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Acadia Healthcare

310 hedge funds and large institutions have $6.71B invested in Acadia Healthcare in 2023 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 98 increasing their positions, 144 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

1.63% more ownership

Funds ownership: 100.49%102.12% (+1.6%)

6% less capital invested

Capital invested by funds: $7.15B → $6.71B (-$439M)

10% less funds holding

Funds holding: 346310 (-36)

21% less call options, than puts

Call options by funds: $4.36M | Put options by funds: $5.51M

32% less repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 144

53% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 59

Holders
310
Holders Change
-36
Holders Change %
-10.4%
% of All Funds
4.94%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
28
Increased
98
Reduced
144
Closed
59
Calls
$4.36M
Puts
$5.51M
Net Calls
-$1.15M
Net Calls Change
-$2.13M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$658M +$11.3M +145,268 +2%
BlackRock
2
BlackRock
New York
$588M -$5.26M -67,507 -0.8%
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$526M -$62.1M -797,048 -10%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$407M +$66.3M +850,056 +18%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$381M +$222M +2,854,393 +118%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$287M -$45.2M -580,212 -13%
Viking Global Investors
7
Viking Global Investors
Connecticut
$242M +$15M +192,996 +6%
JP Morgan Chase
8
JP Morgan Chase
New York
$242M -$22.6M -289,665 -8%
Invesco
9
Invesco
Georgia
$235M -$16.5M -212,033 -6%
William Blair Investment Management
10
William Blair Investment Management
Illinois
$184M -$10.4M -132,788 -5%
State Street
11
State Street
Massachusetts
$184M +$2.99M +38,321 +2%
FAM
12
Fred Alger Management
New York
$141M -$28.6M -367,179 -16%
DCP
13
Durable Capital Partners
Maryland
$136M -$5.1M -65,487 -3%
AllianceBernstein
14
AllianceBernstein
Tennessee
$125M -$14.6M -187,818 -10%
SIMG
15
Stephens Investment Management Group
Texas
$104M -$5.1M -65,374 -4%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$101M -$86.1K -1,104 -0.1%
PCP
17
P2 Capital Partners
New York
$99M
Geode Capital Management
18
Geode Capital Management
Massachusetts
$97.3M +$3.67M +47,072 +4%
HRCM
19
Hawk Ridge Capital Management
California
$92.4M +$87.3M +1,119,489 +704%
APM
20
Avidity Partners Management
Texas
$84.2M +$23.4K +300 +0%
Neuberger Berman Group
21
Neuberger Berman Group
New York
$83.3M +$977K +12,531 +1%
PCH
22
Polar Capital Holdings
United Kingdom
$75.2M -$2.93M -37,579 -3%
ACB
23
Aristotle Capital Boston
Massachusetts
$74.4M +$1.78M +22,804 +2%
Jennison Associates
24
Jennison Associates
New York
$74.4M +$4.91M +63,031 +7%
Charles Schwab
25
Charles Schwab
California
$68.3M -$1.21M -15,526 -2%

ACHC Hedge Fund Activity: Q1 2023 in Review

310 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Acadia Healthcare (ACHC) for Q1 2023, worth a combined $6.71B — down 6.1% from $7.15B a quarter earlier.

Sellers outnumbered buyers: 59 funds closed out of ACHC and 28 opened new positions — a net loss of 31 holders — while 144 trimmed existing stakes and 98 added.

The largest buyer was Fidelity Investments, adding an estimated $222M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $62.1M.

  • 310 institutional investors held Acadia Healthcare (ACHC) as of Q1 2023, down from 346 in Q4 2022.
  • Funds reported $6.71B of Acadia Healthcare stock for Q1 2023, down 6.1% quarter-over-quarter.
  • 28 funds opened new Acadia Healthcare positions in Q1 2023 and 59 closed out, a net change of -31 holders.
  • The largest Acadia Healthcare buyer in Q1 2023 was Fidelity Investments, an estimated $222M added.
  • The largest Acadia Healthcare seller in Q1 2023 was T. Rowe Price Investment Management, an estimated $62.1M sold.

Based on aggregated 13F filings for Q1 2023.