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US Physical Therapy

108 hedge funds and large institutions have $382M invested in US Physical Therapy in 2014 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 41 increasing their positions, 40 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 40

0.46% more ownership

Funds ownership: 90.43%90.89% (+0.46%)

0% more funds holding

Funds holding: 108108 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 12

1% less capital invested

Capital invested by funds: $385M → $382M (-$2.94M)

Holders
108
Holders Change
Holders Change %
0%
% of All Funds
3.12%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
41
Reduced
40
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RA
1
Royce & Associates
New York
$52.9M -$4.13M -124,574 -8%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$24.6M +$585K +17,630 +3%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$24.4M +$2.53M +76,312 +12%
Renaissance Technologies
4
Renaissance Technologies
New York
$21.4M +$627K +18,900 +3%
EIP
5
Epoch Investment Partners
New York
$20.1M +$3.42M +103,197 +22%
SC
6
Spitfire Capital
California
$14.6M +$440K +13,245 +3%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$14.3M +$771K +23,230 +6%
Vanguard Group
8
Vanguard Group
Pennsylvania
$13.9M +$426K +12,825 +3%
BIT
9
BlackRock Institutional Trust
California
$13.1M +$407K +12,271 +3%
BFA
10
BlackRock Fund Advisors
California
$11.8M +$430K +12,961 +4%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$11.2M +$264K +7,970 +3%
Boston Partners
12
Boston Partners
Massachusetts
$9.48M +$74.3K +2,240 +0.8%
Deutsche Bank
13
Deutsche Bank
Germany
$9.45M +$457K +13,784 +5%
IIM
14
Ironwood Investment Management
Massachusetts
$9.09M -$620K -18,668 -7%
State Street
15
State Street
Massachusetts
$8.41M +$9.92K +299 +0.1%
HW
16
Hancock Whitney
Mississippi
$8.03M +$1.33M +40,000 +21%
PAIM
17
Punch & Associates Investment Management
Minnesota
$7.91M +$174K +5,253 +2%
NAM
18
Netols Asset Management
Wisconsin
$7.91M -$519K -15,625 -6%
Northern Trust
19
Northern Trust
Illinois
$7.26M -$440K -13,249 -6%
RFC
20
Russell Frank Company
Washington
$6.26M +$2.51M +75,570 +62%
AIS
21
AlphaOne Investment Services
Pennsylvania
$6.01M +$384K +11,570 +7%
Schroder Investment Management Group
22
Schroder Investment Management Group
United Kingdom
$4.2M -$1.46M -44,116 -27%
MSA
23
Mason Street Advisors
Wisconsin
$3.96M +$162K +4,880 +4%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$3.65M -$1.22M -36,654 -26%
NFA
25
Nationwide Fund Advisors
Ohio
$3.41M +$222K +6,691 +7%

USPH Hedge Fund Activity: Q1 2014 in Review

108 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in US Physical Therapy (USPH) for Q1 2014, worth a combined $382M — down 0.76% from $385M a quarter earlier.

Fund positioning in USPH was balanced in Q1 2014: 12 funds opened new positions, 12 closed out, 41 added to existing stakes and 40 trimmed.

The largest buyer was Epoch Investment Partners, adding an estimated $3.42M. The largest seller was Royce & Associates, cutting an estimated $4.13M.

  • 108 institutional investors held US Physical Therapy (USPH) as of Q1 2014, unchanged from Q4 2013.
  • Funds reported $382M of US Physical Therapy stock for Q1 2014, down 0.76% quarter-over-quarter.
  • 12 funds opened new US Physical Therapy positions in Q1 2014 and 12 closed out, a net change of 0 holders.
  • The largest US Physical Therapy buyer in Q1 2014 was Epoch Investment Partners, an estimated $3.42M added.
  • The largest US Physical Therapy seller in Q1 2014 was Royce & Associates, an estimated $4.13M sold.

Based on aggregated 13F filings for Q1 2014.