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Addus HomeCare
ADUS

80 hedge funds and large institutions have $178M invested in Addus HomeCare in 2016 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 28 increasing their positions, 25 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 25

2% less funds holding

Funds holding: 82 → 80 (-2)

14% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 14

27% less capital invested

Capital invested by funds: $244M → $178M (-$66.4M)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
80
Holders Change
-2
Holders Change %
-2.44%
% of All Funds
2.13%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
12
Increased
28
Reduced
25
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WCM Investment Management
WCM Investment Management
California
+$4M
2
JAM
Jupiter Asset Management
United Kingdom
+$3.93M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$3.76M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$825K
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$528K

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$4.89M
2
SCM
Sio Capital Management
New York
-$2.92M
3
AQR Capital Management
AQR Capital Management
Connecticut
-$1.82M
4
GIP
Granite Investment Partners
California
-$1.46M
5
RA
Royce & Associates
New York
-$1.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
Los Angeles Capital Management
51
Los Angeles Capital Management
California
$174K -$171K -8,280 -45%
OSAM
52
O'Shaughnessy Asset Management
Connecticut
$169K -$99.3K -4,803 -33%
TA
53
Teachers Advisors
New York
$167K – – –
Swiss National Bank
54
Swiss National Bank
Switzerland
$152K +$46.5K +2,250 +32%
Morgan Stanley
55
Morgan Stanley
New York
$140K +$155K +7,508 +1,181%
New York State Common Retirement Fund
56
New York State Common Retirement Fund
New York
$110K – – –
Deutsche Bank
57
Deutsche Bank
Germany
$108K +$98.2K +4,748 +300%
SO
58
STRS Ohio
Ohio
$106K – – –
US Bancorp
59
US Bancorp
Minnesota
$105K – – –
Citigroup
60
Citigroup
New York
$98K +$53.3K +2,579 +83%
NFA
61
Nationwide Fund Advisors
Ohio
$91K – – –
Manulife (Manufacturers Life Insurance)
62
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$86K – – –
SGAM
63
Smith Group Asset Management
Texas
$86K +$25K +1,210 +32%
Barclays
64
Barclays
United Kingdom
$70K -$160K -7,756 -65%
AIG
65
American International Group
New York
$65K – – –
BA
66
BlackRock Advisors
Delaware
$55K +$5.87K +284 +10%
PAM
67
Panagora Asset Management
Massachusetts
$44K -$114K -5,503 -68%
LSV Asset Management
68
LSV Asset Management
Illinois
$27K -$7.24K -350 -18%
Creative Planning
69
Creative Planning
Kansas
$22K -$186K -9,000 -87%
MERSOM
70
Municipal Employees' Retirement System of Michigan
Michigan
$20K +$24.4K +1,180 New
BG
71
BlackRock Group
United Kingdom
$19K +$22.6K +1,095 New
AIM
72
Acrospire Investment Management
Illinois
$18K +$21.4K +1,036 New
Teacher Retirement System of Texas
73
Teacher Retirement System of Texas
Texas
$14K +$4.11K +199 +32%
BlackRock
74
BlackRock
New York
$6K +$6.84K +331 New
Walleye Trading
75
Walleye Trading
New York
$5K +$6.2K +300 New
1 2
3
4

ADUS Hedge Fund Activity: Q1 2016 in Review

80 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Addus HomeCare (ADUS) for Q1 2016, worth a combined $178M — down 27% from $244M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of ADUS and 12 opened new positions — a net loss of 2 holders — while 25 trimmed existing stakes and 28 added.

The largest buyer was WCM Investment Management, opening a new position worth an estimated $4M. The largest seller was JP Morgan Chase, cutting an estimated $4.89M.

  • 80 institutional investors held Addus HomeCare (ADUS) as of Q1 2016, down from 82 in Q4 2015.
  • Funds reported $178M of Addus HomeCare stock for Q1 2016, down 27% quarter-over-quarter.
  • 12 funds opened new Addus HomeCare positions in Q1 2016 and 14 closed out, a net change of -2 holders.
  • The largest Addus HomeCare buyer in Q1 2016 was WCM Investment Management, an estimated $4M added.
  • The largest Addus HomeCare seller in Q1 2016 was JP Morgan Chase, an estimated $4.89M sold.

Based on aggregated 13F filings for Q1 2016.