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AdaptHealth

35 hedge funds and large institutions have $390M invested in AdaptHealth in 2020 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 9 increasing their positions, 3 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 3

171% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 7

57% more capital invested

Capital invested by funds: $248M → $390M (+$142M)

52% more funds holding

Funds holding: 2335 (+12)

1.01% more ownership

Funds ownership: 56.07%57.08% (+1%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
35
Holders Change
+12
Holders Change %
+52.17%
% of All Funds
0.77%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
19
Increased
9
Reduced
3
Closed
7
Calls
$4M
Puts
Net Calls
+$4M
Net Calls Change
+$1.25M
Name Holding Trade Value Shares
Change
Change in
Stake
DM
1
Deerfield Management
New York
$275M
AIM
2
Assured Investment Management
New York
$58.4M
Bank of New York Mellon
3
Bank of New York Mellon
New York
$9.19M +$8.12M +574,400 New
DCM
4
Driehaus Capital Management
Illinois
$8M +$7.07M +500,000 New
Fidelity Investments
5
Fidelity Investments
Massachusetts
$6.4M +$97.3K +6,886 +2%
SAM
6
Silvercrest Asset Management
New York
$6.22M +$5.49M +388,754 New
FA
7
Friess Associates
Delaware
$3.79M +$3.34M +236,697 New
ECM
8
Endurant Capital Management
California
$3.53M +$749K +53,038 +32%
CRC
9
Curi RMB Capital
Illinois
$3.43M +$692 +49 +0%
PC
10
Pier Capital
Connecticut
$2.8M +$2.47M +174,964 New
CAM
11
Crown Advisors Management
California
$2.11M +$1.87M +132,000 New
Millennium Management
12
Millennium Management
New York
$2.07M +$1.11M +78,626 +155%
Vanguard Group
13
Vanguard Group
Pennsylvania
$1.37M +$714K +50,515 +143%
PC
14
Polar Capital
United Kingdom
$1.37M +$1.21M +85,818 New
MS
15
Maven Securities
Jersey
$1.22M -$2.5M -177,220 -61%
Renaissance Technologies
16
Renaissance Technologies
New York
$824K +$728K +51,500 New
WI
17
Wintrust Investments
Illinois
$800K
Goldman Sachs
18
Goldman Sachs
New York
$590K +$260K +18,394 +100%
Bank of America
19
Bank of America
North Carolina
$583K +$515K +36,444 New
PPA
20
Parametric Portfolio Associates
Washington
$458K +$405K +28,629 New
ECM
21
ExodusPoint Capital Management
New York
$446K -$383K -27,091 -49%
Morgan Stanley
22
Morgan Stanley
New York
$415K +$277K +19,575 +307%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$168K +$7.07K +500 +5%
Citadel Advisors
24
Citadel Advisors
Florida
$166K +$147K +10,375 New
BlackRock
25
BlackRock
New York
$103K +$91.2K +6,454 New

AHCO Hedge Fund Activity: Q1 2020 in Review

35 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in AdaptHealth (AHCO) for Q1 2020, worth a combined $390M — up 57% from $248M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new AHCO positions and 7 closed out — a net gain of 12 holders — while 9 added to existing stakes and 3 trimmed.

The largest buyer was Bank of New York Mellon, opening a new position worth an estimated $8.12M. The largest seller was Alyeska Investment Group, exiting entirely with an estimated $3.81M sold.

  • 35 institutional investors held AdaptHealth (AHCO) as of Q1 2020, up from 23 in Q4 2019.
  • Funds reported $390M of AdaptHealth stock for Q1 2020, up 57% quarter-over-quarter.
  • 19 funds opened new AdaptHealth positions in Q1 2020 and 7 closed out, a net change of +12 holders.
  • The largest AdaptHealth buyer in Q1 2020 was Bank of New York Mellon, an estimated $8.12M added.
  • The largest AdaptHealth seller in Q1 2020 was Alyeska Investment Group, an estimated $3.81M sold.

Based on aggregated 13F filings for Q1 2020.