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Addus HomeCare

71 hedge funds and large institutions have $226M invested in Addus HomeCare in 2014 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 23 increasing their positions, 28 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

25% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 12

22% more capital invested

Capital invested by funds: $186M → $226M (+$40.3M)

1% more funds holding

Funds holding: 7071 (+1)

18% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 28

Holders
71
Holders Change
+1
Holders Change %
+1.43%
% of All Funds
1.89%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
15
Increased
23
Reduced
28
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EML
1
Eos Management LP
New York
$97.6M
William Blair & Company
2
William Blair & Company
Illinois
$18.8M +$198K +9,385 +1%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$8.57M +$7.45M +352,940 New
AQR Capital Management
4
AQR Capital Management
Connecticut
$7.79M -$809K -38,320 -11%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$7.08M +$263K +12,445 +4%
PCM
6
Perritt Capital Management
Illinois
$6.84M +$457K +21,637 +8%
BCM
7
Bridgeway Capital Management
Texas
$6.72M -$654K -31,000 -10%
Vanguard Group
8
Vanguard Group
Pennsylvania
$6.47M +$1.97M +93,352 +54%
WC
9
Walthausen & Co
New York
$6M +$5.22M +247,206 New
HCS
10
Harvest Capital Strategies
California
$5.46M -$3.69M -175,000 -44%
Acadian Asset Management
11
Acadian Asset Management
Massachusetts
$5.45M -$2.55M -120,955 -35%
BFA
12
BlackRock Fund Advisors
California
$4.33M +$511K +24,233 +16%
OCG
13
Opus Capital Group
Ohio
$3.58M +$693K +32,855 +29%
WA
14
Whitebox Advisors
Minnesota
$3.58M +$33.8K +1,602 +1%
RA
15
Royce & Associates
New York
$2.79M -$473K -22,400 -16%
QI
16
QS Investors
New York
$2.54M +$2.21M +104,597 New
Bank of New York Mellon
17
Bank of New York Mellon
New York
$2.03M +$691K +32,737 +64%
Northern Trust
18
Northern Trust
Illinois
$1.94M -$96.7K -4,580 -5%
State Street
19
State Street
Massachusetts
$1.78M +$81.7K +3,870 +6%
Renaissance Technologies
20
Renaissance Technologies
New York
$1.73M -$108K -5,100 -7%
Millennium Management
21
Millennium Management
New York
$1.64M +$1.13M +53,614 +385%
Morgan Stanley
22
Morgan Stanley
New York
$1.56M -$1.81M -85,610 -57%
MERSOM
23
Municipal Employees' Retirement System of Michigan
Michigan
$1.5M +$711K +33,700 +121%
TCIM
24
TIAA CREF Investment Management
New York
$1.46M -$59.5K -2,819 -4%
D.E. Shaw & Co
25
D.E. Shaw & Co
New York
$1.39M -$345K -16,369 -22%

ADUS Hedge Fund Activity: Q4 2014 in Review

71 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Addus HomeCare (ADUS) for Q4 2014, worth a combined $226M — up 22% from $186M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new ADUS positions and 12 closed out — a net gain of 3 holders — while 23 added to existing stakes and 28 trimmed.

The largest buyer was Fidelity Investments, opening a new position worth an estimated $7.45M. The largest seller was Systematic Financial Management, exiting entirely with an estimated $6.08M sold.

  • 71 institutional investors held Addus HomeCare (ADUS) as of Q4 2014, up from 70 in Q3 2014.
  • Funds reported $226M of Addus HomeCare stock for Q4 2014, up 22% quarter-over-quarter.
  • 15 funds opened new Addus HomeCare positions in Q4 2014 and 12 closed out, a net change of +3 holders.
  • The largest Addus HomeCare buyer in Q4 2014 was Fidelity Investments, an estimated $7.45M added.
  • The largest Addus HomeCare seller in Q4 2014 was Systematic Financial Management, an estimated $6.08M sold.

Based on aggregated 13F filings for Q4 2014.