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AdaptHealth

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.

New
Increased
Maintained
Reduced
Closed

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: 22 (0)

8% less funds holding

Funds holding: 217200 (-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

Holders
200
Holders Change
-17
Holders Change %
-7.83%
% of All Funds
2.63%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
16
Increased
85
Reduced
59
Closed
32
Calls
$79.5M
Puts
$63.9M
Net Calls
+$15.6M
Net Calls Change
-$85.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BIAS
151
Beacon Investment Advisory Services
New Jersey
$97.8K
X
152
Xponance
Pennsylvania
$96.4K -$8.54K -844 -8%
AIP
153
Ameritas Investment Partners
Nebraska
$91.3K
VI
154
Vestcor Inc
New Brunswick, Canada
$81K
BTI
155
Blue Trust Inc
Georgia
$47.5K +$3.65K +361 +8%
SAM
156
Shell Asset Management
Netherlands
$45K
Ohio Public Employees Retirement System (OPERS)
157
Ohio Public Employees Retirement System (OPERS)
Ohio
$30.4K +$3.79K +375 +13%
AssetMark Inc
158
AssetMark Inc
California
$27.6K +$29.4K +2,901 New
GI
159
GAMMA Investing
California
$25.8K -$2.08K -205 -7%
Nomura Asset Management
160
Nomura Asset Management
Japan
$23.8K
WI
161
Wintrust Investments
Illinois
$23K -$25.3K -2,500 -50%
Creative Planning
162
Creative Planning
Kansas
$16.3K -$152K -15,067 -90%
BIG
163
Brooklyn Investment Group
New York
$11.4K +$12.1K +1,197 New
Osaic Holdings
164
Osaic Holdings
Arizona
$10.5K -$304 -30 -3%
Carson Wealth (CWM LLC)
165
Carson Wealth (CWM LLC)
Nebraska
$10K -$12.2K -1,201 -55%
SAM
166
Smartleaf Asset Management
Massachusetts
$9.7K +$5.38K +532 +106%
C
167
Covestor
United Kingdom
$8K +$8.86K +875 +6,731%
PFBT
168
Parkside Financial Bank & Trust
Missouri
$7.28K +$3.05K +301 +65%
CJ
169
Caitlin John
Michigan
$7.18K
QT
170
Quantbot Technologies
New York
$5.71K +$6.07K +600 New
VCM
171
Versant Capital Management
Arizona
$4.19K -$2.19K -216 -33%
SS
172
SBI Securities
Japan
$4.11K +$4.37K +432 New
AIM
173
Anchor Investment Management
South Carolina
$3.95K
CMBA
174
C.M. Bidwell & Associates
Hawaii
$3.77K
Nisa Investment Advisors
175
Nisa Investment Advisors
Missouri
$3.3K +$627 +62 +22%

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.