AdaptHealth Ownership 2024 | Who Owns AdaptHealth Now?


OverviewForecastRevenueFinancialsChartTranscripts

Institutional Ownership

38.85%

Insider Ownership

11.89%

Retail Ownership

49.26%

Institutional Holders

121.00

AdaptHealth Institutional Shareholders


Institutional Shareholders by % of Total Shares

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
OEP CAPITAL ADVISORS, L.P.10.30%57.84%13,818,180--159,047,252Mar 31, 2024
BLACKROCK INC.10.17%0.00%13,644,654-421,911-3.00%157,049,967Mar 31, 2024
DEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C)9.88%2.65%13,257,940-350,000-2.57%152,598,889Mar 31, 2024
VANGUARD GROUP INC7.47%0.00%10,017,722818,2418.89%115,303,980Mar 31, 2024
SKYKNIGHT CAPITAL, L.P.6.40%93.02%8,580,443--98,760,899Mar 31, 2024
FMR LLC4.43%0.00%5,939,787-2,795,518-32.00%68,366,948Mar 31, 2024
REINHART PARTNERS, INC.3.14%1.97%4,210,2114,210,211100.00%48,459,533Mar 31, 2024
STATE STREET CORP2.57%0.00%3,441,672-82,318-2.34%39,613,645Mar 31, 2024
TRUIST FINANCIAL CORP2.56%0.06%3,438,865-468,330-11.99%39,581,336Mar 31, 2024
SEGALL BRYANT & HAMILL, LLC1.80%0.52%2,416,067-46,716-1.90%27,808,931Mar 31, 2024
GEODE CAPITAL MANAGEMENT, LLC1.53%0.00%2,053,91351,2212.56%23,643,595Mar 31, 2024
ROYAL BANK OF CANADA1.39%0.00%1,865,914266,59916.67%21,478,000Mar 31, 2024
DIMENSIONAL FUND ADVISORS LP1.21%0.01%1,617,607-48,752-2.93%18,618,656Mar 31, 2024
KENNEDY CAPITAL MANAGEMENT LLC1.15%0.37%1,545,889-88,710-5.43%17,793,182Mar 31, 2024
PALISADE CAPITAL MANAGEMENT, LP1.15%0.47%1,537,70150,1383.37%17,698,939Mar 31, 2024
MAVERICK CAPITAL LTD0.98%0.29%1,320,50367,2685.37%15,198,990Mar 31, 2024
INVESCO LTD.0.93%0.00%1,247,862250,71025.14%14,362,893Mar 31, 2024
CHARLES SCHWAB INVESTMENT MANAGEMENT INC0.93%0.00%1,244,766203,81919.58%14,327,257Mar 31, 2024
SILVERCREST ASSET MANAGEMENT GROUP LLC0.82%0.09%1,096,574-121,675-9.99%12,621,567Mar 31, 2024
BRIDGEWAY CAPITAL MANAGEMENT, LLC0.75%0.24%1,007,76238,0843.93%11,599,341Mar 31, 2024

AdaptHealth's largest institutional shareholder is OEP CAPITAL ADVISORS, L.P., holding 10.30% of the company's total share outstanding, currently valued at $159.05M. The top 10 institutional shareholders own together 58.71% of the company.

Institutional Shareholders by % of Total Assets

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
SKYKNIGHT CAPITAL, L.P.6.40%93.02%8,580,443--98,760,899Mar 31, 2024
OEP CAPITAL ADVISORS, L.P.10.30%57.84%13,818,180--159,047,252Mar 31, 2024
DEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C)9.88%2.65%13,257,940-350,000-2.57%152,598,889Mar 31, 2024
REINHART PARTNERS, INC.3.14%1.97%4,210,2114,210,211100.00%48,459,533Mar 31, 2024
SAPIENCE INVESTMENTS, LLC0.26%1.31%342,479-32,870-8.76%3,941,933Mar 31, 2024
DIVISADERO STREET CAPITAL MANAGEMENT, LP0.31%1.12%415,252415,252100.00%4,779,551Mar 31, 2024
ORACLE ALPHA INC.0.02%0.62%30,2102,2888.19%347,717Mar 31, 2024
SEGALL BRYANT & HAMILL, LLC1.80%0.52%2,416,067-46,716-1.90%27,808,931Mar 31, 2024
PALISADE CAPITAL MANAGEMENT, LP1.15%0.47%1,537,70150,1383.37%17,698,939Mar 31, 2024
SUMMERHAVEN INVESTMENT MANAGEMENT, LLC0.04%0.40%56,1421,3882.54%646,194Mar 31, 2024
KENNEDY CAPITAL MANAGEMENT LLC1.15%0.37%1,545,889-88,710-5.43%17,793,182Mar 31, 2024
WAKEFIELD ASSET MANAGEMENT LLLP0.07%0.35%87,49487,494100.00%1,007,056Mar 31, 2024
LGT CAPITAL PARTNERS LTD.0.71%0.34%950,000-50,000-5.00%10,934,500Mar 31, 2024
HILLSDALE INVESTMENT MANAGEMENT INC.0.27%0.34%368,400368,400100.00%4,240,284Mar 31, 2024
CORTON CAPITAL INC.0.05%0.30%71,6727,83812.28%824,945Mar 31, 2024
MAVERICK CAPITAL LTD0.98%0.29%1,320,50367,2685.37%15,198,990Mar 31, 2024
BRIDGEWAY CAPITAL MANAGEMENT, LLC0.75%0.24%1,007,76238,0843.93%11,599,341Mar 31, 2024
INSPIRION WEALTH ADVISORS, LLC0.09%0.23%122,86330,00032.31%1,414,153Mar 31, 2024
DIMENSION CAPITAL MANAGEMENT LLC0.06%0.20%86,187-666-0.77%992,017Mar 31, 2024
OLYMPIAD RESEARCH LP0.02%0.18%24,2596,54436.94%279,221Mar 31, 2024

