Addus HomeCare
ADUS
70 hedge funds and large institutions have $186M invested in Addus HomeCare in 2014 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 26 reducing their positions, and 15 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
8% less funds holding
Funds holding: 76 → 70 (-6)
12% less repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 26
12% less capital invested
Capital invested by funds: $210M → $186M (-$24.5M)
40% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCS
Harvest Capital Strategies
San Francisco,
California
|
+$5.14M |
| 2 |
OCG
Opus Capital Group
Cincinnati,
Ohio
|
+$2.48M |
| 3 |
TC
TFS Capital
West Chester,
Pennsylvania
|
+$1.99M |
| 4 |
William Blair & Company
Chicago,
Illinois
|
+$1.93M |
| 5 |
SFM
Systematic Financial Management
Teaneck,
New Jersey
|
+$1.52M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$3.38M |
| 2 |
AQR Capital Management
Greenwich,
Connecticut
|
-$1.83M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
-$1.79M |
| 4 |
EIM
Essex Investment Management
Boston,
Massachusetts
|
-$959K |
| 5 |
Acadian Asset Management
Boston,
Massachusetts
|
-$890K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Massachusetts Financial Services
Boston,
Massachusetts
| – | -$277K | -12,303 | Closed |
|
|
SCM
77
Sterling Capital Management
Charlotte,
North Carolina
| – | -$271K | -12,063 | Closed |
|
|
CS
78
Credit Suisse
Zurich,
Switzerland
| – | -$234K | -10,427 | Closed |
|
79
California Public Employees Retirement System
Sacramento,
California
| – | -$211K | -9,400 | Closed |
|
|
SSWM
80
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
| – | -$211K | -9,368 | Closed |
|
|
GC
81
Guggenheim Capital
Chicago,
Illinois
| – | -$202K | -8,993 | Closed |
|
|
VFA
82
Virtus Fund Advisers
Hartford,
Connecticut
| – | -$12K | -539 | Closed |
|
|
LTFS
83
Ladenburg Thalmann Financial Services
Miami,
Florida
| – | -$11K | -500 | Closed |
|
84
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$3K | -130 | Closed |
|
ADUS Hedge Fund Activity: Q3 2014 in Review
70 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Addus HomeCare (ADUS) for Q3 2014, worth a combined $186M — down 12% from $210M a quarter earlier.
Sellers outnumbered buyers: 15 funds closed out of ADUS and 9 opened new positions — a net loss of 6 holders — while 26 trimmed existing stakes and 23 added.
The largest buyer was Harvest Capital Strategies, adding an estimated $5.14M. The largest seller was Vanguard Group, cutting an estimated $3.38M.
- 70 institutional investors held Addus HomeCare (ADUS) as of Q3 2014, down from 76 in Q2 2014.
- Funds reported $186M of Addus HomeCare stock for Q3 2014, down 12% quarter-over-quarter.
- 9 funds opened new Addus HomeCare positions in Q3 2014 and 15 closed out, a net change of -6 holders.
- The largest Addus HomeCare buyer in Q3 2014 was Harvest Capital Strategies, an estimated $5.14M added.
- The largest Addus HomeCare seller in Q3 2014 was Vanguard Group, an estimated $3.38M sold.
Based on aggregated 13F filings for Q3 2014.