AdaptHealth
AHCO
192 hedge funds and large institutions have $830M invested in AdaptHealth in 2023 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 75 increasing their positions, 60 reducing their positions, and 29 closing their positions.
339% more call options, than puts
Call options by funds: $2.74M | Put options by funds: $624K
25% more repeat investments, than reductions
Existing positions increased: 75 | Existing positions reduced: 60
10% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 29
1% more funds holding
Funds holding: 191 → 192 (+1)
0.01% less ownership
Funds ownership: 83.46% → 83.46% (-0.01%)
20% less capital invested
Capital invested by funds: $1.03B → $830M (-$204M)
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$9.52M |
| 2 |
BlackRock
New York
|
+$7.29M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$5.81M |
| 4 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$4.84M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$4.28M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCMNY
Rubric Capital Management (New York)
New York
|
-$17.8M |
| 2 |
Marshall Wace
London,
United Kingdom
|
-$12.6M |
| 3 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
-$5.75M |
| 4 |
JP Morgan Chase
New York
|
-$4.35M |
| 5 |
Goldman Sachs
New York
|
-$3.94M |
AHCO Hedge Fund Activity: Q4 2023 in Review
192 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in AdaptHealth (AHCO) for Q4 2023, worth a combined $830M — down 20% from $1.03B a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new AHCO positions and 29 closed out — a net gain of 3 holders — while 75 added to existing stakes and 60 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $9.52M. The largest seller was Rubric Capital Management (New York), exiting entirely with an estimated $17.8M sold.
- 192 institutional investors held AdaptHealth (AHCO) as of Q4 2023, up from 191 in Q3 2023.
- Funds reported $830M of AdaptHealth stock for Q4 2023, down 20% quarter-over-quarter.
- 32 funds opened new AdaptHealth positions in Q4 2023 and 29 closed out, a net change of +3 holders.
- The largest AdaptHealth buyer in Q4 2023 was Morgan Stanley, an estimated $9.52M added.
- The largest AdaptHealth seller in Q4 2023 was Rubric Capital Management (New York), an estimated $17.8M sold.
Based on aggregated 13F filings for Q4 2023.