L3VLUP
Quarter end
31 Mar 2025
the date the book describes
Filed
15 May 2025
latest of these filings; the earliest 12 May 2025
Managers listing it
2
at least, of 95 tracked, among listed positions
Comparable managers
95
filed both Q4 2024 and Q1 2025; 1 listed it in both
Shares listed
942,660
combined, among listed positions
Reported value
$10m
combined, at the quarter end

Among the 95 comparable managers: 1 buyer (opened or added shares) and 1 seller (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing AHCO in Q1 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2024, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

2 of 2 holders

ActionFiling
First Eagle Investment Management LLC841,636$9.1munder 0.1%Trimmed-15,50012 May 2025 (the filing on sec.gov)
Brevan Howard Capital Management LP101,024$1.1munder 0.1%Newnew15 May 2025 (the filing on sec.gov)

Largest increases and reductions, by shares

Q4 2024 to Q1 2025, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

Exited (0)

No exit shown by a manager’s own filing.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
3 in Q3 2023 to 1 in Q2 2025

Tracked managers listing it, at least.

024620212022202320242025
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
AHCO by quarter
QuarterHoldersReported valueBuyersSellers
Q3 20192$13mn.a.n.a.
Q4 20203$28mn.a.n.a.
Q1 20212$5.5mn.a.n.a.
Q2 20214$118mn.a.n.a.
Q3 20214$158mn.a.n.a.
Q4 20216$180mn.a.n.a.
Q1 20223$33mn.a.n.a.
Q2 20223$31mn.a.n.a.
Q3 20223$31mn.a.n.a.
Q4 20222$29mn.a.n.a.
Q1 20232$17mn.a.n.a.
Q2 20233$43mn.a.n.a.
Q3 20233$16mn.a.n.a.
Q4 20232$13m20
Q1 20243$23m30
Q2 20245$30m41
Q3 20242$11m12
Q4 20242$8.8m02
Q1 20252$10m11
Q2 20251$6.9m01

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

AHCO and UNH →AHCO and ELV →AHCO and CI →Choose a stock to compare with AHCO →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own AHCO, latest filings →Back to the 13F Explorer →