The largest AdaptHealth shareholder by % of total assets is SKYKNIGHT CAPITAL, L.P.. The company owns 8.58M shares of AdaptHealth (AHCO), representing 93.02% of its total assets.

Institutional Buyers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
REINHART PARTNERS, INC.3.14%1.97%4,210,2114,210,211100.00%48,459,533Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP0.65%0.00%873,100873,100100.00%10,049,381Mar 31, 2024
VANGUARD GROUP INC7.47%0.00%10,017,722818,2418.89%115,303,980Mar 31, 2024
ROYCE & ASSOCIATES LP0.44%0.06%584,884584,884100.00%6,732,015Mar 31, 2024
PEREGRINE CAPITAL MANAGEMENT LLC0.41%0.18%543,295543,295100.00%6,253,325Mar 31, 2024
D. E. SHAW & CO., INC.0.38%0.01%504,432504,432100.00%5,806,012Mar 31, 2024
MILLENNIUM MANAGEMENT LLC0.39%0.00%517,621486,1501544.76%5,957,818Mar 31, 2024
DIVISADERO STREET CAPITAL MANAGEMENT, LP0.31%1.12%415,252415,252100.00%4,779,551Mar 31, 2024
AQR CAPITAL MANAGEMENT LLC0.59%0.02%785,834371,88889.84%9,044,950Mar 31, 2024
HILLSDALE INVESTMENT MANAGEMENT INC.0.27%0.34%368,400368,400100.00%4,240,284Mar 31, 2024
VOLORIDGE INVESTMENT MANAGEMENT, LLC0.40%0.02%538,317290,808117.49%6,196,029Mar 31, 2024
WALLEYE TRADING LLC0.21%0.01%287,100287,100100.00%3,304,521Mar 31, 2024
TOCQUEVILLE ASSET MANAGEMENT L.P.0.28%0.07%378,000278,000278.00%4,350,780Mar 31, 2024
TREXQUANT INVESTMENT LP0.20%0.06%268,706268,706100.00%3,092,806Mar 31, 2024
ROYAL BANK OF CANADA1.39%0.00%1,865,914266,59916.67%21,478,000Mar 31, 2024
INVESCO LTD.0.93%0.00%1,247,862250,71025.14%14,362,893Mar 31, 2024
CUBIST SYSTEMATIC STRATEGIES, LLC0.53%0.05%708,016206,11841.07%8,149,263Mar 31, 2024
SEI INVESTMENTS CO0.15%0.00%205,457205,457100.00%2,364,809Mar 31, 2024
CHARLES SCHWAB INVESTMENT MANAGEMENT INC0.93%0.00%1,244,766203,81919.58%14,327,257Mar 31, 2024
TWO SIGMA INVESTMENTS, LP0.22%0.01%294,346201,877218.32%3,387,922Mar 31, 2024

As of Mar 31 2024, AdaptHealth's largest institutional buyer is REINHART PARTNERS, INC.. The company purchased 4.21M stocks of AHCO, valued at $48.46M.

Institutional Sellers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
FMR LLC4.43%0.00%5,939,787-2,795,518-32.00%68,366,948Mar 31, 2024
FEDERATED HERMES, INC.0.02%0.00%30,800-674,325-95.63%354,508Mar 31, 2024
TRUIST FINANCIAL CORP2.56%0.06%3,438,865-468,330-11.99%39,581,336Mar 31, 2024
BLACKROCK INC.10.17%0.00%13,644,654-421,911-3.00%157,049,967Mar 31, 2024
JANUS HENDERSON GROUP PLC0.02%0.00%27,181-421,717-93.94%312,987Mar 31, 2024
DEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C)9.88%2.65%13,257,940-350,000-2.57%152,598,889Mar 31, 2024
JANE STREET GROUP, LLC0.01%-12,336-303,149-96.09%141,987Mar 31, 2024
WOLVERINE TRADING, LLC----302,100-100.00%-Mar 31, 2024
FIRST TRUST ADVISORS LP0.14%0.00%191,741-210,944-52.38%2,206,938Mar 31, 2024
SILVERCREST ASSET MANAGEMENT GROUP LLC0.82%0.09%1,096,574-121,675-9.99%12,621,567Mar 31, 2024
GREAT LAKES ADVISORS, LLC----118,018-100.00%-Mar 31, 2024
CAPULA MANAGEMENT LTD----110,534-100.00%-Mar 31, 2024
GRAHAM CAPITAL MANAGEMENT, L.P.----98,311-100.00%-Mar 31, 2024
KENNEDY CAPITAL MANAGEMENT LLC1.15%0.37%1,545,889-88,710-5.43%17,793,182Mar 31, 2024
STATE STREET CORP2.57%0.00%3,441,672-82,318-2.34%39,613,645Mar 31, 2024
OCCUDO QUANTITATIVE STRATEGIES LP----70,857-100.00%-Mar 31, 2024
BARCLAYS PLC0.06%0.00%82,087-65,518-44.39%945,000Mar 31, 2024
UBS GROUP AG0.08%0.00%104,630-55,429-34.63%1,204,291Mar 31, 2024
CI INVESTMENTS INC.----51,000-100.00%-Mar 31, 2024
LGT CAPITAL PARTNERS LTD.0.71%0.34%950,000-50,000-5.00%10,934,500Mar 31, 2024

