Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Blackrock Health Sciences Te (BMEZ)

89 + Investors. Track Smart Money conviction in BMEZ. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +1
Streak
4Q ▲
Buyers last Q
55%

Smart Money Signals — BMEZ

Based on 89 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added BMEZ than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
📊

High ownership — 87% of 3.0Y peak

87% of all-time peak
89 funds currently hold this stock — 87% of the 3.0-year high of 102 funds (reached 2024 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +19% more funds vs a year ago

fund count last 6Q
+14 new funds entered over the past year (+19% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 55% buying

48 buying39 selling
Last quarter: 48 funds bought or added vs 39 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~16 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 16 → 23 → 17 → 16. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

47% of holders stayed for 2+ years

■ 47% conviction (2yr+) ■ 27% medium ■ 26% new
42 out of 89 hedge funds have held BMEZ for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📊

Peak discovery — momentum slowing

15 → 16 → 23 → 17 → 16 new funds/Q
New funds entering each quarter: 16 → 23 → 17 → 16. BMEZ is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 52% veterans vs 34% newcomers

■ 52% veterans ■ 15% 1-2yr ■ 34% new
Entry-cohort mix of 89 holders: 46 (52%) are 2+ year veterans, 13 entered 1–2 years ago, and 30 (34%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 43% AUM from top-100 funds

43% from top-100 AUM funds
14 of 89 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in BMEZ. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.3
out of 10
Low Exit Risk
Exit risk score 3.3/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — BMEZ

In 2026 Q2, 48 hedge funds were net buyers of BMEZ (16 opened a new position, 32 added to an existing one), while 39 reduced or exited (24 trimmed, 15 sold completely) — a 55% buyer ratio, indicating a slight buying edge. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 43% of total institutional value in BMEZ is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 89.

Hedge Fund Ownership: BMEZ

How many hedge funds hold BMEZ — quarterly history vs. share price
Quarterly hedge fund ownership of BMEZ vs. share price

Market Analysis: BMEZ

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BMEZ

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

4 top-rated funds 0 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
0.9
/ 10
conviction
Hedge Fund Positioning: BMEZ
89 + Investors

Track Smart Money conviction in BMEZ. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 89 88 1.14%
13F Shares 17M 15M 10.48%
Total Value $243M $207M 17.35%
New Positions 16 17 -1
Increased Positions 32 38 -6
Closed Positions 15 13 +2
Reduced Positions 24 19 +5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BMEZ

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Institutional Holders (2026 Q2)

89 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BMEZ. Verified SEC 13F-HR filings.

QUARTER:
Top 25 BMEZ holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Almitas Capital LLC 1.87% 507,095 $7.8M
2 Z3 Capital Partners, LLC 1.27% 393,512 $6.0M
3 Atlas Wealth LLC 1.09% 499,696 $7.7M
4 Rivernorth Capital Management, LLC 0.64% 873,816 $13.4M
5 1607 Capital Partners, LLC 0.59% 442,213 $6.8M
6 Saba Capital Management, L.P. 0.53% 1,348,202 $20.7M
7 Quantedge Capital Pte Ltd 0.47% 40,654 $624K
8 City of London Investment Management Co Ltd 0.46% 503,273 $7.7M
9 PMG Family Office LLC 0.43% 30,344 $466K
10 Blue Bell Private Wealth Management, LLC 0.34% 177,065 $2.7M
11 Adalta Capital Management LLC 0.25% 37,080 $569K
12 Brown, Lisle/Cummings, INC. 0.20% 57,026 $875K
13 TrueMark Investments, LLC 0.17% 88,556 $1.4M
14 Left Brain Wealth Management, LLC 0.10% 20,544 $315K
15 Evolve Private Wealth, LLC 0.09% 93,692 $1.4M
16 Maridea Wealth Management LLC 0.08% 47,049 $722K
17 Chapin Davis, INC. 0.07% 26,454 $406K
18 NWF Advisory Services Inc. 0.06% 40,473 $621K
19 Indivisible Partners 0.06% 65,667 $1.0M
20 Karpus Management, Inc. 0.05% 117,615 $1.8M
21 Live Oak Private Wealth LLC 0.04% 22,450 $345K
22 SeaCrest Wealth Management, LLC 0.04% 23,447 $360K
23 Lazard Asset Management LLC 0.03% 1,332,867 $20.5M
24 Kavar Capital Partners Group, LLC 0.03% 14,250 $219K
25 Evolution Wealth Advisors, LLC 0.03% 14,240 $219K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Blackrock Health Sciences Te (BMEZ)

What does the Smart Money Trend signal show for BMEZ?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added BMEZ than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for BMEZ?

Slight buying edge — 55% buying: Last quarter: 48 funds bought or added vs 39 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for BMEZ holders?

Elite ownership — 43% AUM from top-100 funds: 14 of 89 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in BMEZ. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held BMEZ?

47% of holders stayed for 2+ years: 42 out of 89 hedge funds have held BMEZ for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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