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Addus HomeCare

240 hedge funds and large institutions have $1.43B invested in Addus HomeCare in 2023 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 111 increasing their positions, 61 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

101% more call options, than puts

Call options by funds: $1.47M | Put options by funds: $732K

82% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 61

23% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 31

3% more funds holding

Funds holding: 234240 (+6)

2.36% less ownership

Funds ownership: 97.47%95.11% (-2.4%)

15% less capital invested

Capital invested by funds: $1.68B → $1.43B (-$250M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
240
Holders Change
+6
Holders Change %
+2.56%
% of All Funds
3.77%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
38
Increased
111
Reduced
61
Closed
31
Calls
$1.47M
Puts
$732K
Net Calls
+$742K
Net Calls Change
-$3.67M
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
226
Northwestern Mutual Wealth Management
Wisconsin
$3.06K -$2.19K -23 -41%
IA
227
IFP Advisors
Florida
$3.06K +$1.81K +19 +136%
RFG
228
RFP Financial Group
Georgia
$1.85K
QCG
229
Quadrant Capital Group
Ohio
$1.02K -$1.15K -12 -52%
FMII
230
Farmers & Merchants Investments Inc
Nebraska
$1.02K
BTI
231
Blue Trust Inc
Georgia
$1K
JWA
232
JFS Wealth Advisors
Pennsylvania
$742 -$191 -2 -20%
FGAM
233
Financial Gravity Asset Management
Texas
$741 -$1.34K -14 -13%
AWM
234
Abound Wealth Management
Tennessee
$371 +$382 +4 New
FFA
235
Farther Finance Advisors
California
$371 +$382 +4 New
SIC
236
SJS Investment Consulting
Ohio
$279
AF
237
Advisornet Financial
Minnesota
$278 +$95 +1 +50%
DI
238
Disciplined Investments
Oklahoma
$185
MPWT
239
MassMutual Private Wealth & Trust
Connecticut
$185 +$191 +2 New
Capital World Investors
240
Capital World Investors
California
-$73.6M -689,350 Closed
Swedbank
241
Swedbank
Sweden
-$9.25M -86,600 Closed
LCG
242
Lisanti Capital Growth
New York
-$6.19M -58,019 Closed
TCM
243
Tekla Capital Management
Massachusetts
-$4.52M -42,380 Closed
BC
244
Brookfield Corp
Ontario, Canada
-$1.22M -11,401 Closed
NSIM
245
North Star Investment Management
Illinois
-$818K -7,661 Closed
SG Americas Securities
246
SG Americas Securities
New York
-$737K -6,908 Closed
Brown Advisory
247
Brown Advisory
Maryland
-$427K -4,000 Closed
JFG
248
Jefferies Financial Group
New York
-$386K -3,613 Closed
AC
249
AXQ Capital
New Jersey
-$347K -3,248 Closed
QC
250
Quantedge Capital
Singapore
-$342K -3,200 Closed

ADUS Hedge Fund Activity: Q2 2023 in Review

240 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Addus HomeCare (ADUS) for Q2 2023, worth a combined $1.43B — down 15% from $1.68B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new ADUS positions and 31 closed out — a net gain of 7 holders — while 111 added to existing stakes and 61 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $8.86M. The largest seller was Capital World Investors, exiting entirely with an estimated $73.6M sold.

  • 240 institutional investors held Addus HomeCare (ADUS) as of Q2 2023, up from 234 in Q1 2023.
  • Funds reported $1.43B of Addus HomeCare stock for Q2 2023, down 15% quarter-over-quarter.
  • 38 funds opened new Addus HomeCare positions in Q2 2023 and 31 closed out, a net change of +7 holders.
  • The largest Addus HomeCare buyer in Q2 2023 was Wellington Management Group, an estimated $8.86M added.
  • The largest Addus HomeCare seller in Q2 2023 was Capital World Investors, an estimated $73.6M sold.

Based on aggregated 13F filings for Q2 2023.