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ProShares Ultra Health Care

19 hedge funds and large institutions have $17.9M invested in ProShares Ultra Health Care in 2014 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more capital invested

Capital invested by funds: $10.6M → $17.9M (+$7.36M)

61.13% more ownership

Funds ownership: 78.19%139.32% (+61%)

50% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 4

10% less funds holding

Funds holding: 2119 (-2)

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

Holders
19
Holders Change
-2
Holders Change %
-9.52%
% of All Funds
0.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
6
Reduced
4
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$5.95M +$3.3M +290,592 +149%
Jane Street
2
Jane Street
New York
$3.04M +$2.44M +215,120 +655%
AP
3
Advisors Preferred
Maryland
$2.68M +$2.48M +218,896 New
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$2.1M +$378K +33,320 +24%
AI
5
Atria Investments
North Carolina
$989K -$1.67M -146,808 -65%
First Manhattan
6
First Manhattan
New York
$806K
BPC
7
Banque Pictet & Cie
Switzerland
$563K
LPL Financial
8
LPL Financial
California
$509K +$18.2K +1,608 +4%
AIG
9
American International Group
New York
$298K +$6.9K +608 +3%
Goldman Sachs
10
Goldman Sachs
New York
$254K -$68.2K -6,008 -23%
CWM
11
Concert Wealth Management
California
$212K -$137K -12,080 -41%
Creative Planning
12
Creative Planning
Kansas
$167K
S
13
SignatureFD
Georgia
$115K +$27.2K +2,400 +34%
GT
14
Glenmede Trust
Pennsylvania
$98K
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$59K
Morgan Stanley
16
Morgan Stanley
New York
$39K
CAPTRUST Financial Advisors
17
CAPTRUST Financial Advisors
North Carolina
$24K
Wells Fargo
18
Wells Fargo
California
$20K -$91 -8 -0.5%
Citigroup
19
Citigroup
New York
$6K +$5.99K +528 New
VKH
20
Virtu KCG Holdings
New York
-$494K -43,768 Closed
Citadel Advisors
21
Citadel Advisors
Florida
-$252K -22,384 Closed
TRCT
22
Tower Research Capital (TRC)
New York
-$45K -4,000 Closed
U
23
UBS
Switzerland
-$39K -3,416 Closed

RXL Hedge Fund Activity: Q2 2014 in Review

19 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra Health Care (RXL) for Q2 2014, worth a combined $17.9M — up 70% from $10.6M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of RXL and 2 opened new positions — a net loss of 2 holders — while 4 trimmed existing stakes and 6 added.

The largest buyer was Susquehanna International Group, adding an estimated $3.3M. The largest seller was Atria Investments, cutting an estimated $1.67M.

  • 19 institutional investors held ProShares Ultra Health Care (RXL) as of Q2 2014, down from 21 in Q1 2014.
  • Funds reported $17.9M of ProShares Ultra Health Care stock for Q2 2014, up 70% quarter-over-quarter.
  • 2 funds opened new ProShares Ultra Health Care positions in Q2 2014 and 4 closed out, a net change of -2 holders.
  • The largest ProShares Ultra Health Care buyer in Q2 2014 was Susquehanna International Group, an estimated $3.3M added.
  • The largest ProShares Ultra Health Care seller in Q2 2014 was Atria Investments, an estimated $1.67M sold.

Based on aggregated 13F filings for Q2 2014.