USMD HLDGS INC COM STK (DE)
USMD
USMD was delisted on the 30th of September, 2016.
12 hedge funds and large institutions have $515K invested in USMD HLDGS INC COM STK (DE) in 2016 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and closing their positions.
76% more capital invested
Capital invested by funds: $292K → $515K (+$223K)
33% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 3
0% more funds holding
Funds holding: 12 → 12 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
+$52.1K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$24.1K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$2.55K |
| 4 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$550 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TRCT
Tower Research Capital (TRC)
New York
|
-$1.98K |
| 2 |
Citigroup
New York
|
-$1.69K |
| 3 |
Morgan Stanley
New York
|
-$25 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
UCFA
1
United Capital Financial Advisors
Irving,
Texas
| $225K | – | – | – |
|
|
2
Luther King Capital Management (LKCM)
Fort Worth,
Texas
| $193K | +$52.1K | +6,157 | +52% |
|
|
3
UBS Group
Zurich,
Switzerland
| $54K | +$24.1K | +2,851 | +135% |
|
|
LTFS
4
Ladenburg Thalmann Financial Services
Miami,
Florida
| $22K | – | – | – |
|
|
TRCT
5
Tower Research Capital (TRC)
New York
| $8K | -$1.98K | -234 | -25% |
|
|
6
Bank of America
Charlotte,
North Carolina
| $4K | +$2.55K | +301 | +301% |
|
|
BFA
7
BlackRock Fund Advisors
San Francisco,
California
| $3K | +$550 | +65 | +32% |
|
|
BIM
8
BlackRock Investment Management
Wilmington,
Delaware
| $2K | – | – | – |
|
|
9
Citigroup
New York
| $1K | -$1.69K | -200 | -67% |
|
|
10
Morgan Stanley
New York
| $1K | -$25 | -3 | -3% |
|
11
JP Morgan Chase
New York
| $1K | – | – | – |
|
12
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $1K | – | – | – |
|
USMD Hedge Fund Activity: Q1 2016 in Review
12 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in USMD HLDGS INC COM STK (DE) (USMD) for Q1 2016, worth a combined $515K — up 76% from $292K a quarter earlier.
Fund positioning in USMD was balanced in Q1 2016: 0 funds opened new positions, 0 closed out, 4 added to existing stakes and 3 trimmed.
The largest buyer was Luther King Capital Management (LKCM), adding an estimated $52.1K. The largest seller was Tower Research Capital (TRC), cutting an estimated $1.98K.
- 12 institutional investors held USMD HLDGS INC COM STK (DE) (USMD) as of Q1 2016, unchanged from Q4 2015.
- Funds reported $515K of USMD HLDGS INC COM STK (DE) stock for Q1 2016, up 76% quarter-over-quarter.
- 0 funds opened new USMD HLDGS INC COM STK (DE) positions in Q1 2016 and 0 closed out.
- The largest USMD HLDGS INC COM STK (DE) buyer in Q1 2016 was Luther King Capital Management (LKCM), an estimated $52.1K added.
- The largest USMD HLDGS INC COM STK (DE) seller in Q1 2016 was Tower Research Capital (TRC), an estimated $1.98K sold.
Based on aggregated 13F filings for Q1 2016.