AdaptHealth
AHCO
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.
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: 23 → 35 (+12)
1.01% more ownership
Funds ownership: 56.07% → 57.08% (+1%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$8.12M |
| 2 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
+$7.07M |
| 3 |
SAM
Silvercrest Asset Management
New York
|
+$5.49M |
| 4 |
FA
Friess Associates
Greenville,
Delaware
|
+$3.34M |
| 5 |
PC
Pier Capital
Stamford,
Connecticut
|
+$2.47M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Alyeska Investment Group
Chicago,
Illinois
|
-$3.81M |
| 2 |
MS
Maven Securities
St Helier,
Jersey
|
-$2.5M |
| 3 |
MAM
Myriad Asset Management
North Point,
Hong Kong
|
-$1.1M |
| 4 |
LA
Linden Advisors
New York
|
-$545K |
| 5 |
ECM
ExodusPoint Capital Management
New York
|
-$383K |
AHCO Hedge Fund Activity: Q1 2020 in Review
35 of the 4,547 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.