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US Physical Therapy

129 hedge funds and large institutions have $632M invested in US Physical Therapy in 2015 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 44 increasing their positions, 48 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

883% more call options, than puts

Call options by funds: $1.72M | Put options by funds: $175K

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

17% more capital invested

Capital invested by funds: $539M → $632M (+$93.3M)

1.93% more ownership

Funds ownership: 91.65%93.59% (+1.9%)

1% less funds holding

Funds holding: 130129 (-1)

6% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 16

8% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 48

Holders
129
Holders Change
-1
Holders Change %
-0.77%
% of All Funds
3.48%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.13%
New
15
Increased
44
Reduced
48
Closed
16
Calls
$1.72M
Puts
$175K
Net Calls
+$1.54M
Net Calls Change
+$1.54M
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$55.7M -$499K -10,071 -1%
RA
2
Royce & Associates
New York
$47.1M -$2.95M -59,626 -6%
Renaissance Technologies
3
Renaissance Technologies
New York
$37M -$80.6K -1,627 -0.2%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$28.3M -$1.34M -27,100 -5%
EIP
5
Epoch Investment Partners
New York
$27.7M +$1.69M +34,025 +7%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$26.2M -$2.26M -45,650 -9%
Neuberger Berman Group
7
Neuberger Berman Group
New York
$25.5M +$7.55M +152,531 +49%
Vanguard Group
8
Vanguard Group
Pennsylvania
$24M +$377K +7,612 +2%
BFA
9
BlackRock Fund Advisors
California
$22.8M +$549K +11,094 +3%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$22.4M +$1.53M +30,910 +8%
BIT
11
BlackRock Institutional Trust
California
$19.4M -$872K -17,601 -5%
SC
12
Spitfire Capital
California
$17.2M -$619K -12,500 -4%
RFC
13
Russell Frank Company
Washington
$15.6M +$3.84M +77,509 +38%
Bank of Montreal
14
Bank of Montreal
Ontario, Canada
$15.1M +$179K +3,614 +1%
State Street
15
State Street
Massachusetts
$13.4M +$208K +4,206 +2%
HW
16
Hancock Whitney
Mississippi
$11M
TAM
17
THB Asset Management
Connecticut
$10.7M +$9.68M +195,394 New
Boston Partners
18
Boston Partners
Massachusetts
$10.2M +$62.9K +1,270 +0.7%
Northern Trust
19
Northern Trust
Illinois
$9.99M -$177K -3,573 -2%
NAM
20
Netols Asset Management
Wisconsin
$9.4M -$169K -3,411 -2%
BTW
21
Boston Trust Walden
Massachusetts
$9M +$8.14M +164,334 New
IIM
22
Ironwood Investment Management
Massachusetts
$8.58M -$1.88M -37,873 -19%
Deutsche Bank
23
Deutsche Bank
Germany
$7.63M -$4.4M -88,880 -39%
T. Rowe Price Associates
24
T. Rowe Price Associates
Maryland
$7.55M +$6.51M +131,400 +2,053%
Schroder Investment Management Group
25
Schroder Investment Management Group
United Kingdom
$7.18M -$4.22M -85,263 -39%

USPH Hedge Fund Activity: Q2 2015 in Review

129 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in US Physical Therapy (USPH) for Q2 2015, worth a combined $632M — up 17% from $539M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of USPH and 15 opened new positions — a net loss of 1 holder — while 48 trimmed existing stakes and 44 added.

The largest buyer was THB Asset Management, opening a new position worth an estimated $9.68M. The largest seller was Punch & Associates Investment Management, cutting an estimated $4.81M.

  • 129 institutional investors held US Physical Therapy (USPH) as of Q2 2015, down from 130 in Q1 2015.
  • Funds reported $632M of US Physical Therapy stock for Q2 2015, up 17% quarter-over-quarter.
  • 15 funds opened new US Physical Therapy positions in Q2 2015 and 16 closed out, a net change of -1 holder.
  • The largest US Physical Therapy buyer in Q2 2015 was THB Asset Management, an estimated $9.68M added.
  • The largest US Physical Therapy seller in Q2 2015 was Punch & Associates Investment Management, an estimated $4.81M sold.

Based on aggregated 13F filings for Q2 2015.