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USMD

USMD HLDGS INC COM STK (DE)
USMD

Delisted

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

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16 hedge funds and large institutions have $495K invested in USMD HLDGS INC COM STK (DE) in 2014 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 3 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 3

20% less funds holding

Funds holding: 20 → 16 (-4)

44% less capital invested

Capital invested by funds: $883K → $495K (-$388K)

50% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 8

Holders
16
Holders Change
-4
Holders Change %
-20%
% of All Funds
0.46%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
7
Reduced
3
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Deutsche Bank
Deutsche Bank
Germany
+$71.3K
2
Bank of America
Bank of America
North Carolina
+$68K
3
Citigroup
Citigroup
New York
+$38.4K
4
Creative Planning
Creative Planning
Kansas
+$24.5K
5
BG
BlackRock Group
United Kingdom
+$22.7K

Top Sellers

Rank Fund Capital Flow
1
BFA
BlackRock Fund Advisors
California
-$344K
2
BIT
BlackRock Institutional Trust
California
-$117K
3
TCIM
TIAA CREF Investment Management
New York
-$43K
4
BIM
BlackRock Investment Management
Delaware
-$29.1K
5
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
-$25K
Name Holding Trade Value Shares
Change 		Change in
Stake
Luther King Capital Management (LKCM)
1
Luther King Capital Management (LKCM)
Texas
$150K – – –
Deutsche Bank
2
Deutsche Bank
Germany
$74K +$71.3K +5,822 +1,351%
Bank of America
3
Bank of America
North Carolina
$66K +$68K +5,556 +92,600%
TRCT
4
Tower Research Capital (TRC)
New York
$65K -$8.91K -728 -12%
Citigroup
5
Citigroup
New York
$39K +$38.4K +3,135 +1,900%
Creative Planning
6
Creative Planning
Kansas
$24K +$24.5K +2,000 New
BG
7
BlackRock Group
United Kingdom
$22K +$22.7K +1,854 New
U
8
UBS
Switzerland
$17K +$6.61K +540 +60%
BIM
9
BlackRock Investment Management
Delaware
$14K -$29.1K -2,377 -67%
Barclays
10
Barclays
United Kingdom
$7K +$4.55K +372 +122%
Morgan Stanley
11
Morgan Stanley
New York
$7K +$5.86K +479 +591%
SO
12
STRS Ohio
Ohio
$5K – – –
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$2K -$2.39K -195 -57%
GSC
14
Ground Swell Capital
South Carolina
$2K +$2.45K +200 New
BNP Paribas Financial Markets
15
BNP Paribas Financial Markets
France
$930 +$404 +33 +73%
BFA
16
BlackRock Fund Advisors
California
– -$344K -26,949 Closed
BIT
17
BlackRock Institutional Trust
California
– -$117K -9,198 Closed
TCIM
18
TIAA CREF Investment Management
New York
– -$43K -3,383 Closed
California State Teachers Retirement System (CalSTRS)
19
California State Teachers Retirement System (CalSTRS)
California
– -$25K -1,985 Closed
TA
20
Teachers Advisors
New York
– -$12K -957 Closed
NFA
21
Nationwide Fund Advisors
Ohio
– -$11K -881 Closed
AIG
22
American International Group
New York
– -$9.38K -736 Closed
BA
23
BlackRock Advisors
Delaware
– -$6K -509 Closed
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
– +$367 +30 New

USMD Hedge Fund Activity: Q2 2014 in Review

16 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in USMD HLDGS INC COM STK (DE) (USMD) for Q2 2014, worth a combined $495K — down 44% from $883K a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of USMD and 4 opened new positions — a net loss of 4 holders — while 3 trimmed existing stakes and 7 added.

The largest buyer was Deutsche Bank, adding an estimated $71.3K. The largest seller was BlackRock Fund Advisors, exiting entirely with an estimated $344K sold.

  • 16 institutional investors held USMD HLDGS INC COM STK (DE) (USMD) as of Q2 2014, down from 20 in Q1 2014.
  • Funds reported $495K of USMD HLDGS INC COM STK (DE) stock for Q2 2014, down 44% quarter-over-quarter.
  • 4 funds opened new USMD HLDGS INC COM STK (DE) positions in Q2 2014 and 8 closed out, a net change of -4 holders.
  • The largest USMD HLDGS INC COM STK (DE) buyer in Q2 2014 was Deutsche Bank, an estimated $71.3K added.
  • The largest USMD HLDGS INC COM STK (DE) seller in Q2 2014 was BlackRock Fund Advisors, an estimated $344K sold.

Based on aggregated 13F filings for Q2 2014.