AmedisysAMED

13F holders, Q2 2024 (June 30)
289holders +7
38new positions
31sold out
9famous investors
$91.85avg. 13F price*

At the end of Q2 2024, 289 institutions reported holding Amedisys Inc. (AMED) in their 13F filings, up 7 from Q1 2024. 38 opened new positions and 31 sold out. The largest holders were Vanguard Group Inc. ($296.3M), BlackRock Inc. ($284.7M) and Farallon Capital Management, L.L.C. ($120.1M). 9 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Israel Englander (0.1% of Millennium Management's portfolio) and Mario Gabelli (0.0% of GAMCO Investors's portfolio).

Company
Amedisys Inc.
CUSIP
023436108
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400 Q1 2024: 282Q1 2024Q2 2024: 289Q2 2024Q3 2024: 286Q3 2024Q4 2024: 291Q4 2024Q1 2025: 305Q1 2025Q2 2025: 320Q2 2025Q3 2025: 4Q3 2025Q4 2025: 1Q4 2025Q1 2026: 1Q1 2026Q2 2026: 1Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions38$60.1M
Exits31$68.0M

All 13F filers, Q1 2024 → Q2 2024: 3,839,757 shares bought and 3,362,314 shares sold, net +477,443 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 289 holders

Vanguard Group Inc. 0.01% Add +4.1% 3,227,700 $296.3M
BlackRock Inc. 0.01% Add +3.1% 3,101,157 $284.7M
Farallon Capital Management, L.L.C. 0.72% Add +29.8% 1,308,500 $120.1M
Alpine Associates Management Inc. 5.66% Add +0.9% 1,280,897 $117.6M
FIL Ltd 0.10% Reduce -12.4% 1,145,075 $105.1M
Goldman Sachs Group Inc. 0.02% Add +1634.2% 1,107,839 $101.7M
Westchester Capital Management, LLC 4.07% Add +4.1% 1,021,326 $93.8M
State Street Corp. 0.00% Add +0.4% 967,496 $88.8M
Millennium Management 0.07% Reduce -28.8% 858,717 $78.8M
Pentwater Capital Management LP 1.55% Add +22.1% 781,259 $71.7M
Alliancebernstein L.P. 0.02% Add +36.9% 776,836 $71.3M
Mackenzie Financial Corp. 0.10% Reduce -1.6% 745,502 $68.4M
Water Island Capital LLC 7.17% Reduce -0.3% 702,040 $64.4M
Magnetar Financial LLC 1.35% Reduce -0.6% 615,495 $56.5M
Geode Capital Management, LLC 0.00% Add +1.8% 560,034 $51.4M
Dimensional Fund Advisors LP 0.01% Add +4.0% 514,166 $47.2M
Cresset Asset Management, LLC 0.18% Add +0.3% 455,881 $41.8M
Sand Grove Capital Management LLP 11.68% Add +76.4% 435,066 $39.9M
Qube Research & Technologies Ltd 0.07% Reduce -4.7% 412,263 $37.8M
AQR Arbitrage LLC 1.68% Reduce -9.8% 400,350 $36.8M
Calamos Advisors LLC 0.26% Add +11.6% 397,347 $36.5M
Norges Bank 0.01% Add +2.8% 389,393 $35.7M
LMR Partners LLP 0.97% Add +107.1% 385,558 $35.4M
Bank of America Corp. 0.00% Reduce -4.9% 373,440 $34.3M
Melqart Asset Management (UK) Ltd 3.03% Reduce -36.8% 351,320 $32.3M
Charles Schwab Investment Management Inc. 0.01% Add +2.8% 337,078 $30.9M
Highbridge Capital Management LLC 7.83% Add +34.7% 323,200 $29.7M
Amundi 0.01% Add +21.1% 276,611 $26.9M
Bank of New York Mellon Corp 0.00% Add +0.2% 270,187 $24.8M
Marshall Wace, LLP 0.04% Reduce -8.0% 268,122 $24.6M
Mangrove Partners Im, LLC 2.22% No change 264,826 $24.3M
