AdaptHealth
AHCO
About: AdaptHealth Corp is engaged in providing patient-centered, healthcare-at-home solutions including home medical equipment (HME), medical supplies, and related services. It focuses on providing; sleep therapy equipment, supplies, and related services (including CPAP and bi-PAP services) to individuals suffering from obstructive sleep apnea (OSA), medical devices and supplies to patients for the treatment of diabetes (including continuous glucose monitors (CGM and insulin pumps), home medical equipment to patients discharged from acute care and other facilities, oxygen and related chronic therapy services in the home, and other HME devices and supplies on behalf of chronically ill patients with wound care, urological, incontinence, ostomy and nutritional supply needs.
Employees: 10,500
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
2.78% more ownership
Funds ownership: 98.47% [Q1] → 101.25% (+2.78%) [Q2]
0% more funds holding in top 10
Funds holding in top 10: 2 [Q1] → 2 (+0) [Q2]
9% less repeat investments, than reductions
Existing positions increased: 74 | Existing positions reduced: 81
4% less funds holding
Funds holding: 226 [Q1] → 216 (-10) [Q2]
10% less capital invested
Capital invested by funds: $1.44B [Q1] → $1.29B (-$150M) [Q2]
19% less first-time investments, than exits
New positions opened: 26 | Existing positions closed: 32
41% less call options, than puts
Call options by funds: $40M | Put options by funds: $67.7M
Financial journalist opinion
