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Acadia Healthcare

234 hedge funds and large institutions have $3.77B invested in Acadia Healthcare in 2019 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 90 increasing their positions, 74 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

339% more call options, than puts

Call options by funds: $34.2M | Put options by funds: $7.79M

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

22% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 74

18% more capital invested

Capital invested by funds: $3.18B → $3.77B (+$585M)

1.11% less ownership

Funds ownership: 122.7%121.59% (-1.1%)

8% less funds holding

Funds holding: 255234 (-21)

40% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 45

Holders
234
Holders Change
-21
Holders Change %
-8.24%
% of All Funds
5.08%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.17%
New
27
Increased
90
Reduced
74
Closed
45
Calls
$34.2M
Puts
$7.79M
Net Calls
+$26.4M
Net Calls Change
+$24.6M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$453M -$21M -649,625 -5%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$369M +$11.5M +355,423 +3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$280M -$312K -9,643 -0.1%
BlackRock
4
BlackRock
New York
$279M -$102K -3,169 -0%
Aristotle Capital Management
5
Aristotle Capital Management
California
$259M -$8.84M -273,323 -4%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$220M +$7.79M +240,845 +4%
JP Morgan Chase
7
JP Morgan Chase
New York
$167M +$6.21M +192,154 +4%
EM
8
Elliott Management
New York
$152M
PCP
9
P2 Capital Partners
New York
$150M
AM
10
Ares Management
California
$90.9M
ABI
11
Abrams Bison Investments
Maryland
$83.5M +$77.3M +2,390,000 New
State Street
12
State Street
Massachusetts
$82.9M +$110K +3,387 +0.1%
Goldman Sachs
13
Goldman Sachs
New York
$60.1M +$2.97M +91,746 +6%
LPC
14
Lion Point Capital
New York
$57.6M +$13.1M +404,287 +32%
Neuberger Berman Group
15
Neuberger Berman Group
New York
$53.7M -$3.9M -120,689 -7%
Janus Henderson Group
16
Janus Henderson Group
United Kingdom
$52.4M -$437K -13,532 -0.9%
SIMG
17
Stephens Investment Management Group
Texas
$39.9M +$443K +13,695 +1%
ACB
18
Aristotle Capital Boston
Massachusetts
$39.9M +$1.73M +53,511 +5%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$37M -$12.4M -382,747 -27%
RSCM
20
Rock Springs Capital Management
Maryland
$36.9M +$4.2M +130,000 +14%
Norges Bank
21
Norges Bank
Norway
$35M
State of New Jersey Common Pension Fund D
22
State of New Jersey Common Pension Fund D
New Jersey
$35M
Geode Capital Management
23
Geode Capital Management
Massachusetts
$34.9M +$631K +19,523 +2%
Millennium Management
24
Millennium Management
New York
$31.5M +$9.11M +281,746 +45%
Northern Trust
25
Northern Trust
Illinois
$30M +$2.41M +74,526 +10%

ACHC Hedge Fund Activity: Q2 2019 in Review

234 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Acadia Healthcare (ACHC) for Q2 2019, worth a combined $3.77B — up 18% from $3.18B a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of ACHC and 27 opened new positions — a net loss of 18 holders — while 74 trimmed existing stakes and 90 added.

The largest buyer was Abrams Bison Investments, opening a new position worth an estimated $77.3M. The largest seller was First Trust Advisors, exiting entirely with an estimated $44M sold.

  • 234 institutional investors held Acadia Healthcare (ACHC) as of Q2 2019, down from 255 in Q1 2019.
  • Funds reported $3.77B of Acadia Healthcare stock for Q2 2019, up 18% quarter-over-quarter.
  • 27 funds opened new Acadia Healthcare positions in Q2 2019 and 45 closed out, a net change of -18 holders.
  • The largest Acadia Healthcare buyer in Q2 2019 was Abrams Bison Investments, an estimated $77.3M added.
  • The largest Acadia Healthcare seller in Q2 2019 was First Trust Advisors, an estimated $44M sold.

Based on aggregated 13F filings for Q2 2019.