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Addus HomeCare

83 hedge funds and large institutions have $194M invested in Addus HomeCare in 2013 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 42 increasing their positions, 23 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 23

9% less funds holding

Funds holding: 9183 (-8)

19% less capital invested

Capital invested by funds: $239M → $194M (-$45.1M)

42% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 19

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
83
Holders Change
-8
Holders Change %
-8.79%
% of All Funds
2.41%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
11
Increased
42
Reduced
23
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EML
1
Eos Management LP
New York
$90.3M
Acadian Asset Management
2
Acadian Asset Management
Massachusetts
$9.66M +$574K +21,437 +5%
AQR Capital Management
3
AQR Capital Management
Connecticut
$7.43M +$2.51M +93,719 +39%
BCM
4
Bridgeway Capital Management
Texas
$6.68M +$2.86M +106,688 +56%
PCM
5
Perritt Capital Management
Illinois
$6.15M -$16.1K -600 -0.2%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$6.1M +$768K +28,669 +12%
JP Morgan Chase
7
JP Morgan Chase
New York
$5.83M +$224K +8,353 +3%
Morgan Stanley
8
Morgan Stanley
New York
$5.22M +$4.52M +168,768 +265%
Vanguard Group
9
Vanguard Group
Pennsylvania
$4.72M +$431K +16,073 +8%
MCM
10
McKinley Capital Management
Alaska
$3.67M +$1.6M +59,852 +58%
BFA
11
BlackRock Fund Advisors
California
$3.4M -$181K -6,769 -4%
Renaissance Technologies
12
Renaissance Technologies
New York
$2.88M +$563K +21,000 +20%
RA
13
Royce & Associates
New York
$2.69M +$536K +20,000 +20%
BIM
14
Bogle Investment Management
Massachusetts
$2.65M -$590K -22,031 -16%
NI
15
Numeric Investors
Massachusetts
$2.13M +$628K +23,460 +33%
Northern Trust
16
Northern Trust
Illinois
$2.06M +$75.7K +2,825 +3%
American Century Companies
17
American Century Companies
Missouri
$1.87M +$1.11M +41,315 +99%
NFA
18
Nationwide Fund Advisors
Ohio
$1.82M +$1.87M +69,879 +615%
State Street
19
State Street
Massachusetts
$1.57M +$242K +9,044 +15%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$1.55M +$802K +29,924 +76%
SFM
21
Systematic Financial Management
New Jersey
$1.44M +$292K +10,900 +20%
TCIM
22
TIAA CREF Investment Management
New York
$1.42M +$663K +24,770 +64%
Invesco
23
Invesco
Georgia
$1.4M -$2.89M -107,738 -63%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$1.27M +$472K +17,635 +45%
PPA
25
Parametric Portfolio Associates
Washington
$1.17M +$632K +23,585 +82%

ADUS Hedge Fund Activity: Q4 2013 in Review

83 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Addus HomeCare (ADUS) for Q4 2013, worth a combined $194M — down 19% from $239M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of ADUS and 11 opened new positions — a net loss of 8 holders — while 23 trimmed existing stakes and 42 added.

The largest buyer was Morgan Stanley, adding an estimated $4.52M. The largest seller was TFS Capital, exiting entirely with an estimated $3.36M sold.

  • 83 institutional investors held Addus HomeCare (ADUS) as of Q4 2013, down from 91 in Q3 2013.
  • Funds reported $194M of Addus HomeCare stock for Q4 2013, down 19% quarter-over-quarter.
  • 11 funds opened new Addus HomeCare positions in Q4 2013 and 19 closed out, a net change of -8 holders.
  • The largest Addus HomeCare buyer in Q4 2013 was Morgan Stanley, an estimated $4.52M added.
  • The largest Addus HomeCare seller in Q4 2013 was TFS Capital, an estimated $3.36M sold.

Based on aggregated 13F filings for Q4 2013.