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Addus HomeCare

240 hedge funds and large institutions have $1.43B invested in Addus HomeCare in 2023 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 111 increasing their positions, 61 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

101% more call options, than puts

Call options by funds: $1.47M | Put options by funds: $732K

82% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 61

23% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 31

3% more funds holding

Funds holding: 234240 (+6)

2.36% less ownership

Funds ownership: 97.47%95.11% (-2.4%)

15% less capital invested

Capital invested by funds: $1.68B → $1.43B (-$250M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
240
Holders Change
+6
Holders Change %
+2.56%
% of All Funds
3.77%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
38
Increased
111
Reduced
61
Closed
31
Calls
$1.47M
Puts
$732K
Net Calls
+$742K
Net Calls Change
-$3.67M
Name Holding Trade Value Shares
Change
Change in
Stake
FNBOO
126
First National Bank of Omaha
Nebraska
$646K +$214K +2,240 +47%
IWC
127
Integrated Wealth Concepts
Massachusetts
$634K +$652K +6,838 New
AB
128
Amalgamated Bank
New York
$625K -$17.5K -183 -3%
SSWM
129
Sheets Smith Wealth Management
North Carolina
$623K +$11K +115 +2%
LCM
130
Legato Capital Management
California
$618K
AAM
131
Azzad Asset Management
Virginia
$617K +$235K +2,460 +59%
CCIA
132
Campbell & Co Investment Adviser
Maryland
$608K +$418K +4,386 +202%
MSRPS
133
Maryland State Retirement & Pension System
Maryland
$585K -$16.7K -175 -3%
Manulife (Manufacturers Life Insurance)
134
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$585K +$10.5K +110 +2%
Mariner
135
Mariner
Kansas
$582K +$25.7K +269 +4%
CIBC Private Wealth Group
136
CIBC Private Wealth Group
Georgia
$557K +$5.06K +53 +0.9%
Bank of Montreal
137
Bank of Montreal
Ontario, Canada
$544K +$360K +3,773 +190%
Los Angeles Capital Management
138
Los Angeles Capital Management
California
$537K +$553K +5,792 New
Susquehanna International Group
139
Susquehanna International Group
Pennsylvania
$533K -$283K -2,966 -34%
PTC
140
Petrus Trust Company
Texas
$520K +$231K +2,424 +76%
VHAM
141
Van Hulzen Asset Management
California
$520K -$381K -3,995 -42%
OC
142
Oppenheimer & Co
New York
$520K -$5.44K -57 -1%
PNC Financial Services Group
143
PNC Financial Services Group
Pennsylvania
$504K +$174K +1,826 +51%
Truist Financial
144
Truist Financial
North Carolina
$496K -$99.2K -1,040 -16%
AR
145
Advisory Research
Illinois
$495K -$1.85M -19,406 -78%
HW
146
Hancock Whitney
Mississippi
$486K -$2.96K -31 -0.6%
TRSOTSOK
147
Teachers Retirement System of the State of Kentucky
Kentucky
$484K +$26.8K +281 +6%
GAM
148
Guinness Asset Management
United Kingdom
$476K
PCM
149
Perritt Capital Management
Illinois
$473K
EF
150
Empowered Funds
Pennsylvania
$464K +$11.7K +123 +3%

ADUS Hedge Fund Activity: Q2 2023 in Review

240 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Addus HomeCare (ADUS) for Q2 2023, worth a combined $1.43B — down 15% from $1.68B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new ADUS positions and 31 closed out — a net gain of 7 holders — while 111 added to existing stakes and 61 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $8.86M. The largest seller was Capital World Investors, exiting entirely with an estimated $73.6M sold.

  • 240 institutional investors held Addus HomeCare (ADUS) as of Q2 2023, up from 234 in Q1 2023.
  • Funds reported $1.43B of Addus HomeCare stock for Q2 2023, down 15% quarter-over-quarter.
  • 38 funds opened new Addus HomeCare positions in Q2 2023 and 31 closed out, a net change of +7 holders.
  • The largest Addus HomeCare buyer in Q2 2023 was Wellington Management Group, an estimated $8.86M added.
  • The largest Addus HomeCare seller in Q2 2023 was Capital World Investors, an estimated $73.6M sold.

Based on aggregated 13F filings for Q2 2023.