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Addus HomeCare

82 hedge funds and large institutions have $218M invested in Addus HomeCare in 2014 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 28 increasing their positions, 28 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more capital invested

Capital invested by funds: $194M → $218M (+$24.7M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 18

0% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 28

1% less funds holding

Funds holding: 8382 (-1)

Holders
82
Holders Change
-1
Holders Change %
-1.2%
% of All Funds
2.37%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
18
Increased
28
Reduced
28
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EML
1
Eos Management LP
New York
$92.7M
William Blair & Company
2
William Blair & Company
Illinois
$11.6M +$12.5M +501,633 New
Vanguard Group
3
Vanguard Group
Pennsylvania
$10.8M +$6.45M +258,565 +123%
AQR Capital Management
4
AQR Capital Management
Connecticut
$10.1M +$2.63M +105,400 +32%
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$8.97M -$1.02M -41,062 -10%
BCM
6
Bridgeway Capital Management
Texas
$7.09M +$248K +9,937 +3%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$6.23M -$30.9K -1,240 -0.5%
PCM
8
Perritt Capital Management
Illinois
$6.12M -$203K -8,144 -3%
SFM
9
Systematic Financial Management
New Jersey
$5.42M +$4.25M +170,635 +265%
MCM
10
McKinley Capital Management
Alaska
$3.75M -$9.6K -385 -0.2%
BFA
11
BlackRock Fund Advisors
California
$3.61M +$132K +5,285 +3%
Morgan Stanley
12
Morgan Stanley
New York
$3.36M -$2.16M -86,736 -37%
RA
13
Royce & Associates
New York
$3.18M +$449K +18,000 +15%
New York State Common Retirement Fund
14
New York State Common Retirement Fund
New York
$3.16M +$3.41M +136,975 New
American Century Companies
15
American Century Companies
Missouri
$3M +$1.17M +46,822 +56%
QBFM
16
QS Batterymarch Financial Management
New York
$2.58M +$1.98M +79,398 +243%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$2.43M +$906K +36,340 +53%
Northern Trust
18
Northern Trust
Illinois
$1.98M -$144K -5,762 -6%
TCIM
19
TIAA CREF Investment Management
New York
$1.78M +$346K +13,893 +22%
WA
20
Whitebox Advisors
Minnesota
$1.67M +$1.8M +72,324 New
State Street
21
State Street
Massachusetts
$1.65M +$39.3K +1,578 +2%
PPA
22
Parametric Portfolio Associates
Washington
$1.55M +$375K +15,028 +29%
Renaissance Technologies
23
Renaissance Technologies
New York
$1.53M -$1.53M -61,500 -48%
BIT
24
BlackRock Institutional Trust
California
$1.41M +$265K +10,641 +21%
NI
25
Numeric Investors
Massachusetts
$1.35M -$906K -36,365 -38%

ADUS Hedge Fund Activity: Q1 2014 in Review

82 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Addus HomeCare (ADUS) for Q1 2014, worth a combined $218M — up 13% from $194M a quarter earlier.

Fund positioning in ADUS was balanced in Q1 2014: 18 funds opened new positions, 18 closed out, 28 added to existing stakes and 28 trimmed.

The largest buyer was William Blair & Company, opening a new position worth an estimated $12.5M. The largest seller was JP Morgan Chase, exiting entirely with an estimated $5.83M sold.

  • 82 institutional investors held Addus HomeCare (ADUS) as of Q1 2014, down from 83 in Q4 2013.
  • Funds reported $218M of Addus HomeCare stock for Q1 2014, up 13% quarter-over-quarter.
  • 18 funds opened new Addus HomeCare positions in Q1 2014 and 18 closed out, a net change of 0 holders.
  • The largest Addus HomeCare buyer in Q1 2014 was William Blair & Company, an estimated $12.5M added.
  • The largest Addus HomeCare seller in Q1 2014 was JP Morgan Chase, an estimated $5.83M sold.

Based on aggregated 13F filings for Q1 2014.