BlackRock Health Sciences Trust II
BMEZ
105 hedge funds and large institutions have $641M invested in BlackRock Health Sciences Trust II in 2023 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 34 increasing their positions, 31 reducing their positions, and 11 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
82% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 11
43% more capital invested
Capital invested by funds: $448M → $641M (+$193M)
11.22% more ownership
Funds ownership: 27.59% → 38.81% (+11%)
7% more funds holding
Funds holding: 98 → 105 (+7)
10% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 31
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Saba Capital Management
New York
|
+$118M |
| 2 |
Morgan Stanley
New York
|
+$38.9M |
| 3 |
AC
Almitas Capital
Santa Monica,
California
|
+$16.6M |
| 4 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$6.72M |
| 5 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$6.27M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$12.1M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$8.4M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$3.81M |
| 4 |
AW
Atlas Wealth
Cincinnati,
Ohio
|
-$2.55M |
| 5 |
EP
EPIQ Partners
Minneapolis,
Minnesota
|
-$1.48M |
BMEZ Hedge Fund Activity: Q4 2023 in Review
105 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in BlackRock Health Sciences Trust II (BMEZ) for Q4 2023, worth a combined $641M — up 43% from $448M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new BMEZ positions and 11 closed out — a net gain of 9 holders — while 34 added to existing stakes and 31 trimmed.
The largest buyer was Saba Capital Management, adding an estimated $118M. The largest seller was Bank of America, cutting an estimated $12.1M.
- 105 institutional investors held BlackRock Health Sciences Trust II (BMEZ) as of Q4 2023, up from 98 in Q3 2023.
- Funds reported $641M of BlackRock Health Sciences Trust II stock for Q4 2023, up 43% quarter-over-quarter.
- 20 funds opened new BlackRock Health Sciences Trust II positions in Q4 2023 and 11 closed out, a net change of +9 holders.
- The largest BlackRock Health Sciences Trust II buyer in Q4 2023 was Saba Capital Management, an estimated $118M added.
- The largest BlackRock Health Sciences Trust II seller in Q4 2023 was Bank of America, an estimated $12.1M sold.
Based on aggregated 13F filings for Q4 2023.