ACADIA HEALTHCARE COMPANY IN ACHC
COM · Common Stock · CUSIP 00404A109 · ISIN US00404A1097
- SectorHealth care
- IndustryServices-Specialty Outpatient Facilities, NEC
- HeadquartersFranklin, TN
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($8.5m this quarter). Holder counts are more reliable. Shares outstanding: 91.0m as of 2022-11-01, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $82.33. Options: 7 managers hold calls ($3.6m notional), 5 hold puts ($2.7m).
Trends to Q4 2022
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 317 |
| Q4 2022 | 346 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2022 | $2.0m | $4.2m | 2.12 |
| Q4 2022 | $3.6m | $2.7m | 0.73 |
Biggest buyers
| CITADEL ADVISORS LLC | Added | +819.2k |
| BlackRock Inc. | Added | +480.5k |
| Durable Capital Partners LP | Added | +457.7k |
| WELLINGTON MANAGEMENT GROUP LLP | Added | +333.4k |
| FRED ALGER MANAGEMENT, LLC | Added | +296.7k |
| RENAISSANCE TECHNOLOGIES LLC | Added | +224.5k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Added | +210.5k |
| Magnetar Financial LLC | New | +206.0k |
| VANGUARD GROUP INC | Added | +204.5k |
| VIKING GLOBAL INVESTORS LP | Added | +202.2k |
Biggest sellers
| T. Rowe Price Investment Management, Inc. | Reduced | -1.7m |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | Reduced | -1.0m |
| JPMORGAN CHASE & CO | Reduced | -411.3k |
| DIMENSIONAL FUND ADVISORS LP | Reduced | -297.7k |
| Nuveen Asset Management, LLC | Reduced | -297.0k |
| Alyeska Investment Group, L.P. | Sold out | -293.7k |
| MACQUARIE GROUP LTD | Reduced | -263.7k |
| P2 Capital Partners, LLC | Reduced | -230.0k |
| JENNISON ASSOCIATES LLC | Reduced | -227.5k |
| FRONTIER CAPITAL MANAGEMENT CO LLC | Reduced | -226.9k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $2.0m24.5k shares |
| CITADEL ADVISORS LLC | Added | $831.4k10.1k shares |
| JANE STREET GROUP, LLC | New | $337.5k4.1k shares |
| SIMPLEX TRADING, LLC | Added | $288.0k3.5k shares |
| Walleye Trading LLC | New | $156.4k1.9k shares |
| GROUP ONE TRADING LLC | Reduced | $16.5k200 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $971.4k11.8k shares |
| WOLVERINE ASSET MANAGEMENT LLC | New | $823.2k10.0k shares |
| UBS Group AG | New | $469.2k5.7k shares |
| CITADEL ADVISORS LLC | Reduced | $403.4k4.9k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BlackRock, Inc. 13G · institution +3.8 pts · filed 2026-07-27 | 15.0% |
| WELLINGTON MANAGEMENT GROUP LLP 13G · institution -3.7 pts · filed 2026-08-13 | 6.2% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-28 | 5.5% |
| FMR LLC 13G · institution -1.2 pts · filed 2026-08-06 | 5.5% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 5.2% |
| DIMENSIONAL FUND ADVISORS LP 13G · institution new · filed 2026-10-08 | 5.0% |
Fell to 5% or below in the last year: Khrom Investments Fund, LP (0.7%, 2026-08-14), GOLDMAN SACHS GROUP INC (1.6%, 2026-05-11), VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC)
Insider purchases and sales in Q4 2022
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q1 2021 | 0 | — | 0 | — | — |
| Q2 2021 | 0 | — | 0 | — | — |
| Q3 2021 | 0 | — | 0 | — | — |
| Q4 2021 | 0 | — | 0 | — | — |
| Q1 2022 | 0 | — | 0 | — | — |
| Q2 2022 | 0 | — | 0 | — | — |
| Q3 2022 | 0 | — | 5 | $5.6m | — |
| Q4 2022 | 0 | — | 0 | — | — |
None reported in Q4 2022.
