BlackRock Health Sciences Trust II
BMEZ
82 hedge funds and large institutions have $406M invested in BlackRock Health Sciences Trust II in 2022 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 28 increasing their positions, 24 reducing their positions, and 9 closing their positions.
144% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 9
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
21% more capital invested
Capital invested by funds: $336M → $406M (+$69.8M)
17% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 24
9% more funds holding
Funds holding: 75 → 82 (+7)
3.41% more ownership
Funds ownership: 19.96% → 23.37% (+3.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Saba Capital Management
New York
|
+$38.2M |
| 2 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$16M |
| 3 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$10.2M |
| 4 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$7.43M |
| 5 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
+$4.78M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$11.6M |
| 2 |
Morgan Stanley
New York
|
-$9.08M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$8.45M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$7.07M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$1.64M |
BMEZ Hedge Fund Activity: Q4 2022 in Review
82 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in BlackRock Health Sciences Trust II (BMEZ) for Q4 2022, worth a combined $406M — up 21% from $336M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new BMEZ positions and 9 closed out — a net gain of 13 holders — while 28 added to existing stakes and 24 trimmed.
The largest buyer was Saba Capital Management, opening a new position worth an estimated $38.2M. The largest seller was UBS Group, cutting an estimated $11.6M.
- 82 institutional investors held BlackRock Health Sciences Trust II (BMEZ) as of Q4 2022, up from 75 in Q3 2022.
- Funds reported $406M of BlackRock Health Sciences Trust II stock for Q4 2022, up 21% quarter-over-quarter.
- 22 funds opened new BlackRock Health Sciences Trust II positions in Q4 2022 and 9 closed out, a net change of +13 holders.
- The largest BlackRock Health Sciences Trust II buyer in Q4 2022 was Saba Capital Management, an estimated $38.2M added.
- The largest BlackRock Health Sciences Trust II seller in Q4 2022 was UBS Group, an estimated $11.6M sold.
Based on aggregated 13F filings for Q4 2022.