Van Lanschot Kempen Investment Management N.V. 0.27% Reduce -26.6% 262,825 $24.1M
Northern Trust Corp. 0.00% Add +14.6% 241,199 $22.1M
Woodline Partners LP 0.21% Reduce -46.7% 240,003 $22.0M
ING Groep NV 0.12% Add +25.7% 222,300 $20.4M
Gabelli Funds LLC 0.15% Reduce -3.2% 216,337 $19.9M
Park West Asset Management LLC 1.53% Reduce -60.0% 213,010 $19.6M
GABELLI & Co INVESTMENT ADVISERS, INC. 3.14% Add +3.8% 204,373 $18.8M
Bank of Nova Scotia 0.03% No change 184,774 $17.0M
Citigroup Inc. 0.02% Reduce -4.4% 179,857 $16.5M
Morgan Stanley 0.00% Reduce -30.8% 170,813 $15.7M
Weiss Asset Management LP 1.10% New 152,099 $14.0M
California Public Employees Retirement System 0.01% Add +11.6% 136,072 $12.5M
Invesco Ltd. 0.00% Reduce -25.6% 131,590 $12.1M
Great Lakes Advisors, LLC 0.11% Reduce -5.7% 129,496 $11.9M
Renaissance Technologies 0.02% Reduce -24.1% 128,201 $11.8M
State of Wisconsin Investment Board 0.03% Reduce -10.4% 127,714 $11.7M
Gotham Asset Management 0.15% Add +50.7% 125,059 $11.5M
Murchinson Ltd. 2.57% Add +69.2% 123,979 $11.4M
Citadel Advisors 0.01% New 121,581 $11.2M
Bardin Hill Management Partners LP 6.16% Add +21.5% 120,471 $11.1M
Principal Financial Group Inc. 0.01% Reduce -11.5% 108,675 $10.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +58.7% 94,131 $8.6M
Flow State Investments, L.P. 4.69% Add +12.2% 93,129 $8.5M
Janus Henderson Group PLC 0.00% Reduce -67.6% 92,696 $8.5M
JPMorgan Chase & Co. 0.00% Reduce -8.6% 88,636 $8.1M
Rhumbline Advisers 0.01% Reduce -2.7% 87,761 $8.1M
Prelude Capital Management, LLC 0.66% Add +42.1% 85,730 $7.9M
Davidson Kempner Capital Management LP 0.18% New 83,938 $7.7M
Silphium Asset Management Ltd 3.51% Add +33.3% 80,000 $7.3M
Canada Pension Plan Investment Board 0.01% Add +61.0% 79,200 $7.3M
Nicholas Company, Inc. 0.11% Reduce -0.1% 74,252 $6.8M
Legal & General Group Plc 0.00% Reduce -3.9% 65,543 $6.0M
ClearAlpha Technologies LP 2.37% Add +23.8% 65,249 $6.0M
Squarepoint Ops LLC 0.02% Add +72.8% 64,947 $6.0M
Swiss National Bank 0.00% No change 64,400 $5.9M
Natixis 0.04% Reduce -39.5% 64,243 $5.9M
UBS Group AG 0.00% Reduce -17.0% 62,337 $5.7M
Nuveen Asset Management, LLC 0.00% Reduce -9.6% 61,899 $5.7M
HSBC Holdings PLC 0.00% Reduce -32.7% 61,391 $5.6M
Boothbay Fund Management, LLC 0.18% Add +51.9% 55,649 $5.1M
Taconic Capital Advisors LP 0.42% Add +0.0% 55,191 $5.1M
California State Teachers Retirement System 0.01% Reduce -1.4% 53,843 $4.9M
One Fin Capital Management LP 1.90% New 50,000 $4.6M
South Dakota Investment Council 0.09% Reduce -0.1% 48,341 $4.4M
Ameriprise Financial Inc. 0.00% Reduce -12.4% 45,187 $4.1M
Adage Capital Partners Gp, L.L.C. 0.01% New 42,664 $3.9M
Corebridge Financial, Inc. 0.02% — 41,271 $3.8M
Retirement Systems of Alabama 0.01% Reduce -1.7% 40,277 $3.7M
Allianz Asset Management GmbH 0.01% Add +0.1% 40,062 $3.7M
Balyasny Asset Management L.P. 0.01% New 39,609 $3.6M
HighVista Strategies LLC 1.32% No change 39,250 $3.6M
