08M -187,571 Closed
WP
97
Woodline Partners
California
– -$2.37M -144,469 Closed
KWA
98
Kingswood Wealth Advisors
California
– -$355K -21,622 Closed
SFS
99
Shaker Financial Services
Virginia
– -$246K -15,000 Closed
LFAS
100
Level Four Advisory Services
Texas
– -$166K -10,113 Closed
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4
5