Holders, Q4 2022
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.02% of their portfolio | 9.0m $737.8m | Added +204.5k |
| BlackRock Inc. 0.02% of their portfolio | 8.2m $675.7m | Added +480.5k |
| T. Rowe Price Investment Management, Inc. 0.51% of their portfolio | 8.1m $665.1m | Reduced -1.7m |
| WELLINGTON MANAGEMENT GROUP LLP 0.08% of their portfolio | 4.8m $393.2m | Added +333.4k |
| DIMENSIONAL FUND ADVISORS LP 0.13% of their portfolio | 4.6m $374.7m | Reduced -297.7k |
| JPMORGAN CHASE & CO 0.04% of their portfolio | 3.6m $299.3m | Reduced -411.3k |
| Invesco Ltd. 0.08% of their portfolio | 3.5m $285.6m | Added +173.9k |
| VIKING GLOBAL INVESTORS LP 1.30% of their portfolio | 3.2m $260.2m | Added +202.2k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.84% of their portfolio | 2.7m $220.4m | Reduced -1.0m |
| STATE STREET CORP 0.01% of their portfolio | 2.5m $206.1m | Added +52.0k |
| FMR LLC 0.02% of their portfolio | 2.4m $199.6m | Added +139.3k |
| FRED ALGER MANAGEMENT, LLC 1.04% of their portfolio | 2.3m $191.2m | Added +296.7k |
| Durable Capital Partners LP 1.66% of their portfolio | 1.9m $159.8m | Added +457.7k |
| ALLIANCEBERNSTEIN L.P. 0.07% of their portfolio | 1.9m $158.4m | Reduced -74.5k |
| Stephens Investment Management Group LLC 2.24% of their portfolio | 1.5m $123.9m | Reduced -4.6k |
| Bank of New York Mellon Corp 0.03% of their portfolio | 1.4m $115.6m | Reduced -160.2k |
| P2 Capital Partners, LLC 14.91% of their portfolio | 1.4m $112.8m | Reduced -230.0k |
| GEODE CAPITAL MANAGEMENT, LLC 0.02% of their portfolio | 1.3m $107.0m | Added +58.8k |
| Avidity Partners Management LP 2.24% of their portfolio | 1.2m $95.9m | Reduced -224.2k |
| NEUBERGER BERMAN GROUP LLC 0.09% of their portfolio | 1.1m $94.0m | Added +20.4k |
| LOOMIS SAYLES & CO L P 0.18% of their portfolio | 1.1m $92.3m | Reduced -143.3k |
| Polar Capital Holdings Plc 0.71% of their portfolio | 1.1m $88.7m | Reduced -35.1k |
| Aristotle Capital Boston, LLC 2.62% of their portfolio | 1.0m $82.9m | Reduced -25.2k |
| JENNISON ASSOCIATES LLC 0.08% of their portfolio | 966.4k $79.6m | Reduced -227.5k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.03% of their portfolio | 961.5k $79.2m | Added +6.1k |
| Rock Springs Capital Management LP 1.67% of their portfolio | 845.5k $69.6m | Added +500 |
| CITADEL ADVISORS LLC 0.08% of their portfolio | 824.0k $67.8m | Added +819.2k |
| GW&K Investment Management, LLC 0.66% of their portfolio | 793.1k $65.3m | Reduced -9.6k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 738.6k $60.8m | Added +1.1k |
| GOLDMAN SACHS GROUP INC 0.02% of their portfolio | 736.9k $60.7m | Added +113.6k |
| VICTORY CAPITAL MANAGEMENT INC 0.06% of their portfolio | 683.5k $56.3m | Reduced -47.2k |
| PALISADE CAPITAL MANAGEMENT, LP 1.44% of their portfolio | 651.4k $53.6m | Reduced -128.0k |
| MORGAN STANLEY 0.01% of their portfolio | 647.6k $53.3m | Added +32.2k |
| TD Asset Management Inc 0.06% of their portfolio | 611.0k $50.3m | Reduced -151.0k |
| PRINCIPAL FINANCIAL GROUP INC 0.03% of their portfolio | 558.8k $46.0m | Added +185.3k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio | 501.6k $41.3m | Added +114.5k |
| Nuveen Asset Management, LLC 0.01% of their portfolio | 408.1k $33.6m | Reduced -297.0k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.04% of their portfolio | 394.5k $32.5m | Reduced -78.0k |
| AMERICAN CENTURY COMPANIES INC 0.02% of their portfolio | 309.1k $25.4m | Added +16.7k |
| SEI INVESTMENTS CO 0.06% of their portfolio | 308.6k $25.4m | Added +7.1k |
| RHUMBLINE ADVISERS 0.03% of their portfolio | 267.9k $22.1m | Added +3.8k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.03% of their portfolio | 264.5k $21.8m | Added +210.5k |
| RENAISSANCE TECHNOLOGIES LLC 0.03% of their portfolio | 248.8k $20.5m | Added +224.5k |
| Atika Capital Management LLC 2.85% of their portfolio | 226.9k $18.7m | Reduced -58.1k |
| Swiss National Bank 0.01% of their portfolio | 219.4k $18.1m | Added +4.7k |
| California Public Employees Retirement System 0.01% of their portfolio | 212.9k $17.5m | Added +7.8k |
| MILLENNIUM MANAGEMENT LLC 0.02% of their portfolio | 212.6k $17.5m | Reduced -22.6k |
| Magnetar Financial LLC 0.29% of their portfolio | 206.0k $17.0m | New |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 204.7k $16.8m | Reduced -1.8k |
| FIRST TRUST ADVISORS LP 0.02% of their portfolio | 200.1k $16.5m | Reduced -9.3k |
