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US Physical Therapy

200 hedge funds and large institutions have $1.34B invested in US Physical Therapy in 2023 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 74 increasing their positions, 69 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 17

27% more capital invested

Capital invested by funds: $1.06B → $1.34B (+$283M)

2% more funds holding

Funds holding: 196200 (+4)

1.79% more ownership

Funds ownership: 103.39%105.18% (+1.8%)

7% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 69

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

9% less call options, than puts

Call options by funds: $490K | Put options by funds: $538K

Holders
200
Holders Change
+4
Holders Change %
+2.04%
% of All Funds
3.19%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
24
Increased
74
Reduced
69
Closed
17
Calls
$490K
Puts
$538K
Net Calls
-$48K
Net Calls Change
-$316K
Name Holding Trade Value Shares
Change
Change in
Stake
Zurich Cantonal Bank
151
Zurich Cantonal Bank
Switzerland
$164K
TRCT
152
Tower Research Capital (TRC)
New York
$157K +$134K +1,401 +704%
ASN
153
Advisory Services Network
Georgia
$138K +$23.4K +245 +21%
ABLA
154
Alan B. Lancz & Associates
Ohio
$127K +$124K +1,300 New
SAM
155
Shell Asset Management
Netherlands
$106K -$382 -4 -0.4%
KBC Group
156
KBC Group
Belgium
$104K
AIP
157
Ameritas Investment Partners
Nebraska
$98.1K
CFFP
158
Center for Financial Planning
Michigan
$98K
Fifth Third Bancorp
159
Fifth Third Bancorp
Ohio
$94.7K +$4.87K +51 +6%
FHA
160
First Horizon Advisors
Tennessee
$84.6K +$3.44K +36 +4%
MLICM
161
Metropolitan Life Insurance Company (MetLife)
New York
$68.1K -$7.82K -82 -11%
RI
162
Ridgewood Investments
New Jersey
$54.1K +$52.8K +553 New
BEI
163
Benjamin Edwards Inc
Missouri
$48K +$26.5K +278 +133%
CFGS
164
Concourse Financial Group Securities
Alabama
$47.9K +$3.82K +40 +9%
SWM
165
Spire Wealth Management
Virginia
$44K
QCG
166
Quadrant Capital Group
Ohio
$40.2K +$14.5K +152 +59%
PA
167
Parallel Advisors
California
$32.3K
Nisa Investment Advisors
168
Nisa Investment Advisors
Missouri
$31K -$33K -346 -52%
CA
169
Crewe Advisors
Utah
$20.7K
PPC
170
Park Place Capital
Alabama
$18.4K
CA
171
Centerpoint Advisors
Massachusetts
$18K +$2.86K +30 +20%
Carson Wealth (CWM LLC)
172
Carson Wealth (CWM LLC)
Nebraska
$17K
HNB
173
Huntington National Bank
Ohio
$16K +$1.81K +19 +13%
AF
174
Allworth Financial
California
$15.8K
Ohio Public Employees Retirement System (OPERS)
175
Ohio Public Employees Retirement System (OPERS)
Ohio
$14K +$95 +1 +0.7%

USPH Hedge Fund Activity: Q1 2023 in Review

200 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in US Physical Therapy (USPH) for Q1 2023, worth a combined $1.34B — up 27% from $1.06B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new USPH positions and 17 closed out — a net gain of 7 holders — while 74 added to existing stakes and 69 trimmed.

The largest buyer was Copeland Capital Management, adding an estimated $8.6M. The largest seller was Victory Capital Management, cutting an estimated $7.84M.

  • 200 institutional investors held US Physical Therapy (USPH) as of Q1 2023, up from 196 in Q4 2022.
  • Funds reported $1.34B of US Physical Therapy stock for Q1 2023, up 27% quarter-over-quarter.
  • 24 funds opened new US Physical Therapy positions in Q1 2023 and 17 closed out, a net change of +7 holders.
  • The largest US Physical Therapy buyer in Q1 2023 was Copeland Capital Management, an estimated $8.6M added.
  • The largest US Physical Therapy seller in Q1 2023 was Victory Capital Management, an estimated $7.84M sold.

Based on aggregated 13F filings for Q1 2023.