Guru Ownership Over Time
Guru Analysis for AdaptHealth Corp. (AHCO)
AdaptHealth Corp. (AHCO), a key player in the Healthcare sector, continues to attract institutional attention.
As of Q3 2025, a total of 4 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $54.56 M.
Top institutional holders include Jefferies Group and Cliff Asness.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $18.02 M net outflow during the quarter.
Recent activity highlights Joel Greenblatt who opened a new position. Conversely, Jefferies Group reduced exposure by 4.5%.
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid |
|---|---|---|---|---|---|
| 0.19% | Reduce -4.5% | 4,563,000 | $40.84 M | Q3 2025 | |
| 0.00% | Add 17.7% | 498,651 | $4.46 M | Q3 2025 | |
| 0.00% | Reduce -1.5% | 222,865 | $1.99 M | Q3 2025 | |
| 0.00% | New Buy | 38,739 | $346,714 | Q3 2025 |
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
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| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
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| Portfolio Manager | Option Type | % of portfolio | Activity | Shares | Value | Period |
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Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown(Q3 2025)
Guru Consensus (Q3 2025)
FAQs for AdaptHealth Corp. (AHCO)
Top Guru holders include Jefferies Group ($40.84 M), Cliff Asness ($4.46 M), Renaissance Technologies ($1.99 M). Collectively, tracked Gurus hold 5.32 M shares.
Based on recent 13F filings, the sentiment is **Negative (Net Sell)**. There was a net outflow of $18.02 M, with 2 Gurus buying and 4 Gurus selling.
In the recent quarter, 2 Gurus reduced their positions, and 2 Gurus sold out of AHCO completely. Total sell value was $19.04 M.
Yes, 1 Gurus opened new positions in AHCO, and 1 added to their existing holdings. Total buy value was $1.02 M.