L3VLUP
Quarter end
31 Dec 2023
the date the book describes
Filed
16 Feb 2024
latest of these filings; the earliest 8 Feb 2024
Managers listing it
17
at least, of 95 tracked, among listed positions
Comparable managers
93
filed both Q3 2023 and Q4 2023; 10 listed it in both
Shares listed
25,216,871
combined, among listed positions
Reported value
$907m
combined, at the quarter end

Among the 93 comparable managers: 13 buyers (opened or added shares) and 3 sellers (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 AMH in Q4 2023

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2023, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

17 of 17 holders

ActionFiling
T. Rowe Price Associates Inc8,323,449$299munder 0.1%Added+457,92716 Feb 2024 (the filing on sec.gov)
Citadel Advisors LLC4,420,545$159munder 0.1%Trimmed-1,417,19114 Feb 2024 (the filing on sec.gov)
MFS Investment Management3,484,488$125munder 0.1%Added+531,2138 Feb 2024 (the filing on sec.gov)
Balyasny Asset Management LLC2,609,792$94m0.18%Added+1,679,84614 Feb 2024 (the filing on sec.gov)
Janus Henderson Group Ltd1,937,343$70munder 0.1%Addedn.a.14 Feb 2024 (the filing on sec.gov)
ExodusPoint Capital Management LP1,493,493$54m0.35%Trimmed-261,08514 Feb 2024 (the filing on sec.gov)
Man Group PLC731,729$26m0.07%Newnew14 Feb 2024 (the filing on sec.gov)
Bridgewater Associates LP595,129$21m0.12%Added+142,75114 Feb 2024 (the filing on sec.gov)
Tudor Investment Corp499,653$18m0.14%Newnew14 Feb 2024 (the filing on sec.gov)
Voloridge Investment Management LLC284,043$10munder 0.1%Addedn.a.14 Feb 2024 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC234,804$8.4m0.06%Trimmed-408,80414 Feb 2024 (the filing on sec.gov)
Verition Fund Management LLC216,767$7.8m0.06%Added+66,13014 Feb 2024 (the filing on sec.gov)
Quantbot Technologies LP142,085$5.1m0.30%Newnew14 Feb 2024 (the filing on sec.gov)
GAMCO Investors Inc135,625$4.9m0.05%Held014 Feb 2024 (the filing on sec.gov)
Brevan Howard Capital Management LP69,164$2.5munder 0.1%Newnew14 Feb 2024 (the filing on sec.gov)
Eisler Capital Management Ltd31,144$1.1munder 0.1%Newnew13 Feb 2024 (the filing on sec.gov)
First Eagle Investment Management LLC7,618$274kunder 0.1%Added+1,1788 Feb 2024 (the filing on sec.gov)

Largest increases and reductions, by shares

Q3 2023 to Q4 2023, 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.
9 in Q3 2024 to 8 in Q2 2026

Tracked managers listing it, at least.

05101520201420182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
AMH by quarter
QuarterHoldersReported valueBuyersSellers
Q3 20131$20mn.a.n.a.
Q1 20141$15mn.a.n.a.
Q2 20142$30mn.a.n.a.
Q3 20143$25mn.a.n.a.
Q4 20141$6.1mn.a.n.a.
Q1 20152$17mn.a.n.a.
Q3 20151$352kn.a.n.a.
Q4 20152$745kn.a.n.a.
Q2 20165$199mn.a.n.a.
Q3 201610$388mn.a.n.a.
Q4 20167$309mn.a.n.a.
Q1 20177$367mn.a.n.a.
Q2 201710$854mn.a.n.a.
Q3 201710$925mn.a.n.a.
Q4 201710$858mn.a.n.a.
Q1 20186$327mn.a.n.a.
Q2 20184$249mn.a.n.a.
Q3 20184$207mn.a.n.a.
Q4 20183$112mn.a.n.a.
Q1 20194$112mn.a.n.a.
Q2 20197$331mn.a.n.a.
Q3 20199$695mn.a.n.a.
Q4 20199$882mn.a.n.a.
Q1 20207$729mn.a.n.a.
Q2 20208$697mn.a.n.a.
Q3 20208$583mn.a.n.a.
Q4 20206$137mn.a.n.a.
Q1 20216$222mn.a.n.a.
Q2 20216$304mn.a.n.a.
Q3 20219$448mn.a.n.a.
Q4 202115$670mn.a.n.a.
Q1 20229$459mn.a.n.a.
Q2 20226$470mn.a.n.a.
Q3 20228$404mn.a.n.a.
Q4 20227$331mn.a.n.a.
Q1 20237$472mn.a.n.a.
Q2 202310$599mn.a.n.a.
Q3 202311$720mn.a.n.a.
Q4 202317$907m133
Q1 20249$549m48
Q2 20247$515m52
Q3 20249$631m54
Q4 20248$768m72
Q1 20257$613m44
Q2 20259$588m54
Q3 202510$512m74
Q4 202510$634m1215
Q1 202613$458m219
Q2 20268$744m1717

Compare with…

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

AMH and WELL →AMH and EQIX →AMH and PLD →Choose a stock to compare with AMH →

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 AMH, latest filings →Back to the 13F Explorer →