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ProShares Ultra Health Care

24 hedge funds and large institutions have $17.1M invested in ProShares Ultra Health Care in 2014 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 3

67% more capital invested

Capital invested by funds: $10.2M → $17.1M (+$6.88M)

50% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 4

41% more funds holding

Funds holding: 1724 (+7)

7.34% more ownership

Funds ownership: 67.51%74.85% (+7.3%)

Holders
24
Holders Change
+7
Holders Change %
+41.18%
% of All Funds
0.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
6
Reduced
4
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$5.38M +$5.12M +347,408 New
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$3.51M -$739K -50,160 -18%
AP
3
Advisors Preferred
Maryland
$2.13M +$2.03M +137,736 New
First Manhattan
4
First Manhattan
New York
$913K -$76.6K -5,200 -8%
Jane Street
5
Jane Street
New York
$807K +$768K +52,120 New
AIG
6
American International Group
New York
$789K +$240K +16,312 +47%
LPL Financial
7
LPL Financial
California
$769K +$110K +7,472 +18%
WSTAM
8
Wilbanks Smith & Thomas Asset Management
Virginia
$422K -$1.17M -79,120 -74%
Creative Planning
9
Creative Planning
Kansas
$408K +$6.37K +432 +2%
PI
10
Placemark Investments
Illinois
$338K +$84.5K +5,736 +36%
BPC
11
Banque Pictet & Cie
Switzerland
$241K -$447K -30,360 -66%
VKH
12
Virtu KCG Holdings
New York
$237K +$225K +15,288 New
FIM
13
Freedom Investment Management
Connecticut
$230K +$219K +14,840 New
CWM
14
Concert Wealth Management
California
$206K +$196K +13,280 New
S
15
SignatureFD
Georgia
$204K +$55.9K +3,792 +40%
TSS
16
Two Sigma Securities
New York
$203K +$193K +13,120 New
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$74K
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$74K
Morgan Stanley
19
Morgan Stanley
New York
$50K
TRCT
20
Tower Research Capital (TRC)
New York
$37K +$35.4K +2,400 New
CAPTRUST Financial Advisors
21
CAPTRUST Financial Advisors
North Carolina
$30K +$28.5K +1,936 New
Wells Fargo
22
Wells Fargo
California
$25K +$236 +16 +1%
ASN
23
Advisory Services Network
Georgia
$17K +$15K +1,016 New
AI
24
Atria Investments
North Carolina
-$1.07M -79,672 Closed
UCFA
25
United Capital Financial Advisors
Texas
-$304K -22,552 Closed

RXL Hedge Fund Activity: Q4 2014 in Review

24 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra Health Care (RXL) for Q4 2014, worth a combined $17.1M — up 67% from $10.2M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new RXL positions and 3 closed out — a net gain of 8 holders — while 6 added to existing stakes and 4 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $5.12M. The largest seller was Wilbanks Smith & Thomas Asset Management, cutting an estimated $1.17M.

  • 24 institutional investors held ProShares Ultra Health Care (RXL) as of Q4 2014, up from 17 in Q3 2014.
  • Funds reported $17.1M of ProShares Ultra Health Care stock for Q4 2014, up 67% quarter-over-quarter.
  • 11 funds opened new ProShares Ultra Health Care positions in Q4 2014 and 3 closed out, a net change of +8 holders.
  • The largest ProShares Ultra Health Care buyer in Q4 2014 was Susquehanna International Group, an estimated $5.12M added.
  • The largest ProShares Ultra Health Care seller in Q4 2014 was Wilbanks Smith & Thomas Asset Management, an estimated $1.17M sold.

Based on aggregated 13F filings for Q4 2014.