Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

BLACKROCK HEALTH SCIENCES TE (BMEZ)

88 + 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
↑ +4
Streak
3Q ▲
Buyers last Q
63%

Smart Money Signals — BMEZ

Based on 88 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 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
88 funds currently hold this stock — 87% of the 3.0-year high of 101 funds (reached 2024 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 8% fewer funds vs a year ago

fund count last 6Q
8 fewer hedge funds hold BMEZ compared to a year ago (-8% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟢

More buyers than sellers — 63% buying

55 buying32 selling
Last quarter: 55 funds were net buyers (17 opened a brand new position + 38 added to an existing one). Only 32 were sellers (19 trimmed + 13 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-6 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 14 → 16 → 23 → 17. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

51% of holders stayed for 2+ years

■ 51% conviction (2yr+) ■ 25% medium ■ 24% new
45 out of 88 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.
📈

Growing discovery — still being found

14 → 14 → 16 → 23 → 17 new funds/Q
New funds entering each quarter: 14 → 16 → 23 → 17. A growing number of institutions are discovering BMEZ each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 57% of holders stayed 2+ years

■ 57% veterans ■ 16% 1-2yr ■ 27% new
Of 88 current holders: 50 (57%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 47% AUM from top-100 funds

47% from top-100 AUM funds
13 of 88 holders are among the 100 largest funds by AUM, controlling 47% 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.
3.1
out of 10
Low Exit Risk
Exit risk score 3.1/10 — 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 Q1, 55 hedge funds were net buyers of BMEZ (17 opened a new position, 38 added to an existing one), while 32 reduced or exited (19 trimmed, 13 sold completely) — a 63% buyer ratio, indicating clear institutional accumulation. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 47% of total institutional value in BMEZ is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +4 funds (more new holders than closures). Total institutional holders: 88.

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

-- --

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

Is It Too Late to Buy BLACKROCK HEALTH SCIENCES TE (BMEZ) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much BMEZ has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 56d ago
BMEZ
+2.8%
XLF
+5.2%

BMEZ outperformed XLF by -2.4% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 11d ago
BMEZ
+2.4%
XLF
+1.6%

Since the filing became public, BMEZ outperformed XLF by +0.8% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

5 top-rated funds 0 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
0.8
/ 10
conviction
Hedge Fund Positioning: BMEZ
88 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 88 84 4.76%
13F Shares 15M 13M 13.13%
Total Value $207M $201M 3.38%
New Positions 17 23 -6
Increased Positions 38 29 +9
Closed Positions 13 14 -1
Reduced Positions 19 17 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BMEZ

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Financial Highlights

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Institutional Holders (2026 Q1)

88 + 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 institutional holders of BMEZ — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Almitas Capital LLC 1.64% 506,395 $7.3M
2 Z3 Capital Partners, LLC 1.27% 350,263 $5.3M
3 Quantedge Capital Pte Ltd 1.07% 135,854 $2.0M
4 RIVERNORTH CAPITAL MANAGEMENT, LLC 0.58% 809,196 $11.6M
5 1607 Capital Partners, LLC 0.53% 514,473 $7.4M
6 CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 0.52% 503,273 $7.2M
7 PMG Family Office LLC 0.45% 28,227 $405K
8 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.33% 157,890 $2.3M
9 Saba Capital Management, L.P. 0.30% 759,506 $10.9M
10 Shaker Financial Services, LLC 0.23% 46,212 $664K
11 BROWN, LISLE/CUMMINGS, INC. 0.19% 52,918 $760K
12 TrueMark Investments, LLC 0.17% 59,196 $850K
13 Logan Stone Capital, LLC 0.16% 41,330 $593K
14 Left Brain Wealth Management, LLC 0.12% 20,535 $295K
15 Indivisible Partners 0.09% 72,506 $1.0M
16 Maridea Wealth Management LLC 0.09% 43,134 $619K
17 Penserra Capital Management LLC 0.08% 496,422 $7K
18 CHAPIN DAVIS, INC. 0.08% 26,054 $374K
19 NWF Advisory Services Inc. 0.07% 40,469 $581K
20 EVOLVE PRIVATE WEALTH, LLC 0.06% 82,305 $1.2M
21 Karpus Management, Inc. 0.05% 117,675 $1.7M
22 WOLVERINE ASSET MANAGEMENT LLC 0.05% 379,615 $5.5M
23 Live Oak Private Wealth LLC 0.04% 22,450 $322K
24 SeaCrest Wealth Management, LLC 0.04% 26,623 $382K
25 CSS LLC/IL 0.03% 40,978 $588K
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 — 3 quarters in a row: For 3 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?

More buyers than sellers — 63% buying: Last quarter: 55 funds were net buyers (17 opened a brand new position + 38 added to an existing one). Only 32 were sellers (19 trimmed + 13 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BMEZ holders?

Elite ownership — 47% AUM from top-100 funds: 13 of 88 holders are among the 100 largest funds by AUM, controlling 47% 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?

51% of holders stayed for 2+ years: 45 out of 88 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.

Is it too late to buy BLACKROCK HEALTH SCIENCES TE (BMEZ) following the 2026 Q1 hedge fund 13F filings?

As of today, BMEZ has moved +2.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.6% for the XLF sector ETF — an outperformance of +0.8%. Since the quarter end (March 31, 2026), BMEZ has gained +2.8% vs +5.2% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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