AdaptHealth
AHCO
207 hedge funds and large institutions have $1.16B invested in AdaptHealth in 2024 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 75 increasing their positions, 62 reducing their positions, and 37 closing their positions.
379% more call options, than puts
Call options by funds: $37.2M | Put options by funds: $7.77M
21% more repeat investments, than reductions
Existing positions increased: 75 | Existing positions reduced: 62
1.74% more ownership
Funds ownership: 85.61% → 87.35% (+1.7%)
3% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 37
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
1% less funds holding
Funds holding: 210 → 207 (-3)
11% less capital invested
Capital invested by funds: $1.31B → $1.16B (-$146M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SBH
Segall Bryant & Hamill
Chicago,
Illinois
|
+$8.02M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$7.99M |
| 3 |
WP
Woodline Partners
San Francisco,
California
|
+$7.96M |
| 4 |
DSCM
Divisadero Street Capital Management
Miami,
Florida
|
+$7.58M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$7.22M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Silvercrest Asset Management
New York
|
-$12.6M |
| 2 |
CSS
Cubist Systematic Strategies
Stamford,
Connecticut
|
-$8.15M |
| 3 |
LCP
LGT Capital Partners
Pfaeffikon,
Switzerland
|
-$6.45M |
| 4 |
HIM
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
-$4.24M |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
-$3.47M |
AHCO Hedge Fund Activity: Q2 2024 in Review
207 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in AdaptHealth (AHCO) for Q2 2024, worth a combined $1.16B — down 11% from $1.31B a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new AHCO positions and 37 closed out — a net gain of 1 holder — while 75 added to existing stakes and 62 trimmed.
The largest buyer was Segall Bryant & Hamill, adding an estimated $8.02M. The largest seller was Silvercrest Asset Management, exiting entirely with an estimated $12.6M sold.
- 207 institutional investors held AdaptHealth (AHCO) as of Q2 2024, down from 210 in Q1 2024.
- Funds reported $1.16B of AdaptHealth stock for Q2 2024, down 11% quarter-over-quarter.
- 38 funds opened new AdaptHealth positions in Q2 2024 and 37 closed out, a net change of +1 holder.
- The largest AdaptHealth buyer in Q2 2024 was Segall Bryant & Hamill, an estimated $8.02M added.
- The largest AdaptHealth seller in Q2 2024 was Silvercrest Asset Management, an estimated $12.6M sold.
Based on aggregated 13F filings for Q2 2024.