SG Americas Securities, LLC 0.02% Add +41.6% 38,315 $3.5M
State Board of Administration of Florida Retirement System 0.01% Reduce -5.2% 36,390 $3.3M
Wolverine Asset Management LLC 0.31% Reduce -1.1% 34,781 $3.2M
GAMCO Investors 0.03% Add +1.9% 32,175 $3.0M
New York State Common Retirement Fund 0.00% Add +10.0% 30,621 $2.8M
LPL Financial LLC 0.00% Add +162.9% 30,368 $2.8M
Bridge City Capital, LLC 0.92% Add +0.2% 29,921 $2.7M
New York State Teachers Retirement System 0.01% Reduce -13.9% 29,776 $2.7M
Healthcare of Ontario Pension Plan Trust Fund 0.01% Add +2159.1% 27,200 $2.5M
Maven Securities LTD 0.39% New 27,018 $2.5M
Bridgewater Associates 0.01% Reduce -8.8% 27,013 $2.5M
National Bank of Canada 0.00% Reduce -65.9% 25,379 $2.5M
Skandinaviska Enskilda Banken AB (publ) 0.01% Add +43.8% 26,286 $2.4M
Centiva Capital, LP 0.12% Add +100.0% 26,126 $2.4M
CANADA LIFE ASSURANCE Co 0.00% Add +5.7% 25,304 $2.3M
Quantinno Capital Management LP 0.04% Add +4.0% 25,219 $2.3M
Diametric Capital, LP 1.25% Add +42.2% 25,000 $2.3M
Cantor Fitzgerald, L. P. 0.45% Add +137.6% 24,250 $2.2M
First Trust Capital Management L.P. 0.20% Reduce -18.6% 23,745 $2.2M
Walleye Capital LLC 0.02% Reduce -5.8% 23,099 $2.1M
Cetera Investment Advisers 0.00% Add +26.5% 22,778 $2.1M
Manufacturers Life Insurance Company, The 0.00% Reduce -2.9% 22,637 $2.1M
Yakira Capital Management, Inc. 0.83% No change 22,595 $2.1M
Public Employees Retirement System of Ohio 0.01% Reduce -0.2% 21,752 $2.0M
Olympiad Research LP 1.41% No change 20,942 $1.9M
State of New Jersey Common Pension Fund D 0.01% Reduce -32.4% 20,018 $1.8M
Vazirani Asset Management LLC 3.93% New 20,000 $1.8M
Schonfeld Strategic Advisors LLC 0.01% Add +100.1% 18,984 $1.7M
JT Stratford LLC 0.32% Reduce -12.0% 18,845 $1.7M
Mutual of America Capital Management LLC 0.02% Reduce -3.9% 18,686 $1.7M
Amalgamated Bank 0.01% Reduce -15.7% 18,520 $1.7M
MetLife Investment Management, LLC 0.01% Reduce -4.1% 17,173 $1.6M
MRP Capital Investments, LLC 1.42% Reduce -12.5% 16,565 $1.5M
T. Rowe Price Associates Inc. 0.00% Reduce -47.4% 16,415 $1.5M
CSS LLC 0.33% Reduce -7.9% 16,270 $1.5M
Verition Fund Management LLC 0.01% Reduce -79.0% 16,209 $1.5M
Holocene Advisors, LP 0.01% New 16,083 $1.5M
STRS Ohio 0.01% Reduce -12.9% 15,305 $1.4M
Nisa Investment Advisors, LLC 0.01% No change 15,270 $1.4M
Gsa Capital Partners LLP 0.09% New 14,100 $1.3M
Yousif Capital Management, LLC 0.01% Reduce -6.8% 14,031 $1.3M
Privium Fund Management (UK) Ltd 0.50% New 13,984 $1.3M
Treasurer of the State of North Carolina 0.01% Reduce -2.5% 13,949 $1.3M
Comerica Bank 0.00% Reduce -8.4% 12,087 $1.1M
Equitec Proprietary Markets, LLC 8.40% Reduce -23.1% 12,000 $1.1M
FNY Investment Advisers, LLC 0.75% New 12,000 $1.1M
Teachers Retirement System of the State of Kentucky 0.01% No change 10,922 $1.0M
Bank Pictet & Cie (Europe) AG 0.02% No change 10,873 $998K
Tudor Investment Corporation 0.01% Reduce -93.8% 10,680 $980K
