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US Physical Therapy

109 hedge funds and large institutions have $380M invested in US Physical Therapy in 2014 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 41 increasing their positions, 40 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

3% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 40

1% more funds holding

Funds holding: 108109 (+1)

0.08% more ownership

Funds ownership: 90.89%90.97% (+0.08%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less capital invested

Capital invested by funds: $382M → $380M (-$2.3M)

Holders
109
Holders Change
+1
Holders Change %
+0.93%
% of All Funds
3.13%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
7
Increased
41
Reduced
40
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BA
26
Bard Associates
Illinois
$3.25M -$38.7K -1,200 -1%
ADMI
27
Albert D. Mason Inc
Massachusetts
$3.13M +$103K +3,181 +4%
Bank of Montreal
28
Bank of Montreal
Ontario, Canada
$3.12M +$2.48M +76,817 +534%
RHJA
29
Rice Hall James & Associates
California
$3.05M -$19K -590 -0.7%
SI
30
Scout Investments
Missouri
$2.98M +$6.46K +200 +0.2%
DIA
31
Davidson Investment Advisors
Montana
$2.72M +$546K +16,915 +27%
RC
32
RBF Capital
California
$2.39M
TCIM
33
TIAA CREF Investment Management
New York
$2.37M +$62.9K +1,950 +3%
SGAM
34
Smith Group Asset Management
Texas
$2.23M -$102K -3,160 -5%
GC
35
Grace Capital
Massachusetts
$2.23M +$1.66M +51,480 +375%
Wells Fargo
36
Wells Fargo
California
$2.21M +$883K +27,371 +73%
FAM
37
Fenimore Asset Management
New York
$2.09M
Geode Capital Management
38
Geode Capital Management
Massachusetts
$2.06M +$15.8K +489 +0.8%
CIC
39
Crawford Investment Counsel
Georgia
$1.68M +$112K +3,461 +8%
MCM
40
Munder Capital Management
Michigan
$1.61M -$47.4K -1,470 -3%
California Public Employees Retirement System
41
California Public Employees Retirement System
California
$1.48M
Morgan Stanley
42
Morgan Stanley
New York
$1.47M +$1.15M +35,775 +492%
DIA
43
Dean Investment Associates
Ohio
$1.45M -$287K -8,900 -17%
CCM
44
Cadence Capital Management
Massachusetts
$1.27M -$133K -4,109 -10%
DGHMC
45
Dalton, Greiner, Hartman, Maher & Co
New York
$1.25M -$51.1K -1,584 -4%
BIM
46
BlackRock Investment Management
Delaware
$1.22M +$69.3K +2,148 +6%
DADC
47
D.A. Davidson & Co
Montana
$1.2M +$220K +6,810 +24%
Charles Schwab
48
Charles Schwab
California
$1.15M -$7.23K -224 -0.7%
TRSOTSOK
49
Teachers Retirement System of the State of Kentucky
Kentucky
$1.11M
N
50
Nuveen
North Carolina
$1.07M +$73.7K +2,285 +8%

USPH Hedge Fund Activity: Q2 2014 in Review

109 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in US Physical Therapy (USPH) for Q2 2014, worth a combined $380M — down 0.6% from $382M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new USPH positions and 6 closed out — a net gain of 1 holder — while 41 added to existing stakes and 40 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $2.48M. The largest seller was Royce & Associates, cutting an estimated $2.42M.

  • 109 institutional investors held US Physical Therapy (USPH) as of Q2 2014, up from 108 in Q1 2014.
  • Funds reported $380M of US Physical Therapy stock for Q2 2014, down 0.6% quarter-over-quarter.
  • 7 funds opened new US Physical Therapy positions in Q2 2014 and 6 closed out, a net change of +1 holder.
  • The largest US Physical Therapy buyer in Q2 2014 was Bank of Montreal, an estimated $2.48M added.
  • The largest US Physical Therapy seller in Q2 2014 was Royce & Associates, an estimated $2.42M sold.

Based on aggregated 13F filings for Q2 2014.