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US Physical Therapy

218 hedge funds and large institutions have $1.4B invested in US Physical Therapy in 2019 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 79 increasing their positions, 64 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

192% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 12

23% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 64

11% more funds holding

Funds holding: 197218 (+21)

1.15% more ownership

Funds ownership: 103.19%104.34% (+1.1%)

5% more capital invested

Capital invested by funds: $1.34B → $1.4B (+$61.4M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

72% less call options, than puts

Call options by funds: $305K | Put options by funds: $1.07M

Holders
218
Holders Change
+21
Holders Change %
+10.66%
% of All Funds
4.72%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
35
Increased
79
Reduced
64
Closed
12
Calls
$305K
Puts
$1.07M
Net Calls
-$766K
Net Calls Change
+$2.13M
Name Holding Trade Value Shares
Change
Change in
Stake
Schroder Investment Management Group
26
Schroder Investment Management Group
United Kingdom
$8.64M +$6.24M +58,007 +239%
Fidelity Investments
27
Fidelity Investments
Massachusetts
$8.09M -$645 -6 -0%
Charles Schwab
28
Charles Schwab
California
$7.54M +$307K +2,856 +4%
RC
29
RBF Capital
California
$7.35M
BA
30
Bard Associates
Illinois
$7.05M -$123K -1,148 -2%
EAM
31
EULAV Asset Management
Florida
$6.88M +$1,000K +9,300 +17%
SI
32
Scout Investments
Missouri
$6.85M -$283K -2,629 -4%
HW
33
Hancock Whitney
Mississippi
$6.77M -$752K -7,000 -10%
CTA
34
Carillon Tower Advisers
Florida
$6.65M -$67.2K -625 -1%
Luther King Capital Management (LKCM)
35
Luther King Capital Management (LKCM)
Texas
$6.1M +$12.4K +115 +0.2%
Goldman Sachs
36
Goldman Sachs
New York
$6.1M +$954K +8,876 +18%
PAIM
37
Punch & Associates Investment Management
Minnesota
$5.96M +$120K +1,113 +2%
MAM
38
Martingale Asset Management
Massachusetts
$5.81M +$1.01M +9,400 +20%
Acadian Asset Management
39
Acadian Asset Management
Massachusetts
$5.54M -$173K -1,613 -3%
Morgan Stanley
40
Morgan Stanley
New York
$5.33M -$441K -4,102 -7%
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$5.1M -$594K -5,525 -10%
Citadel Advisors
42
Citadel Advisors
Florida
$5M -$239K -2,221 -4%
GLA
43
Great Lakes Advisors
Illinois
$4.58M -$543K -5,049 -10%
WSFS
44
Wilmington Savings Fund Society
Delaware
$4.36M +$12.4K +115 +0.3%
PPA
45
Parametric Portfolio Associates
Washington
$4.18M +$455K +4,231 +12%
OAM
46
Oxford Asset Management
United Kingdom
$3.85M +$1.87M +17,413 +90%
First Trust Advisors
47
First Trust Advisors
Illinois
$3.76M -$1.18M -10,980 -23%
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$3.71M -$129K -1,200 -3%
Deutsche Bank
49
Deutsche Bank
Germany
$3.66M -$1.55M -14,394 -29%
TA
50
Teachers Advisors
New York
$3.64M +$90K +837 +2%

USPH Hedge Fund Activity: Q1 2019 in Review

218 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in US Physical Therapy (USPH) for Q1 2019, worth a combined $1.4B — up 4.6% from $1.34B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new USPH positions and 12 closed out — a net gain of 23 holders — while 79 added to existing stakes and 64 trimmed.

The largest buyer was Fred Alger Management, adding an estimated $9.16M. The largest seller was Invesco, cutting an estimated $12.1M.

  • 218 institutional investors held US Physical Therapy (USPH) as of Q1 2019, up from 197 in Q4 2018.
  • Funds reported $1.4B of US Physical Therapy stock for Q1 2019, up 4.6% quarter-over-quarter.
  • 35 funds opened new US Physical Therapy positions in Q1 2019 and 12 closed out, a net change of +23 holders.
  • The largest US Physical Therapy buyer in Q1 2019 was Fred Alger Management, an estimated $9.16M added.
  • The largest US Physical Therapy seller in Q1 2019 was Invesco, an estimated $12.1M sold.

Based on aggregated 13F filings for Q1 2019.