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US Physical Therapy

196 hedge funds and large institutions have $924M invested in US Physical Therapy in 2020 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 75 increasing their positions, 68 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 68

3.82% more ownership

Funds ownership: 101.37%105.19% (+3.8%)

8% less funds holding

Funds holding: 213196 (-17)

38% less capital invested

Capital invested by funds: $1.48B → $924M (-$556M)

39% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 33

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

83% less call options, than puts

Call options by funds: $1.15M | Put options by funds: $6.79M

Holders
196
Holders Change
-17
Holders Change %
-7.98%
% of All Funds
4.32%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
20
Increased
75
Reduced
68
Closed
33
Calls
$1.15M
Puts
$6.79M
Net Calls
-$5.64M
Net Calls Change
-$10.6M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$152M +$4.79M +45,412 +2%
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$103M +$7.88M +74,704 +5%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$82.7M +$21.2M +201,138 +20%
Vanguard Group
4
Vanguard Group
Pennsylvania
$62.9M +$1.71M +16,222 +2%
FAM
5
Fred Alger Management
New York
$36.3M +$8.74M +82,903 +19%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$32.2M -$998K -9,467 -2%
Neuberger Berman Group
7
Neuberger Berman Group
New York
$31.7M -$28.6M -271,625 -37%
State Street
8
State Street
Massachusetts
$30.2M +$3.79M +35,909 +9%
RP
9
Riverbridge Partners
Minnesota
$25.6M -$299K -2,835 -0.8%
CCM
10
Copeland Capital Management
Pennsylvania
$22.4M +$9.45M +89,639 +38%
WA
11
Wasatch Advisors
Utah
$20.1M +$30.7M +290,903 New
Aberdeen Group
12
Aberdeen Group
United Kingdom
$18M +$2.55M +24,191 +10%
Northern Trust
13
Northern Trust
Illinois
$15.3M +$338K +3,210 +1%
Renaissance Technologies
14
Renaissance Technologies
New York
$14.7M -$3.46M -32,800 -13%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$12.8M +$995K +9,436 +5%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$11.2M -$675K -6,400 -4%
Wellington Management Group
17
Wellington Management Group
Massachusetts
$10.4M -$260K -2,469 -2%
Morgan Stanley
18
Morgan Stanley
New York
$10.2M +$7M +66,390 +81%
BTW
19
Boston Trust Walden
Massachusetts
$9.2M +$1.4M +13,300 +11%
Ameriprise
20
Ameriprise
Minnesota
$9.04M +$452K +4,282 +3%
Wells Fargo
21
Wells Fargo
California
$7.45M +$2.17M +20,571 +24%
Principal Financial Group
22
Principal Financial Group
Iowa
$7.29M -$631K -5,981 -5%
RA
23
Royce & Associates
New York
$6.92M +$109K +1,033 +1%
Goldman Sachs
24
Goldman Sachs
New York
$6.62M +$6.1M +57,814 +151%
SI
25
Scout Investments
Missouri
$6.25M -$560K -5,309 -6%

USPH Hedge Fund Activity: Q1 2020 in Review

196 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in US Physical Therapy (USPH) for Q1 2020, worth a combined $924M — down 38% from $1.48B a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of USPH and 20 opened new positions — a net loss of 13 holders — while 68 trimmed existing stakes and 75 added.

The largest buyer was Wasatch Advisors, opening a new position worth an estimated $30.7M. The largest seller was Neuberger Berman Group, cutting an estimated $28.6M.

  • 196 institutional investors held US Physical Therapy (USPH) as of Q1 2020, down from 213 in Q4 2019.
  • Funds reported $924M of US Physical Therapy stock for Q1 2020, down 38% quarter-over-quarter.
  • 20 funds opened new US Physical Therapy positions in Q1 2020 and 33 closed out, a net change of -13 holders.
  • The largest US Physical Therapy buyer in Q1 2020 was Wasatch Advisors, an estimated $30.7M added.
  • The largest US Physical Therapy seller in Q1 2020 was Neuberger Berman Group, an estimated $28.6M sold.

Based on aggregated 13F filings for Q1 2020.