AMEDISYS INC AMED
COM · Common Stock · CUSIP 023436108 · ISIN US0234361089
* 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 ($3.8m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $91.85. Options: 11 managers hold calls ($17.1m notional), 16 hold puts ($94.3m).
Trends to Q2 2024
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 288 |
| Q4 2022 | 279 |
| Q1 2023 | 282 |
| Q2 2023 | 303 |
| Q3 2023 | 290 |
| Q4 2023 | 290 |
| Q1 2024 | 285 |
| Q2 2024 | 289 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 135 | 154 |
| Q1 2023 | 146 | 129 |
| Q2 2023 | 153 | 158 |
| Q3 2023 | 127 | 168 |
| Q4 2023 | 145 | 120 |
| Q1 2024 | 117 | 149 |
| Q2 2024 | 132 | 137 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2023 | $6.0m | $81.6m | 13.67 |
| Q4 2023 | $18.2m | $88.3m | 4.85 |
| Q1 2024 | $12.8m | $81.8m | 6.38 |
| Q2 2024 | $17.1m | $94.3m | 5.50 |
Biggest buyers
| GOLDMAN SACHS GROUP INC | Added | +1.0m |
| FARALLON CAPITAL MANAGEMENT, L.L.C. | Added | +300.2k |
| ALLIANCEBERNSTEIN L.P. | Added | +209.4k |
| LMR Partners LLP | Added | +199.4k |
| Sand Grove Capital Management LLP | Added | +188.5k |
| Weiss Asset Management LP | New | +152.1k |
| Pentwater Capital Management LP | Added | +141.3k |
| VANGUARD GROUP INC | Added | +126.9k |
| CITADEL ADVISORS LLC | New | +121.6k |
| BlackRock Inc. | Added | +94.2k |
Biggest sellers
| MORGAN STANLEY | Reduced | -569.9k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -348.0k |
| Park West Asset Management LLC | Reduced | -319.3k |
| Woodline Partners LP | Reduced | -210.0k |
| Melqart Asset Management (UK) Ltd | Reduced | -204.1k |
| Boston Partners | Sold out | -198.8k |
| JANUS HENDERSON GROUP PLC | Reduced | -193.1k |
| FIL Ltd | Reduced | -161.6k |
| TUDOR INVESTMENT CORP ET AL | Reduced | -161.6k |
| DEUTSCHE BANK AG\ | Reduced | -156.1k |
Biggest calls
| Walleye Trading LLC | Reduced | $5.5m59.6k shares |
| Caption Management, LLC | Unchanged | $4.6m50.0k shares |
| Maven Securities LTD | New | $2.9m32.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $1.8m20.1k shares |
| Schonfeld Strategic Advisors LLC | New | $1.2m12.6k shares |
| Hunting Hill Global Capital, LLC | New | $550.8k6.0k shares |
| CITADEL ADVISORS LLC | Added | $403.9k4.4k shares |
| SIMPLEX TRADING, LLC | Reduced | $156.0k1.7k shares |
| GROUP ONE TRADING LLC | Unchanged | $27.5k300 shares |
| HAP Trading, LLC | Unchanged | $8.8k50.0k shares |
Biggest puts
| Pentwater Capital Management LP | Unchanged | $59.8m651.0k shares |
| Walleye Trading LLC | Added | $8.8m95.9k shares |
| Caption Management, LLC | Added | $8.7m95.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $4.0m43.4k shares |
| Centiva Capital, LP | Added | $3.2m35.0k shares |
| CITADEL ADVISORS LLC | Added | $2.0m22.2k shares |
| EQUITEC PROPRIETARY MARKETS, LLC | Added | $2.0m21.5k shares |
| JANE STREET GROUP, LLC | New | $1.8m20.0k shares |
| MILLENNIUM MANAGEMENT LLC | Unchanged | $1.5m16.3k shares |
| Maven Securities LTD | New | $1.3m14.7k 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.
No one currently above 5% in the filings since 19 Dec 2024.
