We are live on ! Find out more
USPH icon

US Physical Therapy

173 hedge funds and large institutions have $848M invested in US Physical Therapy in 2016 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 61 increasing their positions, 45 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

36% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 45

16% more capital invested

Capital invested by funds: $729M → $848M (+$119M)

3.12% more ownership

Funds ownership: 93.53%96.65% (+3.1%)

3% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 31

1% less funds holding

Funds holding: 174173 (-1)

Holders
173
Holders Change
-1
Holders Change %
-0.57%
% of All Funds
4.33%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
32
Increased
61
Reduced
45
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Neuberger Berman Group
1
Neuberger Berman Group
New York
$78.4M +$1.55M +24,448 +2%
BFA
2
BlackRock Fund Advisors
California
$72.6M +$6.76M +106,296 +11%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$71.7M +$45.2M +711,430 +230%
Vanguard Group
4
Vanguard Group
Pennsylvania
$42.3M +$252K +3,957 +0.7%
Renaissance Technologies
5
Renaissance Technologies
New York
$41.5M +$1.15M +18,046 +3%
AAM
6
Aberdeen Asset Management
United Kingdom
$39.3M +$9.45M +148,500 +36%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$33.6M +$484K +7,606 +2%
RP
8
Riverbridge Partners
Minnesota
$30.3M +$27.5M +431,931 New
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$30M -$23.1M -362,817 -46%
BIT
10
BlackRock Institutional Trust
California
$23.5M -$285K -4,482 -1%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$23.4M -$463K -7,277 -2%
BTW
12
Boston Trust Walden
Massachusetts
$23M -$827K -12,998 -4%
RA
13
Royce & Associates
New York
$22.3M -$38.2K -600 -0.2%
State Street
14
State Street
Massachusetts
$20.9M +$1.75M +27,511 +10%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$17M +$1.23M +19,350 +9%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$15.6M -$5.26M -82,768 -27%
Northern Trust
17
Northern Trust
Illinois
$14.4M +$1.13M +17,725 +9%
WC
18
Weatherbie Capital
Massachusetts
$13.9M +$5.89M +92,607 +88%
HW
19
Hancock Whitney
Mississippi
$13.9M -$636K -10,000 -5%
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$12.6M -$1.91M -29,985 -13%
TAM
21
THB Asset Management
Connecticut
$10.9M +$697K +10,953 +8%
Schroder Investment Management Group
22
Schroder Investment Management Group
United Kingdom
$7.14M -$13.8M -217,673 -68%
Principal Financial Group
23
Principal Financial Group
Iowa
$6.81M +$356K +5,590 +6%
TCIM
24
TIAA CREF Investment Management
New York
$6.36M +$920K +14,472 +19%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$6.05M +$138K +2,166 +3%

USPH Hedge Fund Activity: Q4 2016 in Review

173 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in US Physical Therapy (USPH) for Q4 2016, worth a combined $848M — up 16% from $729M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new USPH positions and 31 closed out — a net gain of 1 holder — while 61 added to existing stakes and 45 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $45.2M. The largest seller was Royal Bank of Canada, cutting an estimated $23.1M.

  • 173 institutional investors held US Physical Therapy (USPH) as of Q4 2016, down from 174 in Q3 2016.
  • Funds reported $848M of US Physical Therapy stock for Q4 2016, up 16% quarter-over-quarter.
  • 32 funds opened new US Physical Therapy positions in Q4 2016 and 31 closed out, a net change of +1 holder.
  • The largest US Physical Therapy buyer in Q4 2016 was T. Rowe Price Associates, an estimated $45.2M added.
  • The largest US Physical Therapy seller in Q4 2016 was Royal Bank of Canada, an estimated $23.1M sold.

Based on aggregated 13F filings for Q4 2016.