Polar Capital’s Addus HomeCare ADUS Stock Holding History

Polar Capital’s Portfolio ADUS Stock Details ADUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$39.4M	Buy	416,943 +123,455	+42%	+$11.6M	0.29%	91
2020 Q2	$27.2M	Buy	293,488 +60,485	+26%	+$5.23M	0.23%	112
2020 Q1	$15.8M	Sell	233,003 -4,035	-2%	-$349K	0.17%	144
2019 Q4	$23M	Hold	237,038	–	–	0.2%	140
2019 Q3	$18.8M	Buy	237,038 +119,624	+102%	+$9.69M	0.17%	148
2019 Q2	$8.8M	Buy	+117,414	New	+$8.11M	0.08%	201

Other funds holding ADUS

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

EML

Eos Management LP New York $233M AUM 24.25% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Polar Capital's ADUS Position: Q3 2020 in Review

Polar Capital increased its Addus HomeCare (ADUS) stake by 42% in Q3 2020, buying an estimated $11.6M and bringing the position to 416,943 shares worth $39.4M. The position accounts for 0.29% of the portfolio, ranked #91.

Polar Capital first reported a position in ADUS in Q2 2019 and has held it in 6 quarters since. 193 funds tracked by Wall St. Rank hold ADUS as of Q3 2020.

Polar Capital held 416,943 shares of Addus HomeCare worth $39.4M as of Q3 2020.
Polar Capital bought 123,455 Addus HomeCare shares in Q3 2020, an estimated $11.6M.
Addus HomeCare made up 0.29% of Polar Capital's portfolio in Q3 2020, its #91 holding.
Polar Capital first reported a position in Addus HomeCare in Q2 2019 and has held it in 6 quarters since.
193 funds tracked by Wall St. Rank held Addus HomeCare as of Q3 2020.

Based on Polar Capital's 13F filing for Q3 2020, filed 16 Nov 2020.