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US Physical Therapy

236 hedge funds and large institutions have $1.76B invested in US Physical Therapy in 2024 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 81 increasing their positions, 79 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 14

109% more call options, than puts

Call options by funds: $563K | Put options by funds: $270K

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

14% more capital invested

Capital invested by funds: $1.54B → $1.76B (+$220M)

11% more funds holding

Funds holding: 212236 (+24)

3% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 79

6.85% less ownership

Funds ownership: 110.5%103.65% (-6.8%)

Holders
236
Holders Change
+24
Holders Change %
+11.32%
% of All Funds
3.4%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
38
Increased
81
Reduced
79
Closed
14
Calls
$563K
Puts
$270K
Net Calls
+$293K
Net Calls Change
+$153K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$260M -$1.59M -15,925 -0.7%
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$149M -$4.18M -41,845 -3%
Morgan Stanley
3
Morgan Stanley
New York
$129M -$109M -1,093,522 -49%
Vanguard Group
4
Vanguard Group
Pennsylvania
$121M +$1.02M +10,175 +1%
T. Rowe Price Investment Management
5
T. Rowe Price Investment Management
Maryland
$87.3M +$1.17M +11,748 +2%
CCM
6
Copeland Capital Management
Pennsylvania
$86.9M +$2.35M +23,545 +3%
State Street
7
State Street
Massachusetts
$65.6M +$1.66M +16,585 +3%
BTW
8
Boston Trust Walden
Massachusetts
$61.4M -$279K -2,792 -0.5%
SAM
9
Southernsun Asset Management
Tennessee
$51.8M -$2.01M -20,095 -4%
Schroder Investment Management Group
10
Schroder Investment Management Group
United Kingdom
$46.9M -$1.19M -11,877 -3%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$46.7M +$1.32M +13,201 +3%
RP
12
Riverbridge Partners
Minnesota
$42.5M -$1.07M -10,753 -3%
GKIM
13
GW&K Investment Management
Massachusetts
$39.6M +$551K +5,516 +2%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$36.9M +$1.29M +12,892 +4%
Northern Trust
15
Northern Trust
Illinois
$26.2M +$317K +3,176 +1%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$26M +$5.32M +53,258 +30%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$22.5M +$22.5K +225 +0.1%
Ensign Peak Advisors
18
Ensign Peak Advisors
Utah
$21.7M -$2.25M -22,573 -11%
FAM
19
Fred Alger Management
New York
$21M -$515K -5,157 -3%
Ameriprise
20
Ameriprise
Minnesota
$18.6M -$343K -3,439 -2%
Charles Schwab
21
Charles Schwab
California
$17.9M +$654K +6,551 +4%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$17.1M -$580K -5,809 -4%
Bank of America
23
Bank of America
North Carolina
$15.6M +$1.17M +11,675 +9%
Wells Fargo
24
Wells Fargo
California
$13.2M +$878K +8,794 +8%
BG
25
Bahl & Gaynor
Ohio
$11.8M +$453K +4,538 +5%

USPH Hedge Fund Activity: Q1 2024 in Review

236 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in US Physical Therapy (USPH) for Q1 2024, worth a combined $1.76B — up 14% from $1.54B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new USPH positions and 14 closed out — a net gain of 24 holders — while 81 added to existing stakes and 79 trimmed.

The largest buyer was Silvercrest Asset Management, opening a new position worth an estimated $7.22M. The largest seller was Morgan Stanley, cutting an estimated $109M.

  • 236 institutional investors held US Physical Therapy (USPH) as of Q1 2024, up from 212 in Q4 2023.
  • Funds reported $1.76B of US Physical Therapy stock for Q1 2024, up 14% quarter-over-quarter.
  • 38 funds opened new US Physical Therapy positions in Q1 2024 and 14 closed out, a net change of +24 holders.
  • The largest US Physical Therapy buyer in Q1 2024 was Silvercrest Asset Management, an estimated $7.22M added.
  • The largest US Physical Therapy seller in Q1 2024 was Morgan Stanley, an estimated $109M sold.

Based on aggregated 13F filings for Q1 2024.