Accendra Health
242 hedge funds and large institutions have $892M invested in Accendra Health in 2018 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 81 increasing their positions, 74 reducing their positions, and 48 closing their positions.
31% more first-time investments, than exits
New positions opened: 63 | Existing positions closed: 48
5% more funds holding
Funds holding: 230 → 242 (+12)
9% more repeat investments, than reductions
Existing positions increased: 81 | Existing positions reduced: 74
4.82% less ownership
Funds ownership: 97.56% → 92.74% (-4.8%)
21% less capital invested
Capital invested by funds: $1.13B → $892M (-$236M)
75% less call options, than puts
Call options by funds: $2.14M | Put options by funds: $8.42M
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$27.2M |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$15.1M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$11.2M |
| 4 |
GAM
Gotham Asset Management
New York
|
+$10.9M |
| 5 |
Goldman Sachs
New York
|
+$10.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$26.7M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
-$22.9M |
| 3 |
Northern Trust
Chicago,
Illinois
|
-$22.8M |
| 4 |
Morgan Stanley
New York
|
-$15.3M |
| 5 |
FWIA
Fort Washington Investment Advisors
Cincinnati,
Ohio
|
-$10.6M |
ACH Hedge Fund Activity: Q1 2018 in Review
242 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Accendra Health (ACH) for Q1 2018, worth a combined $892M — down 21% from $1.13B a quarter earlier.
Buyers outnumbered sellers: 63 funds opened new ACH positions and 48 closed out — a net gain of 15 holders — while 81 added to existing stakes and 74 trimmed.
The largest buyer was BlackRock, adding an estimated $27.2M. The largest seller was Fidelity Investments, exiting entirely with an estimated $26.7M sold.
- 242 institutional investors held Accendra Health (ACH) as of Q1 2018, up from 230 in Q4 2017.
- Funds reported $892M of Accendra Health stock for Q1 2018, down 21% quarter-over-quarter.
- 63 funds opened new Accendra Health positions in Q1 2018 and 48 closed out, a net change of +15 holders.
- The largest Accendra Health buyer in Q1 2018 was BlackRock, an estimated $27.2M added.
- The largest Accendra Health seller in Q1 2018 was Fidelity Investments, an estimated $26.7M sold.
Based on aggregated 13F filings for Q1 2018.