We are live on ! Find out more
USMD

USMD HLDGS INC COM STK (DE)
USMD

Delisted

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

20 hedge funds and large institutions have $1.3M invested in USMD HLDGS INC COM STK (DE) in 2013 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% less funds holding

Funds holding: 2220 (-2)

17% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 6

36% less capital invested

Capital invested by funds: $2.03M → $1.3M (-$727K)

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

Holders
20
Holders Change
-2
Holders Change %
-9.09%
% of All Funds
0.58%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
5
Reduced
6
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
1
BlackRock Fund Advisors
California
$545K -$35.2K -1,427 -5%
Luther King Capital Management (LKCM)
2
Luther King Capital Management (LKCM)
Texas
$253K
BIT
3
BlackRock Institutional Trust
California
$187K -$18.2K -740 -7%
BIM
4
BlackRock Investment Management
Delaware
$72K
TCIM
5
TIAA CREF Investment Management
New York
$68K
California State Teachers Retirement System (CalSTRS)
6
California State Teachers Retirement System (CalSTRS)
California
$40K
TRCT
7
Tower Research Capital (TRC)
New York
$34K +$14.5K +588 +52%
TA
8
Teachers Advisors
New York
$19K
NFA
9
Nationwide Fund Advisors
Ohio
$18K
AIG
10
American International Group
New York
$14.4K -$172 -7 -1%
Citigroup
11
Citigroup
New York
$11K +$9.61K +390 +199%
BA
12
BlackRock Advisors
Delaware
$10K
SO
13
STRS Ohio
Ohio
$8K -$2.46K -100 -20%
U
14
UBS
Switzerland
$8K +$6.5K +264 +208%
Deutsche Bank
15
Deutsche Bank
Germany
$4K -$27.8K -1,128 -85%
AllianceBernstein
16
AllianceBernstein
Tennessee
$2K -$4.93K -200 -67%
Morgan Stanley
17
Morgan Stanley
New York
$2K +$2.24K +91 New
Bank of America
18
Bank of America
North Carolina
$2K +$2.41K +98 +1,400%
BNP Paribas Financial Markets
19
BNP Paribas Financial Markets
France
$1.01K +$1.23K +50 New
Northern Trust
20
Northern Trust
Illinois
-$248K -9,363 Closed
RFC
21
Russell Frank Company
Washington
-$8K -307 Closed
Ameriprise
22
Ameriprise
Minnesota
-$2K -67 Closed
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
-$1K -32 Closed
Barclays
24
Barclays
United Kingdom
+$74 +3 +18%

USMD Hedge Fund Activity: Q4 2013 in Review

20 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in USMD HLDGS INC COM STK (DE) (USMD) for Q4 2013, worth a combined $1.3M — down 36% from $2.03M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of USMD and 2 opened new positions — a net loss of 2 holders — while 6 trimmed existing stakes and 5 added.

The largest buyer was Tower Research Capital (TRC), adding an estimated $14.5K. The largest seller was Northern Trust, exiting entirely with an estimated $248K sold.

  • 20 institutional investors held USMD HLDGS INC COM STK (DE) (USMD) as of Q4 2013, down from 22 in Q3 2013.
  • Funds reported $1.3M of USMD HLDGS INC COM STK (DE) stock for Q4 2013, down 36% quarter-over-quarter.
  • 2 funds opened new USMD HLDGS INC COM STK (DE) positions in Q4 2013 and 4 closed out, a net change of -2 holders.
  • The largest USMD HLDGS INC COM STK (DE) buyer in Q4 2013 was Tower Research Capital (TRC), an estimated $14.5K added.
  • The largest USMD HLDGS INC COM STK (DE) seller in Q4 2013 was Northern Trust, an estimated $248K sold.

Based on aggregated 13F filings for Q4 2013.