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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
SDIC
201
South Dakota Investment Council
South Dakota
$83K -$9.54K -100 -10%
MLICM
202
Metropolitan Life Insurance Company (MetLife)
New York
$78.6K +$3.05K +32 +4%
TRCT
203
Tower Research Capital (TRC)
New York
$76.8K +$35.4K +371 +81%
WTG
204
West Tower Group
Virginia
$75.1K +$77.3K +810 New
FMP
205
Financial Management Professionals
Texas
$62K
FHA
206
First Horizon Advisors
Tennessee
$47K +$8.87K +93 +22%
PI
207
PineBridge Investments
New York
$40.7K +$41.9K +439 New
UB
208
UMB Bank
Missouri
$36.6K +$5.92K +62 +19%
CFGS
209
Concourse Financial Group Securities
Alabama
$28.1K +$2.58K +27 +10%
ME
210
McIlrath & Eck
Washington
$27.4K
Nisa Investment Advisors
211
Nisa Investment Advisors
Missouri
$20.9K +$15.6K +164 +269%
Federated Hermes
212
Federated Hermes
Pennsylvania
$15.4K -$13.8K -145 -47%
Ohio Public Employees Retirement System (OPERS)
213
Ohio Public Employees Retirement System (OPERS)
Ohio
$14K -$191 -2 -1%
Carson Wealth (CWM LLC)
214
Carson Wealth (CWM LLC)
Nebraska
$14K +$9.16K +96 +166%
Pacer Advisors
215
Pacer Advisors
Pennsylvania
$10.8K +$11.1K +116 New
HNB
216
Huntington National Bank
Ohio
$7.97K +$8.21K +86 New
EWA
217
EverSource Wealth Advisors
Alabama
$7.88K
Fifth Third Bancorp
218
Fifth Third Bancorp
Ohio
$7.32K -$11K -115 -59%
OIS
219
Okabena Investment Services
Minnesota
$5.84K
SPIA
220
Steward Partners Investment Advisory
New York
$5.56K
PTC
221
Private Trust Company
Ohio
$5.56K +$1.81K +19 +46%
VCM
222
Versant Capital Management
Arizona
$4.54K +$763 +8 +20%
S
223
SignatureFD
Georgia
$3.99K -$8.21K -86 -67%
PFBT
224
Parkside Financial Bank & Trust
Missouri
$3.71K
GA
225
GoalVest Advisory
New York
$3.62K +$3.72K +39 New

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.