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Acadia Healthcare
ACHC

244 hedge funds and large institutions have $3.42B invested in Acadia Healthcare in 2019 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 79 increasing their positions, 73 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

260% more call options, than puts

Call options by funds: $7.8M | Put options by funds: $2.17M

114% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 22

8% more funds holding

Funds holding: 226 → 244 (+18)

5% more capital invested

Capital invested by funds: $3.25B → $3.42B (+$173M)

8% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 73

1.77% less ownership

Funds ownership: 117.98% → 116.21% (-1.8%)

25% less funds holding in top 10

Funds holding in top 10: 8 → 6 (-2)

Holders
244
Holders Change
+18
Holders Change %
+7.96%
% of All Funds
4.81%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.12%
New
47
Increased
79
Reduced
73
Closed
22
Calls
$7.8M
Puts
$2.17M
Net Calls
+$5.64M
Net Calls Change
+$3.82M

Top Buyers

Rank Fund Capital Flow
1
BHG
Blue Harbour Group
Connecticut
+$58.5M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$25M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$23.3M
4
Goldman Sachs
Goldman Sachs
New York
+$20.2M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$19.6M

Top Sellers

Rank Fund Capital Flow
1
Aristotle Capital Management
Aristotle Capital Management
California
-$87M
2
AM
Ares Management
California
-$68.7M
3
PCP
P2 Capital Partners
New York
-$27.7M
4
Bank of America
Bank of America
North Carolina
-$22.2M
5
Norges Bank
Norges Bank
Norway
-$14.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
Carson Wealth (CWM LLC)
201
Carson Wealth (CWM LLC)
Nebraska
$25K – – –
LTFS
202
Ladenburg Thalmann Financial Services
Florida
$23K -$125 -4 -0.6%
VFA
203
Valeo Financial Advisors
Indiana
$23K – – –
IRC
204
Investors Research Corp
Georgia
$20K – – –
Nisa Investment Advisors
205
Nisa Investment Advisors
Missouri
$20K – – –
TFS
206
TrustCore Financial Services
Tennessee
$18K – – –
QAM
207
QCI Asset Management
New York
$17K – – –
MA
208
MUFG Americas
New York
$14K -$22.7K -725 -63%
PCG
209
Private Capital Group
Connecticut
$14K -$14.9K -476 -52%
WQ
210
Wealth Quarterback
New Jersey
$11.5K +$10.9K +347 New
EWA
211
Evolution Wealth Advisors
Florida
$10K +$8.77K +280 +1,000%
OSAM
212
O'Shaughnessy Asset Management
Connecticut
$10K +$9.28K +296 New
EI
213
Ellevest Inc
New York
$10K +$9.65K +308 New
LF
214
Lee Financial
Texas
$8K – – –
BCA
215
Berman Capital Advisors
Georgia
$7K – – –
ASN
216
Advisory Services Network
Georgia
$6K -$2.41K -77 -29%
SIAS
217
Shine Investment Advisory Services
Colorado
$5K – – –
FRA
218
Front Row Advisors
California
$4K -$188 -6 -5%
Credit Agricole
219
Credit Agricole
France
$4K – – –
QCG
220
Quadrant Capital Group
Ohio
$4K – – –
NICM
221
Neo Ivy Capital Management
New York
$4K +$4.11K +131 New
S
222
SignatureFD
Georgia
$3K -$815 -26 -25%
MAM
223
Meeder Asset Management
Ohio
$3K +$1.6K +51 +98%
GAM
224
Gemmer Asset Management
California
$3K +$2.41K +77 New
JSC
225
Jackson Square Capital
California
$3K +$2.51K +80 New
7 8
9
10 11

ACHC Hedge Fund Activity: Q4 2019 in Review

244 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Acadia Healthcare (ACHC) for Q4 2019, worth a combined $3.42B — up 5.3% from $3.25B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new ACHC positions and 22 closed out — a net gain of 25 holders — while 79 added to existing stakes and 73 trimmed.

The largest buyer was Blue Harbour Group, opening a new position worth an estimated $58.5M. The largest seller was Aristotle Capital Management, cutting an estimated $87M.

  • 244 institutional investors held Acadia Healthcare (ACHC) as of Q4 2019, up from 226 in Q3 2019.
  • Funds reported $3.42B of Acadia Healthcare stock for Q4 2019, up 5.3% quarter-over-quarter.
  • 47 funds opened new Acadia Healthcare positions in Q4 2019 and 22 closed out, a net change of +25 holders.
  • The largest Acadia Healthcare buyer in Q4 2019 was Blue Harbour Group, an estimated $58.5M added.
  • The largest Acadia Healthcare seller in Q4 2019 was Aristotle Capital Management, an estimated $87M sold.

Based on aggregated 13F filings for Q4 2019.