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US Physical Therapy

257 hedge funds and large institutions have $1.31B invested in US Physical Therapy in 2024 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 99 increasing their positions, 83 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 18

19% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 83

6% more funds holding

Funds holding: 242257 (+15)

1.76% more ownership

Funds ownership: 100.6%102.36% (+1.8%)

7% less capital invested

Capital invested by funds: $1.4B → $1.31B (-$95.2M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

86% less call options, than puts

Call options by funds: $67K | Put options by funds: $491K

Holders
257
Holders Change
+15
Holders Change %
+6.2%
% of All Funds
3.69%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
34
Increased
99
Reduced
83
Closed
18
Calls
$67K
Puts
$491K
Net Calls
-$424K
Net Calls Change
-$90K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$194M -$31.1K -350 -0%
Morgan Stanley
2
Morgan Stanley
New York
$102M +$468K +5,277 +0.4%
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$94.5M -$6.71M -75,637 -6%
Vanguard Group
4
Vanguard Group
Pennsylvania
$91.2M +$710K +8,006 +0.7%
CCM
5
Copeland Capital Management
Pennsylvania
$64.9M +$86.3K +973 +0.1%
State Street
6
State Street
Massachusetts
$56.5M +$8.81M +99,244 +17%
SAM
7
Southernsun Asset Management
Tennessee
$46.3M +$4.62M +52,062 +11%
BTW
8
Boston Trust Walden
Massachusetts
$45M -$1.15M -12,907 -2%
Schroder Investment Management Group
9
Schroder Investment Management Group
United Kingdom
$36.4M +$1.46M +16,464 +4%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$35.4M -$483K -5,438 -1%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$29M +$397K +4,477 +1%
RP
12
Riverbridge Partners
Minnesota
$28.4M -$1.04M -11,668 -3%
GKIM
13
GW&K Investment Management
Massachusetts
$27.1M -$1.87M -21,107 -6%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$21.1M +$856K +9,646 +4%
Northern Trust
15
Northern Trust
Illinois
$19.4M +$69.7K +786 +0.3%
FAM
16
Fred Alger Management
New York
$14.6M -$387K -4,362 -2%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$13.9M -$8.07K -91 -0.1%
Rockefeller Capital Management
18
Rockefeller Capital Management
New York
$13.6M +$2.25M +25,393 +19%
Bank of America
19
Bank of America
North Carolina
$13.3M +$528K +5,956 +4%
SAM
20
Silvercrest Asset Management
New York
$12.8M +$4.1M +46,242 +44%
Charles Schwab
21
Charles Schwab
California
$12.6M -$545K -6,140 -4%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$12.3M -$1.03M -11,607 -7%
Ameriprise
23
Ameriprise
Minnesota
$11.6M -$781K -8,799 -6%
Qube Research & Technologies (QRT)
24
Qube Research & Technologies (QRT)
United Kingdom
$9.75M +$6.85M +77,229 +204%
BG
25
Bahl & Gaynor
Ohio
$9.35M +$357K +4,027 +4%

USPH Hedge Fund Activity: Q3 2024 in Review

257 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in US Physical Therapy (USPH) for Q3 2024, worth a combined $1.31B — down 6.8% from $1.4B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new USPH positions and 18 closed out — a net gain of 16 holders — while 99 added to existing stakes and 83 trimmed.

The largest buyer was State Street, adding an estimated $8.81M. The largest seller was Barclays, cutting an estimated $28.1M.

  • 257 institutional investors held US Physical Therapy (USPH) as of Q3 2024, up from 242 in Q2 2024.
  • Funds reported $1.31B of US Physical Therapy stock for Q3 2024, down 6.8% quarter-over-quarter.
  • 34 funds opened new US Physical Therapy positions in Q3 2024 and 18 closed out, a net change of +16 holders.
  • The largest US Physical Therapy buyer in Q3 2024 was State Street, an estimated $8.81M added.
  • The largest US Physical Therapy seller in Q3 2024 was Barclays, an estimated $28.1M sold.

Based on aggregated 13F filings for Q3 2024.