Teza Capital Management LLC 0.12% Add +115.8% 10,624 $975K
Bank of Montreal 0.00% Add +146.4% 10,429 $966K
Tower Research Capital LLC (TRC) 0.02% Add +79.8% 10,403 $955K
Barclays PLC 0.00% Reduce -75.5% 10,387 $954K
Mint Tower Capital Management B.V. 1.13% New 10,000 $918K
Alpine Global Management, LLC 0.18% No change 10,000 $918K
Sei Investments Co. 0.00% Reduce -17.0% 9,489 $871K
Louisiana State Employees Retirement System 0.02% Reduce -2.1% 9,200 $845K
Arizona State Retirement System 0.01% Add +2.0% 9,145 $840K
Legato Capital Management LLC 0.11% No change 8,988 $825K
Eisler Capital (US) LLC 0.15% Add +14.4% 8,860 $813K
Jane Street Group, LLC 0.00% Add +148.0% 8,565 $786K
Eubel Brady & Suttman Asset Management Inc. 0.12% Add +66.4% 8,439 $775K
Simplex Trading, LLC 0.02% New 8,433 $774K
Wells Fargo & Company 0.00% Reduce -74.9% 8,314 $763K
Hilltop Holdings Inc. 0.09% Reduce -0.2% 8,254 $758K
BNP Paribas Financial Markets 0.00% Reduce -34.0% 7,948 $730K
Thrivent Financial for Lutherans 0.00% Reduce -3.6% 7,885 $724K
State of Michigan Retirement System 0.00% Reduce -1.3% 7,875 $723K
Guggenheim Capital LLC 0.01% Add +0.1% 7,589 $697K
AlphaQuest LLC 0.09% Add +109.9% 7,338 $674K
Northwestern Mutual Investment Management Company, LLC 0.02% Add +0.1% 7,284 $669K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Add +0.2% 7,233 $664K
HRT Financial LP 0.00% Reduce -49.3% 7,153 $656K
Nomura Holdings Inc. 0.00% Reduce -83.2% 7,111 $653K
Exchange Traded Concepts, LLC 0.02% Add +5.0% 7,058 $648K
Royal Bank of Canada 0.00% Reduce -72.7% 7,017 $645K
Ameritas Investment Partners, Inc. 0.02% Reduce -5.2% 6,941 $637K
Oregon Public Employees Retirement Fund 0.01% Reduce -16.1% 6,761 $621K
Victory Capital Management Inc. 0.00% Reduce -0.4% 6,754 $620K
Versor Investments LP 0.11% Add +23.5% 6,721 $617K
AQR Capital Management 0.00% Reduce -13.2% 6,654 $611K
MML Investors Services, LLC 0.00% Reduce -18.7% 6,610 $607K
New Mexico Educational Retirement Board 0.02% No change 6,600 $606K
FMR LLC 0.00% Add +22.9% 6,496 $596K
Pacific Capital Partners Ltd 0.39% No change 6,457 $593K
Banque Pictet & Cie SA 0.01% No change 6,390 $587K
Handelsbanken Fonder AB 0.00% No change 6,251 $574K
Sabal Trust CO 0.03% No change 6,000 $551K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Reduce -13.0% 5,878 $540K
Susquehanna International Group, LLP 0.00% New 5,701 $523K
Vident Advisory, LLC 0.01% Reduce -35.4% 5,441 $499K
Vanguard Personalized Indexing Management, LLC 0.01% Add +12.9% 5,421 $498K
Trexquant Investment LP 0.01% Reduce -65.0% 5,236 $481K
Pacer Advisors, Inc. 0.00% Add +0.5% 4,884 $448K
Graham Capital Management, L.P. 0.03% New 4,572 $420K
Voya Investment Management LLC 0.00% Add +17.7% 4,517 $415K
Pictet Asset Management Holding SA 0.00% No change 4,316 $396K
Creative Planning 0.00% Add +7.4% 4,295 $394K
Pathstone Holdings, LLC 0.00% Reduce -7.5% 4,212 $387K
Xponance LLC 0.00% Reduce -19.2% 4,152 $381K
