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Addus HomeCare

170 hedge funds and large institutions have $831M invested in Addus HomeCare in 2019 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 66 increasing their positions, 55 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more call options, than puts

Call options by funds: $5.05M | Put options by funds: $3.99M

20% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 55

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2% less funds holding

Funds holding: 174170 (-4)

3.46% less ownership

Funds ownership: 102.62%99.16% (-3.5%)

9% less capital invested

Capital invested by funds: $912M → $831M (-$81.2M)

12% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 26

Holders
170
Holders Change
-4
Holders Change %
-2.3%
% of All Funds
3.68%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
23
Increased
66
Reduced
55
Closed
26
Calls
$5.05M
Puts
$3.99M
Net Calls
+$1.06M
Net Calls Change
-$3.03M
Name Holding Trade Value Shares
Change
Change in
Stake
CG
151
Cutler Group
California
$38K +$38.6K +600 New
Zurich Cantonal Bank
152
Zurich Cantonal Bank
Switzerland
$35K +$8.94K +139 +33%
Bank of Montreal
153
Bank of Montreal
Ontario, Canada
$35K +$13K +202 +59%
MWNA
154
Marshall Wace North America
New York
$34K +$34.8K +541 New
US Bancorp
155
US Bancorp
Minnesota
$29K -$14.5K -226 -33%
LTFS
156
Ladenburg Thalmann Financial Services
Florida
$26K +$2.89K +45 +12%
PCP
157
Proficio Capital Partners
Massachusetts
$19K +$18.7K +291 New
CAPTRUST Financial Advisors
158
CAPTRUST Financial Advisors
North Carolina
$16K
MPWT
159
MassMutual Private Wealth & Trust
Connecticut
$11.3K +$4.5K +70 +65%
DWA
160
Dorsey Wright & Associates
California
$10K -$10.2K -159 -50%
Federated Hermes
161
Federated Hermes
Pennsylvania
$10K -$5.79K -90 -37%
MA
162
MUFG Americas
New York
$9K +$8.68K +135 New
MAM
163
Meeder Asset Management
Ohio
$8K +$2.7K +42 +49%
WEC
164
Winslow Evans & Crocker
Massachusetts
$2K +$257 +4 New
PCG
165
Private Capital Group
Connecticut
$1K
TWA
166
TCI Wealth Advisors
Arizona
$1K
WAM
167
Wealthspire Advisors (Maryland)
Maryland
$1K +$193 +3 +19%
FGAM
168
Financial Gravity Asset Management
Texas
$1K +$579 +9 New
MNBTD
169
Moody National Bank Trust Division
Texas
$1K +$1.03K +16 New
GT
170
Glenmede Trust
Pennsylvania
$10
CM
171
Castleark Management
Illinois
-$7.56M -111,335 Closed
HIM
172
Hillsdale Investment Management
Ontario, Canada
-$2.14M -31,500 Closed
EGI
173
EAM Global Investors
California
-$1.53M -22,474 Closed
EI
174
EAM Investors
California
-$1.18M -17,351 Closed
MSL
175
Mackay Shields LLC
New York
-$1.09M -16,100 Closed

ADUS Hedge Fund Activity: Q1 2019 in Review

170 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Addus HomeCare (ADUS) for Q1 2019, worth a combined $831M — down 8.9% from $912M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of ADUS and 23 opened new positions — a net loss of 3 holders — while 55 trimmed existing stakes and 66 added.

The largest buyer was Pier Capital, opening a new position worth an estimated $9.11M. The largest seller was Fidelity Investments, cutting an estimated $22.2M.

  • 170 institutional investors held Addus HomeCare (ADUS) as of Q1 2019, down from 174 in Q4 2018.
  • Funds reported $831M of Addus HomeCare stock for Q1 2019, down 8.9% quarter-over-quarter.
  • 23 funds opened new Addus HomeCare positions in Q1 2019 and 26 closed out, a net change of -3 holders.
  • The largest Addus HomeCare buyer in Q1 2019 was Pier Capital, an estimated $9.11M added.
  • The largest Addus HomeCare seller in Q1 2019 was Fidelity Investments, an estimated $22.2M sold.

Based on aggregated 13F filings for Q1 2019.