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US Physical Therapy

196 hedge funds and large institutions have $998M invested in US Physical Therapy in 2022 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 67 increasing their positions, 73 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,232% more call options, than puts

Call options by funds: $9.91M | Put options by funds: $425K

0.59% more ownership

Funds ownership: 100.4%100.99% (+0.59%)

8% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 73

5% less funds holding

Funds holding: 206196 (-10)

21% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 39

30% less capital invested

Capital invested by funds: $1.42B → $998M (-$425M)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
196
Holders Change
-10
Holders Change %
-4.85%
% of All Funds
3.38%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
31
Increased
67
Reduced
73
Closed
39
Calls
$9.91M
Puts
$425K
Net Calls
+$9.49M
Net Calls Change
+$9.86M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$154M -$7.31M -76,007 -4%
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$117M +$3.05M +31,732 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$71.3M +$133K +1,380 +0.1%
T. Rowe Price Investment Management
4
T. Rowe Price Investment Management
Maryland
$69.3M +$87.7M +912,213 New
EVM
5
Eaton Vance Management
Massachusetts
$43.1M +$1.02M +10,557 +2%
BTW
6
Boston Trust Walden
Massachusetts
$38.7M +$5.28M +54,956 +12%
CCM
7
Copeland Capital Management
Pennsylvania
$36.8M -$3.34M -34,727 -7%
State Street
8
State Street
Massachusetts
$36.2M +$1.27M +13,257 +3%
RP
9
Riverbridge Partners
Minnesota
$30.9M -$293K -3,046 -0.7%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$27.9M -$539K -5,608 -2%
FAM
11
Fred Alger Management
New York
$20.7M -$11.8M -123,111 -31%
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$20.1M -$94.2M -979,641 -79%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$19.3M +$669K +6,958 +3%
Ameriprise
14
Ameriprise
Minnesota
$14.4M -$707K -7,353 -4%
Northern Trust
15
Northern Trust
Illinois
$14M -$390K -4,057 -2%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$13.8M +$1.99M +20,674 +13%
SAM
17
Southernsun Asset Management
Tennessee
$13.5M +$17M +177,022 New
Bank of New York Mellon
18
Bank of New York Mellon
New York
$11.7M +$392K +4,078 +3%
Morgan Stanley
19
Morgan Stanley
New York
$9.92M -$3.51M -36,516 -22%
Charles Schwab
20
Charles Schwab
California
$9.59M +$514K +5,349 +4%
Schroder Investment Management Group
21
Schroder Investment Management Group
United Kingdom
$8.68M +$11M +114,219 New
Ensign Peak Advisors
22
Ensign Peak Advisors
Utah
$7.74M +$3.87M +40,282 +65%
Bank of America
23
Bank of America
North Carolina
$7.52M -$1.85M -19,191 -16%
Wells Fargo
24
Wells Fargo
California
$7.3M +$3.18M +33,026 +52%
CIC
25
Crawford Investment Counsel
Georgia
$7.13M +$1.56M +16,268 +21%

USPH Hedge Fund Activity: Q3 2022 in Review

196 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in US Physical Therapy (USPH) for Q3 2022, worth a combined $998M — down 30% from $1.42B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of USPH and 31 opened new positions — a net loss of 8 holders — while 73 trimmed existing stakes and 67 added.

The largest buyer was Southernsun Asset Management, opening a new position worth an estimated $17M. The largest seller was T. Rowe Price Associates, cutting an estimated $94.2M.

  • 196 institutional investors held US Physical Therapy (USPH) as of Q3 2022, down from 206 in Q2 2022.
  • Funds reported $998M of US Physical Therapy stock for Q3 2022, down 30% quarter-over-quarter.
  • 31 funds opened new US Physical Therapy positions in Q3 2022 and 39 closed out, a net change of -8 holders.
  • The largest US Physical Therapy buyer in Q3 2022 was Southernsun Asset Management, an estimated $17M added.
  • The largest US Physical Therapy seller in Q3 2022 was T. Rowe Price Associates, an estimated $94.2M sold.

Based on aggregated 13F filings for Q3 2022.