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Addus HomeCare

95 hedge funds and large institutions have $403M invested in Addus HomeCare in 2017 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 28 increasing their positions, 40 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more capital invested

Capital invested by funds: $343M → $403M (+$59.8M)

15% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 13

2% more funds holding

Funds holding: 9395 (+2)

0.43% more ownership

Funds ownership: 92.86%93.29% (+0.43%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

30% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 40

Holders
95
Holders Change
+2
Holders Change %
+2.15%
% of All Funds
2.37%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
15
Increased
28
Reduced
40
Closed
13
Calls
$548K
Puts
Net Calls
+$548K
Net Calls Change
+$205K
Name Holding Trade Value Shares
Change
Change in
Stake
EML
1
Eos Management LP
New York
$139M -$5.75M -160,000 -4%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$32.3M +$1.52M +42,304 +5%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$26.3M +$113K +3,138 +0.4%
CAM
4
Cortina Asset Management
Wisconsin
$20.1M -$250K -6,942 -1%
BlackRock
5
BlackRock
New York
$15.9M -$475K -13,216 -3%
Vanguard Group
6
Vanguard Group
Pennsylvania
$12.6M +$750K +20,858 +7%
Russell Investments Group
7
Russell Investments Group
United Kingdom
$11.2M +$9.63M +267,896 +832%
WCM Investment Management
8
WCM Investment Management
California
$10.7M +$104K +2,885 +1%
JP Morgan Chase
9
JP Morgan Chase
New York
$10.2M +$529K +14,717 +6%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$8.24M -$61.1K -1,700 -0.8%
O
11
OppenheimerFunds
New York
$8.19M +$382K +10,614 +5%
WC
12
Walthausen & Co
New York
$8M -$39.3K -1,092 -0.5%
PCM
13
Perritt Capital Management
Illinois
$6.38M -$439K -12,200 -7%
PAIM
14
Punch & Associates Investment Management
Minnesota
$6.13M +$829K +23,054 +16%
TAM
15
THB Asset Management
Connecticut
$5.96M -$414K -11,515 -7%
Brown Advisory
16
Brown Advisory
Maryland
$5.84M -$2.08M -57,922 -27%
Northern Trust
17
Northern Trust
Illinois
$5.2M +$213K +5,929 +4%
State Street
18
State Street
Massachusetts
$4.55M +$496K +13,788 +13%
JAM
19
Jupiter Asset Management
United Kingdom
$3.98M -$750K -20,843 -16%
AR
20
Advisory Research
Illinois
$3.96M -$4.27M -118,633 -53%
TCM
21
Timpani Capital Management
Wisconsin
$3.66M +$2.71M +75,254 +326%
AL
22
AJO LP
Pennsylvania
$3.54M +$1.56M +43,475 +84%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$3.15M -$105K -2,910 -3%
OAM
24
Oxford Asset Management
United Kingdom
$2.82M -$251K -6,974 -8%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$2.22M +$75.3K +2,094 +4%

ADUS Hedge Fund Activity: Q2 2017 in Review

95 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Addus HomeCare (ADUS) for Q2 2017, worth a combined $403M — up 17% from $343M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new ADUS positions and 13 closed out — a net gain of 2 holders — while 28 added to existing stakes and 40 trimmed.

The largest buyer was Russell Investments Group, adding an estimated $9.63M. The largest seller was Eos Management LP, cutting an estimated $5.75M.

  • 95 institutional investors held Addus HomeCare (ADUS) as of Q2 2017, up from 93 in Q1 2017.
  • Funds reported $403M of Addus HomeCare stock for Q2 2017, up 17% quarter-over-quarter.
  • 15 funds opened new Addus HomeCare positions in Q2 2017 and 13 closed out, a net change of +2 holders.
  • The largest Addus HomeCare buyer in Q2 2017 was Russell Investments Group, an estimated $9.63M added.
  • The largest Addus HomeCare seller in Q2 2017 was Eos Management LP, an estimated $5.75M sold.

Based on aggregated 13F filings for Q2 2017.