Silphium Asset Management’s Amedisys AMED Stock Holding History

Silphium Asset Management’s Portfolio AMED Stock Details AMED Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-75,000	Closed	-$6.81M	–	34
2024 Q4	$6.81M	Sell	75,000 -44,600	-37%	-$4.1M	2.24%	13
2024 Q3	$11.5M	Buy	119,600 +39,600	+50%	+$3.86M	4.12%	6
2024 Q2	$7.34M	Buy	80,000 +20,000	+33%	+$1.86M	3.49%	6
2024 Q1	$5.53M	Buy	60,000 +39,059	+187%	+$3.66M	2.79%	10
2023 Q4	$1.99M	Buy	20,941 +11,378	+119%	+$1.06M	1.06%	37
2023 Q3	$893K	Buy	+9,563	New	+$884K	0.29%	54

Other funds holding AMED

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

DKCM

Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AAM

Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

TAL

TIG Advisors LLC New York $2.16B AUM 72.99% 1-Year Est. Return

UOC

UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

Silphium Asset Management's AMED Position: Q1 2025 in Review

Silphium Asset Management sold out of Amedisys (AMED) in Q1 2025, closing a stake of 75,000 shares — an estimated $6.81M sold.

Silphium Asset Management first reported a position in AMED in Q3 2023 and held it in 6 quarters. The position peaked at $11.5M in Q3 2024. 304 funds tracked by Wall St. Rank hold AMED as of Q1 2025.

Silphium Asset Management reported no remaining Amedisys position as of Q1 2025 after selling out during the quarter.
Silphium Asset Management sold 75,000 Amedisys shares in Q1 2025, an estimated $6.81M.
Silphium Asset Management first reported a position in Amedisys in Q3 2023 and held it in 6 quarters.
Silphium Asset Management's Amedisys position peaked at $11.5M in Q3 2024.
304 funds tracked by Wall St. Rank held Amedisys as of Q1 2025.

Based on Silphium Asset Management's 13F filing for Q1 2025, filed 30 Apr 2025.