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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
CFO
176
CVA Family Office
Colorado
$12.5K
Simplex Trading
177
Simplex Trading
Illinois
$11K
NA
178
NewEdge Advisors
Louisiana
$10.9K -$32.4K -340 -75%
AF
179
Advisornet Financial
Minnesota
$9.4K
HWM
180
HighMark Wealth Management
Minnesota
$7.44K +$7.25K +76 New
LC
181
Lindbrook Capital
California
$7.25K -$191 -2 -3%
AAP
182
Arax Advisory Partners
Colorado
$6.32K +$668 +7 +12%
Bessemer Group
183
Bessemer Group
New Jersey
$4K
TWA
184
TCI Wealth Advisors
Arizona
$3.52K
PFBT
185
Parkside Financial Bank & Trust
Missouri
$3.13K
IAIM
186
International Assets Investment Management
Florida
$2.86K +$2.77K +29 New
GRP
187
Global Retirement Partners
California
$2.77K -$382 -4 -13%
CTC
188
Central Trust Company
Missouri
$2.74K
VFA
189
Values First Advisors
Tennessee
$2.7K +$2.67K +28 New
S
190
SignatureFD
Georgia
$2.55K -$1.24K -13 -33%
BIA
191
Bell Investment Advisors
California
$2.55K +$1.81K +19 +271%
VWM
192
Venturi Wealth Management
Texas
$2.15K +$2.1K +22 New
AssetMark Inc
193
AssetMark Inc
California
$1.96K +$1.91K +20 New
VCM
194
Versant Capital Management
Arizona
$1.17K
BFEC
195
Benjamin F. Edwards & Company
Missouri
$1K -$2.96K -31 -84%
FRA
196
Front Row Advisors
California
$1K
C
197
Covestor
United Kingdom
$1K +$286 +3 +100%
FMII
198
Farmers & Merchants Investments Inc
Nebraska
$881
CWC
199
Carolinas Wealth Consulting
North Carolina
$295
ECM
200
Everence Capital Management
Indiana
$204 +$198K +2,080 New

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.