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ProShares Ultra Health Care

21 hedge funds and large institutions have $16.2M invested in ProShares Ultra Health Care in 2015 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

11% more funds holding

Funds holding: 1921 (+2)

8% more capital invested

Capital invested by funds: $15M → $16.2M (+$1.25M)

14% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 7

29.07% less ownership

Funds ownership: 57.61%28.55% (-29%)

Holders
21
Holders Change
+2
Holders Change %
+10.53%
% of All Funds
0.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
6
Reduced
7
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$3.11M +$441K +24,172 +17%
WSTAM
2
Wilbanks Smith & Thomas Asset Management
Virginia
$2.23M -$2.77K -152 -0.1%
Jane Street
3
Jane Street
New York
$2.16M +$1.28M +70,100 +152%
Goldman Sachs
4
Goldman Sachs
New York
$2.08M +$2.04M +112,016 New
AP
5
Advisors Preferred
Maryland
$1.9M -$155K -8,476 -8%
LPL Financial
6
LPL Financial
California
$1.14M +$182K +9,992 +20%
First Manhattan
7
First Manhattan
New York
$982K -$40.1K -2,200 -4%
AIG
8
American International Group
New York
$635K -$249K -13,636 -29%
RPG
9
Risk Paradigm Group
Texas
$491K -$7.95K -436 -2%
1SB
10
1ST Source Bank
Indiana
$316K +$310K +16,992 New
BPC
11
Banque Pictet & Cie
Switzerland
$290K
Citadel Advisors
12
Citadel Advisors
Florida
$207K +$203K +11,136 New
S
13
SignatureFD
Georgia
$200K -$59.9K -3,284 -23%
Morgan Stanley
14
Morgan Stanley
New York
$133K +$71.5K +3,920 +123%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$99K -$875 -48 -0.9%
ASN
16
Advisory Services Network
Georgia
$99K +$50.2K +2,756 +111%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$89K
CAPTRUST Financial Advisors
18
CAPTRUST Financial Advisors
North Carolina
$36K
TRCT
19
Tower Research Capital (TRC)
New York
$9K +$4.01K +220 +79%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
-$3.05M -173,576 Closed
Creative Planning
21
Creative Planning
Kansas
-$505K -28,568 Closed
Wells Fargo
22
Wells Fargo
California
+$73 +4 New

RXL Hedge Fund Activity: Q2 2015 in Review

21 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra Health Care (RXL) for Q2 2015, worth a combined $16.2M — up 8.4% from $15M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new RXL positions and 2 closed out — a net gain of 2 holders — while 6 added to existing stakes and 7 trimmed.

The largest buyer was Goldman Sachs, opening a new position worth an estimated $2.04M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $3.05M sold.

  • 21 institutional investors held ProShares Ultra Health Care (RXL) as of Q2 2015, up from 19 in Q1 2015.
  • Funds reported $16.2M of ProShares Ultra Health Care stock for Q2 2015, up 8.4% quarter-over-quarter.
  • 4 funds opened new ProShares Ultra Health Care positions in Q2 2015 and 2 closed out, a net change of +2 holders.
  • The largest ProShares Ultra Health Care buyer in Q2 2015 was Goldman Sachs, an estimated $2.04M added.
  • The largest ProShares Ultra Health Care seller in Q2 2015 was Susquehanna International Group, an estimated $3.05M sold.

Based on aggregated 13F filings for Q2 2015.