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AdaptHealth

200 hedge funds and large institutions have $1.25B invested in AdaptHealth in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 85 increasing their positions, 59 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 59

24% more call options, than puts

Call options by funds: $79.5M | Put options by funds: $63.9M

5.5% more ownership

Funds ownership: 91.92%97.42% (+5.5%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

8% less funds holding

Funds holding: 217200 (-17)

10% less capital invested

Capital invested by funds: $1.39B → $1.25B (-$140M)

50% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 32

Holders
200
Holders Change
-17
Holders Change %
-7.83%
% of All Funds
2.63%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
16
Increased
85
Reduced
59
Closed
32
Calls
$79.5M
Puts
$63.9M
Net Calls
+$15.6M
Net Calls Change
-$85.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$157M +$2.71M +267,323 +2%
OCA
2
OEP Capital Advisors
New York
$132M
Vanguard Group
3
Vanguard Group
Pennsylvania
$119M -$147K -14,495 -0.1%
DM
4
Deerfield Management
New York
$92.5M
SC
5
SkyKnight Capital
California
$81.7M
Pacer Advisors
6
Pacer Advisors
Pennsylvania
$76.3M +$81.1M +8,011,702 New
Fidelity Investments
7
Fidelity Investments
Massachusetts
$72.9M +$3.16M +312,097 +4%
RP
8
Reinhart Partners
Wisconsin
$59.7M +$690K +68,212 +1%
SBH
9
Segall Bryant & Hamill
Illinois
$45.7M +$11.2M +1,102,173 +30%
State Street
10
State Street
Massachusetts
$42.5M +$3.48M +343,558 +8%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$32.2M +$5.11M +505,180 +18%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$23.5M +$168K +16,596 +0.7%
PCM
13
Palisade Capital Management
New Jersey
$23M +$3.79M +374,919 +18%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$18M -$300K -29,677 -2%
KCM
15
Kennedy Capital Management
Missouri
$16.8M +$1.01M +99,326 +6%
Principal Financial Group
16
Principal Financial Group
Iowa
$15.7M +$11.2M +1,109,021 +204%
Invesco
17
Invesco
Georgia
$13.6M +$1.58M +155,838 +12%
BCM
18
Bridgeway Capital Management
Texas
$12.6M +$2.87M +283,143 +27%
Northern Trust
19
Northern Trust
Illinois
$11.2M +$1.18M +116,981 +11%
Charles Schwab
20
Charles Schwab
California
$10.8M -$931K -91,984 -7%
RA
21
Royce & Associates
New York
$9.55M +$2.28M +225,350 +29%
JFG
22
Jefferies Financial Group
New York
$9.51M -$7.74M -765,194 -43%
Morgan Stanley
23
Morgan Stanley
New York
$8.99M -$2.34M -230,813 -20%
First Eagle Investment Management
24
First Eagle Investment Management
New York
$8.16M -$742K -73,302 -8%
FP
25
Foundry Partners
Minnesota
$7.65M +$494K +48,804 +6%

AHCO Hedge Fund Activity: Q4 2024 in Review

200 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in AdaptHealth (AHCO) for Q4 2024, worth a combined $1.25B — down 10% from $1.39B a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of AHCO and 16 opened new positions — a net loss of 16 holders — while 59 trimmed existing stakes and 85 added.

The largest buyer was Pacer Advisors, opening a new position worth an estimated $81.1M. The largest seller was Millennium Management, exiting entirely with an estimated $32.5M sold.

  • 200 institutional investors held AdaptHealth (AHCO) as of Q4 2024, down from 217 in Q3 2024.
  • Funds reported $1.25B of AdaptHealth stock for Q4 2024, down 10% quarter-over-quarter.
  • 16 funds opened new AdaptHealth positions in Q4 2024 and 32 closed out, a net change of -16 holders.
  • The largest AdaptHealth buyer in Q4 2024 was Pacer Advisors, an estimated $81.1M added.
  • The largest AdaptHealth seller in Q4 2024 was Millennium Management, an estimated $32.5M sold.

Based on aggregated 13F filings for Q4 2024.