As of Mar 31 2024, AdaptHealth's biggest institutional seller is FMR LLC. The company sold -2.80M shares of AHCO, valued at $68.37M.

Institutional New positions

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
REINHART PARTNERS, INC.3.14%1.97%4,210,2114,210,211100.00%48,459,533Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP0.65%0.00%873,100873,100100.00%10,049,381Mar 31, 2024
ROYCE & ASSOCIATES LP0.44%0.06%584,884584,884100.00%6,732,015Mar 31, 2024
PEREGRINE CAPITAL MANAGEMENT LLC0.41%0.18%543,295543,295100.00%6,253,325Mar 31, 2024
D. E. SHAW & CO., INC.0.38%0.01%504,432504,432100.00%5,806,012Mar 31, 2024
DIVISADERO STREET CAPITAL MANAGEMENT, LP0.31%1.12%415,252415,252100.00%4,779,551Mar 31, 2024
HILLSDALE INVESTMENT MANAGEMENT INC.0.27%0.34%368,400368,400100.00%4,240,284Mar 31, 2024
WALLEYE TRADING LLC0.21%0.01%287,100287,100100.00%3,304,521Mar 31, 2024
TREXQUANT INVESTMENT LP0.20%0.06%268,706268,706100.00%3,092,806Mar 31, 2024
WAKEFIELD ASSET MANAGEMENT LLLP0.07%0.35%87,49487,494100.00%1,007,056Mar 31, 2024
JUMP FINANCIAL, LLC0.06%0.03%83,70083,700100.00%963,387Mar 31, 2024
SHERBROOKE PARK ADVISERS LLC0.06%0.17%77,87177,871100.00%896,295Mar 31, 2024
WOLVERINE ASSET MANAGEMENT LLC0.05%0.01%68,98068,980100.00%793,959Mar 31, 2024
PDT PARTNERS, LLC0.05%0.07%67,95367,953100.00%782,139Mar 31, 2024
HRT FINANCIAL LP0.05%0.00%67,04467,044100.00%771,000Mar 31, 2024
BOSTON PARTNERS0.04%0.00%60,25060,250100.00%693,480Mar 31, 2024
MILLENNIUM MANAGEMENT LLC0.04%0.00%50,00050,000100.00%575,500Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP0.04%0.00%48,70048,700100.00%560,537Mar 31, 2024
CORNERCAP INVESTMENT COUNSEL INC0.03%0.08%45,45245,452100.00%523,153Mar 31, 2024
COMMONWEALTH EQUITY SERVICES, LLC0.03%0.00%41,19641,196100.00%474,000Mar 31, 2024
CERITY PARTNERS LLC0.03%0.00%35,48535,485100.00%408,433Mar 31, 2024
SIMPLICITY WEALTH,LLC0.03%0.01%34,64034,640100.00%398,706Mar 31, 2024
ARISTEIA CAPITAL LLC0.02%0.01%33,24533,245100.00%382,650Mar 31, 2024
XTX TOPCO LTD0.02%0.05%32,27832,278100.00%371,520Mar 31, 2024
LUMINUS MANAGEMENT LLC0.02%0.16%30,14730,147100.00%346,992Mar 31, 2024
MARTINGALE ASSET MANAGEMENT L P0.02%0.01%25,41025,410100.00%292,470Mar 31, 2024
GOTHAM ASSET MANAGEMENT, LLC0.02%0.00%25,09925,099100.00%288,889Mar 31, 2024
0.01%0.01%11,68611,686100.00%111,017Mar 31, 2024
HSBC HOLDINGS PLC0.01%0.00%10,65410,654100.00%122,628Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP0.01%-10,44410,444100.00%120,210Mar 31, 2024
BEACON INVESTMENT ADVISORY SERVICES, INC.0.01%0.01%10,27110,271100.00%118,220Mar 31, 2024
HGK ASSET MANAGEMENT INC0.01%0.02%10,17710,177100.00%117,137Mar 31, 2024
POINT72 ASIA (SINGAPORE) PTE. LTD.0.00%0.02%6,0406,040100.00%69,522Mar 31, 2024
NOMURA ASSET MANAGEMENT CO LTD0.00%0.00%2,5002,500100.00%28,775Mar 31, 2024
NVERSES CAPITAL, LLC0.00%0.02%900900100.00%10,359,000Mar 31, 2024
FIRST HORIZON ADVISORS, INC.0.00%0.00%837837100.00%9,633,000Mar 31, 2024
CIBC PRIVATE WEALTH GROUP, LLC0.00%-100100100.00%1,120,000Mar 31, 2024
UMB BANK, N.A.--3232100.00%368Mar 31, 2024
NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC--1919100.00%218Mar 31, 2024

AdaptHealth's largest new institutional shareholder by number of shares is REINHART PARTNERS, INC., purchased 4.21M shares, valued at $48.46M, as of undefined.

