Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

BLACKROCK HEALTH SCIENCES TE (BMEZ)

83 + 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
↑ +8
Streak
2Q ▲
Buyers last Q
62%

Smart Money Signals — BMEZ

Based on 83 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 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 — 84% of 3.0Y peak

84% of all-time peak
83 funds currently hold this stock — 84% of the 3.0-year high of 99 funds (reached 2024 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 16% fewer funds vs a year ago

fund count last 6Q
16 fewer hedge funds hold BMEZ compared to a year ago (-16% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟢

More buyers than sellers — 62% buying

51 buying31 selling
Last quarter: 51 funds were net buyers (22 opened a brand new position + 29 added to an existing one). Only 31 were sellers (17 trimmed + 14 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+6 vs last Q)

new funds entering per quarter
Funds opening a new BMEZ position: 13 → 14 → 16 → 22. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

48% of holders stayed for 2+ years

■ 48% conviction (2yr+) ■ 30% medium ■ 22% new
40 out of 83 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

25 → 13 → 14 → 16 → 22 new funds/Q
New funds entering each quarter: 13 → 14 → 16 → 22. 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 ■ 14% 1-2yr ■ 29% new
Of 83 current holders: 47 (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 — 52% AUM from top-100 funds

52% from top-100 AUM funds
9 of 83 holders are among the 100 largest funds by AUM, controlling 52% 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.
2.7
out of 10
Low Exit Risk
Exit risk score 2.7/10 — 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.

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.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

9 top-rated funds 0 high-conviction
Consensus
4.3
/ 10
breadth
×
Elite
0.4
/ 10
conviction
Hedge Fund Positioning: BMEZ
2026 Q1 Stats Unlock in 12 days 83 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 83 75 10.67%
13F Shares 13M 11M 20.0%
Total Value $200M $159M 25.94%
New Positions 22 16 +6
Increased Positions 29 28 +1
Closed Positions 14 14 -
Reduced Positions 17 17 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BMEZ

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Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

83 + investors

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

Top 25 institutional holders of BMEZ — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Z3 Capital Partners, LLC 1.27% 350,263 $5.3M
2 PMG Family Office LLC 0.45% 28,227 $405K
3 BROWN, LISLE/CUMMINGS, INC. 0.19% 52,918 $760K
4 TrueMark Investments, LLC 0.17% 59,196 $850K
5 Left Brain Wealth Management, LLC 0.12% 20,535 $295K
6 Indivisible Partners 0.09% 72,506 $1.0M
7 Maridea Wealth Management LLC 0.09% 43,134 $619K
8 CHAPIN DAVIS, INC. 0.08% 26,054 $374K
9 NWF Advisory Services Inc. 0.07% 40,469 $581K
10 EVOLVE PRIVATE WEALTH, LLC 0.06% 82,305 $1.2M
11 WOLVERINE ASSET MANAGEMENT LLC 0.05% 379,615 $5.5M
12 Live Oak Private Wealth LLC 0.04% 22,450 $322K
13 SeaCrest Wealth Management, LLC 0.04% 26,623 $382K
14 Stablepoint Partners, LLC 0.03% 12,038 $173K
15 KAVAR CAPITAL PARTNERS GROUP, LLC 0.03% 14,250 $205K
16 Nova Wealth Management, Inc. 0.02% 2,615 $38K
17 Evolution Wealth Advisors, LLC 0.02% 14,240 $204K
18 OPPENHEIMER & CO INC 0.02% 99,202 $1.4M
19 SPIREPOINT PRIVATE CLIENT, LLC 0.01% 10,436 $150K
20 Apollon Wealth Management, LLC 0.01% 60,197 $864K
21 B. Riley Wealth Advisors, Inc. 0.01% 15,003 $207K
22 Kathmere Capital Management, LLC 0.01% 12,700 $182K
23 KINGSWOOD WEALTH ADVISORS, LLC 0.01% 11,634 $167K
24 WEDBUSH SECURITIES INC 0.01% 16,973 —
25 Csenge Advisory Group 0.01% 10,080 $145K
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 — 2 quarters in a row: For 2 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 — 62% buying: Last quarter: 51 funds were net buyers (22 opened a brand new position + 29 added to an existing one). Only 31 were sellers (17 trimmed + 14 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BMEZ holders?

Elite ownership — 52% AUM from top-100 funds: 9 of 83 holders are among the 100 largest funds by AUM, controlling 52% 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?

48% of holders stayed for 2+ years: 40 out of 83 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.