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US Physical Therapy

242 hedge funds and large institutions have $1.4B invested in US Physical Therapy in 2024 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 91 increasing their positions, 82 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 22

11% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 82

3% more funds holding

Funds holding: 236242 (+6)

3.05% less ownership

Funds ownership: 103.65%100.6% (-3.1%)

21% less capital invested

Capital invested by funds: $1.76B → $1.4B (-$362M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

69% less call options, than puts

Call options by funds: $147K | Put options by funds: $481K

Holders
242
Holders Change
+6
Holders Change %
+2.54%
% of All Funds
3.5%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
31
Increased
91
Reduced
82
Closed
22
Calls
$147K
Puts
$481K
Net Calls
-$334K
Net Calls Change
-$627K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$212M -$928K -9,175 -0.4%
Morgan Stanley
2
Morgan Stanley
New York
$111M +$6.02M +59,553 +5%
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$110M -$13.3M -131,046 -10%
Vanguard Group
4
Vanguard Group
Pennsylvania
$98.9M -$284K -2,804 -0.3%
CCM
5
Copeland Capital Management
Pennsylvania
$70.8M -$461K -4,553 -0.6%
State Street
6
State Street
Massachusetts
$52.6M -$1.04M -10,279 -2%
BTW
7
Boston Trust Walden
Massachusetts
$50.3M +$56K +554 +0.1%
SAM
8
Southernsun Asset Management
Tennessee
$45.8M +$3.63M +35,930 +8%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$39.2M +$1.06M +10,462 +3%
Schroder Investment Management Group
10
Schroder Investment Management Group
United Kingdom
$38.3M -$93.7K -926 -0.2%
RP
11
Riverbridge Partners
Minnesota
$32.1M -$2.93M -28,926 -8%
Barclays
12
Barclays
United Kingdom
$31.7M +$32.5M +321,190 +1,444%
GKIM
13
GW&K Investment Management
Massachusetts
$31.5M -$1.02M -10,133 -3%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$31.3M +$1.15M +11,346 +3%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$22.2M +$954K +9,434 +4%
Northern Trust
16
Northern Trust
Illinois
$21.2M -$282K -2,786 -1%
FAM
17
Fred Alger Management
New York
$16.3M -$979K -9,677 -5%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$15.2M -$3.53M -34,880 -17%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$14.5M +$517K +5,111 +3%
Charles Schwab
20
Charles Schwab
California
$14.3M -$365K -3,609 -2%
Bank of America
21
Bank of America
North Carolina
$13.9M +$1.29M +12,761 +9%
Ameriprise
22
Ameriprise
Minnesota
$13.4M -$1.98M -19,587 -12%
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$12.5M +$5.02M +49,628 +58%
Wells Fargo
24
Wells Fargo
California
$10.4M -$407K -4,026 -3%
BG
25
Bahl & Gaynor
Ohio
$9.84M +$164K +1,623 +2%

USPH Hedge Fund Activity: Q2 2024 in Review

242 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in US Physical Therapy (USPH) for Q2 2024, worth a combined $1.4B — down 21% from $1.76B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new USPH positions and 22 closed out — a net gain of 9 holders — while 91 added to existing stakes and 82 trimmed.

The largest buyer was Barclays, adding an estimated $32.5M. The largest seller was T. Rowe Price Investment Management, exiting entirely with an estimated $87.3M sold.

  • 242 institutional investors held US Physical Therapy (USPH) as of Q2 2024, up from 236 in Q1 2024.
  • Funds reported $1.4B of US Physical Therapy stock for Q2 2024, down 21% quarter-over-quarter.
  • 31 funds opened new US Physical Therapy positions in Q2 2024 and 22 closed out, a net change of +9 holders.
  • The largest US Physical Therapy buyer in Q2 2024 was Barclays, an estimated $32.5M added.
  • The largest US Physical Therapy seller in Q2 2024 was T. Rowe Price Investment Management, an estimated $87.3M sold.

Based on aggregated 13F filings for Q2 2024.