Fell to 5% or below in the last year: GOLDMAN SACHS GROUP INC (0.0%, 2025-11-14), Pentwater Capital Management LP (0.0%, 2025-11-14)
Holders, Q2 2024
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.01% of their portfolio | 3.2m $296.3m | Added +126.9k |
| BlackRock Inc. 0.01% of their portfolio | 3.1m $284.7m | Added +94.2k |
| FARALLON CAPITAL MANAGEMENT, L.L.C. 0.71% of their portfolio | 1.3m $120.1m | Added +300.2k |
| ALPINE ASSOCIATES MANAGEMENT INC. 5.65% of their portfolio | 1.3m $117.6m | Added +11.0k |
| FIL Ltd 0.10% of their portfolio | 1.1m $105.1m | Reduced -161.6k |
| GOLDMAN SACHS GROUP INC 0.02% of their portfolio | 1.1m $101.7m | Added +1.0m |
| Westchester Capital Management, LLC 4.01% of their portfolio | 1.0m $93.8m | Added +40.3k |
| STATE STREET CORP 0.00% of their portfolio | 967.5k $88.8m | Added +4.3k |
| MILLENNIUM MANAGEMENT LLC 0.07% of their portfolio | 858.7k $78.8m | Reduced -348.0k |
| Pentwater Capital Management LP 1.55% of their portfolio | 781.3k $71.7m | Added +141.3k |
| ALLIANCEBERNSTEIN L.P. 0.02% of their portfolio | 776.8k $71.3m | Added +209.4k |
| MACKENZIE FINANCIAL CORP 0.10% of their portfolio | 745.5k $68.4m | Reduced -12.0k |
| WATER ISLAND CAPITAL LLC 6.80% of their portfolio | 702.0k $64.4m | Reduced -1.8k |
| Magnetar Financial LLC 1.18% of their portfolio | 615.5k $56.5m | Reduced -3.4k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 560.0k $51.4m | Added +10.0k |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 514.2k $47.2m | Added +19.7k |
| Cresset Asset Management, LLC 0.18% of their portfolio | 455.9k $41.8m | Added +1.2k |
| Sand Grove Capital Management LLP 11.68% of their portfolio | 435.1k $39.9m | Added +188.5k |
| Qube Research & Technologies Ltd 0.07% of their portfolio | 412.3k $37.8m | Reduced -20.3k |
| AQR Arbitrage LLC 0.95% of their portfolio | 400.4k $36.8m | Reduced -43.3k |
| Calamos Advisors LLC 0.18% of their portfolio | 397.3k $36.5m | Added +41.2k |
| NORGES BANK 0.01% of their portfolio | 389.4k $35.7m | Added +10.4k |
| LMR Partners LLP 0.76% of their portfolio | 385.6k $35.4m | Added +199.4k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 373.4k $34.3m | Reduced -19.3k |
| Melqart Asset Management (UK) Ltd 3.03% of their portfolio | 351.3k $32.3m | Reduced -204.1k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 337.1k $30.9m | Added +9.0k |
| HIGHBRIDGE CAPITAL MANAGEMENT LLC 1.21% of their portfolio | 323.2k $29.7m | Added +83.2k |
| Amundi 0.01% of their portfolio | 276.6k $26.9m | Added +48.2k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 270.2k $24.8m | Added +467 |
| MARSHALL WACE, LLP 0.03% of their portfolio | 268.1k $24.6m | Reduced -23.4k |
| MANGROVE PARTNERS IM, LLC 1.94% of their portfolio | 264.8k $24.3m | Unchanged |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. 0.27% of their portfolio | 262.8k $24.1m | Reduced -95.1k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 241.2k $22.1m | Added +30.8k |
| Woodline Partners LP 0.21% of their portfolio | 240.0k $22.0m | Reduced -210.0k |
| ING GROEP NV 0.12% of their portfolio | 222.3k $20.4m | Added +45.5k |
| GABELLI FUNDS LLC 0.15% of their portfolio | 216.3k $19.9m | Reduced -7.1k |
| Park West Asset Management LLC 1.53% of their portfolio | 213.0k $19.6m | Reduced -319.3k |
| GABELLI & Co INVESTMENT ADVISERS, INC. 3.13% of their portfolio | 204.4k $18.8m | Added +7.5k |
| BANK OF NOVA SCOTIA 0.03% of their portfolio | 184.8k $17.0m | Unchanged |
| CITIGROUP INC 0.02% of their portfolio | 179.9k $16.5m | Reduced -8.3k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 177.3k $16.3m | Reduced -16.7k |
| MORGAN STANLEY 0.00% of their portfolio | 170.8k $15.7m | Reduced -569.9k |
| Weiss Asset Management LP 0.67% of their portfolio | 152.1k $14.0m | New |
| California Public Employees Retirement System 0.01% of their portfolio | 136.1k $12.5m | Added +14.1k |
| Invesco Ltd. 0.00% of their portfolio | 131.6k $12.1m | Reduced -45.2k |
| GREAT LAKES ADVISORS, LLC 0.11% of their portfolio | 129.5k $11.9m | Reduced -7.9k |
| RENAISSANCE TECHNOLOGIES LLC 0.02% of their portfolio | 128.2k $11.8m | Reduced -40.6k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.03% of their portfolio | 127.7k $11.7m | Reduced -14.8k |
| Gotham Asset Management, LLC 0.15% of their portfolio | 125.1k $11.5m | Added +42.1k |
