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AdaptHealth

210 hedge funds and large institutions have $1.31B invested in AdaptHealth in 2024 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 60 increasing their positions, 83 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,068% more call options, than puts

Call options by funds: $29.3M | Put options by funds: $925K

87% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 23

58% more capital invested

Capital invested by funds: $830M → $1.31B (+$480M)

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

9% more funds holding

Funds holding: 192210 (+18)

2.15% more ownership

Funds ownership: 83.46%85.61% (+2.2%)

28% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 83

Holders
210
Holders Change
+18
Holders Change %
+9.38%
% of All Funds
3.02%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
43
Increased
60
Reduced
83
Closed
23
Calls
$29.3M
Puts
$925K
Net Calls
+$28.4M
Net Calls Change
+$26.3M
Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
201
Prestige Wealth Management Group
New Jersey
$564 +$416 +49 New
UB
202
UMB Bank
Missouri
$368 +$272 +32 New
ECM
203
Everence Capital Management
Indiana
$302 +$103K +12,160 +87%
FFA
204
Farther Finance Advisors
California
$269 -$3.69K -434 -95%
MPWT
205
MassMutual Private Wealth & Trust
Connecticut
$253 -$476 -56 -72%
AWM
206
Avior Wealth Management
Nebraska
$218 +$161 +19 New
Fifth Third Bancorp
207
Fifth Third Bancorp
Ohio
$196 -$4.22K -497 -97%
PFBT
208
Parkside Financial Bank & Trust
Missouri
$196 -$127 -15 -47%
RIL
209
Rothschild Investment LLC
Illinois
$115 +$85 +10 New
Norges Bank
210
Norges Bank
Norway
-$962K -131,966 Closed
GLA
211
Great Lakes Advisors
Illinois
-$860K -118,018 Closed
CM
212
Capula Management
Cayman Islands
-$806K -110,534 Closed
GCM
213
Graham Capital Management
Connecticut
-$717K -98,311 Closed
SPS
214
Susquehanna Portfolio Strategies
Pennsylvania
-$576K -79,053 Closed
OQS
215
Occudo Quantitative Strategies
Florida
-$517K -70,857 Closed
CI Investments Inc
216
CI Investments Inc
Ontario, Canada
-$372K -51,000 Closed
PMEF
217
Point72 Middle East FZE
United Arab Emirates
-$336K -46,032 Closed
OAM
218
Oxford Asset Management
United Kingdom
-$234K -32,056 Closed
Qube Research & Technologies (QRT)
219
Qube Research & Technologies (QRT)
United Kingdom
-$217K -29,704 Closed
Citadel Advisors
220
Citadel Advisors
Florida
-$188K -22,130 Closed
BHCM
221
Brevan Howard Capital Management
Jersey
-$112K -15,413 Closed
Creative Planning
222
Creative Planning
Kansas
-$106K -14,539 Closed
BFM
223
Boothbay Fund Management
New York
-$74.6K -10,229 Closed
Parallax Volatility Advisers
224
Parallax Volatility Advisers
California
-$72.9K -10,000 Closed
Group One Trading
225
Group One Trading
Illinois
-$84.7K -9,967 Closed

AHCO Hedge Fund Activity: Q1 2024 in Review

210 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in AdaptHealth (AHCO) for Q1 2024, worth a combined $1.31B — up 58% from $830M a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new AHCO positions and 23 closed out — a net gain of 20 holders — while 60 added to existing stakes and 83 trimmed.

The largest buyer was Vanguard Group, adding an estimated $6.95M. The largest seller was Fidelity Investments, cutting an estimated $23.7M.

  • 210 institutional investors held AdaptHealth (AHCO) as of Q1 2024, up from 192 in Q4 2023.
  • Funds reported $1.31B of AdaptHealth stock for Q1 2024, up 58% quarter-over-quarter.
  • 43 funds opened new AdaptHealth positions in Q1 2024 and 23 closed out, a net change of +20 holders.
  • The largest AdaptHealth buyer in Q1 2024 was Vanguard Group, an estimated $6.95M added.
  • The largest AdaptHealth seller in Q1 2024 was Fidelity Investments, an estimated $23.7M sold.

Based on aggregated 13F filings for Q1 2024.