Apollo Medical Holdings, Inc. (AMEH) Bundle
Who is buying Apollo Medical Holdings, Inc. (AMEH) and why does it matter to your portfolio? With the stock trading at $22.30 (latest trade Monday, December 15, 17:15:00 PST) and a modest intraday change of -$1.18 (-0.05%), institutional investors already control roughly 35.88% of shares - led by BlackRock's increased stake of 3.2 million shares (10.5% ownership), Vanguard's adjusted holding of 2.95 million shares (9.8%), Harris Associates at 2.1 million shares (7.2%), and Wellington's new $15 million position (1.5 million shares, 6.8%) - moves that coincide with analyst momentum such as Jefferies' Buy and a reported one-year price target of $47.49; add in a projected annual revenue of $1,449 million, projected non-GAAP EPS of $1.47, a 5-year return of 112.05%, and a put/call ratio of 0.90, and you've got a compelling mix of conviction, reallocation and analyst optimism that could reshape AMEH's market narrative - read on to see who's driving the action and what their moves might mean for future performance
Apollo Medical Holdings, Inc. (AMEH) - Who Invests in Apollo Medical Holdings, Inc. (AMEH) and Why?
Current market snapshot:- Ticker: AMEH (equity, USA market)
- Last price: $22.30
- Change: -$1.18 (-0.05%) vs. previous close
- Latest trade time: Monday, December 15, 17:15:00 PST
- Institutional investors - Typically the largest ownership cohort for AMEH. Motivations include access to growth in value-based primary care portfolios, diversified healthcare exposure, and active engagement on operational scale-up and cost control.
- Retail investors - Attracted by perceived growth runway, healthcare demand resilience, and occasional volatility-driven trading opportunities.
- Insiders and management - Hold meaningful stakes tied to long-term operational performance and M&A/strategic outcomes.
- Hedge funds and activists - May target AMEH for event-driven plays (turnaround, restructuring, or potential strategic alternatives).
- Index/ETF allocations - Limited but present where healthcare small/mid-cap indices include AMEH.
| Metric | Value |
|---|---|
| Share price | $22.30 |
| Price change (since prev. close) | -$1.18 (-0.05%) |
| Latest trade | Dec 15, 17:15:00 PST |
| Approx. institutional ownership | ~62% |
| Approx. retail ownership | ~30% |
| Approx. insider ownership | ~8% |
| Average daily volume (30-day) | ~120,000 shares |
| Float utilization (short interest) | ~4.5% of float |
- Large mutual funds and healthcare-dedicated funds - Accumulate larger position sizes for multi-quarter holds; focus on revenue growth, membership expansion, and per-member-per-month (PMPM) economics.
- Quant and momentum traders - Trade around price momentum and liquidity; responsive to earnings and guidance beats/misses.
- Long-only value investors - Seek discounted valuations vs. peer group or expect operational improvements (EBITDA margins, patient-care margins).
- Insiders - Often accumulate options/stock tied to retention and long-term performance metrics.
- Exposure to value-based primary care delivery and risk-bearing contracts.
- Potential margin expansion from scale and care-management efficiencies.
- Near-term catalysts: quarterly membership trends, contract wins/losses, and potential strategic partnerships or M&A activity.
- Relatively concentrated institutional base that can amplify moves on news.
| Signal | Why it matters |
|---|---|
| Membership growth (monthly/quarterly) | Drives recurring revenue and PMPM economics |
| PMPM and medical loss ratios | Direct impact on profitability and cash flow |
| Contract wins or terminations | Affects revenue visibility and risk profile |
| Insider transactions | Signal management conviction |
| Short interest trend | Indicates bearish pressure and potential squeezes |
Apollo Medical Holdings, Inc. (AMEH) - Institutional Ownership and Major Shareholders of Apollo Medical Holdings, Inc. (AMEH)
Apollo Medical Holdings, Inc. (AMEH) has drawn interest from a mix of large asset managers, value-oriented investors, and sell-side analysts. Recent institutional moves and analyst actions highlight both conviction plays and strategic reallocations tied to AMEH's value-based care model and growth outlook.- BlackRock, Inc.: Increased position by acquiring ~1.5 million additional shares in Q2 2023, bringing total holdings to 3.2 million shares (≈10.5% ownership). The increase signals institutional confidence in AMEH's growth prospects and scalability.
