- Quarter end
- 31 Dec 2024
- the date the book describes
- Filed
- 14 Feb 2025
- latest of these filings; the earliest 10 Feb 2025
- Managers listing it
- 8
- at least, of 95 tracked, among listed positions
- Comparable managers
- 94
- filed both Q3 2024 and Q4 2024; 6 listed it in both
- Shares listed
- 20,523,057
- combined, among listed positions
- Reported value
- $768m
- combined, at the quarter end
Among the 94 comparable managers: 7 buyers (opened or added shares) and 2 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 2024
8 of 8 holders
| Action | Filing | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price Associates Inc | 8,721,356 | $326m | under 0.1% | Added | +675,077 | 14 Feb 2025 (the filing on sec.gov) |
| MFS Investment Management | 3,930,002 | $147m | under 0.1% | Added | +29,646 | 12 Feb 2025 (the filing on sec.gov) |
| Wellington Management Group LLP | 3,191,092 | $119m | under 0.1% | Added | n.a. | 12 Feb 2025 (the filing on sec.gov) |
| Janus Henderson Group Ltd | 1,973,969 | $74m | under 0.1% | Added | +38,962 | 14 Feb 2025 (the filing on sec.gov) |
| ExodusPoint Capital Management LP | 1,288,915 | $48m | 0.33% | Added | +448,124 | 12 Feb 2025 (the filing on sec.gov) |
| Balyasny Asset Management LLC | 973,205 | $36m | 0.05% | Added | +129,844 | 14 Feb 2025 (the filing on sec.gov) |
| Hudson Bay Capital Management LP | 320,793 | $12m | under 0.1% | New | new | 14 Feb 2025 (the filing on sec.gov) |
| GAMCO Investors Inc | 123,725 | $4.6m | under 0.1% | Trimmed | -2,750 | 13 Feb 2025 (the filing on sec.gov) |
Largest increases and reductions, by shares
Increases
- T. Rowe Price Associates Incexisting position · 8,721,356 shares now+675,077
- ExodusPoint Capital Management LPexisting position · 1,288,915 shares now+448,124
- Hudson Bay Capital Management LPnew position · 320,793 shares now+320,793
- Balyasny Asset Management LLCexisting position · 973,205 shares now+129,844
- Janus Henderson Group Ltdexisting position · 1,973,969 shares now+38,962
Reductions
- GAMCO Investors Incexisting position · 123,725 shares now-2,750
New positions and exits
New (1)
Exited (1)
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q3 2013 | 1 | $20m | n.a. | n.a. |
| Q1 2014 | 1 | $15m | n.a. | n.a. |
| Q2 2014 | 2 | $30m | n.a. | n.a. |
| Q3 2014 | 3 | $25m | n.a. | n.a. |
| Q4 2014 | 1 | $6.1m | n.a. | n.a. |
| Q1 2015 | 2 | $17m | n.a. | n.a. |
| Q3 2015 | 1 | $352k | n.a. | n.a. |
| Q4 2015 | 2 | $745k | n.a. | n.a. |
| Q2 2016 | 5 | $199m | n.a. | n.a. |
| Q3 2016 | 10 | $388m | n.a. | n.a. |
| Q4 2016 | 7 | $309m | n.a. | n.a. |
| Q1 2017 | 7 | $367m | n.a. | n.a. |
| Q2 2017 | 10 | $854m | n.a. | n.a. |
| Q3 2017 | 10 | $925m | n.a. | n.a. |
| Q4 2017 | 10 | $858m | n.a. | n.a. |
| Q1 2018 | 6 | $327m | n.a. | n.a. |
| Q2 2018 | 4 | $249m | n.a. | n.a. |
| Q3 2018 | 4 | $207m | n.a. | n.a. |
| Q4 2018 | 3 | $112m | n.a. | n.a. |
| Q1 2019 | 4 | $112m | n.a. | n.a. |
| Q2 2019 | 7 | $331m | n.a. | n.a. |
| Q3 2019 | 9 | $695m | n.a. | n.a. |
| Q4 2019 | 9 | $882m | n.a. | n.a. |
| Q1 2020 | 7 | $729m | n.a. | n.a. |
| Q2 2020 | 8 | $697m | n.a. | n.a. |
| Q3 2020 | 8 | $583m | n.a. | n.a. |
| Q4 2020 | 6 | $137m | n.a. | n.a. |
| Q1 2021 | 6 | $222m | n.a. | n.a. |
| Q2 2021 | 6 | $304m | n.a. | n.a. |
| Q3 2021 | 9 | $448m | n.a. | n.a. |
| Q4 2021 | 15 | $670m | n.a. | n.a. |
| Q1 2022 | 9 | $459m | n.a. | n.a. |
| Q2 2022 | 6 | $470m | n.a. | n.a. |
| Q3 2022 | 8 | $404m | n.a. | n.a. |
| Q4 2022 | 7 | $331m | n.a. | n.a. |
| Q1 2023 | 7 | $472m | n.a. | n.a. |
| Q2 2023 | 10 | $599m | n.a. | n.a. |
| Q3 2023 | 11 | $720m | n.a. | n.a. |
| Q4 2023 | 17 | $907m | 13 | 3 |
| Q1 2024 | 9 | $549m | 4 | 8 |
| Q2 2024 | 7 | $515m | 5 | 2 |
| Q3 2024 | 9 | $631m | 5 | 4 |
| Q4 2024 | 8 | $768m | 7 | 2 |
| Q1 2025 | 7 | $613m | 4 | 4 |
| Q2 2025 | 9 | $588m | 5 | 4 |
| Q3 2025 | 10 | $512m | 7 | 4 |
| Q4 2025 | 10 | $634m | 12 | 15 |
| Q1 2026 | 13 | $458m | 21 | 9 |
| Q2 2026 | 8 | $744m | 17 | 17 |
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 →