Institutional Sold Out

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
WOLVERINE TRADING, LLC----302,100-100.00%-Mar 31, 2024
GREAT LAKES ADVISORS, LLC----118,018-100.00%-Mar 31, 2024
CAPULA MANAGEMENT LTD----110,534-100.00%-Mar 31, 2024
GRAHAM CAPITAL MANAGEMENT, L.P.----98,311-100.00%-Mar 31, 2024
OCCUDO QUANTITATIVE STRATEGIES LP----70,857-100.00%-Mar 31, 2024
CI INVESTMENTS INC.----51,000-100.00%-Mar 31, 2024
OXFORD ASSET MANAGEMENT LLP----32,056-100.00%-Mar 31, 2024
QUBE RESEARCH & TECHNOLOGIES LTD----29,704-100.00%-Mar 31, 2024
CITADEL ADVISORS LLC----22,130-100.00%-Mar 31, 2024
BREVAN HOWARD CAPITAL MANAGEMENT LP----15,413-100.00%-Mar 31, 2024
CREATIVE PLANNING----14,539-100.00%-Mar 31, 2024
BOOTHBAY FUND MANAGEMENT, LLC----10,229-100.00%-Mar 31, 2024
PARALLAX VOLATILITY ADVISERS, L.P.----10,000-100.00%-Mar 31, 2024
GROUP ONE TRADING, L.P.----9,967-100.00%-Mar 31, 2024
AQUATIC CAPITAL MANAGEMENT LLC----5,700-100.00%-Mar 31, 2024
SIMPLEX TRADING, LLC----5,345-100.00%-Mar 31, 2024
HIGHTOWER ADVISORS, LLC----4,400-100.00%-Mar 31, 2024
CAPITAL ADVISORS, LTD. LLC----134-100.00%-Mar 31, 2024
BELL INVESTMENT ADVISORS, INC----68-100.00%-Mar 31, 2024
HUNTINGTON NATIONAL BANK----33-100.00%-Mar 31, 2024
PARALLEL ADVISORS, LLC----28-100.00%-Mar 31, 2024
PINERIDGE ADVISORS LLC----14-100.00%-Mar 31, 2024
ROSENBERG MATTHEW HAMILTON----2-100.00%-Mar 31, 2024

AdaptHealth's largest sold out institutional shareholder by shares sold is WOLVERINE TRADING, LLC, sold -0.30M shares, valued at -, as of undefined.

