AdaptHealth Ownership | Who Owns AdaptHealth?
AdaptHealth Ownership Summary
AdaptHealth is owned by 92.04% institutional investors, 11.93% insiders. Oep capital advisors is the largest institutional shareholder, holding 10.40% of AHCO shares. Pacer US Small Cap Cash Cows 100 ETF is the top mutual fund, with 5.95% of its assets in AdaptHealth shares.
AHCO Ownership Benchmark
Type | Name | % Inst | % Insiders | % Retail |
---|---|---|---|---|
Stock | AdaptHealth | 92.04% | 11.93% | -3.97% |
Sector | Healthcare Stocks | 88.01% | 8.90% | 3.09% |
Industry | Medical Device Stocks | 76.80% | 8.19% | 15.00% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
Holder | Shares | % Holding | Value |
---|---|---|---|
Oep capital advisors | 13.82M | 10.40% | $138.18M |
Blackrock | 13.58M | 10.21% | $135.75M |
Deerfield management company, l.p. (series c) | 13.26M | 9.97% | $132.58M |
Vanguard group | 10.69M | 8.04% | $106.91M |
Skyknight capital | 8.58M | 6.46% | $85.80M |
Pacer advisors | 8.01M | 5.97% | $76.27M |
Fmr | 6.73M | 5.06% | $67.26M |
Reinhart partners | 6.27M | 4.67% | $59.66M |
State street | 3.44M | 2.59% | $34.42M |
Segall bryant & hamill | 3.21M | 2.41% | $32.05M |
Top Institutional Shareholders by % of Total Assets
Holder | Shares | % Assets | Value |
---|---|---|---|
Oep capital advisors | 13.82M | 99.29% | $138.18M |
Skyknight capital | 8.58M | 91.93% | $85.80M |
Reinhart partners | 6.27M | 2.30% | $59.66M |
Kent lake capital | 500.00K | 2.25% | $5.00M |
Deerfield management company, l.p. (series c) | 13.26M | 2.21% | $132.58M |
Divisadero street capital management, lp | 1.16M | 1.76% | $11.62M |
Sapience investments | 250.44K | 1.28% | $2.50M |
Palisade capital management, lp | 2.17M | 0.59% | $21.67M |
Segall bryant & hamill | 3.21M | 0.57% | $32.05M |
Summerhaven investment management | 78.55K | 0.46% | $747.83K |
Top Buyers
Holder | Shares | % Assets | Change |
---|---|---|---|
Pacer advisors | 8.01M | 0.16% | 8.01M |
Segall bryant & hamill | 3.21M | 0.57% | 789.29K |
Fmr | 6.73M | 0.00% | 786.12K |
Divisadero street capital management, lp | 1.16M | 1.76% | 746.34K |
Dimensional fund advisors lp | 2.33M | 0.01% | 710.13K |
Top Sellers
Holder | Shares | % Assets | Change |
---|---|---|---|
Maverick capital | - | - | -1.18M |
Silvercrest asset management group | - | - | -1.10M |
Woodline partners lp | - | - | -782.91K |
Cubist systematic strategies | - | - | -708.02K |
Hillsdale investment management | - | - | -368.40K |
New Positions
Holder | Shares | % Assets | Change | Value |
---|---|---|---|---|
Pacer advisors | 8.01M | 0.16% | 8.01M | $76.27M |
Kent lake capital | 500.00K | 2.25% | 500.00K | $5.00M |
Foundry partners | 470.60K | 0.25% | 470.60K | $4.71M |
J. safra sarasin | 159.72K | 0.03% | 159.72K | $1.60M |
Caption management | 110.00K | 0.02% | 110.00K | $1.10M |
Sold Out
Holder | Change |
---|---|
Mendota financial group | -6.00 |
Nelson, van denburg & campbell wealth management group | -19.00 |
Massmutual trust co fsb/adv | -22.00 |
Tsfg | -55.00 |
Allspring global investments | -79.00 |
Institutional Ownership Trends
Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
---|---|---|---|---|---|---|---|---|---|---|
Sep 30, 2024 | 233 | 8.37% | 123,611,423 | 6.22% | 92 | 1.21% | 128 | 14.29% | 50 | -20.63% |
Jun 30, 2024 | 209 | -2.34% | 116,058,660 | 2.04% | 87 | 1.22% | 109 | 4.81% | 61 | -24.69% |
Mar 31, 2024 | 214 | 9.18% | 113,732,834 | 0.93% | 84 | 1.21% | 104 | -0.95% | 81 | 35.00% |
Dec 31, 2023 | 196 | -2.49% | 112,686,044 | -0.56% | 83 | 1.17% | 105 | -11.76% | 60 | 17.65% |
Sep 30, 2023 | 201 | 5.79% | 113,317,356 | 4.65% | 84 | 1.30% | 119 | 15.53% | 51 | -7.27% |
Top Mutual Funds Shareholders
Holder | Shares | % Holding | Change |
---|---|---|---|
Pacer US Small Cap Cash Cows 100 ETF | 8.01M | 5.95% | -26.09K |
iShares Core S&P Small-Cap ETF | 6.89M | 5.12% | 3.53K |
Fidelity Value | 3.97M | 2.95% | - |
Vanguard Total Stock Mkt Idx Inv | 2.92M | 2.17% | - |
iShares Russell 2000 ETF | 2.73M | 2.03% | -10.47K |
Vanguard Small Cap Index | 2.40M | 1.78% | 20.44K |
Reinhart Genesis PMV Advisor | 1.60M | 1.19% | 663.00K |
Vanguard Institutional Extnd Mkt Idx Tr | 1.59M | 1.18% | 35.91K |
Vanguard Small Cap Growth Index Inv | 1.31M | 0.97% | 8.45K |
JNL Multi-Manager Small Cap Value I | 1.19M | 0.89% | 369.00K |
Recent Insider Transactions
Date | Name | Role | Activity | Value |
---|---|---|---|---|
Dec 10, 2024 | Clemens Jason A | Chief Financial Officer | Sell | $327.25K |
Nov 13, 2024 | WOLF DALE B | - | Sell | $75.60K |
Sep 20, 2024 | Rietkerk Shaw | Former Chief Operating Officer | Sell | $281.00K |
Mar 04, 2024 | Prast Albert A. | Chief Technology Officer | Sell | $1.41M |
May 24, 2024 | Williams David Solomon III | - | Sell | $14.05K |
Insider Transactions Trends
Date | Buy | Sell |
---|---|---|
2024 Q4 | - | 2 |
2024 Q3 | - | 2 |
2024 Q2 | - | 2 |
2024 Q1 | - | 6 |
2023 Q4 | - | 1 |
AHCO Ownership FAQ
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