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ProShares Ultra NASDAQ Biotechnology

17 hedge funds and large institutions have $22.6M invested in ProShares Ultra NASDAQ Biotechnology in 2014 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 5

18% more capital invested

Capital invested by funds: $19.2M → $22.6M (+$3.37M)

23% less funds holding

Funds holding: 2217 (-5)

51% less call options, than puts

Call options by funds: $8.68M | Put options by funds: $17.9M

63% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 8

Holders
17
Holders Change
-5
Holders Change %
-22.73%
% of All Funds
0.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
6
Reduced
5
Closed
8
Calls
$8.68M
Puts
$17.9M
Net Calls
-$9.19M
Net Calls Change
-$811K
Name Holding Trade Value Shares
Change
Change in
Stake
VCAM
1
Valentine Capital Asset Management
California
$6.75M +$1.2M +24,686 +23%
ABI
2
Adamant Biomedical Investments
Switzerland
$5.2M +$4.85M +100,000 New
TRCT
3
Tower Research Capital (TRC)
New York
$1.93M -$636K -13,118 -26%
PCM
4
Prelude Capital Management
New York
$1.82M +$74K +1,528 +5%
Citadel Advisors
5
Citadel Advisors
Florida
$1.77M +$789K +16,286 +91%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$1.48M -$1.92M -39,616 -58%
LPL Financial
7
LPL Financial
California
$814K -$282K -5,826 -27%
Verition Fund Management
8
Verition Fund Management
Connecticut
$740K +$182K +3,756 +36%
Morgan Stanley
9
Morgan Stanley
New York
$736K +$598K +12,332 +678%
FTUS
10
Flow Traders U.S.
New York
$662K +$302K +6,242 +96%
HighTower Advisors
11
HighTower Advisors
Illinois
$323K -$271K -5,600 -47%
Bank of America
12
Bank of America
North Carolina
$115K
CAL
13
Capital Analysts LLC
Pennsylvania
$89.9K
Creative Planning
14
Creative Planning
Kansas
$41K -$969 -20 -3%
BCM
15
Blume Capital Management
California
$31K
AIG
16
American International Group
New York
$30.7K +$28.6K +590 New
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$21K +$19.4K +400 New
Jane Street
18
Jane Street
New York
-$1.85M -38,250 Closed
AP
19
Advisors Preferred
Maryland
-$1.39M -30,026 Closed
Citigroup
20
Citigroup
New York
-$396K -8,528 Closed
GT
21
Glenmede Trust
Pennsylvania
-$111K -2,400 Closed
MFS
22
MSI Financial Services
Massachusetts
-$28K -600 Closed
OIA
23
Optimum Investment Advisors
Illinois
-$28K -600 Closed
U
24
UBS
Switzerland
-$10.6K -218 Closed
GSC
25
Ground Swell Capital
South Carolina
-$9K -200 Closed

BIB Hedge Fund Activity: Q3 2014 in Review

17 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra NASDAQ Biotechnology (BIB) for Q3 2014, worth a combined $22.6M — up 18% from $19.2M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of BIB and 3 opened new positions — a net loss of 5 holders — while 5 trimmed existing stakes and 6 added.

The largest buyer was Valentine Capital Asset Management, adding an estimated $1.2M. The largest seller was Susquehanna International Group, cutting an estimated $1.92M.

  • 17 institutional investors held ProShares Ultra NASDAQ Biotechnology (BIB) as of Q3 2014, down from 22 in Q2 2014.
  • Funds reported $22.6M of ProShares Ultra NASDAQ Biotechnology stock for Q3 2014, up 18% quarter-over-quarter.
  • 3 funds opened new ProShares Ultra NASDAQ Biotechnology positions in Q3 2014 and 8 closed out, a net change of -5 holders.
  • The largest ProShares Ultra NASDAQ Biotechnology buyer in Q3 2014 was Valentine Capital Asset Management, an estimated $1.2M added.
  • The largest ProShares Ultra NASDAQ Biotechnology seller in Q3 2014 was Susquehanna International Group, an estimated $1.92M sold.

Based on aggregated 13F filings for Q3 2014.