We are live on ! Find out more
USPH icon

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
BlackRock
1
BlackRock
New York
$197M -$6.31M -66,095 -3%
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$146M -$3.44M -36,019 -2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$90.3M -$64.7K -678 -0.1%
T. Rowe Price Investment Management
4
T. Rowe Price Investment Management
Maryland
$85.6M -$3.94M -41,261 -5%
Morgan Stanley
5
Morgan Stanley
New York
$77.3M +$8.38M +87,808 +13%
CCM
6
Copeland Capital Management
Pennsylvania
$67.9M +$8.6M +90,115 +15%
BTW
7
Boston Trust Walden
Massachusetts
$53.7M +$1.84M +19,304 +4%
State Street
8
State Street
Massachusetts
$46.8M +$1.07M +11,178 +2%
RP
9
Riverbridge Partners
Minnesota
$40M +$638K +6,682 +2%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$35.7M -$1.72K -18 -0%
SAM
11
Southernsun Asset Management
Tennessee
$28.2M +$226K +2,366 +0.8%
Schroder Investment Management Group
12
Schroder Investment Management Group
United Kingdom
$27.3M +$2.74M +28,741 +11%
FAM
13
Fred Alger Management
New York
$24.5M -$9.45K -99 -0%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$23.5M -$1.31M -13,747 -5%
Northern Trust
15
Northern Trust
Illinois
$18.9M +$309K +3,241 +2%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$17.8M +$20.1K +211 +0.1%
Ensign Peak Advisors
17
Ensign Peak Advisors
Utah
$17.5M +$1.45M +15,168 +9%
Ameriprise
18
Ameriprise
Minnesota
$17.3M -$408K -4,279 -2%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$14.9M -$315K -3,302 -2%
Charles Schwab
20
Charles Schwab
California
$12.8M +$174K +1,826 +1%
Wells Fargo
21
Wells Fargo
California
$11.8M +$2.64M +27,640 +30%
JP Morgan Chase
22
JP Morgan Chase
New York
$11.4M +$2.13M +22,341 +24%
CIC
23
Crawford Investment Counsel
Georgia
$9.66M +$667K +6,991 +8%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$9.41M +$722K +7,563 +9%
Bank of America
25
Bank of America
North Carolina
$9.4M +$141K +1,482 +2%

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.