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USMD

USMD HLDGS INC COM STK (DE)
USMD

Delisted

USMD was delisted on the 30th of September, 2016.

22 hedge funds and large institutions have $2.03M invested in USMD HLDGS INC COM STK (DE) in 2013 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

150% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 4

36% more capital invested

Capital invested by funds: $1.49M → $2.03M (+$531K)

22% more funds holding

Funds holding: 1822 (+4)

Holders
22
Holders Change
+4
Holders Change %
+22.22%
% of All Funds
0.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
10
Reduced
4
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
1
BlackRock Fund Advisors
California
$756K +$91.6K +3,315 +13%
Luther King Capital Management (LKCM)
2
Luther King Capital Management (LKCM)
Texas
$333K +$347K +12,563 New
BIT
3
BlackRock Institutional Trust
California
$266K +$37.8K +1,369 +16%
Northern Trust
4
Northern Trust
Illinois
$248K +$259K +9,363 New
BIM
5
BlackRock Investment Management
Delaware
$94K +$12.2K +443 +14%
TCIM
6
TIAA CREF Investment Management
New York
$90K
California State Teachers Retirement System (CalSTRS)
7
California State Teachers Retirement System (CalSTRS)
California
$53K +$2.76K +100 +5%
Deutsche Bank
8
Deutsche Bank
Germany
$35K +$18.7K +678 +104%
TRCT
9
Tower Research Capital (TRC)
New York
$30K +$1.69K +61 +6%
TA
10
Teachers Advisors
New York
$25K -$221 -8 -0.8%
NFA
11
Nationwide Fund Advisors
Ohio
$23K +$15.3K +554 +169%
AIG
12
American International Group
New York
$19.2K +$20K +725 New
SO
13
STRS Ohio
Ohio
$13K
BA
14
BlackRock Advisors
Delaware
$13K +$1.49K +54 +12%
AllianceBernstein
15
AllianceBernstein
Tennessee
$8K -$1.66K -60 -17%
RFC
16
Russell Frank Company
Washington
$8K +$8.49K +307 New
Citigroup
17
Citigroup
New York
$5K +$5.09K +184 +1,533%
U
18
UBS
Switzerland
$3K -$15.2K -550 -81%
Ameriprise
19
Ameriprise
Minnesota
$2K
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$1K +$885 +32 New
Bank of America
21
Bank of America
North Carolina
-$60.4K -2,186 -100%
Creative Planning
22
Creative Planning
Kansas
-$30K -1,000 Closed
Barclays
23
Barclays
United Kingdom
+$55 +2 +13%

USMD Hedge Fund Activity: Q3 2013 in Review

22 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in USMD HLDGS INC COM STK (DE) (USMD) for Q3 2013, worth a combined $2.03M — up 36% from $1.49M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new USMD positions and 1 closed out — a net gain of 4 holders — while 10 added to existing stakes and 4 trimmed.

The largest buyer was Luther King Capital Management (LKCM), opening a new position worth an estimated $347K. The largest seller was Bank of America, cutting an estimated $60.4K.

  • 22 institutional investors held USMD HLDGS INC COM STK (DE) (USMD) as of Q3 2013, up from 18 in Q2 2013.
  • Funds reported $2.03M of USMD HLDGS INC COM STK (DE) stock for Q3 2013, up 36% quarter-over-quarter.
  • 5 funds opened new USMD HLDGS INC COM STK (DE) positions in Q3 2013 and 1 closed out, a net change of +4 holders.
  • The largest USMD HLDGS INC COM STK (DE) buyer in Q3 2013 was Luther King Capital Management (LKCM), an estimated $347K added.
  • The largest USMD HLDGS INC COM STK (DE) seller in Q3 2013 was Bank of America, an estimated $60.4K sold.

Based on aggregated 13F filings for Q3 2013.