We are live on ! Find out more
ADUS icon

Addus HomeCare
ADUS

91 hedge funds and large institutions have $239M invested in Addus HomeCare in 2013 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 27 increasing their positions, 32 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 8

52% more capital invested

Capital invested by funds: $157M → $239M (+$81.7M)

25% more funds holding

Funds holding: 73 → 91 (+18)

16% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 32

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
91
Holders Change
+18
Holders Change %
+24.66%
% of All Funds
2.95%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
26
Increased
27
Reduced
32
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$4.95M
2
AQR Capital Management
AQR Capital Management
Connecticut
+$4.92M
3
MCM
McKinley Capital Management
Alaska
+$2.32M
4
Invesco
Invesco
Georgia
+$2.28M
5
RA
Royce & Associates
New York
+$2.24M

Top Sellers

1
NI
Numeric Investors
Massachusetts
-$6.08M
2
PI
Putnam Investments
Massachusetts
-$3.29M
3
PCM
Perritt Capital Management
Illinois
-$1.78M
4
Morgan Stanley
Morgan Stanley
New York
-$1.71M
5
EI
EAM Investors
California
-$1.55M
Name Holding Trade Value Shares
Change 		Change in
Stake
OSAM
51
O'Shaughnessy Asset Management
Connecticut
$378K +$242K +10,799 +474%
Ameriprise
52
Ameriprise
Minnesota
$372K +$279K +12,430 +3,024%
Prudential Financial
53
Prudential Financial
New Jersey
$330K +$256K +11,400 New
NFA
54
Nationwide Fund Advisors
Ohio
$329K -$785K -34,972 -75%
U
55
UBS
Switzerland
$315K +$244K +10,863 New
SCM
56
Sterling Capital Management
North Carolina
$306K +$237K +10,556 New
TA
57
Teachers Advisors
New York
$300K +$72.4K +3,226 +45%
ARTA
58
A.R.T. Advisors
New York
$289K -$1.27M -56,672 -85%
California State Teachers Retirement System (CalSTRS)
59
California State Teachers Retirement System (CalSTRS)
California
$285K +$6.73K +300 +3%
California Public Employees Retirement System
60
California Public Employees Retirement System
California
$272K – – –
First Trust Advisors
61
First Trust Advisors
Illinois
$231K +$179K +7,962 New
Charles Schwab
62
Charles Schwab
California
$228K +$175K +7,800 New
Jane Street
63
Jane Street
New York
$212K +$164K +7,315 New
RhumbLine Advisers
64
RhumbLine Advisers
Massachusetts
$210K +$163K +7,255 New
Federated Hermes
65
Federated Hermes
Pennsylvania
$196K +$151K +6,753 New
Deutsche Bank
66
Deutsche Bank
Germany
$189K -$90K -4,010 -38%
CAM
67
ClariVest Asset Management
California
$170K -$561K -25,024 -81%
BA
68
BlackRock Advisors
Delaware
$130K -$17.9K -798 -15%
AllianceBernstein
69
AllianceBernstein
Tennessee
$120K -$16.6K -740 -15%
AIG
70
American International Group
New York
$106K +$82.2K +3,663 New
AC
71
Alexandria Capital
Virginia
$87K -$17.9K -800 -21%
SO
72
STRS Ohio
Ohio
$72K – – –
Fifth Third Bancorp
73
Fifth Third Bancorp
Ohio
$58K +$44.9K +2,000 New
TRCT
74
Tower Research Capital (TRC)
New York
$49K -$23.9K -1,064 -39%
PCM
75
Prelude Capital Management
New York
$43K -$65K -2,898 -66%
1 2
3
4

ADUS Hedge Fund Activity: Q3 2013 in Review

91 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Addus HomeCare (ADUS) for Q3 2013, worth a combined $239M — up 52% from $157M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new ADUS positions and 8 closed out — a net gain of 18 holders — while 27 added to existing stakes and 32 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $4.95M. The largest seller was Numeric Investors, cutting an estimated $6.08M.

  • 91 institutional investors held Addus HomeCare (ADUS) as of Q3 2013, up from 73 in Q2 2013.
  • Funds reported $239M of Addus HomeCare stock for Q3 2013, up 52% quarter-over-quarter.
  • 26 funds opened new Addus HomeCare positions in Q3 2013 and 8 closed out, a net change of +18 holders.
  • The largest Addus HomeCare buyer in Q3 2013 was JP Morgan Chase, an estimated $4.95M added.
  • The largest Addus HomeCare seller in Q3 2013 was Numeric Investors, an estimated $6.08M sold.

Based on aggregated 13F filings for Q3 2013.