AdaptHealth
AHCO
182 hedge funds and large institutions have $1.32B invested in AdaptHealth in 2023 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 63 increasing their positions, 54 reducing their positions, and 30 closing their positions.
509% more call options, than puts
Call options by funds: $12.7M | Put options by funds: $2.09M
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
33% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 30
17% more repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 54
6% more funds holding
Funds holding: 172 → 182 (+10)
5% less capital invested
Capital invested by funds: $1.38B → $1.32B (-$64.1M)
1.44% less ownership
Funds ownership: 82.17% → 80.73% (-1.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RP
Reinhart Partners
Mequon,
Wisconsin
|
+$23.8M |
| 2 |
Point72 Asset Management
Stamford,
Connecticut
|
+$16.1M |
| 3 |
SBH
Segall Bryant & Hamill
Chicago,
Illinois
|
+$15.1M |
| 4 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
+$10.5M |
| 5 |
MC
Maverick Capital
Dallas,
Texas
|
+$5.95M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
-$33.7M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$14.8M |
| 3 |
Jane Street
New York
|
-$14.7M |
| 4 |
EA
Emerald Advisers
Leola,
Pennsylvania
|
-$13.7M |
| 5 |
EMFAT
Emerald Mutual Fund Advisers Trust
Leola,
Pennsylvania
|
-$11.2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LCM
201
Landscape Capital Management
Englewood,
New Jersey
| – | -$126K | -10,164 | Closed |
|
|
PMEF
202
Point72 Middle East FZE
Dubai,
United Arab Emirates
| – | -$90.5K | -7,280 | Closed |
|
|
DFCM
203
Dark Forest Capital Management
San Juan,
Puerto Rico
| – | -$55.6K | -4,476 | Closed |
|
|
MIIM
204
Mesirow Institutional Investment Management
Chicago,
Illinois
| – | -$25K | -2,010 | Closed |
|
|
AAS
205
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$9.32K | -750 | Closed |
|
206
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$5.77K | -464 | Closed |
|
207
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$2K | -167 | Closed |
|
|
BTI
208
Blue Trust Inc
Alpharetta,
Georgia
| – | -$3K | -157 | Closed |
|
|
MCM
209
Manchester Capital Management
Manchester,
Vermont
| – | -$1.65K | -133 | Closed |
|
|
ASN
210
Advisory Services Network
Atlanta,
Georgia
| – | -$1.24K | -100 | Closed |
|
|
EWA
211
EverSource Wealth Advisors
Birmingham,
Alabama
| – | -$360 | -29 | Closed |
|
|
FGAM
212
Financial Gravity Asset Management
Lakeway,
Texas
| – | -$1.66K | -12 | Closed |
|
AHCO Hedge Fund Activity: Q2 2023 in Review
182 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in AdaptHealth (AHCO) for Q2 2023, worth a combined $1.32B — down 4.6% from $1.38B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new AHCO positions and 30 closed out — a net gain of 10 holders — while 63 added to existing stakes and 54 trimmed.
The largest buyer was Reinhart Partners, adding an estimated $23.8M. The largest seller was Sumitomo Mitsui Trust Group, cutting an estimated $33.7M.
- 182 institutional investors held AdaptHealth (AHCO) as of Q2 2023, up from 172 in Q1 2023.
- Funds reported $1.32B of AdaptHealth stock for Q2 2023, down 4.6% quarter-over-quarter.
- 40 funds opened new AdaptHealth positions in Q2 2023 and 30 closed out, a net change of +10 holders.
- The largest AdaptHealth buyer in Q2 2023 was Reinhart Partners, an estimated $23.8M added.
- The largest AdaptHealth seller in Q2 2023 was Sumitomo Mitsui Trust Group, an estimated $33.7M sold.
Based on aggregated 13F filings for Q2 2023.