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Addus HomeCare
ADUS

77 hedge funds and large institutions have $214M invested in Addus HomeCare in 2015 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 32 increasing their positions, 25 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

28% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 25

8% more funds holding

Funds holding: 71 → 77 (+6)

6% less capital invested

Capital invested by funds: $226M → $214M (-$12.4M)

Holders
77
Holders Change
+6
Holders Change %
+8.45%
% of All Funds
2.05%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
11
Increased
32
Reduced
25
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAM
Cortina Asset Management
Wisconsin
+$15.4M
2
SCM
Sio Capital Management
New York
+$4.23M
3
Brown Advisory
Brown Advisory
Maryland
+$4.11M
4
SCM
Sterling Capital Management
North Carolina
+$1.1M
5
Millennium Management
Millennium Management
New York
+$1.03M

Top Sellers

1
William Blair & Company
William Blair & Company
Illinois
-$18.8M
2
HCS
Harvest Capital Strategies
California
-$5.46M
3
BCM
Bridgeway Capital Management
Texas
-$4.82M
4
AQR Capital Management
AQR Capital Management
Connecticut
-$2.09M
5
WA
Whitebox Advisors
Minnesota
-$1.72M
Name Holding Trade Value Shares
Change 		Change in
Stake
EML
1
Eos Management LP
New York
$92.6M – – –
CAM
2
Cortina Asset Management
Wisconsin
$16.2M +$15.4M +689,112 +4,873%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$9.13M +$971K +43,500 +12%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$7.21M +$483K +21,621 +7%
PCM
5
Perritt Capital Management
Illinois
$6.48M -$8.93K -400 -0.1%
WC
6
Walthausen & Co
New York
$5.69M -$3.13K -140 -0.1%
AQR Capital Management
7
AQR Capital Management
Connecticut
$5.23M -$2.09M -93,800 -29%
Brown Advisory
8
Brown Advisory
Maryland
$4.88M +$4.11M +184,151 +664%
Vanguard Group
9
Vanguard Group
Pennsylvania
$4.38M -$1.71M -76,450 -29%
SCM
10
Sio Capital Management
New York
$4.36M +$4.23M +189,466 New
Acadian Asset Management
11
Acadian Asset Management
Massachusetts
$4.23M -$908K -40,663 -18%
BFA
12
BlackRock Fund Advisors
California
$4.05M -$54.8K -2,454 -1%
OCG
13
Opus Capital Group
Ohio
$3.42M +$31.8K +1,423 +1%
Renaissance Technologies
14
Renaissance Technologies
New York
$2.7M +$1.03M +45,937 +65%
RA
15
Royce & Associates
New York
$2.65M – – –
Millennium Management
16
Millennium Management
New York
$2.62M +$1.03M +46,236 +68%
QI
17
QS Investors
New York
$2.41M – – –
Morgan Stanley
18
Morgan Stanley
New York
$1.95M +$456K +20,432 +32%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$1.84M -$86.1K -3,856 -5%
Northern Trust
20
Northern Trust
Illinois
$1.79M -$43.5K -1,950 -2%
State Street
21
State Street
Massachusetts
$1.75M +$65.4K +2,931 +4%
WA
22
Whitebox Advisors
Minnesota
$1.62M -$1.72M -76,916 -52%
MERSOM
23
Municipal Employees' Retirement System of Michigan
Michigan
$1.61M +$187K +8,400 +14%
BCM
24
Bridgeway Capital Management
Texas
$1.4M -$4.82M -215,900 -78%
CCM
25
Cadence Capital Management
Massachusetts
$1.28M +$11.6K +520 +0.9%
1
2 3 4

ADUS Hedge Fund Activity: Q1 2015 in Review

77 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Addus HomeCare (ADUS) for Q1 2015, worth a combined $214M — down 5.5% from $226M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new ADUS positions and 5 closed out — a net gain of 6 holders — while 32 added to existing stakes and 25 trimmed.

The largest buyer was Cortina Asset Management, adding an estimated $15.4M. The largest seller was William Blair & Company, exiting entirely with an estimated $18.8M sold.

  • 77 institutional investors held Addus HomeCare (ADUS) as of Q1 2015, up from 71 in Q4 2014.
  • Funds reported $214M of Addus HomeCare stock for Q1 2015, down 5.5% quarter-over-quarter.
  • 11 funds opened new Addus HomeCare positions in Q1 2015 and 5 closed out, a net change of +6 holders.
  • The largest Addus HomeCare buyer in Q1 2015 was Cortina Asset Management, an estimated $15.4M added.
  • The largest Addus HomeCare seller in Q1 2015 was William Blair & Company, an estimated $18.8M sold.

Based on aggregated 13F filings for Q1 2015.