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US Physical Therapy

166 hedge funds and large institutions have $749M invested in US Physical Therapy in 2016 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 55 increasing their positions, 56 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 10

31% more capital invested

Capital invested by funds: $572M → $749M (+$178M)

11% more funds holding

Funds holding: 150166 (+16)

4.07% more ownership

Funds ownership: 94.39%98.47% (+4.1%)

2% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 56

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1K

Holders
166
Holders Change
+16
Holders Change %
+10.67%
% of All Funds
4.43%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
27
Increased
55
Reduced
56
Closed
10
Calls
Puts
$1K
Net Calls
-$1K
Net Calls Change
-$1K
Name Holding Trade Value Shares
Change
Change in
Stake
Neuberger Berman Group
1
Neuberger Berman Group
New York
$57.1M +$10.3M +187,395 +25%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$53.1M -$536K -9,773 -1%
BFA
3
BlackRock Fund Advisors
California
$52.6M +$413K +7,541 +0.9%
TAM
4
Tiverton Asset Management
Delaware
$43.3M +$30.7M +560,621 +2,454%
Vanguard Group
5
Vanguard Group
Pennsylvania
$34.8M +$1.02M +18,585 +3%
EIP
6
Epoch Investment Partners
New York
$34.7M -$5.12M -93,324 -14%
Renaissance Technologies
7
Renaissance Technologies
New York
$34.6M -$3.45M -62,926 -10%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$28.1M +$121K +2,210 +0.5%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$24.2M -$3.44M -62,746 -14%
BTW
10
Boston Trust Walden
Massachusetts
$20.6M -$150K -2,734 -0.8%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$20.3M +$361K +6,581 +2%
BIT
12
BlackRock Institutional Trust
California
$19.9M -$309K -5,642 -2%
AAM
13
Aberdeen Asset Management
United Kingdom
$19.4M +$6.97M +127,094 +65%
RA
14
Royce & Associates
New York
$19.3M
State Street
15
State Street
Massachusetts
$17.3M -$91.7K -1,673 -0.6%
T. Rowe Price Associates
16
T. Rowe Price Associates
Maryland
$16.9M +$674K +12,300 +5%
Bank of Montreal
17
Bank of Montreal
Ontario, Canada
$14M -$398K -7,251 -3%
HW
18
Hancock Whitney
Mississippi
$13.7M
Bank of New York Mellon
19
Bank of New York Mellon
New York
$13M -$671K -12,244 -5%
Northern Trust
20
Northern Trust
Illinois
$11.1M -$361K -6,591 -3%
TAM
21
THB Asset Management
Connecticut
$10.4M -$2.15M -39,161 -18%
Boston Partners
22
Boston Partners
Massachusetts
$9.56M +$196K +3,584 +2%
EA
23
Emerald Acquisition
Washington
$8.52M +$7.76M +141,542 New
SC
24
Spitfire Capital
California
$7.57M -$5.32M -97,063 -44%
PAIM
25
Punch & Associates Investment Management
Minnesota
$6.54M -$1.11M -20,282 -16%

USPH Hedge Fund Activity: Q2 2016 in Review

166 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in US Physical Therapy (USPH) for Q2 2016, worth a combined $749M — up 31% from $572M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new USPH positions and 10 closed out — a net gain of 17 holders — while 55 added to existing stakes and 56 trimmed.

The largest buyer was Tiverton Asset Management, adding an estimated $30.7M. The largest seller was Spitfire Capital, cutting an estimated $5.32M.

  • 166 institutional investors held US Physical Therapy (USPH) as of Q2 2016, up from 150 in Q1 2016.
  • Funds reported $749M of US Physical Therapy stock for Q2 2016, up 31% quarter-over-quarter.
  • 27 funds opened new US Physical Therapy positions in Q2 2016 and 10 closed out, a net change of +17 holders.
  • The largest US Physical Therapy buyer in Q2 2016 was Tiverton Asset Management, an estimated $30.7M added.
  • The largest US Physical Therapy seller in Q2 2016 was Spitfire Capital, an estimated $5.32M sold.

Based on aggregated 13F filings for Q2 2016.