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Addus HomeCare

95 hedge funds and large institutions have $371M invested in Addus HomeCare in 2016 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 31 increasing their positions, 25 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

650% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 4

92.46% more ownership

Funds ownership: 0%92.46% (+92%)

36% more funds holding

Funds holding: 7095 (+25)

30% more capital invested

Capital invested by funds: $286M → $371M (+$85.3M)

24% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 25

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
95
Holders Change
+25
Holders Change %
+35.71%
% of All Funds
2.38%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
30
Increased
31
Reduced
25
Closed
4
Calls
$473K
Puts
Net Calls
+$473K
Net Calls Change
+$108K
Name Holding Trade Value Shares
Change
Change in
Stake
EML
1
Eos Management LP
New York
$137M
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$27.4M +$1.59M +51,556 +7%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$24.5M -$5.25M -170,451 -20%
CAM
4
Cortina Asset Management
Wisconsin
$19.6M -$7.44M -241,462 -30%
WC
5
Walthausen & Co
New York
$12M -$3.94M -127,870 -27%
AR
6
Advisory Research
Illinois
$11.1M -$1.92M -62,331 -16%
Vanguard Group
7
Vanguard Group
Pennsylvania
$10.5M +$359K +11,653 +4%
Brown Advisory
8
Brown Advisory
Maryland
$9.68M +$257K +8,335 +3%
WCM Investment Management
9
WCM Investment Management
California
$9.56M +$974K +31,610 +13%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$9.36M -$1.83M -59,500 -18%
BFA
11
BlackRock Fund Advisors
California
$8.3M +$940K +30,501 +15%
O
12
OppenheimerFunds
New York
$7.32M +$232K +7,519 +4%
PCM
13
Perritt Capital Management
Illinois
$7.29M -$2.07M -67,215 -24%
TAM
14
THB Asset Management
Connecticut
$6.05M +$123K +3,991 +2%
BIT
15
BlackRock Institutional Trust
California
$5.59M +$996K +32,317 +25%
JAM
16
Jupiter Asset Management
United Kingdom
$5.02M -$1.15M -37,394 -21%
Northern Trust
17
Northern Trust
Illinois
$4.61M +$292K +9,478 +8%
PAIM
18
Punch & Associates Investment Management
Minnesota
$4.34M +$587K +19,051 +18%
State Street
19
State Street
Massachusetts
$3.69M +$440K +14,287 +16%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$3.59M -$464K -15,043 -13%
Comerica Bank
21
Comerica Bank
Texas
$3.5M -$516K -16,734 -14%
OAM
22
Oxford Asset Management
United Kingdom
$3.02M +$2.65M +86,091 New
Victory Capital Management
23
Victory Capital Management
Texas
$2.33M +$554K +17,990 +37%
JP Morgan Chase
24
JP Morgan Chase
New York
$2.22M -$1.21M -39,165 -38%
American Century Companies
25
American Century Companies
Missouri
$1.94M +$1.71M +55,394 New

ADUS Hedge Fund Activity: Q4 2016 in Review

95 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Addus HomeCare (ADUS) for Q4 2016, worth a combined $371M — up 30% from $286M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new ADUS positions and 4 closed out — a net gain of 26 holders — while 31 added to existing stakes and 25 trimmed.

The largest buyer was Oxford Asset Management, opening a new position worth an estimated $2.65M. The largest seller was Cortina Asset Management, cutting an estimated $7.44M.

  • 95 institutional investors held Addus HomeCare (ADUS) as of Q4 2016, up from 70 in Q3 2016.
  • Funds reported $371M of Addus HomeCare stock for Q4 2016, up 30% quarter-over-quarter.
  • 30 funds opened new Addus HomeCare positions in Q4 2016 and 4 closed out, a net change of +26 holders.
  • The largest Addus HomeCare buyer in Q4 2016 was Oxford Asset Management, an estimated $2.65M added.
  • The largest Addus HomeCare seller in Q4 2016 was Cortina Asset Management, an estimated $7.44M sold.

Based on aggregated 13F filings for Q4 2016.