Commonwealth Equity Services, LLC 0.00% Add +10.9% 4,151 $381K
PNC Financial Services Group, Inc. 0.00% Reduce -1.9% 4,119 $378K
Franklin Resources Inc. 0.00% New 4,056 $372K
US Bancorp \de 0.00% Reduce -10.1% 3,970 $364K
Inspire Investing, LLC 0.04% Reduce -1.3% 3,822 $351K
Trium Capital LLP 0.12% New 3,693 $339K
Parallel Advisors, LLC 0.01% Add +28.9% 3,690 $339K
State of Tennessee, Department of Treasury 0.00% New 3,643 $334K
First Eagle Investment Management, LLC 0.00% No change 3,534 $324K
State of Alaska, Department of Revenue 0.00% No change 3,527 $323K
HighTower Advisors, LLC 0.00% Add +0.8% 3,494 $320K
Public Employees Retirement Association of Colorado 0.00% Reduce -4.2% 3,440 $316K
Generali Investments Towarzystwo Funduszy Inwestycyjnych 0.20% No change 3,400 $312K
Resona Asset Management Co.,Ltd. 0.00% New 3,364 $309K
Algert Global LLC 0.01% New 3,292 $302K
Federated Hermes, Inc. 0.00% Reduce -5.0% 3,130 $287K
D. E. Shaw & Co. 0.00% Reduce -31.5% 3,078 $283K
Intech Investment Management LLC 0.00% New 3,054 $280K
GAM Holding AG 0.02% New 3,000 $275K
Kestra Advisory Services, LLC 0.00% Add +2.4% 2,870 $263K
Greenland Capital Management LP 0.05% New 2,775 $255K
Securian Asset Management, Inc. 0.01% Reduce -3.8% 2,564 $235K
Prudential Financial Inc. 0.00% Reduce -7.5% 2,533 $233K
Independent Financial Group, LLC 0.01% No change 2,500 $230K
Maryland State Retirement & Pension System 0.00% No change 2,441 $224K
Two Sigma Securities, LLC 0.01% New 2,314 $212K
Capula Management Ltd 0.00% Reduce -50.8% 2,244 $206K
Atria Investments, Inc 0.00% New 2,190 $201K
Cwm, LLC 0.00% Reduce -27.8% 1,913 $176K
Deutsche Bank AG 0.00% Reduce -98.8% 1,834 $168K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% — 1,829 $168K
Cetera Trust Company, N.A 0.10% No change 1,810 $166K
Russell Investments Group, Ltd. 0.00% Reduce -1.8% 1,529 $140K
Advisors Asset Management, Inc. 0.00% Reduce -25.1% 1,524 $140K
Osaic Holdings, Inc. 0.00% Reduce -20.9% 1,502 $138K
Signaturefd, LLC 0.00% Add +88.2% 1,131 $104K
Covestor Ltd 0.05% No change 780 $72K
Quadrant Capital Group LLC 0.01% Add +18.6% 732 $67K
Hunting Hill Global Capital, LLC 0.03% Reduce -74.6% 714 $66K
Innealta Capital, LLC 0.02% New 701 $64K
Riggs Asset Managment Co. Inc. 0.01% No change 374 $34K
Lindbrook Capital, LLC 0.00% Add +43.4% 324 $30K
Fifth Third Bancorp 0.00% Add +10.1% 317 $29K
Nomura Asset Management Co. Ltd. 0.00% No change 230 $21K
TD Capital Management LLC 0.00% New 199 $18K
Gradient Investments LLC 0.00% New 188 $17K
Ridgewood Investments LLC 0.01% New 174 $16K
Allspring Global Investments Holdings, LLC 0.00% Add +27.9% 156 $14K
Banque Cantonale Vaudoise 0.00% Reduce -76.9% 150 $14K
Venturi Wealth Management, LLC 0.00% Add +196.0% 148 $14K
Janiczek Wealth Management, LLC 0.00% No change 141 $13K
MassMutual Private Wealth & Trust, FSB 0.00% Add +35.6% 137 $13K
JFS Wealth Advisors, LLC 0.00% No change 136 $12K
