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Addus HomeCare

84 hedge funds and large institutions have $371M invested in Addus HomeCare in 2017 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 31 increasing their positions, 34 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3% less capital invested

Capital invested by funds: $382M → $371M (-$11M)

9% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 34

1.36% less ownership

Funds ownership: 93.08%91.72% (-1.4%)

5% less funds holding

Funds holding: 8884 (-4)

36% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 11

Holders
84
Holders Change
-4
Holders Change %
-4.55%
% of All Funds
1.91%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
7
Increased
31
Reduced
34
Closed
11
Calls
$348K
Puts
Net Calls
+$348K
Net Calls Change
+$302K
Name Holding Trade Value Shares
Change
Change in
Stake
EML
1
Eos Management LP
New York
$130M
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$31.2M +$356K +10,489 +1%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$24.9M -$2.2M -64,903 -8%
CAM
4
Cortina Asset Management
Wisconsin
$19.5M -$1.64M -48,407 -8%
BlackRock
5
BlackRock
New York
$15.2M +$159K +4,670 +1%
WCM Investment Management
6
WCM Investment Management
California
$13.8M +$3.48M +102,388 +35%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$11.3M +$574K +16,900 +5%
Vanguard Group
8
Vanguard Group
Pennsylvania
$11.3M +$59.4K +1,750 +0.5%
PAIM
9
Punch & Associates Investment Management
Minnesota
$10.3M +$4.09M +120,547 +69%
O
10
OppenheimerFunds
New York
$7.55M +$173K +5,087 +2%
Russell Investments Group
11
Russell Investments Group
United Kingdom
$7.49M -$2.96M -87,138 -29%
WC
12
Walthausen & Co
New York
$7.38M -$53.7K -1,580 -0.7%
JP Morgan Chase
13
JP Morgan Chase
New York
$6.34M -$173K -5,081 -3%
PCM
14
Perritt Capital Management
Illinois
$5.7M -$267K -7,858 -5%
Brown Advisory
15
Brown Advisory
Maryland
$5.19M -$58.1K -1,712 -1%
TAM
16
THB Asset Management
Connecticut
$5.07M +$157K +4,626 +3%
State Street
17
State Street
Massachusetts
$4.87M +$618K +18,199 +15%
Northern Trust
18
Northern Trust
Illinois
$4.84M -$109K -3,214 -2%
JAM
19
Jupiter Asset Management
United Kingdom
$3.57M -$244K -7,174 -7%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$3.13M +$179K +5,265 +6%
Renaissance Technologies
21
Renaissance Technologies
New York
$2.53M +$57.7K +1,700 +2%
SCM
22
Sterling Capital Management
North Carolina
$2.32M +$161K +4,734 +8%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$2.25M +$45.4K +1,336 +2%
PAM
24
Panagora Asset Management
Massachusetts
$2.04M -$90.6K -2,667 -4%
TCM
25
Timpani Capital Management
Wisconsin
$2.02M -$727K -21,417 -27%

ADUS Hedge Fund Activity: Q4 2017 in Review

84 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Addus HomeCare (ADUS) for Q4 2017, worth a combined $371M — down 2.9% from $382M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of ADUS and 7 opened new positions — a net loss of 4 holders — while 34 trimmed existing stakes and 31 added.

The largest buyer was Punch & Associates Investment Management, adding an estimated $4.09M. The largest seller was AJO LP, exiting entirely with an estimated $3.1M sold.

  • 84 institutional investors held Addus HomeCare (ADUS) as of Q4 2017, down from 88 in Q3 2017.
  • Funds reported $371M of Addus HomeCare stock for Q4 2017, down 2.9% quarter-over-quarter.
  • 7 funds opened new Addus HomeCare positions in Q4 2017 and 11 closed out, a net change of -4 holders.
  • The largest Addus HomeCare buyer in Q4 2017 was Punch & Associates Investment Management, an estimated $4.09M added.
  • The largest Addus HomeCare seller in Q4 2017 was AJO LP, an estimated $3.1M sold.

Based on aggregated 13F filings for Q4 2017.