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US Physical Therapy

210 hedge funds and large institutions have $1.22B invested in US Physical Therapy in 2021 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 83 increasing their positions, 71 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

376% more call options, than puts

Call options by funds: $3.09M | Put options by funds: $649K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

17% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 71

0.78% more ownership

Funds ownership: 98.26%99.04% (+0.78%)

0% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 31

0% less funds holding

Funds holding: 211210 (-1)

13% less capital invested

Capital invested by funds: $1.4B → $1.22B (-$182M)

Holders
210
Holders Change
-1
Holders Change %
-0.47%
% of All Funds
3.23%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
31
Increased
83
Reduced
71
Closed
31
Calls
$3.09M
Puts
$649K
Net Calls
+$2.44M
Net Calls Change
+$956K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$196M +$3.09M +30,817 +2%
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$148M -$715K -7,131 -0.5%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$118M -$4.77M -47,541 -4%
Vanguard Group
4
Vanguard Group
Pennsylvania
$87.7M +$1.18M +11,819 +1%
BTW
5
Boston Trust Walden
Massachusetts
$41.7M -$210K -2,090 -0.5%
State Street
6
State Street
Massachusetts
$41.4M +$150K +1,497 +0.3%
CCM
7
Copeland Capital Management
Pennsylvania
$39.7M +$9.22M +91,958 +28%
RP
8
Riverbridge Partners
Minnesota
$36.4M +$1.23M +12,295 +3%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$36.2M -$515K -5,140 -1%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$20.9M +$196K +1,951 +0.9%
Northern Trust
11
Northern Trust
Illinois
$18.2M -$7.53M -75,124 -28%
William Blair Investment Management
12
William Blair Investment Management
Illinois
$17.6M +$263K +2,626 +1%
Morgan Stanley
13
Morgan Stanley
New York
$17.2M +$6.35M +63,372 +54%
Ensign Peak Advisors
14
Ensign Peak Advisors
Utah
$16.8M +$3.33M +33,176 +23%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$15.3M -$1.49M -14,894 -9%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$15.1M +$1.39M +13,838 +10%
WA
17
Wasatch Advisors
Utah
$14.8M -$8.91M -88,865 -37%
Charles Schwab
18
Charles Schwab
California
$10.7M +$874K +8,722 +8%
Millennium Management
19
Millennium Management
New York
$10.1M +$9.22M +91,924 +667%
FAM
20
Fenimore Asset Management
New York
$10.1M +$41.1K +410 +0.4%
PCM
21
Peregrine Capital Management
Minnesota
$9.44M +$276K +2,758 +3%
Ameriprise
22
Ameriprise
Minnesota
$9.38M -$30.1K -300 -0.3%
Principal Financial Group
23
Principal Financial Group
Iowa
$9.07M -$761K -7,594 -7%
SI
24
Scout Investments
Missouri
$8.63M -$204K -2,034 -2%
Citadel Advisors
25
Citadel Advisors
Florida
$8.29M +$4.67M +46,546 +116%

USPH Hedge Fund Activity: Q4 2021 in Review

210 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in US Physical Therapy (USPH) for Q4 2021, worth a combined $1.22B — down 13% from $1.4B a quarter earlier.

Fund positioning in USPH was balanced in Q4 2021: 31 funds opened new positions, 31 closed out, 83 added to existing stakes and 71 trimmed.

The largest buyer was Copeland Capital Management, adding an estimated $9.22M. The largest seller was Aberdeen Group, exiting entirely with an estimated $33.2M sold.

  • 210 institutional investors held US Physical Therapy (USPH) as of Q4 2021, down from 211 in Q3 2021.
  • Funds reported $1.22B of US Physical Therapy stock for Q4 2021, down 13% quarter-over-quarter.
  • 31 funds opened new US Physical Therapy positions in Q4 2021 and 31 closed out, a net change of 0 holders.
  • The largest US Physical Therapy buyer in Q4 2021 was Copeland Capital Management, an estimated $9.22M added.
  • The largest US Physical Therapy seller in Q4 2021 was Aberdeen Group, an estimated $33.2M sold.

Based on aggregated 13F filings for Q4 2021.