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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
BJ
151
BlackRock Japan
Japan
$60K +$29.8K +483 +102%
RCM
152
Riverhead Capital Management
Delaware
$50K -$54.5K -883 -52%
Barclays
153
Barclays
United Kingdom
$50K +$47.5K +771 +4,819%
LIA
154
LS Investment Advisors
Michigan
$33K
Zurich Cantonal Bank
155
Zurich Cantonal Bank
Switzerland
$30K +$6.11K +99 +26%
TSW
156
Thompson Siegel & Walmsley
Virginia
$28K
DIA
157
Davidson Investment Advisors
Montana
$22K
Fuller & Thaler Asset Management
158
Fuller & Thaler Asset Management
California
$18K
JFGIW
159
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$13K -$13.9K -225 -53%
AIM
160
Advantage Investment Management
Iowa
$13K
LWM
161
LBA Wealth Management
Florida
$13K
AG
162
Advisor Group
Arizona
$11K -$4.69K -76 -31%
SWA
163
Sutton Wealth Advisors
Florida
$7.21K
IUHSA
164
Itau Unibanco Holding S.A.
Brazil
$6K +$5.55K +90 New
TCIM
165
TIAA CREF Investment Management
New York
$4.78K +$131K +2,125 +3%
Creative Planning
166
Creative Planning
Kansas
$3K
HR
167
Howe & Rusling
New York
$3K +$2.77K +45 New
CFG
168
Citizens Financial Group
Rhode Island
$2K
QCG
169
Quadrant Capital Group
Ohio
$2K
TWA
170
TCI Wealth Advisors
Arizona
$2K
LTFS
171
Ladenburg Thalmann Financial Services
Florida
$1K -$8.76K -142 -88%
VOYA Investment Management
172
VOYA Investment Management
Georgia
$275
Two Sigma Investments
173
Two Sigma Investments
New York
-$1.09M -18,096 Closed
TU
174
TDAM USA
Ontario, Canada
-$956K -15,883 Closed
Fiera Capital (Canada)
175
Fiera Capital (Canada)
Quebec, Canada
-$801K -13,300 Closed

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.