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US Physical Therapy

174 hedge funds and large institutions have $729M invested in US Physical Therapy in 2016 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 64 increasing their positions, 55 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 17

16% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 55

5% more funds holding

Funds holding: 166174 (+8)

3% less capital invested

Capital invested by funds: $749M → $729M (-$20.3M)

4.94% less ownership

Funds ownership: 98.47%93.53% (-4.9%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
174
Holders Change
+8
Holders Change %
+4.82%
% of All Funds
4.64%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
25
Increased
64
Reduced
55
Closed
17
Calls
$1.54M
Puts
Net Calls
+$1.54M
Net Calls Change
+$1.54M
Name Holding Trade Value Shares
Change
Change in
Stake
Geode Capital Management
26
Geode Capital Management
Massachusetts
$5.27M +$54.2K +879 +1%
EA
27
Emerald Acquisition
Washington
$5.21M -$3.61M -58,465 -41%
BA
28
Bard Associates
Illinois
$5.13M -$82.9K -1,345 -2%
PAIM
29
Punch & Associates Investment Management
Minnesota
$5.07M -$1.71M -27,753 -26%
NAM
30
Netols Asset Management
Wisconsin
$4.9M -$101K -1,641 -2%
Ameriprise
31
Ameriprise
Minnesota
$4.71M -$203K -3,286 -4%
SI
32
Scout Investments
Missouri
$4.64M -$993K -16,100 -18%
GACM
33
Global Alpha Capital Management
Quebec, Canada
$4.62M -$1.15M -18,700 -20%
Invesco
34
Invesco
Georgia
$4.49M +$1.31M +21,205 +42%
RC
35
RBF Capital
California
$4.39M
BA
36
BlackRock Advisors
Delaware
$3.81M +$2.3M +37,336 +160%
DCM
37
Driehaus Capital Management
Illinois
$3.68M +$783K +12,690 +28%
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$3.6M +$332K +5,378 +10%
California Public Employees Retirement System
39
California Public Employees Retirement System
California
$3.59M -$136K -2,200 -4%
Boston Partners
40
Boston Partners
Massachusetts
$3.54M -$6.31M -102,311 -64%
ADMI
41
Albert D. Mason Inc
Massachusetts
$3.42M +$1.48M +24,044 +79%
BIM
42
BlackRock Investment Management
Delaware
$3.33M -$22.7K -368 -0.7%
Charles Schwab
43
Charles Schwab
California
$3.02M +$127K +2,062 +4%
GC
44
Grace Capital
Massachusetts
$2.99M +$31.5K +510 +1%
RHJA
45
Rice Hall James & Associates
California
$2.92M -$12.3K -200 -0.4%
Wells Fargo
46
Wells Fargo
California
$2.85M +$88.7K +1,438 +3%
AIS
47
AlphaOne Investment Services
Pennsylvania
$2.78M -$289K -4,687 -10%
CIC
48
Crawford Investment Counsel
Georgia
$2.65M +$301K +4,879 +13%
WI
49
WBI Investments
New Jersey
$2.37M +$2.33M +37,747 New
MAM
50
Martingale Asset Management
Massachusetts
$2.36M +$2.02M +32,702 +667%

USPH Hedge Fund Activity: Q3 2016 in Review

174 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in US Physical Therapy (USPH) for Q3 2016, worth a combined $729M — down 2.7% from $749M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new USPH positions and 17 closed out — a net gain of 8 holders — while 64 added to existing stakes and 55 trimmed.

The largest buyer was Schroder Investment Management Group, adding an estimated $13.3M. The largest seller was Tiverton Asset Management, cutting an estimated $35.2M.

  • 174 institutional investors held US Physical Therapy (USPH) as of Q3 2016, up from 166 in Q2 2016.
  • Funds reported $729M of US Physical Therapy stock for Q3 2016, down 2.7% quarter-over-quarter.
  • 25 funds opened new US Physical Therapy positions in Q3 2016 and 17 closed out, a net change of +8 holders.
  • The largest US Physical Therapy buyer in Q3 2016 was Schroder Investment Management Group, an estimated $13.3M added.
  • The largest US Physical Therapy seller in Q3 2016 was Tiverton Asset Management, an estimated $35.2M sold.

Based on aggregated 13F filings for Q3 2016.