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AdaptHealth
AHCO

29 hedge funds and large institutions have $150M invested in AdaptHealth in 2019 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

33% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 3

25% more capital invested

Capital invested by funds: $119M → $150M (+$30.4M)

16% more funds holding

Funds holding: 25 → 29 (+4)

9.1% more ownership

Funds ownership: 38.22% → 47.32% (+9.1%)

Holders
29
Holders Change
+4
Holders Change %
+16%
% of All Funds
0.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
4
Reduced
3
Closed
1
Calls
$275K
Puts
–
Net Calls
+$275K
Net Calls Change
-$2.22M

Top Buyers

Rank Fund Capital Flow
1
PAMP
Polar Asset Management Partners
Ontario, Canada
+$12.1M
2
FCIM
Fairview Capital Investment Management
California
+$10.2M
3
CWM
CIBC World Markets
New York
+$4.78M
4
BCM
Basso Capital Management
Connecticut
+$4.05M
5
WAM
Wolverine Asset Management
Illinois
+$1.01M

Top Sellers

Rank Fund Capital Flow
1
WAM
Weiss Asset Management
Massachusetts
-$3.32M
2
AA
AQR Arbitrage
Connecticut
-$1.01M
3
CI
Cowen Inc
New York
-$313K
4
Walleye Trading
Walleye Trading
New York
-$17.6K
Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
1
Highbridge Capital Management
New York
$20.3M – – –
LA
2
Linden Advisors
New York
$12.4M +$5.03K +500 +0%
PAMP
3
Polar Asset Management Partners
Ontario, Canada
$12.2M +$12.1M +1,200,000 New
FCIM
4
Fairview Capital Investment Management
California
$10.2M +$10.2M +1,011,648 New
MCM
5
Moore Capital Management
New York
$10.1M – – –
Alyeska Investment Group
6
Alyeska Investment Group
Illinois
$7.62M – – –
AIMCA
7
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$7.6M – – –
TD Asset Management
8
TD Asset Management
Ontario, Canada
$7.59M – – –
HIM
9
HGC Investment Management
Ontario, Canada
$7.28M +$503K +50,000 +7%
PC
10
Periscope Capital
Ontario, Canada
$6.67M +$500K +49,700 +8%
AGC
11
Angelo Gordon & Co
New York
$6.08M – – –
FTCM
12
Fir Tree Capital Management
New York
$5.07M – – –
Tudor Investment Corp
13
Tudor Investment Corp
Connecticut
$5.07M – – –
Deutsche Bank
14
Deutsche Bank
Germany
$5.05M – – –
CWM
15
CIBC World Markets
New York
$4.81M +$4.78M +475,200 New
AA
16
AQR Arbitrage
Connecticut
$4.54M -$1.01M -100,000 -18%
BCM
17
Basso Capital Management
Connecticut
$4.08M +$4.05M +402,786 New
TCM
18
Tenor Capital Management
New York
$4.05M – – –
Marshall Wace
19
Marshall Wace
United Kingdom
$2.53M – – –
WAM
20
Weiss Asset Management
Massachusetts
$1.47M -$3.32M -329,730 -69%
Walleye Trading
21
Walleye Trading
New York
$1.09M -$17.6K -1,749 -2%
SCM
22
Shaolin Capital Management
Florida
$1.01M – – –
WAM
23
Wolverine Asset Management
Illinois
$1.01M +$1.01M +100,000 New
DAM
24
Deltec Asset Management
New York
$1.01M – – –
KPF
25
K2 Principal Fund
Ontario, Canada
$354K – – –
1
2

AHCO Hedge Fund Activity: Q2 2019 in Review

29 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in AdaptHealth (AHCO) for Q2 2019, worth a combined $150M — up 25% from $119M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new AHCO positions and 1 closed out — a net gain of 4 holders — while 4 added to existing stakes and 3 trimmed.

The largest buyer was Polar Asset Management Partners, opening a new position worth an estimated $12.1M. The largest seller was Weiss Asset Management, cutting an estimated $3.32M.

  • 29 institutional investors held AdaptHealth (AHCO) as of Q2 2019, up from 25 in Q1 2019.
  • Funds reported $150M of AdaptHealth stock for Q2 2019, up 25% quarter-over-quarter.
  • 5 funds opened new AdaptHealth positions in Q2 2019 and 1 closed out, a net change of +4 holders.
  • The largest AdaptHealth buyer in Q2 2019 was Polar Asset Management Partners, an estimated $12.1M added.
  • The largest AdaptHealth seller in Q2 2019 was Weiss Asset Management, an estimated $3.32M sold.

Based on aggregated 13F filings for Q2 2019.