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Addus HomeCare
ADUS

234 hedge funds and large institutions have $1.51B invested in Addus HomeCare in 2022 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 83 increasing their positions, 75 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 16

22% more call options, than puts

Call options by funds: $3.33M | Put options by funds: $2.73M

11% more funds holding

Funds holding: 211 → 234 (+23)

11% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 75

3% more capital invested

Capital invested by funds: $1.47B → $1.51B (+$41.7M)

0.11% less ownership

Funds ownership: 98.27% → 98.16% (-0.11%)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
234
Holders Change
+23
Holders Change %
+10.9%
% of All Funds
3.76%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
44
Increased
83
Reduced
75
Closed
16
Calls
$3.33M
Puts
$2.73M
Net Calls
+$601K
Net Calls Change
-$361K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$83.6M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$46M
3
Ameriprise
Ameriprise
Minnesota
+$4.43M
4
PCH
Polar Capital Holdings
United Kingdom
+$3.52M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$3.22M

Top Sellers

Rank Fund Capital Flow
1
Capital World Investors
Capital World Investors
California
-$26.1M
2
WA
Wasatch Advisors
Utah
-$10.2M
3
MIIM
Mesirow Institutional Investment Management
Illinois
-$6.99M
4
Pacer Advisors
Pacer Advisors
Pennsylvania
-$5.39M
5
BlackRock
BlackRock
New York
-$4.63M
Name Holding Trade Value Shares
Change 		Change in
Stake
HW
126
Hancock Whitney
Mississippi
$564K +$12.2K +117 +2%
OPERF
127
Oregon Public Employees Retirement Fund
Oregon
$533K +$4.5K +43 +0.8%
GAM
128
Guinness Asset Management
United Kingdom
$521K – – –
PCM
129
Perritt Capital Management
Illinois
$507K -$314K -3,000 -37%
TRSOTSOK
130
Teachers Retirement System of the State of Kentucky
Kentucky
$492K +$37K +354 +8%
FNBOO
131
First National Bank of Omaha
Nebraska
$490K -$47.9K -458 -9%
First Trust Advisors
132
First Trust Advisors
Illinois
$489K +$514K +4,918 New
Squarepoint
133
Squarepoint
New York
$479K +$504K +4,819 New
ET
134
Equitable Trust
Tennessee
$475K -$674K -6,448 -57%
ASRS
135
Arizona State Retirement System
Arizona
$451K +$17.8K +170 +4%
CSS
136
Cubist Systematic Strategies
Connecticut
$437K +$459K +4,389 New
Lido Advisors
137
Lido Advisors
California
$435K +$24.6K +235 +6%
Two Sigma Investments
138
Two Sigma Investments
New York
$433K +$455K +4,352 New
QC
139
Quantedge Capital
Singapore
$428K +$178K +1,700 +65%
State Board of Administration of Florida Retirement System
140
State Board of Administration of Florida Retirement System
Florida
$427K +$7.32K +70 +2%
OC
141
Oppenheimer & Co
New York
$420K -$421K -4,027 -49%
Vontobel Holding
142
Vontobel Holding
Switzerland
$419K -$26.5K -253 -6%
Renaissance Technologies
143
Renaissance Technologies
New York
$418K +$439K +4,200 New
HWMA
144
Heritage Wealth Management (Arizona)
Arizona
$408K +$228K +2,182 +114%
AAM
145
Azzad Asset Management
Virginia
$398K +$4.5K +43 +1%
Brown Advisory
146
Brown Advisory
Maryland
$398K – – –
GC
147
Guggenheim Capital
Illinois
$370K -$620K -5,931 -61%
JFG
148
Jefferies Financial Group
New York
$362K +$381K +3,643 New
PNC Financial Services Group
149
PNC Financial Services Group
Pennsylvania
$335K -$19.9K -190 -5%
SG Americas Securities
150
SG Americas Securities
New York
$309K +$144K +1,381 +80%
4 5
6
7 8

ADUS Hedge Fund Activity: Q4 2022 in Review

234 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Addus HomeCare (ADUS) for Q4 2022, worth a combined $1.51B — up 2.8% from $1.47B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new ADUS positions and 16 closed out — a net gain of 28 holders — while 83 added to existing stakes and 75 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $83.6M. The largest seller was Capital World Investors, cutting an estimated $26.1M.

  • 234 institutional investors held Addus HomeCare (ADUS) as of Q4 2022, up from 211 in Q3 2022.
  • Funds reported $1.51B of Addus HomeCare stock for Q4 2022, up 2.8% quarter-over-quarter.
  • 44 funds opened new Addus HomeCare positions in Q4 2022 and 16 closed out, a net change of +28 holders.
  • The largest Addus HomeCare buyer in Q4 2022 was Morgan Stanley, an estimated $83.6M added.
  • The largest Addus HomeCare seller in Q4 2022 was Capital World Investors, an estimated $26.1M sold.

Based on aggregated 13F filings for Q4 2022.