AdaptHealth
AHCO
200 hedge funds and large institutions have $1.25B invested in AdaptHealth in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 85 increasing their positions, 59 reducing their positions, and 32 closing their positions.
44% more repeat investments, than reductions
Existing positions increased: 85 | Existing positions reduced: 59
24% more call options, than puts
Call options by funds: $79.5M | Put options by funds: $63.9M
5.5% more ownership
Funds ownership: 91.92% → 97.42% (+5.5%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
8% less funds holding
Funds holding: 217 → 200 (-17)
10% less capital invested
Capital invested by funds: $1.39B → $1.25B (-$140M)
50% less first-time investments, than exits
New positions opened: 16 | Existing positions closed: 32
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Pacer Advisors
Malvern,
Pennsylvania
|
+$81.1M |
| 2 |
Principal Financial Group
Des Moines,
Iowa
|
+$11.2M |
| 3 |
SBH
Segall Bryant & Hamill
Chicago,
Illinois
|
+$11.2M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$5.11M |
| 5 |
Group One Trading
Chicago,
Illinois
|
+$4.46M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$32.5M |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
-$18.6M |
| 3 |
JFG
Jefferies Financial Group
New York
|
-$7.74M |
| 4 |
D.E. Shaw & Co
New York
|
-$3.01M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$2.67M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RAM
226
Riggs Asset Management
Dallas,
Pennsylvania
| – | -$11.6K | -1,029 | Closed |
|
|
VWM
227
Venturi Wealth Management
Austin,
Texas
| – | -$4.35K | -387 | Closed |
|
|
CSWM
228
Cassady Schiller Wealth Management
Cincinnati,
Ohio
| – | -$3.26K | -290 | Closed |
|
229
Allspring Global Investments
Charlotte,
North Carolina
| – | -$887 | -79 | Closed |
|
|
TFGT
230
TS Financial Group (TSFG)
Lake Forest,
Illinois
| – | -$1K | -55 | Closed |
|
|
CPA
231
Capital Performance Advisors
Walnut Creek,
California
| – | -$517 | -46 | Closed |
|
|
LSA
232
Leonteq Securities AG
Zurich,
Switzerland
| – | -$112 | -10 | Closed |
|
|
MFG
233
Mendota Financial Group
Madison,
Wisconsin
| – | -$68 | -6 | Closed |
|
AHCO Hedge Fund Activity: Q4 2024 in Review
200 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in AdaptHealth (AHCO) for Q4 2024, worth a combined $1.25B — down 10% from $1.39B a quarter earlier.
Sellers outnumbered buyers: 32 funds closed out of AHCO and 16 opened new positions — a net loss of 16 holders — while 59 trimmed existing stakes and 85 added.
The largest buyer was Pacer Advisors, opening a new position worth an estimated $81.1M. The largest seller was Millennium Management, exiting entirely with an estimated $32.5M sold.
- 200 institutional investors held AdaptHealth (AHCO) as of Q4 2024, down from 217 in Q3 2024.
- Funds reported $1.25B of AdaptHealth stock for Q4 2024, down 10% quarter-over-quarter.
- 16 funds opened new AdaptHealth positions in Q4 2024 and 32 closed out, a net change of -16 holders.
- The largest AdaptHealth buyer in Q4 2024 was Pacer Advisors, an estimated $81.1M added.
- The largest AdaptHealth seller in Q4 2024 was Millennium Management, an estimated $32.5M sold.
Based on aggregated 13F filings for Q4 2024.