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AdaptHealth
AHCO

38 hedge funds and large institutions have $204M invested in AdaptHealth in 2019 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 6

50% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 6

36% more capital invested

Capital invested by funds: $150M → $204M (+$54.4M)

31% more funds holding

Funds holding: 29 → 38 (+9)

16.8% more ownership

Funds ownership: 47.32% → 64.12% (+17%)

Holders
38
Holders Change
+9
Holders Change %
+31.03%
% of All Funds
0.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
9
Reduced
6
Closed
6
Calls
$2.54M
Puts
–
Net Calls
+$2.54M
Net Calls Change
+$2.27M

Top Buyers

Rank Fund Capital Flow
1
GCL
Glazer Capital LLC
New York
+$22.2M
2
AC
Aristeia Capital
Connecticut
+$13.5M
3
Deutsche Bank
Deutsche Bank
Germany
+$10.7M
4
LP
LMR Partners
United Kingdom
+$7.65M
5
UOC
UBS O'Connor
Illinois
+$7.22M

Top Sellers

Rank Fund Capital Flow
1
HCM
Highbridge Capital Management
New York
-$20.3M
2
PAMP
Polar Asset Management Partners
Ontario, Canada
-$11.6M
3
FCIM
Fairview Capital Investment Management
California
-$10.2M
4
HIM
HGC Investment Management
Ontario, Canada
-$7.28M
5
AA
AQR Arbitrage
Connecticut
-$4.54M
Name Holding Trade Value Shares
Change 		Change in
Stake
DAM
26
Deltec Asset Management
New York
$2.04M +$1.02M +100,000 +100%
MAM
27
Myriad Asset Management
Hong Kong
$1.53M +$1.53M +150,000 New
OCAM
28
Owl Creek Asset Management
New York
$1.53M +$1.53M +150,000 New
BCM
29
Bluefin Capital Management
New York
$1.3M +$1.3M +127,500 New
Verition Fund Management
30
Verition Fund Management
Connecticut
$1.2M +$1.2M +117,800 New
KC
31
Kepos Capital
New York
$1.12M +$1.12M +110,000 New
MSU
32
Mizuho Securities USA
New York
$662K +$663K +65,000 New
PAMP
33
Polar Asset Management Partners
Ontario, Canada
$596K -$11.6M -1,141,408 -95%
BCM
34
Basso Capital Management
Connecticut
$460K -$3.65M -357,605 -89%
KIM
35
Karpus Investment Management
New York
$297K – – –
CRC
36
Curi RMB Capital
Illinois
$254K +$255K +25,000 New
UBS Group
37
UBS Group
Switzerland
$6K +$510 +50 +10%
Morgan Stanley
38
Morgan Stanley
New York
$1K -$1.02K -100 -50%
HCM
39
Highbridge Capital Management
New York
– -$20.3M -1,999,998 Closed
FCIM
40
Fairview Capital Investment Management
California
– -$10.2M -1,011,648 Closed
HIM
41
HGC Investment Management
Ontario, Canada
– -$7.28M -720,199 Closed
AA
42
AQR Arbitrage
Connecticut
– -$4.54M -449,999 Closed
WAM
43
Weiss Asset Management
Massachusetts
– -$1.47M -145,270 Closed
Walleye Trading
44
Walleye Trading
New York
– -$1.09M -107,438 Closed
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AHCO Hedge Fund Activity: Q3 2019 in Review

38 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in AdaptHealth (AHCO) for Q3 2019, worth a combined $204M — up 36% from $150M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new AHCO positions and 6 closed out — a net gain of 9 holders — while 9 added to existing stakes and 6 trimmed.

The largest buyer was Glazer Capital LLC, adding an estimated $22.2M. The largest seller was Highbridge Capital Management, exiting entirely with an estimated $20.3M sold.

  • 38 institutional investors held AdaptHealth (AHCO) as of Q3 2019, up from 29 in Q2 2019.
  • Funds reported $204M of AdaptHealth stock for Q3 2019, up 36% quarter-over-quarter.
  • 15 funds opened new AdaptHealth positions in Q3 2019 and 6 closed out, a net change of +9 holders.
  • The largest AdaptHealth buyer in Q3 2019 was Glazer Capital LLC, an estimated $22.2M added.
  • The largest AdaptHealth seller in Q3 2019 was Highbridge Capital Management, an estimated $20.3M sold.

Based on aggregated 13F filings for Q3 2019.