AdaptHealth Mutual Fund Holders


Name% Total AssetsTotal SharesChange AmountChange %Date
SPARROW FUNDS3.47%12,355--Feb 29, 2024
HARTFORD HLS SERIES FUND II INC1.38%339,604--Dec 31, 2023
BNY MELLON VARIABLE INVESTMENT FUND0.59%142,262--Mar 31, 2024
HENNESSY FUNDS TRUST0.39%774,000--Jan 31, 2024
STATE STREET INSTITUTIONAL FUNDS0.38%348,562-13,650-3.77%Dec 31, 2023
Federated Hermes MDT Series0.27%676,518577,070580.27%Jan 31, 2024
FIDELITY CAPITAL TRUST0.26%2,722,896217,0008.66%Jan 31, 2024
Humankind Benefit Corp0.21%4,7241,19733.94%Dec 31, 2023
BRIDGEWAY FUNDS INC0.20%505,000-50,000-9.01%Dec 29, 2023
SCHRODER GLOBAL SERIES TRUST0.20%400400-Jan 31, 2021
SYNTAX ETF TRUST0.18%5,947-94-1.56%Dec 31, 2023
VANGUARD ADMIRAL FUNDS0.12%538,787112,14126.28%Feb 29, 2024
VANGUARD VALLEY FORGE FUNDS0.11%53,335--Dec 31, 2023
AQUILA FUNDS TRUST0.08%82,754--Dec 29, 2023
BNY MELLON INDEX FUNDS, INC.0.08%83,112-13,199-13.70%Jan 31, 2024
FIDELITY DEVONSHIRE TRUST0.07%752,29175,68411.19%Jan 31, 2024
BNY MELLON INVESTMENT PORTFOLIOS0.07%40,853--Mar 31, 2024
VICTORY VARIABLE INSURANCE FUNDS0.06%31,880--Dec 31, 2023
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND0.05%194,165-208,950-51.83%Jan 31, 2024
AMERICAN CENTURY MUTUAL FUNDS, INC.0.05%499,647--Jan 31, 2024
AMG Funds IV0.04%133,169--Jan 31, 2024
DRIEHAUS MUTUAL FUNDS0.04%330,984--Dec 29, 2023
Segall Bryant & Hamill Trust0.04%729,715290,07465.98%Dec 31, 2023
DEUTSCHE DWS INVESTMENTS VIT FUNDS0.03%14,7166064.29%Dec 31, 2023
VARIABLE INSURANCE PRODUCTS FUND III0.03%274,400-29,100-9.59%Dec 31, 2023
Listed Funds Trust0.03%12,697--Feb 29, 2024
QUANTITATIVE MASTER SERIES LLC0.03%174,78611,0676.76%Dec 31, 2023
SARATOGA ADVANTAGE TRUST0.02%1,417--Feb 29, 2024
Vericimetry Funds0.02%2,430--Dec 31, 2023
VICTORY PORTFOLIOS0.02%673,810--Dec 31, 2023
Innovator ETFs Trust0.02%87,532--Jan 31, 2024
AMG FUNDS III0.02%3,405--Feb 29, 2024
VANGUARD INDEX FUNDS0.02%7,986,3241,568,45324.44%Dec 31, 2023
IndexIQ ETF Trust0.02%35,752--Jan 31, 2024
FIDELITY COMMONWEALTH TRUST0.02%48,0537751.64%Feb 29, 2024
VANGUARD EXPLORER FUND0.01%176,01786,23296.04%Jan 31, 2024
VARIABLE INSURANCE PRODUCTS FUND0.01%249,671--Dec 31, 2023
Nushares ETF Trust0.01%97,56675,065333.61%Jan 31, 2024
TIAA SEPARATE ACCOUNT VA 10.01%2,296--Dec 31, 2023
Harbor ETF Trust0.01%44,1653,7399.25%Jan 31, 2024
RYDEX VARIABLE TRUST0.01%9,3337,252348.49%Dec 31, 2023
FIDELITY SECURITIES FUND0.01%605,004--Jan 31, 2024
AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC.0.01%14,80214,802-Dec 31, 2023
AllianzGI Institutional Multi-Series Trust0.01%743743-Sep 30, 2020
TARGET PORTFOLIO TRUST0.01%119,400--Jan 31, 2024
HUSSMAN INVESTMENT TRUST0.01%20,500--Dec 31, 2023
FIDELITY ADVISOR SERIES I0.00%841,000--Feb 29, 2024
INVESCO EXCHANGE-TRADED FUND TRUST0.00%339,153-289,795-46.08%Jan 31, 2024
Calvert Variable Products, Inc.0.00%9,594--Dec 31, 2023
FIDELITY CONCORD STREET TRUST0.00%814,72833,6544.31%Feb 29, 2024
SCHWAB STRATEGIC TRUST0.00%699,700130,77522.99%Feb 29, 2024
Principal Exchange-Traded Funds0.00%43,720--Mar 31, 2024
STATE STREET VARIABLE INSURANCE SERIES FUNDS INC0.00%13,283-412-3.01%Dec 31, 2023
TIMOTHY PLAN0.00%13,125--Mar 31, 2024
FINANCIAL INVESTORS TRUST0.00%227,895--Jan 31, 2024
Janus Detroit Street Trust0.00%425,014-28,584-6.30%Jan 31, 2024
SHELTON FUNDS0.00%4,522--Feb 29, 2024
MML SERIES INVESTMENT FUND0.00%22,328--Dec 31, 2023
Fidelity Commonwealth Trust II0.00%14,583--Aug 31, 2023
JPMORGAN INSURANCE TRUST0.00%26,855-24,645-47.85%Mar 31, 2023
ETF Managers Trust0.00%15,346--Dec 31, 2023
STEWARD FUNDS, INC.0.00%4,790--Jan 31, 2024
Lattice Strategies Trust0.00%3,761--Dec 31, 2023
Dimensional ETF Trust0.00%842,941142,07520.27%Jan 31, 2024
Invesco Exchange-Traded Fund Trust II0.00%584,01776,68815.12%Feb 29, 2024
VANGUARD TAX-MANAGED FUNDS0.00%639,327-40,114-5.90%Dec 31, 2023
VANGUARD INSTITUTIONAL INDEX FUNDS0.00%49,976--Dec 31, 2023
STERLING CAPITAL FUNDS0.00%33,044--Dec 29, 2023
PRINCIPAL VARIABLE CONTRACTS FUNDS INC0.00%59,585--Dec 31, 2023
RYDEX SERIES FUNDS0.00%5,8483,046108.71%Dec 31, 2023
PRAXIS MUTUAL FUNDS0.00%14,050-8,440-37.53%Dec 31, 2023
Voya VARIABLE PORTFOLIOS INC0.00%38,6475211.37%Dec 31, 2023
HARTFORD SERIES FUND INC0.00%51,820--Dec 31, 2023
VANGUARD WORLD FUND0.00%299,8878,2232.82%Feb 29, 2024
PRUDENTIAL SERIES FUND0.00%87,365-700-0.79%Dec 29, 2023
Catholic Responsible Investments Funds0.00%39,8452210.56%Jan 31, 2024
GOLDMAN SACHS VARIABLE INSURANCE TRUST0.00%3,979--Dec 31, 2023
T. Rowe Price Index Trust, Inc.0.00%17,377--Feb 29, 2024
Victory Portfolios II0.00%50,0874,0358.76%Dec 31, 2023
OPTIMUM FUND TRUST0.00%126,072--Dec 29, 2023
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST0.00%45,158-1,044-2.26%Dec 31, 2023
Dunham Funds0.00%55,9144,0127.73%Jan 31, 2024
Voya PARTNERS INC0.00%63,216--Dec 31, 2023
Mutual of America Variable Insurance Portfolios, Inc.0.00%518-35-6.33%Sep 30, 2023
Voya INVESTORS TRUST0.00%37,927--Dec 31, 2023
THRIVENT SERIES FUND INC0.00%72,920-1,786-2.39%Dec 29, 2023
VANGUARD VARIABLE INSURANCE FUNDS0.00%33,517-9,177-21.49%Dec 31, 2023
iSHARES TRUST0.00%10,177,992--Feb 29, 2024
Goldman Sachs ETF Trust0.00%62,0515,3709.47%Feb 29, 2024
NEW COVENANT FUNDS0.00%2,632--Dec 31, 2023
Tributary Funds, Inc.0.00%2,900--Dec 31, 2023
DFA INVESTMENT DIMENSIONS GROUP INC0.00%571,160132,53930.22%Jan 31, 2024
AMERICAN CENTURY ETF TRUST0.00%62,59527,64079.07%Feb 29, 2024
LITMAN GREGORY FUNDS TRUST0.00%56,882--Dec 31, 2023
HARTFORD MUTUAL FUNDS II INC0.00%81,637--Jan 31, 2024
TIAA-CREF LIFE FUNDS0.00%1,314--Dec 31, 2023
JOHN HANCOCK INVESTMENT TRUST0.00%39,955--Jan 31, 2024
PUTNAM VARIABLE TRUST0.00%9,351--Dec 31, 2023
SunAmerica Specialty Series0.00%206--Apr 30, 2021
STATE STREET INSTITUTIONAL INVESTMENT TRUST0.00%33,1001,3004.09%Dec 31, 2023

