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US Physical Therapy

131 hedge funds and large institutions have $531M invested in US Physical Therapy in 2015 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 44 increasing their positions, 50 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 12

2% more funds holding

Funds holding: 129131 (+2)

1.53% more ownership

Funds ownership: 93.59%95.12% (+1.5%)

12% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 50

16% less capital invested

Capital invested by funds: $632M → $531M (-$101M)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
131
Holders Change
+2
Holders Change %
+1.55%
% of All Funds
3.66%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.08%
New
14
Increased
44
Reduced
50
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$42.6M -$3.36M -67,437 -7%
Renaissance Technologies
2
Renaissance Technologies
New York
$33.7M +$3.69M +74,017 +11%
RA
3
Royce & Associates
New York
$30.3M -$9.28M -186,181 -22%
EIP
4
Epoch Investment Partners
New York
$26.7M +$4.37M +87,651 +17%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$25.6M +$2.73M +54,800 +11%
Neuberger Berman Group
6
Neuberger Berman Group
New York
$23.5M +$2.88M +57,700 +12%
Vanguard Group
7
Vanguard Group
Pennsylvania
$20.4M +$805K +16,143 +4%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$20M -$1.68M -33,698 -7%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$19.2M +$943K +18,921 +5%
BFA
10
BlackRock Fund Advisors
California
$18.7M -$27.7K -555 -0.1%
BTW
11
Boston Trust Walden
Massachusetts
$16.4M +$10.1M +201,643 +123%
BIT
12
BlackRock Institutional Trust
California
$15.3M -$652K -13,082 -4%
SC
13
Spitfire Capital
California
$13.1M -$1.14M -22,892 -7%
State Street
14
State Street
Massachusetts
$12.2M +$1.4M +28,147 +12%
TAM
15
THB Asset Management
Connecticut
$11.5M +$3.05M +61,114 +31%
RFC
16
Russell Frank Company
Washington
$11.5M -$1.4M -28,174 -10%
HW
17
Hancock Whitney
Mississippi
$10.5M +$123K +2,470 +1%
T. Rowe Price Associates
18
T. Rowe Price Associates
Maryland
$10.2M +$4.51M +90,500 +66%
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$9.35M -$3.33M -66,718 -24%
Boston Partners
20
Boston Partners
Massachusetts
$8.5M +$178K +3,564 +2%
Northern Trust
21
Northern Trust
Illinois
$8.35M +$176K +3,533 +2%
NAM
22
Netols Asset Management
Wisconsin
$7.1M -$679K -13,620 -8%
OSAM
23
O'Shaughnessy Asset Management
Connecticut
$6.49M +$3.25M +65,161 +100%
Deutsche Bank
24
Deutsche Bank
Germany
$6.41M +$170K +3,404 +2%
Schroder Investment Management Group
25
Schroder Investment Management Group
United Kingdom
$5.84M -$160K -3,200 -2%

USPH Hedge Fund Activity: Q3 2015 in Review

131 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in US Physical Therapy (USPH) for Q3 2015, worth a combined $531M — down 16% from $632M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new USPH positions and 12 closed out — a net gain of 2 holders — while 44 added to existing stakes and 50 trimmed.

The largest buyer was Boston Trust Walden, adding an estimated $10.1M. The largest seller was Royce & Associates, cutting an estimated $9.28M.

  • 131 institutional investors held US Physical Therapy (USPH) as of Q3 2015, up from 129 in Q2 2015.
  • Funds reported $531M of US Physical Therapy stock for Q3 2015, down 16% quarter-over-quarter.
  • 14 funds opened new US Physical Therapy positions in Q3 2015 and 12 closed out, a net change of +2 holders.
  • The largest US Physical Therapy buyer in Q3 2015 was Boston Trust Walden, an estimated $10.1M added.
  • The largest US Physical Therapy seller in Q3 2015 was Royce & Associates, an estimated $9.28M sold.

Based on aggregated 13F filings for Q3 2015.