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. iShares Core S&P Small-Cap ETF is the top mutual fund, with 5.01% 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 | 49.73% | 8.84% | 41.43% |
| Industry | Medical Device Stocks | 53.39% | 8.20% | 38.41% |
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 |
| Fmr | 6.73M | 5.06% | $67.26M |
| Reinhart partners | 4.27M | 3.21% | $42.69M |
| State street | 3.44M | 2.59% | $34.42M |
| Segall bryant & hamill | 3.21M | 2.41% | $32.05M |
| Truist financial | 3.10M | 2.33% | $30.97M |
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 |
| Kent lake capital | 500.00K | 2.25% | $5.00M |
| Deerfield management company, l.p. (series c) | 13.26M | 2.21% | $132.58M |
| Reinhart partners | 4.27M | 1.77% | $42.69M |
| 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 |
| Kennedy capital management | 1.89M | 0.40% | $18.91M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| 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 |
| Vanguard group | 10.69M | 0.00% | 673.39K |
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 |
|---|---|---|---|---|
| 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 |
| Corebridge financial | 58.05K | 0.00% | 58.05K | $580.54K |
Sold Out
| Holder | Change |
|---|---|
| Nelson, van denburg & campbell wealth management group | -19.00 |
| Massmutual trust co fsb/adv | -22.00 |
| Cibc private wealth group | -100.00 |
| Walleye trading | -100.00 |
| Denali advisors | -285.00 |
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 |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 6.74M | 5.01% | 7.07K |
| Fidelity Value | 4.06M | 3.02% | 49.96K |
| Vanguard Total Stock Mkt Idx Inv | 3.05M | 2.27% | 4.43K |
| iShares Russell 2000 ETF | 2.61M | 1.94% | -5.87K |
| Vanguard Small Cap Index | 2.36M | 1.76% | 4.60K |
| Reinhart Genesis PMV Advisor | 1.60M | 1.19% | 663.00K |
| Vanguard Institutional Extnd Mkt Idx Tr | 1.55M | 1.15% | -4.82K |
| Vanguard Small Cap Growth Index Inv | 1.30M | 0.97% | 725.00 |
| JNL Multi-Manager Small Cap Value I | 1.19M | 0.89% | 369.00K |
| Palisade Small Cap Core Equity | 1.15M | 0.85% | -115.43K |
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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