US Physical Therapy
USPH
109 hedge funds and large institutions have $380M invested in US Physical Therapy in 2014 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 41 increasing their positions, 40 reducing their positions, and 6 closing their positions.
17% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 6
3% more repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 40
1% more funds holding
Funds holding: 108 → 109 (+1)
0.08% more ownership
Funds ownership: 90.89% → 90.97% (+0.08%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1% less capital invested
Capital invested by funds: $382M → $380M (-$2.3M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$2.48M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$1.9M |
| 3 |
GC
Grace Capital
Quincy,
Massachusetts
|
+$1.66M |
| 4 |
Morgan Stanley
New York
|
+$1.15M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.05M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
Royce & Associates
New York
|
-$2.42M |
| 2 |
TC
TFS Capital
West Chester,
Pennsylvania
|
-$2.32M |
| 3 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
-$1.22M |
| 4 |
KAM
Keeley Asset Management
Chicago,
Illinois
|
-$1.07M |
| 5 |
EIP
Epoch Investment Partners
New York
|
-$1.06M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
BlackRock
New York
| $11K | – | – | – |
|
|
U
102
UBS
Zurich,
Switzerland
| $10K | -$17.1K | -530 | -65% |
|
103
Envestnet Asset Management
Chicago,
Illinois
| $3K | +$2.81K | +87 | New |
|
|
PIA
104
Piedmont Investment Advisors
Durham,
North Carolina
| $2.02K | +$1.9K | +59 | New |
|
105
Federated Hermes
Pittsburgh,
Pennsylvania
| $2K | +$2.16K | +67 | New |
|
106
BNP Paribas Financial Markets
Paris,
France
| $581 | +$549 | +17 | New |
|
|
PMAM
107
Picton Mahoney Asset Management
Toronto,
Ontario, Canada
| $85 | – | – | – |
|
|
KAM
108
Keeley Asset Management
Chicago,
Illinois
| – | -$1.07M | -30,913 | Closed |
|
109
Westfield Capital Management
Boston,
Massachusetts
| – | -$418K | -12,100 | Closed |
|
110
Principal Financial Group
Des Moines,
Iowa
| – | -$205K | -5,943 | Closed |
|
|
AAM
111
Advisors Asset Management
Monument,
Colorado
| – | -$86K | -2,488 | Closed |
|
|
TRCT
112
Tower Research Capital (TRC)
New York
| – | -$60K | -1,714 | Closed |
|
|
CCMH
113
Cornerstone Capital Management Holdings
New York
| – | -$26K | -750 | Closed |
|
USPH Hedge Fund Activity: Q2 2014 in Review
109 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in US Physical Therapy (USPH) for Q2 2014, worth a combined $380M — down 0.6% from $382M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new USPH positions and 6 closed out — a net gain of 1 holder — while 41 added to existing stakes and 40 trimmed.
The largest buyer was Bank of Montreal, adding an estimated $2.48M. The largest seller was Royce & Associates, cutting an estimated $2.42M.
- 109 institutional investors held US Physical Therapy (USPH) as of Q2 2014, up from 108 in Q1 2014.
- Funds reported $380M of US Physical Therapy stock for Q2 2014, down 0.6% quarter-over-quarter.
- 7 funds opened new US Physical Therapy positions in Q2 2014 and 6 closed out, a net change of +1 holder.
- The largest US Physical Therapy buyer in Q2 2014 was Bank of Montreal, an estimated $2.48M added.
- The largest US Physical Therapy seller in Q2 2014 was Royce & Associates, an estimated $2.42M sold.
Based on aggregated 13F filings for Q2 2014.