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US Physical Therapy

150 hedge funds and large institutions have $572M invested in US Physical Therapy in 2016 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 54 increasing their positions, 52 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 8

7% more funds holding

Funds holding: 140150 (+10)

4% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 52

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

4.65% less ownership

Funds ownership: 99.05%94.39% (-4.7%)

13% less capital invested

Capital invested by funds: $659M → $572M (-$88M)

Holders
150
Holders Change
+10
Holders Change %
+7.14%
% of All Funds
4%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
18
Increased
54
Reduced
52
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Teacher Retirement System of Texas
126
Teacher Retirement System of Texas
Texas
$76K +$18.4K +371 +32%
PI
127
PineBridge Investments
New York
$73K -$10.3K -207 -12%
AIM
128
Acrospire Investment Management
Illinois
$71K +$71.1K +1,430 New
PCM
129
Prelude Capital Management
New York
$70K +$69.6K +1,400 New
QI
130
QS Investors
New York
$66K
IA
131
IFP Advisors
Florida
$53K +$17.4K +350 +233%
First Manhattan
132
First Manhattan
New York
$52K
BlackRock
133
BlackRock
New York
$44K +$29.9K +601 +209%
TRCT
134
Tower Research Capital (TRC)
New York
$32K +$29.6K +595 +1,190%
LIA
135
LS Investment Advisors
Michigan
$23K
TSW
136
Thompson Siegel & Walmsley
Virginia
$22K
GWM
137
Geneos Wealth Management
Colorado
$22K +$22.4K +450 New
JFGIW
138
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$21K -$9.94K -200 -32%
Zurich Cantonal Bank
139
Zurich Cantonal Bank
Switzerland
$19K
Northwestern Mutual Wealth Management
140
Northwestern Mutual Wealth Management
Wisconsin
$15K +$15.2K +305 New
Fuller & Thaler Asset Management
141
Fuller & Thaler Asset Management
California
$14K +$13.9K +280 New
HW
142
Hancock Whitney
Mississippi
$11.3K -$317K -6,380 -3%
AIM
143
Advantage Investment Management
Iowa
$10K
LWM
144
LBA Wealth Management
Florida
$10K
LTFS
145
Ladenburg Thalmann Financial Services
Florida
$7K -$206K -4,138 -97%
ASN
146
Advisory Services Network
Georgia
$7K
Geode Capital Management
147
Geode Capital Management
Massachusetts
$3.94K +$220K +4,435 +6%
TWA
148
TCI Wealth Advisors
Arizona
$2K +$1.79K +36 New
JP Morgan Chase
149
JP Morgan Chase
New York
$1K -$8.55K -172 -91%
EI
150
EAM Investors
California
-$3.67M -68,396 Closed

USPH Hedge Fund Activity: Q1 2016 in Review

150 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in US Physical Therapy (USPH) for Q1 2016, worth a combined $572M — down 13% from $659M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new USPH positions and 8 closed out — a net gain of 10 holders — while 54 added to existing stakes and 52 trimmed.

The largest buyer was Neuberger Berman Group, adding an estimated $5.67M. The largest seller was Royce & Associates, cutting an estimated $14.7M.

  • 150 institutional investors held US Physical Therapy (USPH) as of Q1 2016, up from 140 in Q4 2015.
  • Funds reported $572M of US Physical Therapy stock for Q1 2016, down 13% quarter-over-quarter.
  • 18 funds opened new US Physical Therapy positions in Q1 2016 and 8 closed out, a net change of +10 holders.
  • The largest US Physical Therapy buyer in Q1 2016 was Neuberger Berman Group, an estimated $5.67M added.
  • The largest US Physical Therapy seller in Q1 2016 was Royce & Associates, an estimated $14.7M sold.

Based on aggregated 13F filings for Q1 2016.