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Acadia Healthcare

280 hedge funds and large institutions have $7.41B invested in Acadia Healthcare in 2023 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 95 increasing their positions, 122 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more call options, than puts

Call options by funds: $13M | Put options by funds: $8.8M

10% more capital invested

Capital invested by funds: $6.71B → $7.41B (+$701M)

0.97% less ownership

Funds ownership: 102.12%101.16% (-0.97%)

10% less funds holding

Funds holding: 310280 (-30)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

22% less repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 122

61% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 49

Holders
280
Holders Change
-30
Holders Change %
-9.68%
% of All Funds
4.4%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
19
Increased
95
Reduced
122
Closed
49
Calls
$13M
Puts
$8.8M
Net Calls
+$4.16M
Net Calls Change
+$5.31M
Name Holding Trade Value Shares
Change
Change in
Stake
JWA
251
JFS Wealth Advisors
Pennsylvania
$6.45K
FRA
252
Front Row Advisors
California
$6K
CSPIA
253
Cary Street Partners Investment Advisory
Virginia
$5.58K
FA
254
Fiduciary Alliance
South Carolina
$5.18K +$4.7K +65 New
BIA
255
Bell Investment Advisors
California
$4.54K
AF
256
Allworth Financial
California
$4.14K -$2.17K -30 -37%
EWM
257
Endurance Wealth Management
Rhode Island
$4K
FMII
258
Farmers & Merchants Investments Inc
Nebraska
$3.35K
MPWT
259
MassMutual Private Wealth & Trust
Connecticut
$3.11K -$289 -4 -9%
PA
260
Parallel Advisors
California
$2.55K +$578 +8 +33%
UB
261
UMB Bank
Missouri
$2.39K
EARNEST Partners
262
EARNEST Partners
Georgia
$2.31K
RTL
263
Red Tortoise LLC
Georgia
$2.31K
GRP
264
Global Retirement Partners
California
$2.31K +$145 +2 +7%
EWA
265
EverSource Wealth Advisors
Alabama
$2.07K +$506 +7 +37%
AF
266
Advisornet Financial
Minnesota
$1.99K +$1.66K +23 +1,150%
WWP
267
WR Wealth Planners
Missouri
$1.83K
SIC
268
SJS Investment Consulting
Ohio
$1.67K +$867 +12 +133%
DI
269
Disciplined Investments
Oklahoma
$1.59K
WT
270
Washington Trust
Rhode Island
$1.59K +$72 +1 +5%
CPG
271
Cornerstone Planning Group
New Jersey
$1.2K +$1.08K +15 New
IA
272
IFP Advisors
Florida
$1.03K -$29.6K -409 -97%
BAAM
273
Baker Avenue Asset Management
California
$1.03K
RFG
274
RFP Financial Group
Georgia
$557
2L
275
25 LLC
Missouri
$506 +$506 +7 New

ACHC Hedge Fund Activity: Q2 2023 in Review

280 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Acadia Healthcare (ACHC) for Q2 2023, worth a combined $7.41B — up 10% from $6.71B a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of ACHC and 19 opened new positions — a net loss of 30 holders — while 122 trimmed existing stakes and 95 added.

The largest buyer was Wellington Management Group, adding an estimated $127M. The largest seller was Avidity Partners Management, cutting an estimated $44.5M.

  • 280 institutional investors held Acadia Healthcare (ACHC) as of Q2 2023, down from 310 in Q1 2023.
  • Funds reported $7.41B of Acadia Healthcare stock for Q2 2023, up 10% quarter-over-quarter.
  • 19 funds opened new Acadia Healthcare positions in Q2 2023 and 49 closed out, a net change of -30 holders.
  • The largest Acadia Healthcare buyer in Q2 2023 was Wellington Management Group, an estimated $127M added.
  • The largest Acadia Healthcare seller in Q2 2023 was Avidity Partners Management, an estimated $44.5M sold.

Based on aggregated 13F filings for Q2 2023.