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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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12 hedge funds and large institutions have $305K invested in USMD HLDGS INC COM STK (DE) in 2014 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 3

25% less funds holding

Funds holding: 16 → 12 (-4)

38% less capital invested

Capital invested by funds: $495K → $305K (-$190K)

67% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 6

Holders
12
Holders Change
-4
Holders Change %
-25%
% of All Funds
0.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
3
Reduced
3
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UCFA
United Capital Financial Advisors
Texas
+$98.2K
2
Morgan Stanley
Morgan Stanley
New York
+$9.54K
3
GSC
Ground Swell Capital
South Carolina
+$4.6K
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$1.19K
5
U
UBS
Switzerland
+$125

Top Sellers

Rank Fund Capital Flow
1
Deutsche Bank
Deutsche Bank
Germany
-$74K
2
Bank of America
Bank of America
North Carolina
-$43.9K
3
Citigroup
Citigroup
New York
-$39K
4
BG
BlackRock Group
United Kingdom
-$22K
5
TRCT
Tower Research Capital (TRC)
New York
-$15.5K
Name Holding Trade Value Shares
Change 		Change in
Stake
Luther King Capital Management (LKCM)
1
Luther King Capital Management (LKCM)
Texas
$110K – – –
UCFA
2
United Capital Financial Advisors
Texas
$89K +$98.2K +10,203 New
TRCT
3
Tower Research Capital (TRC)
New York
$34K -$15.5K -1,606 -29%
Creative Planning
4
Creative Planning
Kansas
$18K – – –
Morgan Stanley
5
Morgan Stanley
New York
$14K +$9.54K +991 +177%
U
6
UBS
Switzerland
$13K +$125 +13 +0.9%
BIM
7
BlackRock Investment Management
Delaware
$10K – – –
Bank of America
8
Bank of America
North Carolina
$9K -$43.9K -4,561 -82%
GSC
9
Ground Swell Capital
South Carolina
$6K +$4.6K +478 +239%
Barclays
10
Barclays
United Kingdom
$1K -$5.77K -600 -89%
BNP Paribas Financial Markets
11
BNP Paribas Financial Markets
France
$697 – – –
Manulife (Manufacturers Life Insurance)
12
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1 +$1.19K +124 New
Deutsche Bank
13
Deutsche Bank
Germany
– -$74K -6,253 Closed
Citigroup
14
Citigroup
New York
– -$39K -3,300 Closed
BG
15
BlackRock Group
United Kingdom
– -$22K -1,854 Closed
SO
16
STRS Ohio
Ohio
– -$5K -400 Closed
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
– -$2K -148 Closed

USMD Hedge Fund Activity: Q3 2014 in Review

12 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in USMD HLDGS INC COM STK (DE) (USMD) for Q3 2014, worth a combined $305K — down 38% from $495K a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of USMD and 2 opened new positions — a net loss of 4 holders — while 3 trimmed existing stakes and 3 added.

The largest buyer was United Capital Financial Advisors, opening a new position worth an estimated $98.2K. The largest seller was Deutsche Bank, exiting entirely with an estimated $74K sold.

  • 12 institutional investors held USMD HLDGS INC COM STK (DE) (USMD) as of Q3 2014, down from 16 in Q2 2014.
  • Funds reported $305K of USMD HLDGS INC COM STK (DE) stock for Q3 2014, down 38% quarter-over-quarter.
  • 2 funds opened new USMD HLDGS INC COM STK (DE) positions in Q3 2014 and 6 closed out, a net change of -4 holders.
  • The largest USMD HLDGS INC COM STK (DE) buyer in Q3 2014 was United Capital Financial Advisors, an estimated $98.2K added.
  • The largest USMD HLDGS INC COM STK (DE) seller in Q3 2014 was Deutsche Bank, an estimated $74K sold.

Based on aggregated 13F filings for Q3 2014.