AdaptHealth's largest mutual fund holder by % of total assets is "SPARROW FUNDS", owning 12.36K shares, compromising 3.47% of its total assets.

AdaptHealth Institutional Ownership Trends


Institutional Holdings Trend

DateHoldingsChange %
31 Mar, 24121-36.98%
31 Dec, 23192-2.54%
30 Sep, 231976.49%
30 Jun, 231855.11%
31 Mar, 23176-12.44%
31 Dec, 222016.35%
30 Sep, 2218924.34%
30 Jun, 221522.01%
31 Mar, 22149-1.32%
31 Dec, 211517.86%
30 Sep, 211402.94%
30 Jun, 21136-8.11%
31 Mar, 2114812.12%
31 Dec, 2013267.09%
30 Sep, 207949.06%
30 Jun, 205351.43%
31 Mar, 203552.17%
31 Dec, 19231050.00%
30 Sep, 192-

As of 31 Mar 24, 121 institutions are holding AdaptHealth's shares, representing a decrease of -36.98% compared to the previous quarter.

Shares Outstanding Trend

DateShares OutstandingChange %
31 Mar, 2452,114,855-51.99%
31 Dec, 23108,540,039-0.72%
30 Sep, 23109,326,3224.65%
30 Jun, 23104,465,344-5.01%
31 Mar, 23109,976,1373.97%
31 Dec, 22105,776,2662.79%
30 Sep, 22102,901,29410.73%
30 Jun, 2292,930,570-1.85%
31 Mar, 2294,685,1849.77%
31 Dec, 2186,258,44021.54%
30 Sep, 2170,969,5525.29%
30 Jun, 2167,402,2435.64%
31 Mar, 2163,804,63849.17%
31 Dec, 2042,773,90367.01%
30 Sep, 2025,612,189145.96%
30 Jun, 2010,413,059-57.42%
31 Mar, 2024,452,7877.54%
31 Dec, 1922,737,2701718.99%
30 Sep, 191,249,993-

AdaptHealth (AHCO) has 52.11M shares outstanding as of 31 Mar 24, down -51.99% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
31 Mar, 2438.85%0.60%
31 Dec, 2380.50%1.21%
30 Sep, 2381.41%1.35%
30 Jun, 2377.66%1.16%
31 Mar, 2381.75%1.31%
31 Dec, 2278.86%1.34%
30 Sep, 2276.66%1.60%
30 Jun, 2269.18%1.39%
31 Mar, 2270.65%1.51%
31 Dec, 2168.29%2.35%
30 Sep, 2153.89%1.99%
30 Jun, 2151.98%1.58%
31 Mar, 2157.43%1.36%
31 Dec, 2064.91%3.26%
30 Sep, 2044.64%8.16%
30 Jun, 2023.40%0.69%
31 Mar, 2058.25%1.21%
31 Dec, 1969.48%434.24%
30 Sep, 194.00%-

As of 31 Mar 24, AdaptHealth is held by 38.85% institutional shareholders, representing a 0.60% growth compared to 31 Dec 23.

Institutional Increased Positions Trend

DateIncreased PositionsChange %
31 Mar, 2459-43.27%
31 Dec, 23104-11.11%
30 Sep, 2311715.84%
30 Jun, 2310118.82%
31 Mar, 2385-10.53%
31 Dec, 2295-24.60%
30 Sep, 2212661.54%
30 Jun, 2278-9.30%
31 Mar, 22864.88%
31 Dec, 218217.14%
30 Sep, 2170-19.54%
30 Jun, 2187-19.44%
31 Mar, 2110811.34%
31 Dec, 209744.78%
30 Sep, 206776.32%
30 Jun, 203835.71%
31 Mar, 202827.27%
31 Dec, 19221000.00%
30 Sep, 192-

59 institutional shareholders have increased their position in AHCO stock as of 31 Mar 24 compared to 104 in the previous quarter (a -43.27% decrease).

