BlackRock Health Sciences Trust II
BMEZ
102 hedge funds and large institutions have $636M invested in BlackRock Health Sciences Trust II in 2024 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 28 increasing their positions, 36 reducing their positions, and 12 closing their positions.
100% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 12
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
11% more funds holding
Funds holding: 92 → 102 (+10)
0.14% less ownership
Funds ownership: 42.66% → 42.51% (-0.14%)
12% less capital invested
Capital invested by funds: $720M → $636M (-$83.8M)
22% less repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 36
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$2.42M |
| 2 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$2.28M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$2.06M |
| 4 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$1.94M |
| 5 |
SCM
Saba Capital Management
New York
|
+$1.39M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$11.3M |
| 2 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$4.91M |
| 3 |
Morgan Stanley
New York
|
-$3.78M |
| 4 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$3.64M |
| 5 |
SC
Sessa Capital
New York
|
-$3.15M |
BMEZ Hedge Fund Activity: Q4 2024 in Review
102 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in BlackRock Health Sciences Trust II (BMEZ) for Q4 2024, worth a combined $636M — down 12% from $720M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new BMEZ positions and 12 closed out — a net gain of 12 holders — while 28 added to existing stakes and 36 trimmed.
The largest buyer was Wolverine Asset Management, adding an estimated $2.42M. The largest seller was Royal Bank of Canada, cutting an estimated $11.3M.
- 102 institutional investors held BlackRock Health Sciences Trust II (BMEZ) as of Q4 2024, up from 92 in Q3 2024.
- Funds reported $636M of BlackRock Health Sciences Trust II stock for Q4 2024, down 12% quarter-over-quarter.
- 24 funds opened new BlackRock Health Sciences Trust II positions in Q4 2024 and 12 closed out, a net change of +12 holders.
- The largest BlackRock Health Sciences Trust II buyer in Q4 2024 was Wolverine Asset Management, an estimated $2.42M added.
- The largest BlackRock Health Sciences Trust II seller in Q4 2024 was Royal Bank of Canada, an estimated $11.3M sold.
Based on aggregated 13F filings for Q4 2024.