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ProShares Ultra NASDAQ Biotechnology

27 hedge funds and large institutions have $16.2M invested in ProShares Ultra NASDAQ Biotechnology in 2018 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 9 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more call options, than puts

Call options by funds: $6.66M | Put options by funds: $4.96M

1.42% less ownership

Funds ownership: 8.7%7.29% (-1.4%)

34% less funds holding

Funds holding: 4127 (-14)

54% less capital invested

Capital invested by funds: $34.8M → $16.2M (-$18.6M)

56% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 9

81% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 16

Holders
27
Holders Change
-14
Holders Change %
-34.15%
% of All Funds
0.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
4
Reduced
9
Closed
16
Calls
$6.66M
Puts
$4.96M
Net Calls
+$1.7M
Net Calls Change
+$2.35M
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
1
Citadel Advisors
Florida
$5.17M +$825K +15,820 +15%
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$3.21M +$2.45M +46,879 +160%
CIC
3
Chase Investment Counsel
Virginia
$1.95M
VF
4
Virtu Financial
New York
$1.52M +$1.89M +36,142 New
TRCT
5
Tower Research Capital (TRC)
New York
$1.11M -$40.3K -772 -3%
BRC
6
Bell Rock Capital
Delaware
$691K +$210K +4,030 +32%
BA
7
BKS Advisors
Michigan
$669K -$205K -3,930 -20%
SBIA
8
Sheaff Brock Investment Advisors
Indiana
$631K +$261K +5,000 +50%
CIA
9
Capital Investment Advisors
Georgia
$381K -$41.7K -800 -8%
TFA
10
Toth Financial Advisory
Virginia
$376K -$997K -19,107 -68%
CAL
11
Capital Analysts LLC
Pennsylvania
$73K
VFA
12
Valeo Financial Advisors
Indiana
$69K -$1.83K -35 -2%
PFC
13
Phocas Financial Corp
California
$62K
Morgan Stanley
14
Morgan Stanley
New York
$53K -$223K -4,273 -77%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$42K
ASN
16
Advisory Services Network
Georgia
$32K -$4.54K -87 -10%
UBS Group
17
UBS Group
Switzerland
$27K +$33.5K +642 New
RCG
18
Ruggie Capital Group
Florida
$19K
CG
19
Cutler Group
California
$16K +$20.8K +399 New
S
20
SignatureFD
Georgia
$13K
AG
21
Advisor Group
Arizona
$8K
CAPTRUST Financial Advisors
22
CAPTRUST Financial Advisors
North Carolina
$8K
GWM
23
Geneos Wealth Management
Colorado
$7K -$3M -57,450 -100%
IA
24
IFP Advisors
Florida
$7K
NSIM
25
North Star Investment Management
Illinois
$6K

BIB Hedge Fund Activity: Q4 2018 in Review

27 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra NASDAQ Biotechnology (BIB) for Q4 2018, worth a combined $16.2M — down 54% from $34.8M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of BIB and 3 opened new positions — a net loss of 13 holders — while 9 trimmed existing stakes and 4 added.

The largest buyer was Susquehanna International Group, adding an estimated $2.45M. The largest seller was Howard Capital Management, exiting entirely with an estimated $6.93M sold.

  • 27 institutional investors held ProShares Ultra NASDAQ Biotechnology (BIB) as of Q4 2018, down from 41 in Q3 2018.
  • Funds reported $16.2M of ProShares Ultra NASDAQ Biotechnology stock for Q4 2018, down 54% quarter-over-quarter.
  • 3 funds opened new ProShares Ultra NASDAQ Biotechnology positions in Q4 2018 and 16 closed out, a net change of -13 holders.
  • The largest ProShares Ultra NASDAQ Biotechnology buyer in Q4 2018 was Susquehanna International Group, an estimated $2.45M added.
  • The largest ProShares Ultra NASDAQ Biotechnology seller in Q4 2018 was Howard Capital Management, an estimated $6.93M sold.

Based on aggregated 13F filings for Q4 2018.