Rise Advisors, LLC 0.01% No change 125 $11K
Mascoma Wealth Management LLC 0.00% New 125 $11K
Allworth Financial LP 0.00% Add +151.2% 108 $11K
Steward Partners Investment Advisory, LLC 0.00% Add +14.0% 114 $10K
CIBC Private Wealth Group LLC 0.00% No change 100 $10K
Bell Investment Advisors, Inc 0.00% Add +33.3% 104 $10K
Spire Wealth Management 0.00% No change 104 $10K
Financial Freedom, LLC 0.01% No change 100 $9K
Farmers & Merchants Trust Co of Chambersburg PA 0.00% No change 100 $9K
Federation des caisses Desjardins du Quebec 0.00% No change 85 $8K
Farther Finance Advisors, LLC 0.00% Add +80.5% 74 $7K
Hexagon Capital Partners LLC 0.00% No change 75 $7K
Smartleaf Asset Management LLC 0.00% Add +116.7% 65 $6K
Bessemer Group Inc. 0.00% Reduce -91.1% 74 $6K
Benjamin F. Edwards & Company, Inc. 0.00% Reduce -24.0% 57 $5K
Ashton Thomas Private Wealth, LLC 0.00% New 51 $5K
Cypress Capital, LLC 0.00% New 50 $5K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 50 $5K
Versant Capital Management, Inc 0.00% Add +108.7% 48 $4K
Blue Trust, Inc. 0.00% New 47 $4K
Quent Capital, LLC 0.00% Add +161.1% 47 $4K
Capital Advisors, Ltd. LLC 0.00% No change 48 $4K
LGT Financial Advisors LLC 0.01% Reduce -54.7% 43 $4K
Global Retirement Partners, LLC 0.00% Add +40.7% 38 $3K
Prestige Wealth Management Group LLC 0.00% No change 37 $3K
EverSource Wealth Advisors, LLC 0.00% Add +560.0% 33 $3K
Parkside Financial Bank & Trust 0.00% Reduce -91.8% 32 $3K
Private Trust Co. NA 0.00% No change 32 $3K
Huntington National Bank 0.00% Add +2700.0% 28 $3K
Front Row Advisors LLC 0.00% No change 27 $2K
Cornerstone Planning Group LLC 0.00% Reduce -76.1% 21 $2K
WealthCollab, LLC 0.00% No change 19 $2K
UMB Bank, n.a. 0.00% Add +90.0% 19 $2K
Mather Group, Llc. 0.00% Add +12.5% 18 $2K
Fuller & Thaler Asset Management, Inc. 0.00% No change 16 $1K
Jones Financial Companies LLLP 0.00% New 15 $1K
Farmers & Merchants Investments Inc. 0.00% No change 15 $1K
St. Johns Investment Management Company, LLC 0.00% No change 14 $1K
CENTRAL TRUST Co 0.00% Reduce -45.8% 13 $1K
NewEdge Advisors, LLC 0.00% No change 13 $1K
Sachetta, LLC 0.00% Add +71.4% 12 $1K
Private Wealth Management Group, LLC 0.00% New 12 $1K
Continuum Advisory, LLC 0.00% No change 12 $1K
Financial Management Professionals, Inc. 0.00% No change 10 $1K
Concourse Financial Group Securities, Inc. 0.00% Add +0.0% 7 $642
SJS Investment Consulting Inc. 0.00% No change 6 $551
DiNuzzo Private Wealth, Inc. 0.00% No change 4 $368
Caitlin John, LLC 0.00% Add +100.0% 4 $367
First Horizon Advisors, Inc. 0.00% Reduce -82.6% 4 $367
MV Capital Management, Inc. 0.00% New 3 $276
GAMMA Investing LLC 0.00% Reduce -86.4% 3 $275
Bruce G. Allen Investments, LLC 0.00% Reduce -77.8% 2 $184
Raffa Wealth Management, LLC 0.00% No change 2 $184
Avion Wealth 0.00% New 5 $0

"% of holder's portfolio" is AMED's weight in each manager's 13F, not the share of Amedisys Inc. the manager owns.