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US Physical Therapy

167 hedge funds and large institutions have $862M invested in US Physical Therapy in 2017 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 51 increasing their positions, 59 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more capital invested

Capital invested by funds: $729M → $862M (+$133M)

0.66% more ownership

Funds ownership: 94.28%94.94% (+0.66%)

0% more funds holding

Funds holding: 167167 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 24

14% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 59

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.11M

Holders
167
Holders Change
Holders Change %
0%
% of All Funds
3.79%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
24
Increased
51
Reduced
59
Closed
24
Calls
Puts
$1.11M
Net Calls
-$1.11M
Net Calls Change
-$1.11M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$117M +$2.74M +40,093 +3%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$88.3M -$1.1M -16,182 -1%
Neuberger Berman Group
3
Neuberger Berman Group
New York
$70.8M -$3.95M -57,944 -6%
Vanguard Group
4
Vanguard Group
Pennsylvania
$50.8M +$882K +12,923 +2%
Renaissance Technologies
5
Renaissance Technologies
New York
$43M -$7.76M -113,700 -16%
Aberdeen Group
6
Aberdeen Group
United Kingdom
$41.6M -$11.3M -166,156 -22%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$35.9M +$175K +2,566 +0.5%
RP
8
Riverbridge Partners
Minnesota
$24.2M -$696K -10,204 -3%
State Street
9
State Street
Massachusetts
$22.8M +$339K +4,976 +2%
Kayne Anderson Rudnick Investment Management
10
Kayne Anderson Rudnick Investment Management
California
$21.9M +$20.6M +302,696 New
Wellington Management Group
11
Wellington Management Group
Massachusetts
$21.1M +$27.2K +399 +0.1%
BTW
12
Boston Trust Walden
Massachusetts
$20.3M +$133K +1,952 +0.7%
RA
13
Royce & Associates
New York
$19.5M -$2.77M -40,619 -13%
FAM
14
Fred Alger Management
New York
$17.2M +$225K +3,296 +1%
Northern Trust
15
Northern Trust
Illinois
$14.3M -$31.9K -467 -0.2%
Janus Henderson Group
16
Janus Henderson Group
United Kingdom
$13.8M +$13.1M +191,659 New
Bank of New York Mellon
17
Bank of New York Mellon
New York
$13M -$68.3K -1,001 -0.6%
CCM
18
Copeland Capital Management
Pennsylvania
$12.5M +$11.8M +172,568 New
HW
19
Hancock Whitney
Mississippi
$9.86M -$4.1M -60,040 -31%
TAM
20
THB Asset Management
Connecticut
$8.76M -$24.9K -365 -0.3%
Russell Investments Group
21
Russell Investments Group
United Kingdom
$7.67M +$4.82M +70,678 +197%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$7.43M +$252K +3,699 +4%
William Blair Investment Management
23
William Blair Investment Management
Illinois
$7.2M +$6.8M +99,725 New
Principal Financial Group
24
Principal Financial Group
Iowa
$7.03M -$126K -1,845 -2%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$6.86M -$4.23M -62,010 -39%

USPH Hedge Fund Activity: Q4 2017 in Review

167 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in US Physical Therapy (USPH) for Q4 2017, worth a combined $862M — up 18% from $729M a quarter earlier.

Fund positioning in USPH was balanced in Q4 2017: 24 funds opened new positions, 24 closed out, 51 added to existing stakes and 59 trimmed.

The largest buyer was Kayne Anderson Rudnick Investment Management, opening a new position worth an estimated $20.6M. The largest seller was Aberdeen Group, cutting an estimated $11.3M.

  • 167 institutional investors held US Physical Therapy (USPH) as of Q4 2017, unchanged from Q3 2017.
  • Funds reported $862M of US Physical Therapy stock for Q4 2017, up 18% quarter-over-quarter.
  • 24 funds opened new US Physical Therapy positions in Q4 2017 and 24 closed out, a net change of 0 holders.
  • The largest US Physical Therapy buyer in Q4 2017 was Kayne Anderson Rudnick Investment Management, an estimated $20.6M added.
  • The largest US Physical Therapy seller in Q4 2017 was Aberdeen Group, an estimated $11.3M sold.

Based on aggregated 13F filings for Q4 2017.