Institutional Reduced Positions Trend

DateReduced PositionsChange %
31 Mar, 2444-25.42%
31 Dec, 235915.69%
30 Sep, 2351-5.56%
30 Jun, 2354-14.29%
31 Mar, 2363-11.27%
31 Dec, 227186.84%
30 Sep, 2238-22.45%
30 Jun, 224913.95%
31 Mar, 2243-4.44%
31 Dec, 2145-8.16%
30 Sep, 214953.13%
30 Jun, 213223.08%
31 Mar, 212618.18%
31 Dec, 2022340.00%
30 Sep, 205-44.44%
30 Jun, 209125.00%
31 Mar, 204-
31 Dec, 19--
30 Sep, 19--

44 institutional shareholders have reduced their position in AHCO stock as of 31 Mar 24 compared to 59 in the previous quarter (a -25.42% decrease).

All Institutional Ownership Trend Data

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
31 Mar, 24121-36.98%52,114,855-51.99%38.85%0.60%59-43.27%44-25.42%
31 Dec, 23192-2.54%108,540,039-0.72%80.50%1.21%104-11.11%5915.69%
30 Sep, 231976.49%109,326,3224.65%81.41%1.35%11715.84%51-5.56%
30 Jun, 231855.11%104,465,344-5.01%77.66%1.16%10118.82%54-14.29%
31 Mar, 23176-12.44%109,976,1373.97%81.75%1.31%85-10.53%63-11.27%
31 Dec, 222016.35%105,776,2662.79%78.86%1.34%95-24.60%7186.84%
30 Sep, 2218924.34%102,901,29410.73%76.66%1.60%12661.54%38-22.45%
30 Jun, 221522.01%92,930,570-1.85%69.18%1.39%78-9.30%4913.95%
31 Mar, 22149-1.32%94,685,1849.77%70.65%1.51%864.88%43-4.44%
31 Dec, 211517.86%86,258,44021.54%68.29%2.35%8217.14%45-8.16%
30 Sep, 211402.94%70,969,5525.29%53.89%1.99%70-19.54%4953.13%
30 Jun, 21136-8.11%67,402,2435.64%51.98%1.58%87-19.44%3223.08%
31 Mar, 2114812.12%63,804,63849.17%57.43%1.36%10811.34%2618.18%
31 Dec, 2013267.09%42,773,90367.01%64.91%3.26%9744.78%22340.00%
30 Sep, 207949.06%25,612,189145.96%44.64%8.16%6776.32%5-44.44%
30 Jun, 205351.43%10,413,059-57.42%23.40%0.69%3835.71%9125.00%
31 Mar, 203552.17%24,452,7877.54%58.25%1.21%2827.27%4-
31 Dec, 19231050.00%22,737,2701718.99%69.48%434.24%221000.00%--
30 Sep, 192-1,249,993-4.00%-2---

AdaptHealth Insider Shareholders Trades


Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Mar 12, 2024Flynn James E10 percent owner, other *Possible Member of 10% GroupS-SaleSell47,992$10.92$524.07K11,830,871
Mar 12, 2024Flynn James E10 percent owner, other *Possible Member of 10% GroupS-SaleSell4,495$11.03$49.58K11,826,376
Mar 12, 2024Flynn James E10 percent owner, other *Possible Member of 10% GroupS-SaleSell94,567$10.92$1.03M11,731,809
Mar 12, 2024Flynn James E10 percent owner, other *Possible Member of 10% GroupS-SaleSell88,040$11.13$979.89K11,643,769
Mar 12, 2024Flynn James E10 percent owner, other *Possible Member of 10% GroupS-SaleSell114,906$10.70$1.23M11,528,863

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
May 09, 2024BARASCH RICHARD Adirector, officer Interim CEOF-InKindSell8,547$9.85$84.19K441,914
Mar 12, 2024Flynn James E10 percent owner, other *Possible Member of 10% GroupS-SaleSell47,992$10.92$524.07K11,830,871
Mar 12, 2024Flynn James E10 percent owner, other *Possible Member of 10% GroupS-SaleSell4,495$11.03$49.58K11,826,376
Mar 12, 2024Flynn James E10 percent owner, other *Possible Member of 10% GroupS-SaleSell94,567$10.92$1.03M11,731,809
Mar 12, 2024Flynn James E10 percent owner, other *Possible Member of 10% GroupS-SaleSell88,040$11.13$979.89K11,643,769
Mar 12, 2024Flynn James E10 percent owner, other *Possible Member of 10% GroupS-SaleSell114,906$10.70$1.23M11,528,863
Mar 04, 2024BARASCH RICHARD Adirector, officer Interim CEOF-InKindSell8,984$10.23$91.91K430,426