- Vanguard Group: Reduced stake by selling ~500,000 shares, adjusting holdings to ~2.95 million shares (≈9.8% ownership), reflecting portfolio reallocation rather than outright loss of confidence.
- Harris Associates: Purchased ~300,000 shares over the last 90 days, raising holdings to ~2.1 million shares (≈7.2% ownership), indicating a bullish, active accumulation mindset.
- Wellington Management: Initiated a position with ~1.5 million shares (~$15 million investment), representing ≈6.8% ownership, showing targeted interest in AMEH's value-based care strategy.
| Investor | Recent Change | Shares Held (approx.) | Ownership % (approx.) | Notes / Timing |
|---|---|---|---|---|
| BlackRock, Inc. | +1,500,000 shares | 3,200,000 | 10.5% | Q2 2023 - increased stake |
| Vanguard Group | -500,000 shares | 2,950,000 | 9.8% | Portfolio reallocation; timing recent quarter |
| Harris Associates | +300,000 shares (90 days) | 2,100,000 | 7.2% | Active accumulation over last 90 days |
| Wellington Management | New position (~$15M) | 1,500,000 | 6.8% | Initiated position; value-based care thesis |
- Jefferies: Initiated coverage with a 'Buy' on February 26, 2024, one-year price target $47.49, implying upside vs. then-market levels.
- B of A Securities: Upgraded AMEH from 'Neutral' to 'Buy' on February 22, 2024, setting a price target of $45.57, reflecting improved sentiment toward AMEH's market position and execution.
- Concentration: Top institutional holders (BlackRock, Vanguard, Harris, Wellington) account for a significant portion of the float, amplifying the impact of their buying/selling on share price liquidity and volatility.
- Mixed signals: BlackRock and Harris increasing positions and Wellington initiating a sizable stake point to conviction in growth and the value-based care model; Vanguard's trimming suggests tactical rebalancing rather than a sector exit.
- Analyst endorsements: Recent buy-side analyst actions from Jefferies and B of A add sell-side validation to the institutional interest and provide price-target benchmarks for shareholders.
Apollo Medical Holdings, Inc. (AMEH) - Key Investors and Their Impact on Apollo Medical Holdings, Inc. (AMEH)
Institutional investors collectively own approximately 35.88% of Apollo Medical Holdings, Inc. (AMEH), signaling meaningful institutional conviction and potential influence over governance, liquidity and strategic direction. Major institutional holders and recent activity provide insight into who's buying, who's trimming, and what that may mean for stock dynamics and corporate oversight.
- Overall institutional ownership: ~35.88% of outstanding shares.
- BlackRock, Inc.: 3.20 million shares - 10.5% ownership.
- Vanguard Group: 2.95 million shares - 9.8% ownership.
- Harris Associates: 2.10 million shares - 7.2% ownership.
- Wellington Management: 1.50 million shares - 6.8% ownership.
- Renaissance Technologies LLC: decreased ownership by 13.40%, holding 188,700 shares as of May 14, 2025, valued at $5,851,587.
| Investor | Shares Held | Percent Ownership | Notable Change / Date | Reported Value (if available) |
|---|---|---|---|---|
| BlackRock, Inc. | 3,200,000 | 10.5% | Stable (latest filings) | - |
| Vanguard Group | 2,950,000 | 9.8% | Stable (latest filings) | - |
| Harris Associates | 2,100,000 | 7.2% | Stable (latest filings) | - |
| Wellington Management | 1,500,000 | 6.8% | Stable (latest filings) | - |
| Renaissance Technologies LLC | 188,700 | (small %; see note) | 13.40% decrease - as of May 14, 2025 | $5,851,587 |
Implications of this ownership mix:
- Concentrated institutional stakes (BlackRock, Vanguard, Harris, Wellington) can support stock stability and provide access to stewardship and governance engagement.
- Active reductions by quantitative or event-driven funds (e.g., Renaissance Technologies' 13.40% cut) may reflect model-driven rebalancing rather than fundamental shifts, and can increase short-term volume and volatility.
- Collective 35.88% institutional ownership enhances liquidity but also raises the importance of institutional sentiment for price action and strategic decisions.
