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Addus HomeCare

97 hedge funds and large institutions have $317M invested in Addus HomeCare in 2015 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 38 increasing their positions, 27 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 10

41% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 27

19% more capital invested

Capital invested by funds: $267M → $317M (+$50.5M)

13% more funds holding

Funds holding: 8697 (+11)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
97
Holders Change
+11
Holders Change %
+12.79%
% of All Funds
2.71%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
21
Increased
38
Reduced
27
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EML
1
Eos Management LP
New York
$121M -$3.71M -126,629 -3%
CAM
2
Cortina Asset Management
Wisconsin
$20.6M -$67.9K -2,320 -0.4%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$20.5M +$9.32M +318,317 +94%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$14.5M +$615K +21,000 +5%
WC
5
Walthausen & Co
New York
$10.1M +$846K +28,884 +10%
PCM
6
Perritt Capital Management
Illinois
$8.59M -$128K -4,387 -2%
AR
7
Advisory Research
Illinois
$7.7M -$655K -22,370 -8%
Brown Advisory
8
Brown Advisory
Maryland
$7.2M +$807K +27,561 +14%
Vanguard Group
9
Vanguard Group
Pennsylvania
$6.41M +$150K +5,113 +3%
AQR Capital Management
10
AQR Capital Management
Connecticut
$5.85M +$628K +21,446 +13%
BFA
11
BlackRock Fund Advisors
California
$5.06M -$26.7K -913 -0.6%
Renaissance Technologies
12
Renaissance Technologies
New York
$4.83M +$1.49M +50,784 +49%
JP Morgan Chase
13
JP Morgan Chase
New York
$4.25M +$3.99M +136,405 New
TAM
14
THB Asset Management
Connecticut
$4.11M -$2.06M -70,230 -35%
Northern Trust
15
Northern Trust
Illinois
$3.66M +$250K +8,550 +8%
OCG
16
Opus Capital Group
Ohio
$3.63M -$1.02M -34,727 -23%
TCM
17
Timpani Capital Management
Wisconsin
$3.4M +$3.19M +109,060 New
EI
18
EAM Investors
California
$3.33M +$1.15M +39,311 +58%
TC
19
TFS Capital
Pennsylvania
$3.21M +$3.02M +103,110 New
BIT
20
BlackRock Institutional Trust
California
$3M +$1.54M +52,540 +120%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$2.65M +$71.6K +2,446 +3%
Comerica Bank
22
Comerica Bank
Texas
$2.57M -$2.41M -82,447 -50%
State Street
23
State Street
Massachusetts
$2.56M +$106K +3,626 +5%
RA
24
Royce & Associates
New York
$2.44M -$1.1M -37,600 -32%
RFC
25
Russell Frank Company
Washington
$2.32M +$2.18M +74,576 New

ADUS Hedge Fund Activity: Q3 2015 in Review

97 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Addus HomeCare (ADUS) for Q3 2015, worth a combined $317M — up 19% from $267M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new ADUS positions and 10 closed out — a net gain of 11 holders — while 38 added to existing stakes and 27 trimmed.

The largest buyer was Dimensional Fund Advisors, adding an estimated $9.32M. The largest seller was Sio Capital Management, exiting entirely with an estimated $5.18M sold.

  • 97 institutional investors held Addus HomeCare (ADUS) as of Q3 2015, up from 86 in Q2 2015.
  • Funds reported $317M of Addus HomeCare stock for Q3 2015, up 19% quarter-over-quarter.
  • 21 funds opened new Addus HomeCare positions in Q3 2015 and 10 closed out, a net change of +11 holders.
  • The largest Addus HomeCare buyer in Q3 2015 was Dimensional Fund Advisors, an estimated $9.32M added.
  • The largest Addus HomeCare seller in Q3 2015 was Sio Capital Management, an estimated $5.18M sold.

Based on aggregated 13F filings for Q3 2015.