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
May 09, 2024BARASCH RICHARD Adirector, officer Interim CEOF-InKindSell8,547$9.85$84.19K441,914
May 02, 2024BARASCH RICHARD Adirector, officer Interim CEOA-AwardBuy8,829--450,461
Apr 08, 2024BARASCH RICHARD Adirector, officer Interim CEOBuy----
Mar 20, 2024Clemens Jason Aofficer Chief Financial OfficerA-AwardBuy128,380--455,719
Mar 12, 2024Flynn James E10 percent owner, other *Possible Member of 10% GroupS-SaleSell47,992$10.92$524.07K11,830,871
Mar 12, 2024Flynn James E10 percent owner, other *Possible Member of 10% GroupS-SaleSell4,495$11.03$49.58K11,826,376
Mar 12, 2024Flynn James E10 percent owner, other *Possible Member of 10% GroupS-SaleSell94,567$10.92$1.03M11,731,809
Mar 12, 2024Flynn James E10 percent owner, other *Possible Member of 10% GroupS-SaleSell88,040$11.13$979.89K11,643,769
Mar 12, 2024Flynn James E10 percent owner, other *Possible Member of 10% GroupS-SaleSell114,906$10.70$1.23M11,528,863
Mar 08, 2024Flynn James E10 percent owner, other *Possible Member of 10% GroupBuy---11,878,863
Mar 08, 2024Flynn James E10 percent owner, other *Possible Member of 10% GroupBuy---1,709,077
Mar 08, 2024Flynn James E10 percent owner, other *Possible Member of 10% GroupBuy---20,000
Mar 08, 2024Flynn James E10 percent owner, other *Possible Member of 10% GroupBuy10,610,547---
Mar 08, 2024Flynn James E10 percent owner, other *Possible Member of 10% GroupBuy1,640,981$11.50$18.87M-
Mar 04, 2024BARASCH RICHARD Adirector, officer Interim CEOA-AwardBuy21,206--451,632
Mar 04, 2024BARASCH RICHARD Adirector, officer Interim CEOF-InKindSell8,984$10.23$91.91K430,426
Feb 07, 2024Rietkerk Shawofficer Chief Operating OfficerA-AwardBuy71,339--237,611
Feb 07, 2024Parnes Joshdirector, officer PresidentA-AwardBuy231,853--967,876
Feb 07, 2024Bush Jonathan Bofficer General CounselA-AwardBuy57,072--57,072
Feb 07, 2024Clemens Jason Aofficer Chief Financial OfficerA-AwardBuy139,112--327,339

The last insider sell of AdaptHealth's stock was made by BARASCH RICHARD A on May 09 2024, selling 8,547 shares at $9.85 per share (valued at $84.19K).

AdaptHealth Insider Ownership Trends


All Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q2 202411100.00%
Q1 202487114.29%
Q4 20232633.33%
Q3 202331520.00%
Q2 2023108125.00%
Q1 202372429.17%
Q4 20221185.56%
Q3 2022-14-
Q2 20221711700.00%
Q1 2022186300.00%
Q4 2021133433.33%
Q3 2021123400.00%
Q2 202142200.00%
Q1 20212819147.37%
Q4 2020101855.56%
Q3 2020157214.29%
Q2 20201250.00%
Q1 20202--
Q4 20193617211.76%
Q2 2018-9-

1 total buy trades, and 1 total sell trades (buy/sell ratio of 1.00%) were made by AdaptHealth's insiders, as of Q2 2024.

Open Market Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q2 2024---
Q1 2024-5-
Q4 2023-1-
Q3 20231616.67%
Q2 2023---
Q1 2023-9-
Q4 2022-12-
Q3 2022-14-
Q2 20229--
Q1 20224--
Q4 20212--
Q3 2021-2-
Q2 20213--
Q1 202122100.00%
Q4 2020-3-
Q3 2020---
Q2 2020---
Q1 20201--
Q4 20191--
Q2 2018---

As of Q2 2024, Insider owners conducted 0 open market buy trades and 0 open market sell trades of AdaptHealth's stocks.

AdaptHealth Peer Ownership


TickerCompany
FNAParagon 28, Inc.
ITGRInteger Holdings Corporation
AXGNAxoGen, Inc.
OFIXOrthofix Medical Inc.
AVNSAvanos Medical, Inc.
LIVNLivaNova PLC
SGHTSight Sciences, Inc.
NPCENeuroPace, Inc.
SRDXSurmodics, Inc.
LUNGPulmonx Corporation
APYXApyx Medical Corporation
KIDSOrthoPediatrics Corp.
ANIKAnika Therapeutics, Inc.
AORTArtivion, Inc.

AHCO Ownership FAQ


AdaptHealth is owned by institutional shareholders (38.85%), insiders (11.89%), and public (49.26%). The largest institutional shareholder of AdaptHealth is OEP CAPITAL ADVISORS, L.P. (10.30% of total shares) and the top mutual fund owner is SPARROW FUNDS (3.47% of total shares).

AdaptHealth's major institutional shareholders are OEP CAPITAL ADVISORS, L.P., BLACKROCK INC., DEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C), VANGUARD GROUP INC, and SKYKNIGHT CAPITAL, L.P.. The top five shareholders own together 44.22% of the company's share outstanding.

As of Mar 2024, there are 121 institutional shareholders of AdaptHealth.

OEP CAPITAL ADVISORS, L.P owns 13.82M shares of AdaptHealth, representing 10.30% of the company's total shares outstanding, valued at $159.05M (as of Mar 2024).

As of Mar 2024, BLACKROCK INC holds 13.64M shares of AdaptHealth (AHCO), compromising 10.17% of the company, valued at $157.05M.

DEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C) is the third largest holder of AdaptHealth. The company owns 13.26M of the company's shares outstanding (worth $152.6M).