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US Physical Therapy

108 hedge funds and large institutions have $385M invested in US Physical Therapy in 2013 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 44 increasing their positions, 40 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more capital invested

Capital invested by funds: $335M → $385M (+$49.9M)

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

10% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 40

1.24% more ownership

Funds ownership: 89.19%90.43% (+1.2%)

0% more funds holding

Funds holding: 108108 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
108
Holders Change
Holders Change %
0%
% of All Funds
3.13%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
11
Increased
44
Reduced
40
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RA
1
Royce & Associates
New York
$58.4M -$4.15M -126,918 -7%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$24.4M -$1.9M -57,914 -8%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$22.2M +$1.38M +42,192 +7%
Renaissance Technologies
4
Renaissance Technologies
New York
$21.1M +$926K +28,300 +5%
EIP
5
Epoch Investment Partners
New York
$16.8M +$400K +12,220 +3%
SC
6
Spitfire Capital
California
$14.4M +$13.4M +408,336 New
Wellington Management Group
7
Wellington Management Group
Massachusetts
$13.8M -$56.7K -1,731 -0.4%
Vanguard Group
8
Vanguard Group
Pennsylvania
$13.7M +$316K +9,661 +3%
BIT
9
BlackRock Institutional Trust
California
$13M -$368K -11,226 -3%
BFA
10
BlackRock Fund Advisors
California
$11.5M -$546K -16,686 -5%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$11.1M +$166K +5,085 +2%
IIM
12
Ironwood Investment Management
Massachusetts
$9.93M +$296K +9,044 +3%
Boston Partners
13
Boston Partners
Massachusetts
$9.59M -$84.8K -2,590 -0.9%
Deutsche Bank
14
Deutsche Bank
Germany
$9.16M +$4.61M +140,950 +119%
NAM
15
Netols Asset Management
Wisconsin
$8.61M -$882K -26,944 -10%
State Street
16
State Street
Massachusetts
$8.57M +$10.1K +308 +0.1%
PAIM
17
Punch & Associates Investment Management
Minnesota
$7.88M +$755K +23,058 +11%
Northern Trust
18
Northern Trust
Illinois
$7.88M +$193K +5,898 +3%
HW
19
Hancock Whitney
Mississippi
$6.78M +$70.7K +2,160 +1%
Schroder Investment Management Group
20
Schroder Investment Management Group
United Kingdom
$5.84M -$1.5M -45,747 -22%
AIS
21
AlphaOne Investment Services
Pennsylvania
$5.72M +$372K +11,358 +8%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$5.01M +$192K +5,871 +4%
RFC
23
Russell Frank Company
Washington
$4.32M +$36.4K +1,111 +0.9%
MSA
24
Mason Street Advisors
Wisconsin
$3.86M -$152K -4,640 -4%
BA
25
Bard Associates
Illinois
$3.4M -$39.3K -1,200 -1%

USPH Hedge Fund Activity: Q4 2013 in Review

108 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in US Physical Therapy (USPH) for Q4 2013, worth a combined $385M — up 15% from $335M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new USPH positions and 10 closed out — a net gain of 1 holder — while 44 added to existing stakes and 40 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $4.61M. The largest seller was Royce & Associates, cutting an estimated $4.15M.

  • 108 institutional investors held US Physical Therapy (USPH) as of Q4 2013, unchanged from Q3 2013.
  • Funds reported $385M of US Physical Therapy stock for Q4 2013, up 15% quarter-over-quarter.
  • 11 funds opened new US Physical Therapy positions in Q4 2013 and 10 closed out, a net change of +1 holder.
  • The largest US Physical Therapy buyer in Q4 2013 was Deutsche Bank, an estimated $4.61M added.
  • The largest US Physical Therapy seller in Q4 2013 was Royce & Associates, an estimated $4.15M sold.

Based on aggregated 13F filings for Q4 2013.