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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
PAMS
251
Pictet Asset Management (Switzerland)
Switzerland
-$281K -2,628 Closed
NA
252
NewEdge Advisors
Louisiana
-$264K -2,472 Closed
MFS
253
Mirabella Financial Services
United Kingdom
-$256K -2,400 Closed
State of Wisconsin Investment Board
254
State of Wisconsin Investment Board
Wisconsin
-$217K -2,030 Closed
PMA
255
Prudent Man Advisors
Illinois
-$201K -1,880 Closed
PMEF
256
Point72 Middle East FZE
United Arab Emirates
-$101K -942 Closed
BAM
257
Belpointe Asset Management
Nevada
-$55.7K -522 Closed
FCA
258
Fortis Capital Advisors
Kansas
-$53.9K -505 Closed
JIR
259
James Investment Research
Ohio
-$32K -300 Closed
Macquarie Group
260
Macquarie Group
Australia
-$31K -287 Closed
Cerity Partners
261
Cerity Partners
New York
-$411K -124 Closed
TWA
262
TCI Wealth Advisors
Arizona
-$5.02K -47 Closed
ASN
263
Advisory Services Network
Georgia
-$3.74K -35 Closed
BWM
264
BerganKDV Wealth Management
Minnesota
-$3.1K -29 Closed
GEA
265
Glen Eagle Advisors
New Jersey
-$1.81K -17 Closed
SC
266
Schubert & Co
Texas
-$1.39K -13 Closed
EI
267
Ellevest Inc
New York
-$1.17K -11 Closed
LC
268
Lindbrook Capital
California
-$854 -8 Closed
C
269
Covestor
United Kingdom
-$668 -7 -58%
BIA
270
Bell Investment Advisors
California
-$641 -6 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.