USMD HLDGS INC COM STK (DE)
USMD
USMD was delisted on the 30th of September, 2016.
6 hedge funds and large institutions have $385K invested in USMD HLDGS INC COM STK (DE) in 2014 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 4 closing their positions.
26% more capital invested
Capital invested by funds: $305K → $385K (+$80.3K)
50% less funds holding
Funds holding: 12 → 6 (-6)
67% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 3
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$91.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TRCT
Tower Research Capital (TRC)
New York
|
-$27.8K |
| 2 |
Creative Planning
Overland Park,
Kansas
|
-$18K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$9K |
| 4 |
BIM
BlackRock Investment Management
Wilmington,
Delaware
|
-$8.54K |
| 5 |
Morgan Stanley
New York
|
-$2.78K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
UCFA
1
United Capital Financial Advisors
Irving,
Texas
| $231K | +$91.9K | +10,766 | +106% |
|
2
Luther King Capital Management (LKCM)
Fort Worth,
Texas
| $133K | – | – | – |
|
|
3
Morgan Stanley
New York
| $13K | -$2.78K | -326 | -21% |
|
|
TRCT
4
Tower Research Capital (TRC)
New York
| $6K | -$27.8K | -3,252 | -84% |
|
|
BIM
5
BlackRock Investment Management
Wilmington,
Delaware
| $2K | -$8.54K | -1,000 | -84% |
|
6
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $1 | – | – | – |
|
|
7
Creative Planning
Overland Park,
Kansas
| – | -$18K | -2,000 | Closed |
|
|
8
Bank of America
Charlotte,
North Carolina
| – | -$9K | -1,001 | Closed |
|
9
BNP Paribas Financial Markets
Paris,
France
| – | -$697 | -78 | Closed |
|
10
Barclays
London,
United Kingdom
| – | -$1K | -77 | Closed |
|
USMD Hedge Fund Activity: Q4 2014 in Review
6 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in USMD HLDGS INC COM STK (DE) (USMD) for Q4 2014, worth a combined $385K — up 26% from $305K a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of USMD and 0 opened new positions — a net loss of 4 holders — while 3 trimmed existing stakes and 1 added.
The largest buyer was United Capital Financial Advisors, adding an estimated $91.9K. The largest seller was Tower Research Capital (TRC), cutting an estimated $27.8K.
- 6 institutional investors held USMD HLDGS INC COM STK (DE) (USMD) as of Q4 2014, down from 12 in Q3 2014.
- Funds reported $385K of USMD HLDGS INC COM STK (DE) stock for Q4 2014, up 26% quarter-over-quarter.
- 0 funds opened new USMD HLDGS INC COM STK (DE) positions in Q4 2014 and 4 closed out, a net change of -4 holders.
- The largest USMD HLDGS INC COM STK (DE) buyer in Q4 2014 was United Capital Financial Advisors, an estimated $91.9K added.
- The largest USMD HLDGS INC COM STK (DE) seller in Q4 2014 was Tower Research Capital (TRC), an estimated $27.8K sold.
Based on aggregated 13F filings for Q4 2014.