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Addus HomeCare

261 hedge funds and large institutions have $1.48B invested in Addus HomeCare in 2023 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 88 increasing their positions, 100 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 19

20% more call options, than puts

Call options by funds: $3.41M | Put options by funds: $2.83M

13% more capital invested

Capital invested by funds: $1.31B → $1.48B (+$166M)

7% more funds holding

Funds holding: 244261 (+17)

3.42% more ownership

Funds ownership: 94.63%98.05% (+3.4%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

12% less repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 100

Holders
261
Holders Change
+17
Holders Change %
+6.97%
% of All Funds
3.81%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
38
Increased
88
Reduced
100
Closed
19
Calls
$3.41M
Puts
$2.83M
Net Calls
+$576K
Net Calls Change
-$1.46M
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
76
UBS Group
Switzerland
$1.97M +$766K +8,810 +71%
Franklin Resources
77
Franklin Resources
California
$1.94M -$10K -115 -0.5%
DIA
78
Dean Investment Associates
Ohio
$1.93M +$1.8M +20,741 New
Citadel Advisors
79
Citadel Advisors
Florida
$1.81M +$176K +2,024 +12%
Prudential Financial
80
Prudential Financial
New Jersey
$1.8M -$16.2K -186 -0.9%
CCMG
81
Clark Capital Management Group
Pennsylvania
$1.78M +$1.67M +19,211 New
Stifel Financial
82
Stifel Financial
Missouri
$1.74M -$44.9K -516 -3%
CCG
83
Chatham Capital Group
Georgia
$1.72M -$71K -817 -4%
AllianceBernstein
84
AllianceBernstein
Tennessee
$1.67M +$6.96K +80 +0.4%
RG
85
Renaissance Group
Kentucky
$1.66M +$54K +621 +4%
BA
86
Bridgewater Associates
Connecticut
$1.6M -$157K -1,806 -9%
California State Teachers Retirement System (CalSTRS)
87
California State Teachers Retirement System (CalSTRS)
California
$1.58M -$67K -771 -4%
Comerica Bank
88
Comerica Bank
Texas
$1.56M +$37.1K +427 +3%
EGM
89
Engineers Gate Manager
New York
$1.51M +$41.4K +476 +3%
Canada Life
90
Canada Life
Manitoba, Canada
$1.49M -$3.22K -37 -0.2%
Two Sigma Investments
91
Two Sigma Investments
New York
$1.43M -$1M -11,555 -43%
UBS AM
92
UBS AM
Illinois
$1.39M +$102K +1,168 +8%
QEI
93
QSV Equity Investors
Illinois
$1.39M +$1.3M +14,940 New
Thrivent Financial for Lutherans
94
Thrivent Financial for Lutherans
Minnesota
$1.34M -$33.4K -384 -3%
First Trust Advisors
95
First Trust Advisors
Illinois
$1.34M -$575K -6,610 -31%
ETC
96
Exchange Traded Concepts
Oklahoma
$1.33M +$9.82K +113 +0.8%
RA
97
Royce & Associates
New York
$1.31M -$298K -3,424 -20%
VOYA Investment Management
98
VOYA Investment Management
Georgia
$1.3M +$6.52K +75 +0.5%
TPSF
99
Texas Permanent School Fund
Texas
$1.3M +$20.6K +237 +2%
Teacher Retirement System of Texas
100
Teacher Retirement System of Texas
Texas
$1.28M -$260K -2,993 -18%

ADUS Hedge Fund Activity: Q4 2023 in Review

261 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Addus HomeCare (ADUS) for Q4 2023, worth a combined $1.48B — up 13% from $1.31B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new ADUS positions and 19 closed out — a net gain of 19 holders — while 88 added to existing stakes and 100 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $41.8M. The largest seller was Redwood Investments, cutting an estimated $8.68M.

  • 261 institutional investors held Addus HomeCare (ADUS) as of Q4 2023, up from 244 in Q3 2023.
  • Funds reported $1.48B of Addus HomeCare stock for Q4 2023, up 13% quarter-over-quarter.
  • 38 funds opened new Addus HomeCare positions in Q4 2023 and 19 closed out, a net change of +19 holders.
  • The largest Addus HomeCare buyer in Q4 2023 was Morgan Stanley, an estimated $41.8M added.
  • The largest Addus HomeCare seller in Q4 2023 was Redwood Investments, an estimated $8.68M sold.

Based on aggregated 13F filings for Q4 2023.