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Addus HomeCare

70 hedge funds and large institutions have $286M invested in Addus HomeCare in 2016 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 32 increasing their positions, 14 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

153% more capital invested

Capital invested by funds: $113M → $286M (+$173M)

129% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 14

1% less funds holding

Funds holding: 7170 (-1)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

Holders
70
Holders Change
-1
Holders Change %
-1.41%
% of All Funds
1.87%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.05%
New
8
Increased
32
Reduced
14
Closed
9
Calls
$365K
Puts
Net Calls
+$365K
Net Calls Change
+$365K
Name Holding Trade Value Shares
Change
Change in
Stake
EML
1
Eos Management LP
New York
$102M
Fidelity Investments
2
Fidelity Investments
Massachusetts
$22.7M +$4.64M +211,016 +32%
CAM
3
Cortina Asset Management
Wisconsin
$20.9M +$1.45M +65,765 +9%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$19.1M +$389K +17,685 +2%
WC
5
Walthausen & Co
New York
$12.3M +$3.75M +170,460 +57%
AR
6
Advisory Research
Illinois
$9.89M +$606K +27,579 +8%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$8.54M +$2.66M +121,174 +59%
Vanguard Group
8
Vanguard Group
Pennsylvania
$7.53M +$655K +29,788 +12%
PCM
9
Perritt Capital Management
Illinois
$7.2M
Brown Advisory
10
Brown Advisory
Maryland
$7.01M +$50.8K +2,311 +0.9%
WCM Investment Management
11
WCM Investment Management
California
$6.31M +$830K +37,755 +19%
BFA
12
BlackRock Fund Advisors
California
$5.4M +$286K +13,012 +7%
O
13
OppenheimerFunds
New York
$5.27M +$73.5K +3,341 +2%
JAM
14
Jupiter Asset Management
United Kingdom
$4.73M -$1.51M -68,463 -27%
NTC
15
North Tide Capital
Massachusetts
$4.55M
TAM
16
THB Asset Management
Connecticut
$4.41M +$464K +21,101 +14%
BIT
17
BlackRock Institutional Trust
California
$3.33M +$75.1K +3,415 +3%
Northern Trust
18
Northern Trust
Illinois
$3.19M +$59.3K +2,698 +2%
Comerica Bank
19
Comerica Bank
Texas
$3.15M +$211K +9,600 +9%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$3.07M +$709K +32,227 +38%
PAIM
21
Punch & Associates Investment Management
Minnesota
$2.74M +$2.3M +104,700 New
JP Morgan Chase
22
JP Morgan Chase
New York
$2.68M -$87.8K -3,992 -4%
State Street
23
State Street
Massachusetts
$2.38M +$118K +5,364 +6%
SCM
24
Sterling Capital Management
North Carolina
$1.72M +$134K +6,088 +10%
Renaissance Technologies
25
Renaissance Technologies
New York
$1.31M -$750K -34,100 -40%

ADUS Hedge Fund Activity: Q3 2016 in Review

70 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Addus HomeCare (ADUS) for Q3 2016, worth a combined $286M — up 153% from $113M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of ADUS and 8 opened new positions — a net loss of 1 holder — while 14 trimmed existing stakes and 32 added.

The largest buyer was Fidelity Investments, adding an estimated $4.64M. The largest seller was Jupiter Asset Management, cutting an estimated $1.51M.

  • 70 institutional investors held Addus HomeCare (ADUS) as of Q3 2016, down from 71 in Q2 2016.
  • Funds reported $286M of Addus HomeCare stock for Q3 2016, up 153% quarter-over-quarter.
  • 8 funds opened new Addus HomeCare positions in Q3 2016 and 9 closed out, a net change of -1 holder.
  • The largest Addus HomeCare buyer in Q3 2016 was Fidelity Investments, an estimated $4.64M added.
  • The largest Addus HomeCare seller in Q3 2016 was Jupiter Asset Management, an estimated $1.51M sold.

Based on aggregated 13F filings for Q3 2016.