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Acadia Healthcare

264 hedge funds and large institutions have $4.55B invested in Acadia Healthcare in 2020 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 71 increasing their positions, 100 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

191% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 22

80% more funds holding in top 10

Funds holding in top 10: 59 (+4)

67% more capital invested

Capital invested by funds: $2.72B → $4.55B (+$1.83B)

18% more funds holding

Funds holding: 223264 (+41)

2.95% less ownership

Funds ownership: 104.77%101.83% (-2.9%)

20% less call options, than puts

Call options by funds: $6.65M | Put options by funds: $8.33M

29% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 100

Holders
264
Holders Change
+41
Holders Change %
+18.39%
% of All Funds
4.67%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.16%
New
64
Increased
71
Reduced
100
Closed
22
Calls
$6.65M
Puts
$8.33M
Net Calls
-$1.68M
Net Calls Change
-$6.31M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$519M -$2.45M -61,452 -0.6%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$471M -$66.5M -1,668,348 -15%
Vanguard Group
3
Vanguard Group
Pennsylvania
$398M +$16.8M +420,557 +6%
BlackRock
4
BlackRock
New York
$381M +$4.36M +109,343 +1%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$303M -$7.32M -183,722 -3%
JP Morgan Chase
6
JP Morgan Chase
New York
$182M +$1.37M +34,343 +1%
PCP
7
P2 Capital Partners
New York
$165M -$91.7M -2,300,601 -41%
William Blair Investment Management
8
William Blair Investment Management
Illinois
$136M +$108M +2,706,740 New
Bank of New York Mellon
9
Bank of New York Mellon
New York
$118M -$807K -20,259 -0.9%
State Street
10
State Street
Massachusetts
$109M +$895K +22,456 +1%
DLPIC
11
Davide Leone & Partners Investment Company
United Kingdom
$101M -$450K -11,294 -0.6%
Goldman Sachs
12
Goldman Sachs
New York
$82.9M +$6.44M +161,543 +11%
SIMG
13
Stephens Investment Management Group
Texas
$80.3M -$1.38M -34,653 -2%
ACB
14
Aristotle Capital Boston
Massachusetts
$71.9M -$3.26M -81,722 -5%
GKIM
15
GW&K Investment Management
Massachusetts
$62.4M +$19.2M +482,313 +63%
LPC
16
Lion Point Capital
New York
$62.3M -$12.7M -319,087 -20%
Neuberger Berman Group
17
Neuberger Berman Group
New York
$61.9M -$1.83M -45,883 -4%
Jennison Associates
18
Jennison Associates
New York
$59.2M -$62.3K -1,564 -0.1%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$58.5M +$17.4M +436,870 +60%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$57.5M +$4.47M +112,269 +11%
FCM
21
Frontier Capital Management
Massachusetts
$53.9M +$13.9M +347,714 +48%
ABI
22
Abrams Bison Investments
Maryland
$53.6M -$71M -1,780,740 -63%
O
23
OrbiMed
New York
$52M -$3.16M -79,306 -7%
PCM
24
Palisade Capital Management
New Jersey
$43.5M -$1.1M -27,574 -3%
Northern Trust
25
Northern Trust
Illinois
$39M -$525K -13,170 -2%

ACHC Hedge Fund Activity: Q4 2020 in Review

264 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Acadia Healthcare (ACHC) for Q4 2020, worth a combined $4.55B — up 67% from $2.72B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new ACHC positions and 22 closed out — a net gain of 42 holders — while 71 added to existing stakes and 100 trimmed.

The largest buyer was William Blair Investment Management, opening a new position worth an estimated $108M. The largest seller was P2 Capital Partners, cutting an estimated $91.7M.

  • 264 institutional investors held Acadia Healthcare (ACHC) as of Q4 2020, up from 223 in Q3 2020.
  • Funds reported $4.55B of Acadia Healthcare stock for Q4 2020, up 67% quarter-over-quarter.
  • 64 funds opened new Acadia Healthcare positions in Q4 2020 and 22 closed out, a net change of +42 holders.
  • The largest Acadia Healthcare buyer in Q4 2020 was William Blair Investment Management, an estimated $108M added.
  • The largest Acadia Healthcare seller in Q4 2020 was P2 Capital Partners, an estimated $91.7M sold.

Based on aggregated 13F filings for Q4 2020.