§ HEALTH CARE
USD · Health CareAHCO
ADAPTHEALTH CORP
USDSector · Health CareBeta · 1.48
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
112 increased/new, 106 decreased/exited (13F)
AC 13F Analysis
§ 04 · FUNDAMENTALS · THE BOOKS
| P/B | 0.89 | EPS (TTM) | -0.59 |
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| OEP CAPITAL ADVISORS, L.P. | 16.3M | 100.0% | +18% |
| BlackRock, Inc. | 15.9M | 0.0% | +2% |
| DEERFIELD MANAGEMENT COMPANY, L.P. | 11.5M | 1.6% | ±0% |
| REINHART PARTNERS, LLC. | 10.1M | 3.4% | +24% |
| SkyKnight Capital, L.P. | 8.6M | 95.3% | ±0% |
| Fidelity Management | 8.1M | 0.0% | +6% |
◇ AC INTELLIGENCE
Top institutional owners for AHCO as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER88.7% · 0 holders
OTHER6.8% · 160 holders
PASSIVE / INDEX1.7% · 9 holders
QUALITY / COMPOUNDER1.4% · 17 holders
DEALER / BANK0.8% · 26 holders
INCOME / DEFENSIVE0.4% · 19 holders
SYSTEMATIC / QUANT0.1% · 7 holders
TACTICAL / MACRO0.1% · 3 holders
ACTIVIST0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for AHCO in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention AHCO yet.