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US Physical Therapy

116 hedge funds and large institutions have $401M invested in US Physical Therapy in 2014 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 33 increasing their positions, 44 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

6% more funds holding

Funds holding: 109116 (+7)

5% more capital invested

Capital invested by funds: $380M → $401M (+$20.8M)

1.74% more ownership

Funds ownership: 90.97%92.71% (+1.7%)

25% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 44

Holders
116
Holders Change
+7
Holders Change %
+6.42%
% of All Funds
3.37%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
15
Increased
33
Reduced
44
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$3.82M +$51.2K +1,449 +1%
NFA
27
Nationwide Fund Advisors
Ohio
$3.39M -$105K -2,977 -3%
BA
28
Bard Associates
Illinois
$3.37M -$1.77K -50 -0.1%
Wells Fargo
29
Wells Fargo
California
$3.35M +$1.05M +29,814 +46%
SI
30
Scout Investments
Missouri
$3.34M +$247K +7,000 +8%
ADMI
31
Albert D. Mason Inc
Massachusetts
$3.28M +$41.7K +1,180 +1%
KCM
32
Kennedy Capital Management
Missouri
$3.17M +$2.95M +83,459 +1,391%
RHJA
33
Rice Hall James & Associates
California
$3.1M -$54.8K -1,550 -2%
RC
34
RBF Capital
California
$2.48M
TCIM
35
TIAA CREF Investment Management
New York
$2.4M -$49.9K -1,412 -2%
GC
36
Grace Capital
Massachusetts
$2.39M +$82.4K +2,330 +4%
SGAM
37
Smith Group Asset Management
Texas
$2.3M -$7.78K -220 -0.3%
FAM
38
Fenimore Asset Management
New York
$2.16M
Geode Capital Management
39
Geode Capital Management
Massachusetts
$2.13M +$1.66K +47 +0.1%
CIC
40
Crawford Investment Counsel
Georgia
$1.65M -$91.2K -2,580 -5%
California Public Employees Retirement System
41
California Public Employees Retirement System
California
$1.53M
MCM
42
McKinley Capital Management
Alaska
$1.52M +$1.52M +42,901 New
DIA
43
Dean Investment Associates
Ohio
$1.5M
MCM
44
Munder Capital Management
Michigan
$1.43M -$240K -6,791 -14%
Morgan Stanley
45
Morgan Stanley
New York
$1.41M -$112K -3,156 -7%
DGHMC
46
Dalton, Greiner, Hartman, Maher & Co
New York
$1.3M +$7.95K +225 +0.6%
CCM
47
Cadence Capital Management
Massachusetts
$1.28M -$35.4K -1,000 -3%
BIM
48
BlackRock Investment Management
Delaware
$1.27M +$15.8K +446 +1%
Charles Schwab
49
Charles Schwab
California
$1.22M +$25.2K +714 +2%
DADC
50
D.A. Davidson & Co
Montana
$1.22M -$24.9K -705 -2%

USPH Hedge Fund Activity: Q3 2014 in Review

116 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in US Physical Therapy (USPH) for Q3 2014, worth a combined $401M — up 5.5% from $380M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new USPH positions and 7 closed out — a net gain of 8 holders — while 33 added to existing stakes and 44 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $4.09M. The largest seller was Royce & Associates, cutting an estimated $6.74M.

  • 116 institutional investors held US Physical Therapy (USPH) as of Q3 2014, up from 109 in Q2 2014.
  • Funds reported $401M of US Physical Therapy stock for Q3 2014, up 5.5% quarter-over-quarter.
  • 15 funds opened new US Physical Therapy positions in Q3 2014 and 7 closed out, a net change of +8 holders.
  • The largest US Physical Therapy buyer in Q3 2014 was Bank of Montreal, an estimated $4.09M added.
  • The largest US Physical Therapy seller in Q3 2014 was Royce & Associates, an estimated $6.74M sold.

Based on aggregated 13F filings for Q3 2014.