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US Physical Therapy

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.

New
Increased
Maintained
Reduced
Closed

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: 108109 (+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: 11 (0)

1% less capital invested

Capital invested by funds: $382M → $380M (-$2.3M)

Holders
109
Holders Change
+1
Holders Change %
+0.93%
% 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
7
Increased
41
Reduced
40
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RA
1
Royce & Associates
New York
$49.8M -$2.42M -74,904 -5%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$26.3M +$1.9M +58,966 +8%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$25.3M +$1.05M +32,584 +5%
Renaissance Technologies
4
Renaissance Technologies
New York
$21.7M +$558K +17,274 +3%
EIP
5
Epoch Investment Partners
New York
$18.7M -$1.06M -32,850 -6%
SC
6
Spitfire Capital
California
$15.2M +$754K +23,370 +6%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$14.1M -$15.7K -487 -0.1%
Vanguard Group
8
Vanguard Group
Pennsylvania
$13.9M +$181K +5,597 +1%
BIT
9
BlackRock Institutional Trust
California
$13.1M +$78.8K +2,442 +0.6%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$11.2M +$140K +4,329 +1%
BFA
11
BlackRock Fund Advisors
California
$10.3M -$1.22M -37,918 -11%
Boston Partners
12
Boston Partners
Massachusetts
$9.37M
Deutsche Bank
13
Deutsche Bank
Germany
$9.18M -$160K -4,960 -2%
HW
14
Hancock Whitney
Mississippi
$8.62M +$646K +20,000 +9%
State Street
15
State Street
Massachusetts
$8.21M -$109K -3,380 -1%
PAIM
16
Punch & Associates Investment Management
Minnesota
$8.13M +$293K +9,077 +4%
IIM
17
Ironwood Investment Management
Massachusetts
$8.01M -$926K -28,702 -11%
NAM
18
Netols Asset Management
Wisconsin
$7.52M -$281K -8,696 -4%
RFC
19
Russell Frank Company
Washington
$7.22M +$219K +6,775 +3%
Northern Trust
20
Northern Trust
Illinois
$6.41M -$729K -22,588 -11%
AIS
21
AlphaOne Investment Services
Pennsylvania
$4.98M -$910K -28,192 -16%
Schroder Investment Management Group
22
Schroder Investment Management Group
United Kingdom
$3.93M -$213K -6,600 -5%
MSA
23
Mason Street Advisors
Wisconsin
$3.91M
Bank of New York Mellon
24
Bank of New York Mellon
New York
$3.64M +$27.6K +855 +0.8%
NFA
25
Nationwide Fund Advisors
Ohio
$3.38M +$6.84K +212 +0.2%

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.