USMD HLDGS INC COM STK (DE)
USMD
USMD was delisted on the 30th of September, 2016.
11 hedge funds and large institutions have $543K invested in USMD HLDGS INC COM STK (DE) in 2015 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 0 closing their positions.
83% more funds holding
Funds holding: 6 → 11 (+5)
41% more capital invested
Capital invested by funds: $385K → $543K (+$158K)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWA
SFMG Wealth Advisors
Plano,
Texas
|
+$155K |
| 2 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$26.8K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
+$20.3K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$14.5K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$7.78K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.76K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
UCFA
1
United Capital Financial Advisors
Irving,
Texas
| $210K | – | – | – |
|
2
Luther King Capital Management (LKCM)
Fort Worth,
Texas
| $131K | – | – | – |
|
|
SWA
3
SFMG Wealth Advisors
Plano,
Texas
| $126K | +$155K | +12,026 | New |
|
|
TRCT
4
Tower Research Capital (TRC)
New York
| $23K | +$20.3K | +1,577 | +262% |
|
|
LTFS
5
Ladenburg Thalmann Financial Services
Miami,
Florida
| $22K | +$26.8K | +2,082 | New |
|
|
6
UBS Group
Zurich,
Switzerland
| $12K | +$14.5K | +1,125 | New |
|
|
7
Morgan Stanley
New York
| $11K | -$1.76K | -137 | -11% |
|
|
8
Bank of America
Charlotte,
North Carolina
| $6K | +$7.78K | +604 | New |
|
|
BIM
9
BlackRock Investment Management
Wilmington,
Delaware
| $2K | – | – | – |
|
10
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $1 | – | – | – |
|
11
Citigroup
New York
| – | +$425 | +33 | New |
|
USMD Hedge Fund Activity: Q1 2015 in Review
11 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in USMD HLDGS INC COM STK (DE) (USMD) for Q1 2015, worth a combined $543K — up 41% from $385K a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new USMD positions and 0 closed out — a net gain of 5 holders — while 1 added to existing stakes and 1 trimmed.
The largest buyer was SFMG Wealth Advisors, opening a new position worth an estimated $155K. The largest seller was Morgan Stanley, cutting an estimated $1.76K.
- 11 institutional investors held USMD HLDGS INC COM STK (DE) (USMD) as of Q1 2015, up from 6 in Q4 2014.
- Funds reported $543K of USMD HLDGS INC COM STK (DE) stock for Q1 2015, up 41% quarter-over-quarter.
- 5 funds opened new USMD HLDGS INC COM STK (DE) positions in Q1 2015 and 0 closed out, a net change of +5 holders.
- The largest USMD HLDGS INC COM STK (DE) buyer in Q1 2015 was SFMG Wealth Advisors, an estimated $155K added.
- The largest USMD HLDGS INC COM STK (DE) seller in Q1 2015 was Morgan Stanley, an estimated $1.76K sold.
Based on aggregated 13F filings for Q1 2015.