Addus HomeCare
ADUS
88 hedge funds and large institutions have $382M invested in Addus HomeCare in 2017 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 35 increasing their positions, 29 reducing their positions, and 18 closing their positions.
21% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 29
11% more call options, than puts
Call options by funds: $459K | Put options by funds: $413K
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.21% less ownership
Funds ownership: 93.29% → 93.08% (-0.21%)
5% less capital invested
Capital invested by funds: $403M → $382M (-$20.4M)
7% less funds holding
Funds holding: 95 → 88 (-7)
39% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 18
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$3.06M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$2.6M |
| 3 |
CAM
Cortina Asset Management
Milwaukee,
Wisconsin
|
+$2.39M |
| 4 |
PCMI
Paradigm Capital Management Inc
Albany,
New York
|
+$1.38M |
| 5 |
MAM
Martingale Asset Management
Boston,
Massachusetts
|
+$972K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AR
Advisory Research
Chicago,
Illinois
|
-$3.33M |
| 2 |
JP Morgan Chase
New York
|
-$3.05M |
| 3 |
Millennium Management
New York
|
-$2.09M |
| 4 |
Comerica Bank
Dallas,
Texas
|
-$1.19M |
| 5 |
NFA
Nationwide Fund Advisors
Columbus,
Ohio
|
-$845K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Nordea Investment Management
Stockholm,
Sweden
| – | -$201K | -5,400 | Closed |
|
|
AIM
102
Acrospire Investment Management
Chicago,
Illinois
| – | -$73K | -1,970 | Closed |
|
103
Creative Planning
Overland Park,
Kansas
| – | -$19K | -500 | Closed |
|
|
AG
104
Advisor Group
Phoenix,
Arizona
| – | -$10K | -265 | Closed |
|
105
Federated Hermes
Pittsburgh,
Pennsylvania
| – | -$5K | -130 | Closed |
|
|
GI
106
Gradient Investments
Arden Hills,
Minnesota
| – | -$2K | -55 | Closed |
|
ADUS Hedge Fund Activity: Q3 2017 in Review
88 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Addus HomeCare (ADUS) for Q3 2017, worth a combined $382M — down 5.1% from $403M a quarter earlier.
Sellers outnumbered buyers: 18 funds closed out of ADUS and 11 opened new positions — a net loss of 7 holders — while 29 trimmed existing stakes and 35 added.
The largest buyer was Wellington Management Group, adding an estimated $3.06M. The largest seller was Advisory Research, cutting an estimated $3.33M.
- 88 institutional investors held Addus HomeCare (ADUS) as of Q3 2017, down from 95 in Q2 2017.
- Funds reported $382M of Addus HomeCare stock for Q3 2017, down 5.1% quarter-over-quarter.
- 11 funds opened new Addus HomeCare positions in Q3 2017 and 18 closed out, a net change of -7 holders.
- The largest Addus HomeCare buyer in Q3 2017 was Wellington Management Group, an estimated $3.06M added.
- The largest Addus HomeCare seller in Q3 2017 was Advisory Research, an estimated $3.33M sold.
Based on aggregated 13F filings for Q3 2017.