| Murchinson Ltd. 2.44% of their portfolio | 124.0k $11.4m | Added +50.7k |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 121.6k $11.2m | New |
| BARDIN HILL MANAGEMENT PARTNERS LP 5.99% of their portfolio | 120.5k $11.1m | Added +21.3k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 108.7k $10.0m | Reduced -14.2k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 94.1k $8.6m | Added +34.8k |
| Flow State Investments, L.P. 2.71% of their portfolio | 93.1k $8.5m | Added +10.1k |
| JANUS HENDERSON GROUP PLC 0.00% of their portfolio | 92.7k $8.5m | Reduced -193.1k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 87.8k $8.1m | Reduced -2.5k |
| PRELUDE CAPITAL MANAGEMENT, LLC 0.66% of their portfolio | 85.7k $7.9m | Added +25.4k |
| Davidson Kempner Capital Management LP 0.13% of their portfolio | 83.9k $7.7m | Not comparable |
| Silphium Asset Management Ltd 3.51% of their portfolio | 80.0k $7.3m | Added +20.0k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.01% of their portfolio | 79.2k $7.3m | Added +30.0k |
| NICHOLAS COMPANY, INC. 0.11% of their portfolio | 74.3k $6.8m | Reduced -35 |
| Legal & General Group Plc 0.00% of their portfolio | 65.5k $6.0m | Reduced -2.7k |
| ClearAlpha Technologies LP 2.37% of their portfolio | 65.2k $6.0m | Added +12.5k |
| Squarepoint Ops LLC 0.02% of their portfolio | 64.9k $6.0m | Added +27.4k |
| Swiss National Bank 0.00% of their portfolio | 64.4k $5.9m | Unchanged |
| NATIXIS 0.04% of their portfolio | 64.2k $5.9m | Reduced -42.0k |
| UBS Group AG 0.00% of their portfolio | 62.3k $5.7m | Reduced -12.7k |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 61.9k $5.7m | Reduced -6.6k |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 61.4k $5.6m | Reduced -29.8k |
| BOOTHBAY FUND MANAGEMENT, LLC 0.16% of their portfolio | 55.6k $5.1m | Added +19.0k |
| Taconic Capital Advisors LP 0.42% of their portfolio | 55.2k $5.1m | Added +55.2k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 53.8k $4.9m | Reduced -749 |
| One Fin Capital Management LP 1.82% of their portfolio | 50.0k $4.6m | New |
| South Dakota Investment Council 0.09% of their portfolio | 48.3k $4.4m | Reduced -50 |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 45.2k $4.1m | Reduced -6.4k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.01% of their portfolio | 42.7k $3.9m | New |
| Corebridge Financial, Inc. 0.02% of their portfolio | 41.3k $3.8m | First filing |
| Retirement Systems of Alabama 0.01% of their portfolio | 40.3k $3.7m | Reduced -702 |
| Allianz Asset Management GmbH 0.01% of their portfolio | 40.1k $3.7m | Added +53 |
| Balyasny Asset Management L.P. 0.01% of their portfolio | 39.6k $3.6m | New |
| HighVista Strategies LLC 1.32% of their portfolio | 39.2k $3.6m | Unchanged |
| SG Americas Securities, LLC 0.02% of their portfolio | 38.3k $3.5m | Added +11.3k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.01% of their portfolio | 36.4k $3.3m | Reduced -2.0k |
| WOLVERINE ASSET MANAGEMENT LLC 0.06% of their portfolio | 34.8k $3.2m | Reduced -400 |
| GAMCO INVESTORS, INC. ET AL 0.03% of their portfolio | 32.2k $3.0m | Added +597 |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 30.6k $2.8m | Added +2.8k |
| LPL Financial LLC 0.00% of their portfolio | 30.4k $2.8m | Added +18.8k |
| Bridge City Capital, LLC 0.92% of their portfolio | 29.9k $2.7m | Added +60 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 29.8k $2.7m | Reduced -4.8k |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.01% of their portfolio | 27.2k $2.5m | Added +26.0k |
| Maven Securities LTD 0.39% of their portfolio | 27.0k $2.5m | New |
| Bridgewater Associates, LP 0.01% of their portfolio | 27.0k $2.5m | Reduced -2.6k |
| Skandinaviska Enskilda Banken AB (publ) 0.01% of their portfolio | 26.3k $2.4m | Added +8.0k |
| Centiva Capital, LP 0.12% of their portfolio | 26.1k $2.4m | Added +13.1k |
| NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio | 25.4k $2.5m | Reduced -49.0k |
| CANADA LIFE ASSURANCE Co 0.00% of their portfolio | 25.3k $2.3m | Added +1.4k |
| Quantinno Capital Management LP 0.04% of their portfolio | 25.2k $2.3m | Added +970 |
| Diametric Capital, LP 1.25% of their portfolio | 25.0k $2.3m | Added +7.4k |
| CANTOR FITZGERALD, L. P. 0.45% of their portfolio | 24.2k $2.2m | Added +14.0k |