USMD HLDGS INC COM STK (DE)
USMD
USMD was delisted on the 30th of September, 2016.
9 hedge funds and large institutions have $346K invested in USMD HLDGS INC COM STK (DE) in 2015 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 3 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
18% less funds holding
Funds holding: 11 → 9 (-2)
36% less capital invested
Capital invested by funds: $543K → $346K (-$197K)
67% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TRCT
Tower Research Capital (TRC)
New York
|
+$17.9K |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$114 |
| 3 |
Morgan Stanley
New York
|
+$9 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWA
SFMG Wealth Advisors
Plano,
Texas
|
-$126K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$12K |
| 3 |
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
-$7.24K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
UCFA
1
United Capital Financial Advisors
Irving,
Texas
| $178K | – | – | – |
|
|
2
Luther King Capital Management (LKCM)
Fort Worth,
Texas
| $100K | -$7.24K | -764 | -6% |
|
|
TRCT
3
Tower Research Capital (TRC)
New York
| $34K | +$17.9K | +1,893 | +87% |
|
|
LTFS
4
Ladenburg Thalmann Financial Services
Miami,
Florida
| $18K | – | – | – |
|
|
5
Morgan Stanley
New York
| $9K | +$9 | +1 | +0.1% |
|
6
Bank of America
Charlotte,
North Carolina
| $5K | – | – | – |
|
|
BIM
7
BlackRock Investment Management
Wilmington,
Delaware
| $2K | – | – | – |
|
8
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $1 | – | – | – |
|
|
SWA
9
SFMG Wealth Advisors
Plano,
Texas
| – | -$126K | -12,026 | Closed |
|
|
10
UBS Group
Zurich,
Switzerland
| – | -$12K | -1,125 | Closed |
|
|
11
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| – | +$114 | +12 | New |
|
USMD Hedge Fund Activity: Q2 2015 in Review
9 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in USMD HLDGS INC COM STK (DE) (USMD) for Q2 2015, worth a combined $346K — down 36% from $543K a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of USMD and 1 opened new positions — a net loss of 2 holders — while 1 trimmed existing stakes and 2 added.
The largest buyer was Tower Research Capital (TRC), adding an estimated $17.9K. The largest seller was SFMG Wealth Advisors, exiting entirely with an estimated $126K sold.
- 9 institutional investors held USMD HLDGS INC COM STK (DE) (USMD) as of Q2 2015, down from 11 in Q1 2015.
- Funds reported $346K of USMD HLDGS INC COM STK (DE) stock for Q2 2015, down 36% quarter-over-quarter.
- 1 fund opened new USMD HLDGS INC COM STK (DE) positions in Q2 2015 and 3 closed out, a net change of -2 holders.
- The largest USMD HLDGS INC COM STK (DE) buyer in Q2 2015 was Tower Research Capital (TRC), an estimated $17.9K added.
- The largest USMD HLDGS INC COM STK (DE) seller in Q2 2015 was SFMG Wealth Advisors, an estimated $126K sold.
Based on aggregated 13F filings for Q2 2015.