Acadia Healthcare
ACHC
162 hedge funds and large institutions have $1.84B invested in Acadia Healthcare in 2014 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 58 increasing their positions, 59 reducing their positions, and 20 closing their positions.
50% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 20
5% more funds holding
Funds holding: 154 → 162 (+8)
2% less repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 59
3% less capital invested
Capital invested by funds: $1.89B → $1.84B (-$56.2M)
57% less funds holding in top 10
Funds holding in top 10: 7 → 3 (-4)
76% less call options, than puts
Call options by funds: $343K | Put options by funds: $1.44M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ORI
Oak Ridge Investments
Chicago,
Illinois
|
+$49.9M |
| 2 |
B
Baird
Milwaukee,
Wisconsin
|
+$17.8M |
| 3 |
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
+$16.3M |
| 4 |
Neuberger Berman Group
New York
|
+$14.9M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$14.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$39.1M |
| 2 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$20.5M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$19M |
| 4 |
EMFAT
Emerald Mutual Fund Advisers Trust
Leola,
Pennsylvania
|
-$13.1M |
| 5 |
PC
Pier Capital
Stamford,
Connecticut
|
-$12.9M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
JG
176
Jefferies Group
New York
| – | -$394K | -8,335 | Closed |
|
|
GCP
177
GSA Capital Partners
London,
United Kingdom
| – | -$287K | -6,065 | Closed |
|
|
RCM
178
Reynolds Capital Management
Las Vegas,
Nevada
| – | -$279K | -5,900 | Closed |
|
|
DFIM
179
Detwiler Fenton Investment Management
Boston,
Massachusetts
| – | -$217K | -4,575 | Closed |
|
|
TDC
180
Thompson Davis & Co
Richmond,
Virginia
| – | -$12.3K | -250 | Closed |
|
|
RFA
181
Reilly Financial Advisors
La Mesa,
California
| – | -$5K | -101 | Closed |
|
182
Creative Planning
Overland Park,
Kansas
| – | -$4K | -87 | Closed |
|
ACHC Hedge Fund Activity: Q1 2014 in Review
162 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Acadia Healthcare (ACHC) for Q1 2014, worth a combined $1.84B — down 3% from $1.89B a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new ACHC positions and 20 closed out — a net gain of 10 holders — while 58 added to existing stakes and 59 trimmed.
The largest buyer was Oak Ridge Investments, opening a new position worth an estimated $49.9M. The largest seller was Wellington Management Group, cutting an estimated $39.1M.
- 162 institutional investors held Acadia Healthcare (ACHC) as of Q1 2014, up from 154 in Q4 2013.
- Funds reported $1.84B of Acadia Healthcare stock for Q1 2014, down 3% quarter-over-quarter.
- 30 funds opened new Acadia Healthcare positions in Q1 2014 and 20 closed out, a net change of +10 holders.
- The largest Acadia Healthcare buyer in Q1 2014 was Oak Ridge Investments, an estimated $49.9M added.
- The largest Acadia Healthcare seller in Q1 2014 was Wellington Management Group, an estimated $39.1M sold.
Based on aggregated 13F filings for Q1 2014.