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USMD

USMD HLDGS INC COM STK (DE)
USMD

Delisted

USMD was delisted on the 30th of September, 2016.

22 hedge funds and large institutions have $3.44M invested in USMD HLDGS INC COM STK (DE) in 2016 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

567% more capital invested

Capital invested by funds: $515K → $3.44M (+$2.92M)

250% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 4

100% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 2

83% more funds holding

Funds holding: 1222 (+10)

Holders
22
Holders Change
+10
Holders Change %
+83.33%
% of All Funds
0.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
4
Reduced
2
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
1
BlackRock Fund Advisors
California
$1.03M +$845K +54,913 +20,490%
Renaissance Technologies
2
Renaissance Technologies
New York
$418K +$343K +22,299 New
UCFA
3
United Capital Financial Advisors
Texas
$398K
Northern Trust
4
Northern Trust
Illinois
$340K +$280K +18,177 New
BIT
5
BlackRock Institutional Trust
California
$233K +$191K +12,423 New
Vanguard Group
6
Vanguard Group
Pennsylvania
$205K +$168K +10,941 New
BIM
7
BlackRock Investment Management
Delaware
$157K +$126K +8,195 +4,454%
UBS Group
8
UBS Group
Switzerland
$140K +$38.8K +2,521 +51%
Deutsche Bank
9
Deutsche Bank
Germany
$102K +$85.4K +5,550 New
TCIM
10
TIAA CREF Investment Management
New York
$97K +$79.5K +5,166 New
California State Teachers Retirement System (CalSTRS)
11
California State Teachers Retirement System (CalSTRS)
California
$92K +$75.8K +4,926 New
TA
12
Teachers Advisors
New York
$47K +$38.5K +2,500 New
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$39K
AIM
14
Acrospire Investment Management
Illinois
$34K +$27.7K +1,802 New
NFA
15
Nationwide Fund Advisors
Ohio
$26K +$21K +1,362 New
AIG
16
American International Group
New York
$25.3K +$20.8K +1,352 New
BlackRock
17
BlackRock
New York
$15K +$12.1K +786 New
TRCT
18
Tower Research Capital (TRC)
New York
$12K -$985 -64 -9%
BA
19
BlackRock Advisors
Delaware
$11K +$9.22K +599 New
Bank of America
20
Bank of America
North Carolina
$6K -$1.35K -88 -22%
Citigroup
21
Citigroup
New York
$4K +$2.05K +133 +133%
BNP Paribas Financial Markets
22
BNP Paribas Financial Markets
France
$1.74K +$1.43K +93 New
Luther King Capital Management (LKCM)
23
Luther King Capital Management (LKCM)
Texas
-$193K -17,956 Closed
JP Morgan Chase
24
JP Morgan Chase
New York
-$1K -139 Closed
Manulife (Manufacturers Life Insurance)
25
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$1K -124 Closed

USMD Hedge Fund Activity: Q2 2016 in Review

22 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in USMD HLDGS INC COM STK (DE) (USMD) for Q2 2016, worth a combined $3.44M — up 567% from $515K a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new USMD positions and 4 closed out — a net gain of 10 holders — while 4 added to existing stakes and 2 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $845K. The largest seller was Luther King Capital Management (LKCM), exiting entirely with an estimated $193K sold.

  • 22 institutional investors held USMD HLDGS INC COM STK (DE) (USMD) as of Q2 2016, up from 12 in Q1 2016.
  • Funds reported $3.44M of USMD HLDGS INC COM STK (DE) stock for Q2 2016, up 567% quarter-over-quarter.
  • 14 funds opened new USMD HLDGS INC COM STK (DE) positions in Q2 2016 and 4 closed out, a net change of +10 holders.
  • The largest USMD HLDGS INC COM STK (DE) buyer in Q2 2016 was BlackRock Fund Advisors, an estimated $845K added.
  • The largest USMD HLDGS INC COM STK (DE) seller in Q2 2016 was Luther King Capital Management (LKCM), an estimated $193K sold.

Based on aggregated 13F filings for Q2 2016.