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US Physical Therapy

217 hedge funds and large institutions have $1.41B invested in US Physical Therapy in 2023 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 75 increasing their positions, 81 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more call options, than puts

Call options by funds: $1.15M | Put options by funds: $697K

21% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 24

2% more funds holding

Funds holding: 213217 (+4)

7% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 81

1.24% less ownership

Funds ownership: 103.96%102.72% (-1.2%)

24% less capital invested

Capital invested by funds: $1.86B → $1.41B (-$448M)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
217
Holders Change
+4
Holders Change %
+1.88%
% of All Funds
3.44%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
29
Increased
75
Reduced
81
Closed
24
Calls
$1.15M
Puts
$697K
Net Calls
+$449K
Net Calls Change
-$1.19M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$206M +$4.12M +38,318 +2%
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$137M -$1.73M -16,097 -1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$95.1M +$1.84M +17,156 +2%
Morgan Stanley
4
Morgan Stanley
New York
$89.9M +$3.94M +36,680 +4%
CCM
5
Copeland Capital Management
Pennsylvania
$70.7M +$5.28M +49,155 +7%
T. Rowe Price Investment Management
6
T. Rowe Price Investment Management
Maryland
$68.5M -$17.9M -166,318 -18%
BTW
7
Boston Trust Walden
Massachusetts
$49.8M +$4.11M +38,234 +8%
State Street
8
State Street
Massachusetts
$48.9M +$3.41M +31,792 +6%
SAM
9
Southernsun Asset Management
Tennessee
$41.5M -$970K -9,035 -2%
RP
10
Riverbridge Partners
Minnesota
$36.1M -$757K -7,052 -2%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$35.4M +$1.37M +12,781 +3%
Schroder Investment Management Group
12
Schroder Investment Management Group
United Kingdom
$35.3M +$4.45M +41,414 +12%
GKIM
13
GW&K Investment Management
Massachusetts
$34.1M +$9.81M +91,346 +33%
Ensign Peak Advisors
14
Ensign Peak Advisors
Utah
$28.1M -$11.8K -110 -0%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$27.2M +$3.13M +29,166 +11%
Northern Trust
16
Northern Trust
Illinois
$20.9M +$2.11M +19,661 +9%
FAM
17
Fred Alger Management
New York
$17.1M -$7.22M -67,176 -27%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$16.6M -$27.3K -254 -0.1%
Ameriprise
19
Ameriprise
Minnesota
$15.8M -$669K -6,231 -3%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$15M +$6.12M +56,957 +53%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$14.5M -$78.3K -729 -0.5%
Charles Schwab
22
Charles Schwab
California
$13.8M +$893K +8,314 +6%
JP Morgan Chase
23
JP Morgan Chase
New York
$13.1M +$689K +6,414 +5%
Bank of America
24
Bank of America
North Carolina
$10.9M +$103K +955 +0.8%
Wells Fargo
25
Wells Fargo
California
$10.6M -$704K -6,554 -5%

USPH Hedge Fund Activity: Q3 2023 in Review

217 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in US Physical Therapy (USPH) for Q3 2023, worth a combined $1.41B — down 24% from $1.86B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new USPH positions and 24 closed out — a net gain of 5 holders — while 75 added to existing stakes and 81 trimmed.

The largest buyer was GW&K Investment Management, adding an estimated $9.81M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $17.9M.

  • 217 institutional investors held US Physical Therapy (USPH) as of Q3 2023, up from 213 in Q2 2023.
  • Funds reported $1.41B of US Physical Therapy stock for Q3 2023, down 24% quarter-over-quarter.
  • 29 funds opened new US Physical Therapy positions in Q3 2023 and 24 closed out, a net change of +5 holders.
  • The largest US Physical Therapy buyer in Q3 2023 was GW&K Investment Management, an estimated $9.81M added.
  • The largest US Physical Therapy seller in Q3 2023 was T. Rowe Price Investment Management, an estimated $17.9M sold.

Based on aggregated 13F filings for Q3 2023.