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Addus HomeCare
ADUS

88 hedge funds and large institutions have $382M invested in Addus HomeCare in 2017 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 35 increasing their positions, 29 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 29

11% more call options, than puts

Call options by funds: $459K | Put options by funds: $413K

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.21% less ownership

Funds ownership: 93.29% → 93.08% (-0.21%)

5% less capital invested

Capital invested by funds: $403M → $382M (-$20.4M)

7% less funds holding

Funds holding: 95 → 88 (-7)

39% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 18

Holders
88
Holders Change
-7
Holders Change %
-7.37%
% of All Funds
2.19%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
11
Increased
35
Reduced
29
Closed
18
Calls
$459K
Puts
$413K
Net Calls
+$46K
Net Calls Change
-$502K

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$3.06M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$2.6M
3
CAM
Cortina Asset Management
Wisconsin
+$2.39M
4
PCMI
Paradigm Capital Management Inc
New York
+$1.38M
5
MAM
Martingale Asset Management
Massachusetts
+$972K

Top Sellers

Rank Fund Capital Flow
1
AR
Advisory Research
Illinois
-$3.33M
2
JP Morgan Chase
JP Morgan Chase
New York
-$3.05M
3
Millennium Management
Millennium Management
New York
-$2.09M
4
Comerica Bank
Comerica Bank
Texas
-$1.19M
5
NFA
Nationwide Fund Advisors
Ohio
-$845K
Name Holding Trade Value Shares
Change 		Change in
Stake
EML
1
Eos Management LP
New York
$132M – – –
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$31.3M +$698K +19,823 +2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$27.6M +$2.6M +73,863 +10%
CAM
4
Cortina Asset Management
Wisconsin
$21.5M +$2.39M +68,010 +13%
BlackRock
5
BlackRock
New York
$15.3M +$166K +4,705 +1%
Vanguard Group
6
Vanguard Group
Pennsylvania
$11.4M -$585K -16,610 -5%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$10.9M +$3.06M +86,799 +39%
Russell Investments Group
8
Russell Investments Group
United Kingdom
$10.7M +$92.6K +2,629 +0.9%
WCM Investment Management
9
WCM Investment Management
California
$10.4M +$180K +5,120 +2%
WC
10
Walthausen & Co
New York
$7.54M -$48.9K -1,390 -0.6%
O
11
OppenheimerFunds
New York
$7.48M -$291K -8,273 -4%
JP Morgan Chase
12
JP Morgan Chase
New York
$6.66M -$3.05M -86,604 -32%
PAIM
13
Punch & Associates Investment Management
Minnesota
$6.18M +$359K +10,200 +6%
PCM
14
Perritt Capital Management
Illinois
$6.06M – – –
Brown Advisory
15
Brown Advisory
Maryland
$5.33M -$216K -6,144 -4%
Northern Trust
16
Northern Trust
Illinois
$5.03M +$84.9K +2,412 +2%
TAM
17
THB Asset Management
Connecticut
$4.98M -$671K -19,069 -12%
State Street
18
State Street
Massachusetts
$4.3M -$20.6K -586 -0.5%
JAM
19
Jupiter Asset Management
United Kingdom
$3.88M +$101K +2,872 +3%
AL
20
AJO LP
Pennsylvania
$3.1M -$267K -7,587 -8%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$2.98M – – –
TCM
22
Timpani Capital Management
Wisconsin
$2.8M -$667K -18,933 -19%
Renaissance Technologies
23
Renaissance Technologies
New York
$2.51M +$968K +27,500 +63%
OAM
24
Oxford Asset Management
United Kingdom
$2.5M -$193K -5,474 -7%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$2.24M +$130K +3,695 +6%
1
2 3 4 5

ADUS Hedge Fund Activity: Q3 2017 in Review

88 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Addus HomeCare (ADUS) for Q3 2017, worth a combined $382M — down 5.1% from $403M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of ADUS and 11 opened new positions — a net loss of 7 holders — while 29 trimmed existing stakes and 35 added.

The largest buyer was Wellington Management Group, adding an estimated $3.06M. The largest seller was Advisory Research, cutting an estimated $3.33M.

  • 88 institutional investors held Addus HomeCare (ADUS) as of Q3 2017, down from 95 in Q2 2017.
  • Funds reported $382M of Addus HomeCare stock for Q3 2017, down 5.1% quarter-over-quarter.
  • 11 funds opened new Addus HomeCare positions in Q3 2017 and 18 closed out, a net change of -7 holders.
  • The largest Addus HomeCare buyer in Q3 2017 was Wellington Management Group, an estimated $3.06M added.
  • The largest Addus HomeCare seller in Q3 2017 was Advisory Research, an estimated $3.33M sold.

Based on aggregated 13F filings for Q3 2017.