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Acadia Healthcare

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: 226244 (+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: 86 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$457M +$14.7M +468,555 +4%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$389M +$25M +796,864 +7%
Vanguard Group
3
Vanguard Group
Pennsylvania
$275M +$4.89M +156,015 +2%
BlackRock
4
BlackRock
New York
$267M +$4.56M +145,479 +2%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$205M -$2.95M -94,003 -2%
PCP
6
P2 Capital Partners
New York
$185M -$27.7M -884,921 -14%
JP Morgan Chase
7
JP Morgan Chase
New York
$171M -$5.69M -181,542 -3%
EM
8
Elliott Management
New York
$145M
ABI
9
Abrams Bison Investments
Maryland
$79.4M
State Street
10
State Street
Massachusetts
$73.1M -$631K -20,135 -0.9%
BHG
11
Blue Harbour Group
Connecticut
$62M +$58.5M +1,867,016 New
Bank of New York Mellon
12
Bank of New York Mellon
New York
$58.8M +$23.3M +745,086 +73%
Goldman Sachs
13
Goldman Sachs
New York
$57.2M +$20.2M +646,153 +60%
Neuberger Berman Group
14
Neuberger Berman Group
New York
$52.8M +$4.31M +137,508 +9%
Janus Henderson Group
15
Janus Henderson Group
United Kingdom
$46.3M -$2.29M -73,220 -5%
LPC
16
Lion Point Capital
New York
$44.8M -$9.4M -300,000 -18%
ACB
17
Aristotle Capital Boston
Massachusetts
$44.5M +$864K +27,559 +2%
SIMG
18
Stephens Investment Management Group
Texas
$42.8M -$414K -13,199 -1%
Jennison Associates
19
Jennison Associates
New York
$39.6M +$7.9M +252,238 +27%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$33.7M +$217K +6,913 +0.7%
RSCM
21
Rock Springs Capital Management
Maryland
$32.4M -$9.87M -315,000 -24%
Point72 Asset Management
22
Point72 Asset Management
Connecticut
$31.3M +$19.6M +624,616 +197%
ClearBridge Investments
23
ClearBridge Investments
New York
$29.8M +$5.91M +188,636 +27%
Northern Trust
24
Northern Trust
Illinois
$26.2M -$1.69M -53,866 -6%
PCM
25
Palisade Capital Management
New Jersey
$26.2M -$5.39K -172 -0%

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.