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ProShares Ultra Health Care

18 hedge funds and large institutions have $6.95M invested in ProShares Ultra Health Care in 2015 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 7 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

9.91% less ownership

Funds ownership: 28.55%18.64% (-9.9%)

14% less funds holding

Funds holding: 2118 (-3)

43% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 7

50% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 6

57% less capital invested

Capital invested by funds: $16.2M → $6.95M (-$9.26M)

Holders
18
Holders Change
-3
Holders Change %
-14.29%
% of All Funds
0.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
4
Reduced
7
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
1
Jane Street
New York
$1.47M -$231K -12,992 -11%
Goldman Sachs
2
Goldman Sachs
New York
$830K -$957K -53,732 -48%
1SB
3
1ST Source Bank
Indiana
$795K +$690K +38,776 +228%
First Manhattan
4
First Manhattan
New York
$752K
LPL Financial
5
LPL Financial
California
$655K -$316K -17,760 -29%
Citadel Advisors
6
Citadel Advisors
Florida
$573K +$517K +29,056 +261%
AIG
7
American International Group
New York
$521K +$42.9K +2,412 +7%
VKH
8
Virtu KCG Holdings
New York
$483K +$604K +33,924 New
Creative Planning
9
Creative Planning
Kansas
$239K +$299K +16,780 New
BPC
10
Banque Pictet & Cie
Switzerland
$222K
TRCT
11
Tower Research Capital (TRC)
New York
$206K +$248K +13,956 +2,791%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$82K -$2.87M -161,336 -97%
Morgan Stanley
13
Morgan Stanley
New York
$79K -$28.5K -1,600 -22%
CAPTRUST Financial Advisors
14
CAPTRUST Financial Advisors
North Carolina
$28K
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$8K -$85.5K -4,800 -90%
RIA
16
Regal Investment Advisors
Michigan
$2K +$2.85K +160 New
WSTAM
17
Wilbanks Smith & Thomas Asset Management
Virginia
-$2.23M -119,904 Closed
AP
18
Advisors Preferred
Maryland
-$1.9M -101,956 Closed
RPG
19
Risk Paradigm Group
Texas
-$491K -26,380 Closed
S
20
SignatureFD
Georgia
-$200K -10,740 Closed
ASN
21
Advisory Services Network
Georgia
-$93.3K -5,240 -100%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
-$89K -4,800 Closed
Wells Fargo
23
Wells Fargo
California
-$71 -4 Closed

RXL Hedge Fund Activity: Q3 2015 in Review

18 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra Health Care (RXL) for Q3 2015, worth a combined $6.95M — down 57% from $16.2M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of RXL and 3 opened new positions — a net loss of 3 holders — while 7 trimmed existing stakes and 4 added.

The largest buyer was 1ST Source Bank, adding an estimated $690K. The largest seller was Envestnet Asset Management, cutting an estimated $2.87M.

  • 18 institutional investors held ProShares Ultra Health Care (RXL) as of Q3 2015, down from 21 in Q2 2015.
  • Funds reported $6.95M of ProShares Ultra Health Care stock for Q3 2015, down 57% quarter-over-quarter.
  • 3 funds opened new ProShares Ultra Health Care positions in Q3 2015 and 6 closed out, a net change of -3 holders.
  • The largest ProShares Ultra Health Care buyer in Q3 2015 was 1ST Source Bank, an estimated $690K added.
  • The largest ProShares Ultra Health Care seller in Q3 2015 was Envestnet Asset Management, an estimated $2.87M sold.

Based on aggregated 13F filings for Q3 2015.