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Addus HomeCare

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: 211234 (+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: 32 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
KBC Group
176
KBC Group
Belgium
$133K
AAM
177
Advisors Asset Management
Colorado
$120K -$14.2K -136 -10%
BCWM
178
Bartlett & Co Wealth Management
Ohio
$109K
SOW
179
State of Wyoming
Wyoming
$109K +$56.8K +543 +98%
BC
180
Bartlett & Co
Ohio
$109K
SDIC
181
South Dakota Investment Council
South Dakota
$99K
MLICM
182
Metropolitan Life Insurance Company (MetLife)
New York
$93.9K +$4.18K +40 +4%
AI
183
AXS Investments
New York
$80.1K +$84.2K +805 New
VI
184
Vestcor Inc
New Brunswick, Canada
$71K
FMP
185
Financial Management Professionals
Texas
$67K -$627 -6 -0.9%
AssetMark Inc
186
AssetMark Inc
California
$62.9K +$13.7K +131 +26%
Dimensional Fund Advisors
187
Dimensional Fund Advisors
Texas
$60.1K +$1.38M +13,220 +2%
PMEF
188
Point72 Middle East FZE
United Arab Emirates
$54.9K +$57.7K +552 New
FHA
189
First Horizon Advisors
Tennessee
$41.2K +$4.71K +45 +12%
UB
190
UMB Bank
Missouri
$33K
Lazard Asset Management
191
Lazard Asset Management
New York
$30K +$32.2K +308 New
ME
192
McIlrath & Eck
Washington
$29.4K
CFGS
193
Concourse Financial Group Securities
Alabama
$29.4K +$31K +296 New
Macquarie Group
194
Macquarie Group
Australia
$29K +$13.7K +131 +84%
TRCT
195
Tower Research Capital (TRC)
New York
$28K -$73.6K -704 -71%
Federated Hermes
196
Federated Hermes
Pennsylvania
$27.2K +$8.26K +79 +41%
JIR
197
James Investment Research
Ohio
$27K +$28.7K +274 New
SWA
198
Sutton Wealth Advisors
Florida
$25.4K
AS
199
Altshuler Shaham
Israel
$24.9K -$4.29K -41 -14%
Ohio Public Employees Retirement System (OPERS)
200
Ohio Public Employees Retirement System (OPERS)
Ohio
$17K -$39.2K -375 -69%

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.