We are live on ! Find out more
ACHC icon

Acadia Healthcare

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.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 20

5% more funds holding

Funds holding: 154162 (+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: 73 (-4)

76% less call options, than puts

Call options by funds: $343K | Put options by funds: $1.44M

Holders
162
Holders Change
+8
Holders Change %
+5.19%
% of All Funds
4.68%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.09%
New
30
Increased
58
Reduced
59
Closed
20
Calls
$343K
Puts
$1.44M
Net Calls
-$1.1M
Net Calls Change
-$363K
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
1
AllianceBernstein
Tennessee
$136M -$2.25M -45,577 -1%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$97.2M -$19M -385,010 -15%
Vanguard Group
3
Vanguard Group
Pennsylvania
$97M +$3.43M +69,537 +3%
JP Morgan Chase
4
JP Morgan Chase
New York
$88.4M -$744K -15,075 -0.8%
WRF
5
Waddell & Reed Financial
Kansas
$74.8M +$6.65M +134,740 +9%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$61.2M -$39.1M -793,354 -37%
GA
7
Geneva Advisors
Illinois
$60.8M +$441K +8,941 +0.7%
Wells Fargo
8
Wells Fargo
California
$59.1M +$8.06M +163,476 +14%
PCM
9
Palisade Capital Management
New Jersey
$51.3M +$7.6M +153,970 +16%
BIT
10
BlackRock Institutional Trust
California
$46.8M +$2.36M +47,933 +5%
ORI
11
Oak Ridge Investments
Illinois
$45.6M +$49.9M +1,010,776 New
Jennison Associates
12
Jennison Associates
New York
$45.3M -$364K -7,372 -0.7%
BFA
13
BlackRock Fund Advisors
California
$43.9M +$1.1M +22,270 +2%
O
14
OppenheimerFunds
New York
$36.7M +$2.52M +51,110 +7%
NCGI
15
Next Century Growth Investors
Minnesota
$33.3M -$1.47M -29,721 -4%
SIMG
16
Stephens Investment Management Group
Texas
$33M +$4.04M +81,835 +13%
PM
17
Pembroke Management
Quebec, Canada
$33M -$1.55M -31,400 -4%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$31.1M -$2.66M -53,890 -7%
B
19
Baird
Wisconsin
$31M +$17.8M +360,831 +111%
State Street
20
State Street
Massachusetts
$28.3M +$517K +10,478 +2%
Luther King Capital Management (LKCM)
21
Luther King Capital Management (LKCM)
Texas
$27.1M +$16.3M +330,573 +122%
TCM
22
TimesSquare Capital Management
New York
$26.7M -$5.46M -110,600 -16%
Fidelity Investments
23
Fidelity Investments
Massachusetts
$26.5M
Loomis, Sayles & Company
24
Loomis, Sayles & Company
Massachusetts
$25.7M -$187K -3,796 -0.7%
Northern Trust
25
Northern Trust
Illinois
$25.6M +$662K +13,428 +2%

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.