AdaptHealth
AHCO
38 hedge funds and large institutions have $204M invested in AdaptHealth in 2019 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 6 closing their positions.
150% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 6
50% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 6
36% more capital invested
Capital invested by funds: $150M → $204M (+$54.4M)
31% more funds holding
Funds holding: 29 → 38 (+9)
16.8% more ownership
Funds ownership: 47.32% → 64.12% (+17%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GCL
Glazer Capital LLC
New York
|
+$22.2M |
| 2 |
AC
Aristeia Capital
Greenwich,
Connecticut
|
+$13.5M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$10.7M |
| 4 |
LP
LMR Partners
London,
United Kingdom
|
+$7.65M |
| 5 |
UOC
UBS O'Connor
Chicago,
Illinois
|
+$7.22M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCM
Highbridge Capital Management
New York
|
-$20.3M |
| 2 |
PAMP
Polar Asset Management Partners
Toronto,
Ontario, Canada
|
-$11.6M |
| 3 |
FCIM
Fairview Capital Investment Management
Greenbrae,
California
|
-$10.2M |
| 4 |
HIM
HGC Investment Management
Toronto,
Ontario, Canada
|
-$7.28M |
| 5 |
AA
AQR Arbitrage
Greenwich,
Connecticut
|
-$4.54M |
AHCO Hedge Fund Activity: Q3 2019 in Review
38 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in AdaptHealth (AHCO) for Q3 2019, worth a combined $204M — up 36% from $150M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new AHCO positions and 6 closed out — a net gain of 9 holders — while 9 added to existing stakes and 6 trimmed.
The largest buyer was Glazer Capital LLC, adding an estimated $22.2M. The largest seller was Highbridge Capital Management, exiting entirely with an estimated $20.3M sold.
- 38 institutional investors held AdaptHealth (AHCO) as of Q3 2019, up from 29 in Q2 2019.
- Funds reported $204M of AdaptHealth stock for Q3 2019, up 36% quarter-over-quarter.
- 15 funds opened new AdaptHealth positions in Q3 2019 and 6 closed out, a net change of +9 holders.
- The largest AdaptHealth buyer in Q3 2019 was Glazer Capital LLC, an estimated $22.2M added.
- The largest AdaptHealth seller in Q3 2019 was Highbridge Capital Management, an estimated $20.3M sold.
Based on aggregated 13F filings for Q3 2019.