| Iron Triangle Partners LP 2.95% of their portfolio | 200.0k $16.5m | Reduced -150.0k |
| CLOUGH CAPITAL PARTNERS L P 1.37% of their portfolio | 164.6k $13.5m | Added +143.5k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 164.4k $13.5m | Reduced -16.0k |
| FRONTIER CAPITAL MANAGEMENT CO LLC 0.15% of their portfolio | 162.1k $13.3m | Reduced -226.9k |
| HAWK RIDGE CAPITAL MANAGEMENT LP 0.89% of their portfolio | 159.1k $13.1m | New |
| AXIOM INVESTORS LLC /DE 0.26% of their portfolio | 159.0k $13.1m | Reduced -5.3k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 153.0k $12.6m | Added +6.0k |
| Walleye Capital LLC 0.27% of their portfolio | 152.3k $12.5m | New |
| STRS OHIO 0.06% of their portfolio | 151.9k $12.5m | Reduced -12.7k |
| Penn Capital Management Company, LLC 1.24% of their portfolio | 147.2k $12.1m | Added +388 |
| NORDEA INVESTMENT MANAGEMENT AB 0.02% of their portfolio | 146.8k $11.9m | Reduced -5.4k |
| Clearbridge Investments, LLC 0.01% of their portfolio | 143.4k $11.8m | Reduced -23.9k |
| AMERICAN INTERNATIONAL GROUP, INC. 0.08% of their portfolio | 141.7k $11.7m | Reduced -1.7k |
| Tekla Capital Management LLC 0.44% of their portfolio | 141.2k $11.6m | Unchanged |
| Legal & General Group Plc 0.00% of their portfolio | 134.4k $11.1m | Added +4.8k |
| Lisanti Capital Growth, LLC 1.47% of their portfolio | 130.7k $10.8m | Reduced -119.2k |
| SILVERCREST ASSET MANAGEMENT GROUP LLC 0.08% of their portfolio | 127.9k $10.5m | Reduced -129.7k |
| ArrowMark Colorado Holdings LLC 0.12% of their portfolio | 122.0k $10.0m | Reduced -173.0k |
| Thrivent Financial for Lutherans 0.03% of their portfolio | 121.4k $10.0m | Added +424 |
| Retirement Systems of Alabama 0.04% of their portfolio | 119.9k $9.9m | Added +982 |
| TWO SIGMA INVESTMENTS, LP 0.03% of their portfolio | 116.3k $9.6m | New |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 114.8k $9.5m | Added +1.4k |
| 12th Street Asset Management Company, LLC 2.00% of their portfolio | 111.1k $9.1m | Added +59.5k |
| CASTLEARK MANAGEMENT LLC 0.47% of their portfolio | 109.8k $9.0m | Reduced -27.6k |
| CREDIT SUISSE AG/ 0.01% of their portfolio | 109.7k $9.0m | Added +25.6k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 105.7k $8.7m | Added +1.3k |
| Bridgewater Associates, LP 0.04% of their portfolio | 98.5k $8.1m | Reduced -40.0k |
| Woodline Partners LP 0.11% of their portfolio | 95.1k $7.8m | Reduced -47.9k |
| CONGRESS ASSET MANAGEMENT CO 0.08% of their portfolio | 95.1k $7.8m | Reduced -1.0k |
| CANTOR FITZGERALD, L. P. 0.17% of their portfolio | 94.8k $7.8m | Reduced -80.6k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.02% of their portfolio | 88.5k $7.3m | Reduced -4.8k |
| THORNBURG INVESTMENT MANAGEMENT INC 0.12% of their portfolio | 86.6k $7.1m | Reduced -1.2k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.04% of their portfolio | 86.3k $7.1m | Added +28.6k |
| Qube Research & Technologies Ltd 0.04% of their portfolio | 86.2k $7.1m | New |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 84.3k $6.9m | Reduced -241 |
| STATE OF WISCONSIN INVESTMENT BOARD 0.02% of their portfolio | 82.2k $6.8m | Reduced -5.5k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio | 76.3k $6.3m | Added +1.6k |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 0.08% of their portfolio | 74.7k $6.2m | Added +1.8k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 71.9k $5.9m | Reduced -71.4k |
| Sapience Investments, LLC 1.22% of their portfolio | 70.5k $5.8m | Reduced -8.2k |
| AMALGAMATED BANK 0.05% of their portfolio | 70.1k $5.8m | Added +5.4k |
| Sivik Global Healthcare LLC 2.71% of their portfolio | 70.0k $5.8m | Unchanged |
| RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio | 68.0k $5.6m | Reduced -639 |
| Snowden Capital Advisors LLC 0.21% of their portfolio | 62.2k $5.1m | Added +26.6k |
| TEXAS PERMANENT SCHOOL FUND CORP 0.08% of their portfolio | 61.2k $5.0m | Reduced -4.2k |
| CANADA LIFE ASSURANCE Co 0.01% of their portfolio | 60.7k $5.0m | Added +5.9k |
| UBS Group AG 0.00% of their portfolio | 60.1k $4.9m | Added +27.0k |
| OBERWEIS ASSET MANAGEMENT INC/ 1.03% of their portfolio | 58.8k $4.8m | Added +3.8k |
| ROTHSCHILD & CO ASSET MANAGEMENT US INC. 0.07% of their portfolio | 58.7k $4.8m | Reduced -6.3k |
| Allspring Global Investments Holdings, LLC 0.01% of their portfolio | 58.7k $4.8m | Added +40.2k |