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Addus HomeCare
ADUS

82 hedge funds and large institutions have $244M invested in Addus HomeCare in 2015 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 30 increasing their positions, 28 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 28

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

15% less funds holding

Funds holding: 97 → 82 (-15)

23% less capital invested

Capital invested by funds: $317M → $244M (-$73.4M)

60% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 25

Holders
82
Holders Change
-15
Holders Change %
-15.46%
% of All Funds
2.15%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
10
Increased
30
Reduced
28
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$6.66M
2
O
OppenheimerFunds
New York
+$4.7M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$3.83M
4
SCM
Sio Capital Management
New York
+$3.16M
5
FP
Foundry Partners
Minnesota
+$2M

Top Sellers

1
TCM
Timpani Capital Management
Wisconsin
-$3.4M
2
EI
EAM Investors
California
-$3.33M
3
TC
TFS Capital
Pennsylvania
-$3.21M
4
RL
Ruffer LLP
United Kingdom
-$1.71M
5
BIM
Bogle Investment Management
Massachusetts
-$1.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
EML
1
Eos Management LP
New York
$90.7M – – –
CAM
2
Cortina Asset Management
Wisconsin
$17.1M +$1.84M +72,990 +11%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$15.5M +$195K +7,728 +1%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$14.3M +$3.83M +152,200 +33%
JP Morgan Chase
5
JP Morgan Chase
New York
$9.34M +$6.66M +264,590 +194%
WC
6
Walthausen & Co
New York
$7.6M +$36.9K +1,467 +0.5%
PCM
7
Perritt Capital Management
Illinois
$6.42M -$201 -8 -0%
Brown Advisory
8
Brown Advisory
Maryland
$5.62M +$262K +10,423 +5%
Vanguard Group
9
Vanguard Group
Pennsylvania
$5.29M +$544K +21,624 +11%
AR
10
Advisory Research
Illinois
$5.22M -$581K -23,066 -9%
AQR Capital Management
11
AQR Capital Management
Connecticut
$4.45M +$77.9K +3,096 +2%
O
12
OppenheimerFunds
New York
$4.35M +$4.7M +186,891 New
OCG
13
Opus Capital Group
Ohio
$4.25M +$1.66M +66,030 +57%
BFA
14
BlackRock Fund Advisors
California
$3.94M +$172K +6,834 +4%
Renaissance Technologies
15
Renaissance Technologies
New York
$3.65M +$35.6K +1,416 +0.9%
TAM
16
THB Asset Management
Connecticut
$3.41M +$360K +14,310 +11%
SCM
17
Sio Capital Management
New York
$2.92M +$3.16M +125,526 New
Northern Trust
18
Northern Trust
Illinois
$2.73M -$13.1K -519 -0.4%
BIT
19
BlackRock Institutional Trust
California
$2.66M +$455K +18,090 +19%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$2.11M +$134K +5,318 +6%
State Street
21
State Street
Massachusetts
$1.93M +$18.8K +745 +0.9%
FP
22
Foundry Partners
Minnesota
$1.85M +$2M +79,565 New
Comerica Bank
23
Comerica Bank
Texas
$1.76M -$86.4K -3,432 -4%
RHJA
24
Rice Hall James & Associates
California
$1.61M +$1.74M +69,268 New
GIP
25
Granite Investment Partners
California
$1.46M +$337K +13,378 +27%
1
2 3 4 5

ADUS Hedge Fund Activity: Q4 2015 in Review

82 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Addus HomeCare (ADUS) for Q4 2015, worth a combined $244M — down 23% from $317M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of ADUS and 10 opened new positions — a net loss of 15 holders — while 28 trimmed existing stakes and 30 added.

The largest buyer was JP Morgan Chase, adding an estimated $6.66M. The largest seller was Timpani Capital Management, exiting entirely with an estimated $3.4M sold.

  • 82 institutional investors held Addus HomeCare (ADUS) as of Q4 2015, down from 97 in Q3 2015.
  • Funds reported $244M of Addus HomeCare stock for Q4 2015, down 23% quarter-over-quarter.
  • 10 funds opened new Addus HomeCare positions in Q4 2015 and 25 closed out, a net change of -15 holders.
  • The largest Addus HomeCare buyer in Q4 2015 was JP Morgan Chase, an estimated $6.66M added.
  • The largest Addus HomeCare seller in Q4 2015 was Timpani Capital Management, an estimated $3.4M sold.

Based on aggregated 13F filings for Q4 2015.