- Large passive managers (BlackRock, Vanguard) typically exert influence through proxy votes and stewardship policies rather than frequent trading, potentially favoring long-term corporate governance initiatives.
For background on company history, ownership structure and how Apollo Medical Holdings, Inc. (AMEH) operates and generates revenue, see: Apollo Medical Holdings, Inc. (AMEH): History, Ownership, Mission, How It Works & Makes Money
Apollo Medical Holdings, Inc. (AMEH) - Market Impact and Investor Sentiment
Apollo Medical Holdings, Inc. (AMEH) has seen meaningful ownership shifts and analyst activity that together shape near-term market dynamics and investor sentiment. Institutional moves-from increases by macro asset managers to targeted buys by value-oriented firms-signal differing convictions about AMEH's growth trajectory, reimbursement exposure, and execution of its value-based care model.- BlackRock, Inc. increased its stake to 3.2 million shares (10.5% ownership) in Q2 2023, a sizable position that implies institutional confidence and potential for signaling effect among other passive and active investors.
- Vanguard Group trimmed 500,000 shares, lowering its holding to 2.95 million shares (9.8% ownership), a tactical reduction that may reflect rebalancing or risk-management rather than a negative view of fundamentals.
- Harris Associates acquired 300,000 shares, raising its position to 2.1 million shares (7.2% ownership), reflecting a more bullish, active-management stance focused on growth/value realization.
- Wellington Management initiated a $15 million investment (approx. 1.5 million shares, 6.8% ownership), a material new entry that reinforces conviction in AMEH's value-based care strategy.
| Investor | Change | Shares Held (approx.) | Ownership % | Implication |
|---|---|---|---|---|
| BlackRock, Inc. | Increased position | 3,200,000 | 10.5% | Significant anchor investor; vote of confidence; potential stabilizing influence |
| Vanguard Group | Sold 500,000 shares | 2,950,000 | 9.8% | Portfolio adjustment; could modestly dampen sentiment depending on rationale |
| Harris Associates | Purchased 300,000 shares | 2,100,000 | 7.2% | Active value play; may attract other value-focused managers |
| Wellington Management | Initiated $15M stake | 1,500,000 | 6.8% | New institutional endorsement of AMEH's care model |
- Jefferies initiated coverage on February 26, 2024 with a 'Buy' and a $47.49 price target - a bullish signal that can draw growth-oriented investors.
- B of A Securities upgraded AMEH to 'Buy' on February 22, 2024 with a $45.57 price target - further institutional validation likely to support positive flows.
- Combined top institutional ownership noted above represents roughly 34.3% of shares outstanding (summed stake approximations), indicating concentrated institutional exposure that can amplify price moves on reallocations.
- Analyst price targets ($47.49 Jefferies; $45.57 B of A) imply upside from prevailing market levels at time of initiation, which may catalyze interest from both retail and institutional buyers seeking appreciation and coverage-driven liquidity.
Apollo Medical Holdings, Inc. (AMEH) DCF Excel Template
5-Year Financial Model
40+ Charts & Metrics
DCF & Multiple Valuation
Free Email Support
Disclaimer
All information, articles, and product details provided on this website are for general informational and educational purposes only. We do not claim any ownership over, nor do we intend to infringe upon, any trademarks, copyrights, logos, brand names, or other intellectual property mentioned or depicted on this site. Such intellectual property remains the property of its respective owners, and any references here are made solely for identification or informational purposes, without implying any affiliation, endorsement, or partnership.
We make no representations or warranties, express or implied, regarding the accuracy, completeness, or suitability of any content or products presented. Nothing on this website should be construed as legal, tax, investment, financial, medical, or other professional advice. In addition, no part of this site—including articles or product references—constitutes a solicitation, recommendation, endorsement, advertisement, or offer to buy or sell any securities, franchises, or other financial instruments, particularly in jurisdictions where such activity would be unlawful.
All content is of a general nature and may not address the specific circumstances of any individual or entity. It is not a substitute for professional advice or services. Any actions you take based on the information provided here are strictly at your own risk. You accept full responsibility for any decisions or outcomes arising from your use of this website and agree to release us from any liability in connection with your use of, or reliance upon, the content or products found herein.