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Addus HomeCare
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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
SGAM
76
Smith Group Asset Management
Texas
$38K – – –
QBFM
77
QS Batterymarch Financial Management
New York
$29K +$22.4K +1,000 New
CEMP
78
Compass Efficient Model Portfolios
Tennessee
$28K – – –
Citigroup
79
Citigroup
New York
$26K +$19.8K +881 New
OA
80
OFI Advisors
Pennsylvania
$16K -$3.01K -134 -19%
LTFS
81
Ladenburg Thalmann Financial Services
Florida
$12K +$8.84K +394 +6,567%
TWA
82
TCI Wealth Advisors
Arizona
$9K +$6.73K +300 New
Creative Planning
83
Creative Planning
Kansas
$8K -$20.5K -914 -76%
HF
84
Hoxton Financial
West Virginia
$7K +$3.52K +157 +173%
Bank of America
85
Bank of America
North Carolina
$4K -$164K -7,308 -98%
GC
86
Globeflex Capital
California
$3K +$1.48K +66 +118%
Royal Bank of Canada
87
Royal Bank of Canada
Ontario, Canada
$3K +$2K +89 New
Barclays
88
Barclays
United Kingdom
$2K -$583 -26 -27%
WA
89
WFG Advisors
Texas
$1K +$763 +34 New
Manulife (Manufacturers Life Insurance)
90
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9 +$5.5K +245 +327%
PI
91
Putnam Investments
Massachusetts
– -$3.29M -166,471 Closed
MA
92
MUFG Americas
New York
– -$1.19M -60,400 Closed
LSV Asset Management
93
LSV Asset Management
Illinois
– -$592K -30,000 Closed
N
94
Natixis
France
– -$231K -11,700 Closed
Millennium Management
95
Millennium Management
New York
– -$227K -11,500 Closed
JIR
96
James Investment Research
Ohio
– -$22K -1,135 Closed
MFS
97
MSI Financial Services
Massachusetts
– -$1K -70 Closed
MAS
98
Madden Advisory Services
Florida
– -$1K -60 Closed
SSG
99
Summit Securities Group
New York
– +$202 +9 New
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.