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US Physical Therapy

255 hedge funds and large institutions have $1.38B invested in US Physical Therapy in 2024 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 104 increasing their positions, 78 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 78

6% more capital invested

Capital invested by funds: $1.31B → $1.38B (+$75.3M)

0.72% more ownership

Funds ownership: 102.36%103.08% (+0.72%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 29

1% less funds holding

Funds holding: 257255 (-2)

98% less call options, than puts

Call options by funds: $98K | Put options by funds: $5.1M

Holders
255
Holders Change
-2
Holders Change %
-0.78%
% of All Funds
3.36%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
29
Increased
104
Reduced
78
Closed
29
Calls
$98K
Puts
$5.1M
Net Calls
-$5M
Net Calls Change
-$4.58M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$206M +$3.05M +34,250 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$96.2M +$570K +6,393 +0.6%
Morgan Stanley
3
Morgan Stanley
New York
$92M -$14.9M -167,614 -14%
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$89.9M -$9.22M -103,418 -9%
CCM
5
Copeland Capital Management
Pennsylvania
$74.5M +$6.48M +72,715 +9%
State Street
6
State Street
Massachusetts
$61.2M +$2.01M +22,506 +3%
SAM
7
Southernsun Asset Management
Tennessee
$50.7M +$2.2M +24,698 +5%
BTW
8
Boston Trust Walden
Massachusetts
$46M -$1.17M -13,138 -2%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$37.8M +$703K +7,890 +2%
Schroder Investment Management Group
10
Schroder Investment Management Group
United Kingdom
$36.2M -$2.23M -25,031 -6%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$30.4M -$3.65K -41 -0%
GKIM
12
GW&K Investment Management
Massachusetts
$28M -$339K -3,804 -1%
RP
13
Riverbridge Partners
Minnesota
$27.5M -$2.31M -25,921 -8%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$26.6M +$4.47M +50,163 +20%
Northern Trust
15
Northern Trust
Illinois
$23.2M +$2.85M +32,024 +14%
BG
16
Bahl & Gaynor
Ohio
$23.1M +$13.3M +149,622 +135%
Point72 Asset Management
17
Point72 Asset Management
Connecticut
$18.9M +$19M +212,900 New
SAM
18
Silvercrest Asset Management
New York
$16.8M +$3.34M +37,523 +25%
Rockefeller Capital Management
19
Rockefeller Capital Management
New York
$16.7M +$2.48M +27,838 +17%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$14.7M +$101K +1,129 +0.7%
Bank of America
21
Bank of America
North Carolina
$13.4M -$478K -5,369 -3%
FAM
22
Fred Alger Management
New York
$13.3M -$1.95M -21,916 -13%
Charles Schwab
23
Charles Schwab
California
$12.6M -$645K -7,234 -5%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$11.7M -$1.17M -13,159 -9%
CIC
25
Crawford Investment Counsel
Georgia
$11.3M +$1.67M +18,725 +17%

USPH Hedge Fund Activity: Q4 2024 in Review

255 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in US Physical Therapy (USPH) for Q4 2024, worth a combined $1.38B — up 5.8% from $1.31B a quarter earlier.

Fund positioning in USPH was balanced in Q4 2024: 29 funds opened new positions, 29 closed out, 104 added to existing stakes and 78 trimmed.

The largest buyer was Point72 Asset Management, opening a new position worth an estimated $19M. The largest seller was Morgan Stanley, cutting an estimated $14.9M.

  • 255 institutional investors held US Physical Therapy (USPH) as of Q4 2024, down from 257 in Q3 2024.
  • Funds reported $1.38B of US Physical Therapy stock for Q4 2024, up 5.8% quarter-over-quarter.
  • 29 funds opened new US Physical Therapy positions in Q4 2024 and 29 closed out, a net change of 0 holders.
  • The largest US Physical Therapy buyer in Q4 2024 was Point72 Asset Management, an estimated $19M added.
  • The largest US Physical Therapy seller in Q4 2024 was Morgan Stanley, an estimated $14.9M sold.

Based on aggregated 13F filings for Q4 2024.