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Acadia Healthcare

154 hedge funds and large institutions have $1.89B invested in Acadia Healthcare in 2013 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 59 increasing their positions, 61 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 16

20% more capital invested

Capital invested by funds: $1.58B → $1.89B (+$313M)

2% more funds holding

Funds holding: 151154 (+3)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

3% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 61

42% less call options, than puts

Call options by funds: $1M | Put options by funds: $1.74M

Holders
154
Holders Change
+3
Holders Change %
+1.99%
% of All Funds
4.47%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
20
Increased
59
Reduced
61
Closed
16
Calls
$1M
Puts
$1.74M
Net Calls
-$738K
Net Calls Change
-$1.44M
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
1
AllianceBernstein
Tennessee
$144M -$14.8M -341,649 -10%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$120M -$5.49M -126,290 -5%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$102M -$5.16M -118,649 -5%
Vanguard Group
4
Vanguard Group
Pennsylvania
$98.5M +$3.3M +75,854 +4%
JP Morgan Chase
5
JP Morgan Chase
New York
$93.5M -$21.8M -500,585 -20%
WRF
6
Waddell & Reed Financial
Kansas
$72.1M +$17.9M +412,775 +37%
GA
7
Geneva Advisors
Illinois
$63.3M +$1.2M +27,580 +2%
Wells Fargo
8
Wells Fargo
California
$54.3M +$2.72M +62,484 +6%
Jennison Associates
9
Jennison Associates
New York
$47.8M -$1.21M -27,771 -3%
BIT
10
BlackRock Institutional Trust
California
$46.9M -$2.45M -56,438 -5%
PCM
11
Palisade Capital Management
New Jersey
$46.6M +$1.06M +24,294 +3%
BFA
12
BlackRock Fund Advisors
California
$45M -$2.24M -51,540 -5%
NCGI
13
Next Century Growth Investors
Minnesota
$36.4M +$11M +253,932 +49%
PM
14
Pembroke Management
Quebec, Canada
$36.1M +$209K +4,800 +0.6%
O
15
OppenheimerFunds
New York
$36.1M +$2.06M +47,370 +7%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$35.2M -$2.38M -54,885 -7%
TCM
17
TimesSquare Capital Management
New York
$33.2M -$1.08M -24,800 -3%
EMFAT
18
Emerald Mutual Fund Advisers Trust
Pennsylvania
$32.5M +$15.6M +358,338 +119%
SIMG
19
Stephens Investment Management Group
Texas
$30.8M -$1.89M -43,390 -6%
State Street
20
State Street
Massachusetts
$29.2M +$75.2K +1,730 +0.3%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$27.8M +$15.1M +348,100 +145%
EA
22
Emerald Advisers
Pennsylvania
$27.4M -$754K -17,351 -3%
Loomis, Sayles & Company
23
Loomis, Sayles & Company
Massachusetts
$27.2M -$232K -5,329 -0.9%
Northern Trust
24
Northern Trust
Illinois
$26.2M -$690K -15,872 -3%
HCMT
25
Highland Capital Management (Texas)
Texas
$24M -$499K -11,492 -2%

ACHC Hedge Fund Activity: Q4 2013 in Review

154 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Acadia Healthcare (ACHC) for Q4 2013, worth a combined $1.89B — up 20% from $1.58B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new ACHC positions and 16 closed out — a net gain of 4 holders — while 59 added to existing stakes and 61 trimmed.

The largest buyer was Waddell & Reed Financial, adding an estimated $17.9M. The largest seller was JP Morgan Chase, cutting an estimated $21.8M.

  • 154 institutional investors held Acadia Healthcare (ACHC) as of Q4 2013, up from 151 in Q3 2013.
  • Funds reported $1.89B of Acadia Healthcare stock for Q4 2013, up 20% quarter-over-quarter.
  • 20 funds opened new Acadia Healthcare positions in Q4 2013 and 16 closed out, a net change of +4 holders.
  • The largest Acadia Healthcare buyer in Q4 2013 was Waddell & Reed Financial, an estimated $17.9M added.
  • The largest Acadia Healthcare seller in Q4 2013 was JP Morgan Chase, an estimated $21.8M sold.

Based on aggregated 13F filings for Q4 2013.