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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
USCWA
201
U.S. Capital Wealth Advisors
Texas
$14.9K +$15.7K +150 New
EWA
202
EverSource Wealth Advisors
Alabama
$10.9K
CS
203
Comerica Securities
Michigan
$9.75K +$10.2K +98 New
Fifth Third Bancorp
204
Fifth Third Bancorp
Ohio
$6.96K +$2.72K +26 +59%
S
205
SignatureFD
Georgia
$6.37K
OIS
206
Okabena Investment Services
Minnesota
$6.27K
Nisa Investment Advisors
207
Nisa Investment Advisors
Missouri
$6K
Carson Wealth (CWM LLC)
208
Carson Wealth (CWM LLC)
Nebraska
$6K +$523 +5 +9%
SPIA
209
Steward Partners Investment Advisory
New York
$5.97K
IA
210
IFP Advisors
Florida
$5K -$314 -3 -7%
TWA
211
TCI Wealth Advisors
Arizona
$4.68K
VCM
212
Versant Capital Management
Arizona
$4.08K -$314 -3 -7%
PTC
213
Private Trust Company
Ohio
$4K -$523 -5 -11%
PFBT
214
Parkside Financial Bank & Trust
Missouri
$3.98K
QCG
215
Quadrant Capital Group
Ohio
$3.68K +$3.45K +33 +825%
ASN
216
Advisory Services Network
Georgia
$3.48K +$3.66K +35 New
RFG
217
RFP Financial Group
Georgia
$1.99K +$2.09K +20 New
GEA
218
Glen Eagle Advisors
New Jersey
$1.69K
BAM
219
Belpointe Asset Management
Nevada
$1.69K +$1.78K +17 New
SC
220
Schubert & Co
Texas
$1.19K -$105 -1 -8%
FMII
221
Farmers & Merchants Investments Inc
Nebraska
$1.09K
JWA
222
JFS Wealth Advisors
Pennsylvania
$1.09K
BIA
223
Bell Investment Advisors
California
$995 +$418 +4 +67%
LC
224
Lindbrook Capital
California
$796 +$837 +8 New
FGAM
225
Financial Gravity Asset Management
Texas
$764 -$178K -1,706 -95%

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.