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Acadia Healthcare

151 hedge funds and large institutions have $1.58B invested in Acadia Healthcare in 2013 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 62 increasing their positions, 62 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more call options, than puts

Call options by funds: $2.54M | Put options by funds: $1.84M

21% more capital invested

Capital invested by funds: $1.31B → $1.58B (+$271M)

0% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 62

2% less funds holding

Funds holding: 154151 (-3)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

14% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 14

Holders
151
Holders Change
-3
Holders Change %
-1.95%
% of All Funds
4.9%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.23%
New
12
Increased
62
Reduced
62
Closed
14
Calls
$2.54M
Puts
$1.84M
Net Calls
+$701K
Net Calls Change
+$310K
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
1
AllianceBernstein
Tennessee
$134M -$6.08M -163,835 -5%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$105M -$21.3M -575,100 -18%
JP Morgan Chase
3
JP Morgan Chase
New York
$97.6M -$18.2M -490,442 -17%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$89.4M +$24.1M +649,960 +40%
Vanguard Group
5
Vanguard Group
Pennsylvania
$79.1M +$3.28M +88,328 +5%
GA
6
Geneva Advisors
Illinois
$51.7M +$1.01M +27,206 +2%
WRF
7
Waddell & Reed Financial
Kansas
$43.8M +$9.84M +265,240 +31%
Wells Fargo
8
Wells Fargo
California
$42.7M +$6.08M +163,803 +18%
BIT
9
BlackRock Institutional Trust
California
$41.3M +$1.66M +44,785 +4%
Jennison Associates
10
Jennison Associates
New York
$40.9M -$2.33M -62,782 -6%
BFA
11
BlackRock Fund Advisors
California
$39.5M +$4.37M +117,743 +13%
PCM
12
Palisade Capital Management
New Jersey
$37.8M -$821K -22,107 -2%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$31.5M -$7.75M -208,711 -21%
PM
14
Pembroke Management
Quebec, Canada
$29.9M +$10.5M +284,100 +60%
TCM
15
TimesSquare Capital Management
New York
$28.6M +$2.34M +63,000 +9%
O
16
OppenheimerFunds
New York
$28.2M +$3.68M +99,170 +16%
SIMG
17
Stephens Investment Management Group
Texas
$27.4M +$10.1M +273,190 +65%
State Street
18
State Street
Massachusetts
$24.3M +$804K +21,649 +4%
EA
19
Emerald Advisers
Pennsylvania
$23.5M -$1.88M -50,618 -8%
Loomis, Sayles & Company
20
Loomis, Sayles & Company
Massachusetts
$22.8M +$1.89M +51,050 +10%
Northern Trust
21
Northern Trust
Illinois
$22.5M +$2.51M +67,734 +13%
HCMT
22
Highland Capital Management (Texas)
Texas
$20.4M +$1.21M +32,474 +7%
NCGI
23
Next Century Growth Investors
Minnesota
$20.3M -$351K -9,461 -2%
RIM
24
RS Investment Management
California
$19.7M +$1.9M +51,090 +11%
CCM
25
Cupps Capital Management
Illinois
$19.6M +$2.1M +56,545 +13%

ACHC Hedge Fund Activity: Q3 2013 in Review

151 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Acadia Healthcare (ACHC) for Q3 2013, worth a combined $1.58B — up 21% from $1.31B a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of ACHC and 12 opened new positions — a net loss of 2 holders — while 62 trimmed existing stakes and 62 added.

The largest buyer was Wellington Management Group, adding an estimated $24.1M. The largest seller was T. Rowe Price Associates, cutting an estimated $21.3M.

  • 151 institutional investors held Acadia Healthcare (ACHC) as of Q3 2013, down from 154 in Q2 2013.
  • Funds reported $1.58B of Acadia Healthcare stock for Q3 2013, up 21% quarter-over-quarter.
  • 12 funds opened new Acadia Healthcare positions in Q3 2013 and 14 closed out, a net change of -2 holders.
  • The largest Acadia Healthcare buyer in Q3 2013 was Wellington Management Group, an estimated $24.1M added.
  • The largest Acadia Healthcare seller in Q3 2013 was T. Rowe Price Associates, an estimated $21.3M sold.

Based on aggregated 13F filings for Q3 2013.