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US Physical Therapy

186 hedge funds and large institutions have $1.2B invested in US Physical Therapy in 2018 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 78 increasing their positions, 53 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 13

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

47% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 53

21% more capital invested

Capital invested by funds: $993M → $1.2B (+$207M)

7% more funds holding

Funds holding: 174186 (+12)

2.3% more ownership

Funds ownership: 96.36%98.66% (+2.3%)

99% less call options, than puts

Call options by funds: $9K | Put options by funds: $1.49M

Holders
186
Holders Change
+12
Holders Change %
+6.9%
% of All Funds
4.26%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
27
Increased
78
Reduced
53
Closed
13
Calls
$9K
Puts
$1.49M
Net Calls
-$1.48M
Net Calls Change
-$113K
Name Holding Trade Value Shares
Change
Change in
Stake
BG
51
Bahl & Gaynor
Ohio
$2.76M +$44.9K +484 +2%
TA
52
Teachers Advisors
New York
$2.62M -$393K -4,237 -13%
Legal & General Group
53
Legal & General Group
United Kingdom
$2.42M +$157K +1,690 +7%
PPA
54
Parametric Portfolio Associates
Washington
$2.31M +$229K +2,473 +11%
KPCM
55
Kings Point Capital Management
New York
$2.16M +$92.7K +1,000 +5%
TD Asset Management
56
TD Asset Management
Ontario, Canada
$2.14M +$454K +4,900 +28%
Swiss National Bank
57
Swiss National Bank
Switzerland
$2.1M
Brown Advisory
58
Brown Advisory
Maryland
$2.1M +$2.02M +21,819 New
Prudential Financial
59
Prudential Financial
New Jersey
$2.09M +$20.7K +223 +1%
Victory Capital Management
60
Victory Capital Management
Texas
$2.09M +$54.7K +590 +3%
RHJA
61
Rice Hall James & Associates
California
$1.99M -$1.13M -12,227 -37%
BIA
62
BMT Investment Advisors
Pennsylvania
$1.9M -$139K -1,500 -7%
California State Teachers Retirement System (CalSTRS)
63
California State Teachers Retirement System (CalSTRS)
California
$1.86M +$88.2K +951 +5%
ASRS
64
Arizona State Retirement System
Arizona
$1.77M -$134K -1,442 -7%
GC
65
Grace Capital
Massachusetts
$1.61M +$1.2M +12,942 +340%
Canada Life
66
Canada Life
Manitoba, Canada
$1.57M
AllianceBernstein
67
AllianceBernstein
Tennessee
$1.56M +$121K +1,300 +9%
SFM
68
Systematic Financial Management
New Jersey
$1.46M +$1.41M +15,235 New
TRSOTSOK
69
Teachers Retirement System of the State of Kentucky
Kentucky
$1.44M -$160K -1,730 -10%
Comerica Bank
70
Comerica Bank
Texas
$1.41M +$61.7K +665 +5%
New York State Common Retirement Fund
71
New York State Common Retirement Fund
New York
$1.36M +$92.7K +1,000 +8%
IIM
72
Ironwood Investment Management
Massachusetts
$1.28M -$5.75K -62 -0.5%
US Bancorp
73
US Bancorp
Minnesota
$1.25M +$145K +1,559 +14%
JG
74
Jefferies Group
New York
$1.24M +$1.19M +12,878 New
CS
75
Credit Suisse
Switzerland
$1.23M +$15.9K +171 +1%

USPH Hedge Fund Activity: Q2 2018 in Review

186 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in US Physical Therapy (USPH) for Q2 2018, worth a combined $1.2B — up 21% from $993M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new USPH positions and 13 closed out — a net gain of 14 holders — while 78 added to existing stakes and 53 trimmed.

The largest buyer was Riverbridge Partners, adding an estimated $14.4M. The largest seller was Fred Alger Management, cutting an estimated $12.3M.

  • 186 institutional investors held US Physical Therapy (USPH) as of Q2 2018, up from 174 in Q1 2018.
  • Funds reported $1.2B of US Physical Therapy stock for Q2 2018, up 21% quarter-over-quarter.
  • 27 funds opened new US Physical Therapy positions in Q2 2018 and 13 closed out, a net change of +14 holders.
  • The largest US Physical Therapy buyer in Q2 2018 was Riverbridge Partners, an estimated $14.4M added.
  • The largest US Physical Therapy seller in Q2 2018 was Fred Alger Management, an estimated $12.3M sold.

Based on aggregated 13F filings for Q2 2018.