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Addus HomeCare
ADUS

93 hedge funds and large institutions have $343M invested in Addus HomeCare in 2017 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 39 increasing their positions, 25 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 25

13% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 16

0.4% more ownership

Funds ownership: 92.46% → 92.86% (+0.4%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

2% less funds holding

Funds holding: 95 → 93 (-2)

8% less capital invested

Capital invested by funds: $371M → $343M (-$28.5M)

Holders
93
Holders Change
-2
Holders Change %
-2.11%
% of All Funds
2.32%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
18
Increased
39
Reduced
25
Closed
16
Calls
$343K
Puts
–
Net Calls
+$343K
Net Calls Change
-$130K

Top Buyers

1
BlackRock
BlackRock
New York
+$14.9M
2
JP Morgan Chase
JP Morgan Chase
New York
+$6.63M
3
Millennium Management
Millennium Management
New York
+$2.82M
4
AL
AJO LP
Pennsylvania
+$1.75M
5
Renaissance Technologies
Renaissance Technologies
New York
+$1.51M

Top Sellers

1
WC
Walthausen & Co
New York
-$4.23M
2
AR
Advisory Research
Illinois
-$3.06M
3
Brown Advisory
Brown Advisory
Maryland
-$2.07M
4
American Century Companies
American Century Companies
Missouri
-$1.94M
5
TC
TFS Capital
Pennsylvania
-$1.55M
Name Holding Trade Value Shares
Change 		Change in
Stake
EML
1
Eos Management LP
New York
$125M – – –
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$26.4M +$1.47M +43,588 +6%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$22.5M +$220K +6,505 +0.9%
CAM
4
Cortina Asset Management
Wisconsin
$17.5M -$350K -10,342 -2%
BlackRock
5
BlackRock
New York
$14.1M +$14.9M +439,686 +21,875%
Vanguard Group
6
Vanguard Group
Pennsylvania
$10.2M +$640K +18,913 +6%
WCM Investment Management
7
WCM Investment Management
California
$9.15M +$451K +13,335 +5%
JP Morgan Chase
8
JP Morgan Chase
New York
$8.3M +$6.63M +195,948 +309%
AR
9
Advisory Research
Illinois
$7.2M -$3.06M -90,547 -29%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$7.15M -$1.48M -43,700 -16%
WC
11
Walthausen & Co
New York
$6.92M -$4.23M -125,137 -37%
Brown Advisory
12
Brown Advisory
Maryland
$6.88M -$2.07M -61,215 -22%
O
13
OppenheimerFunds
New York
$6.71M +$23.9K +707 +0.3%
PCM
14
Perritt Capital Management
Illinois
$5.88M -$822K -24,302 -12%
TAM
15
THB Asset Management
Connecticut
$5.49M -$31.5K -930 -0.5%
PAIM
16
Punch & Associates Investment Management
Minnesota
$4.54M +$609K +17,995 +15%
Northern Trust
17
Northern Trust
Illinois
$4.29M +$86K +2,544 +2%
JAM
18
Jupiter Asset Management
United Kingdom
$4.09M -$525K -15,524 -11%
State Street
19
State Street
Massachusetts
$3.47M +$110K +3,256 +3%
Millennium Management
20
Millennium Management
New York
$2.95M +$2.82M +83,524 +974%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$2.8M -$501K -14,808 -14%
OAM
22
Oxford Asset Management
United Kingdom
$2.65M -$109K -3,236 -4%
Comerica Bank
23
Comerica Bank
Texas
$2.52M -$907K -26,821 -26%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$1.84M +$126K +3,740 +7%
Renaissance Technologies
25
Renaissance Technologies
New York
$1.82M +$1.51M +44,700 +363%
1
2 3 4 5

ADUS Hedge Fund Activity: Q1 2017 in Review

93 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Addus HomeCare (ADUS) for Q1 2017, worth a combined $343M — down 7.7% from $371M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new ADUS positions and 16 closed out — a net gain of 2 holders — while 39 added to existing stakes and 25 trimmed.

The largest buyer was BlackRock, adding an estimated $14.9M. The largest seller was Walthausen & Co, cutting an estimated $4.23M.

  • 93 institutional investors held Addus HomeCare (ADUS) as of Q1 2017, down from 95 in Q4 2016.
  • Funds reported $343M of Addus HomeCare stock for Q1 2017, down 7.7% quarter-over-quarter.
  • 18 funds opened new Addus HomeCare positions in Q1 2017 and 16 closed out, a net change of +2 holders.
  • The largest Addus HomeCare buyer in Q1 2017 was BlackRock, an estimated $14.9M added.
  • The largest Addus HomeCare seller in Q1 2017 was Walthausen & Co, an estimated $4.23M sold.

Based on aggregated 13F filings for Q1 2017.