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US Physical Therapy

166 hedge funds and large institutions have $749M invested in US Physical Therapy in 2016 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 55 increasing their positions, 56 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 10

31% more capital invested

Capital invested by funds: $572M → $749M (+$178M)

11% more funds holding

Funds holding: 150166 (+16)

4.07% more ownership

Funds ownership: 94.39%98.47% (+4.1%)

2% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 56

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1K

Holders
166
Holders Change
+16
Holders Change %
+10.67%
% of All Funds
4.43%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
27
Increased
55
Reduced
56
Closed
10
Calls
Puts
$1K
Net Calls
-$1K
Net Calls Change
-$1K
Name Holding Trade Value Shares
Change
Change in
Stake
Schroder Investment Management Group
26
Schroder Investment Management Group
United Kingdom
$6.22M +$5.66M +103,300 New
GACM
27
Global Alpha Capital Management
Quebec, Canada
$5.56M +$1.42M +25,900 +39%
WC
28
Weatherbie Capital
Massachusetts
$5.49M +$3.95M +72,000 +377%
SI
29
Scout Investments
Missouri
$5.43M -$386K -7,050 -7%
Principal Financial Group
30
Principal Financial Group
Iowa
$5.3M +$131K +2,388 +3%
Geode Capital Management
31
Geode Capital Management
Massachusetts
$5M +$217K +3,966 +5%
BA
32
Bard Associates
Illinois
$5M -$14.8K -270 -0.3%
NAM
33
Netols Asset Management
Wisconsin
$4.8M -$2.17M -39,553 -33%
Ameriprise
34
Ameriprise
Minnesota
$4.72M +$23.9K +436 +0.6%
TCIM
35
TIAA CREF Investment Management
New York
$4.46M +$418K +7,631 +11%
RC
36
RBF Capital
California
$4.21M
NFA
37
Nationwide Fund Advisors
Ohio
$3.81M -$40.3K -736 -1%
California Public Employees Retirement System
38
California Public Employees Retirement System
California
$3.58M +$38.4K +700 +1%
BIM
39
BlackRock Investment Management
Delaware
$3.22M +$109K +1,993 +4%
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$3.13M +$369K +6,727 +15%
Invesco
41
Invesco
Georgia
$3.04M -$900K -16,419 -25%
AIS
42
AlphaOne Investment Services
Pennsylvania
$2.95M -$493K -9,000 -15%
GC
43
Grace Capital
Massachusetts
$2.84M -$450K -8,201 -15%
RHJA
44
Rice Hall James & Associates
California
$2.82M -$61.8K -1,127 -2%
Charles Schwab
45
Charles Schwab
California
$2.77M +$44.4K +810 +2%
DCM
46
Driehaus Capital Management
Illinois
$2.77M +$2.52M +45,957 New
Wells Fargo
47
Wells Fargo
California
$2.65M -$301K -5,493 -11%
Morgan Stanley
48
Morgan Stanley
New York
$2.55M +$50.5K +921 +2%
CIC
49
Crawford Investment Counsel
Georgia
$2.25M +$294K +5,370 +17%
Luther King Capital Management (LKCM)
50
Luther King Capital Management (LKCM)
Texas
$2.13M +$16.4K +300 +0.9%

USPH Hedge Fund Activity: Q2 2016 in Review

166 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in US Physical Therapy (USPH) for Q2 2016, worth a combined $749M — up 31% from $572M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new USPH positions and 10 closed out — a net gain of 17 holders — while 55 added to existing stakes and 56 trimmed.

The largest buyer was Tiverton Asset Management, adding an estimated $30.7M. The largest seller was Spitfire Capital, cutting an estimated $5.32M.

  • 166 institutional investors held US Physical Therapy (USPH) as of Q2 2016, up from 150 in Q1 2016.
  • Funds reported $749M of US Physical Therapy stock for Q2 2016, up 31% quarter-over-quarter.
  • 27 funds opened new US Physical Therapy positions in Q2 2016 and 10 closed out, a net change of +17 holders.
  • The largest US Physical Therapy buyer in Q2 2016 was Tiverton Asset Management, an estimated $30.7M added.
  • The largest US Physical Therapy seller in Q2 2016 was Spitfire Capital, an estimated $5.32M sold.

Based on aggregated 13F filings for Q2 2016.