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Addus HomeCare

94 hedge funds and large institutions have $517M invested in Addus HomeCare in 2018 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 21 increasing their positions, 36 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 11

39% more capital invested

Capital invested by funds: $371M → $517M (+$146M)

12% more funds holding

Funds holding: 8494 (+10)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.36% less ownership

Funds ownership: 91.72%91.37% (-0.36%)

42% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 36

Holders
94
Holders Change
+10
Holders Change %
+11.9%
% of All Funds
2.15%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
22
Increased
21
Reduced
36
Closed
11
Calls
$2.27M
Puts
Net Calls
+$2.27M
Net Calls Change
+$1.92M
Name Holding Trade Value Shares
Change
Change in
Stake
EML
1
Eos Management LP
New York
$182M
Fidelity Investments
2
Fidelity Investments
Massachusetts
$49.1M +$11.2M +292,376 +41%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$43.7M +$26.5K +690 +0.1%
BlackRock
4
BlackRock
New York
$21.6M +$224K +5,829 +1%
CAM
5
Cortina Asset Management
Wisconsin
$18.8M -$6.7M -174,441 -31%
Vanguard Group
6
Vanguard Group
Pennsylvania
$15.7M -$48.4K -1,260 -0.4%
WCM Investment Management
7
WCM Investment Management
California
$15.6M -$2.92M -75,956 -19%
WC
8
Walthausen & Co
New York
$14.1M +$2.97M +77,453 +37%
PAIM
9
Punch & Associates Investment Management
Minnesota
$13.8M -$467K -12,157 -4%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$11.7M -$3.24M -84,500 -26%
O
11
OppenheimerFunds
New York
$10.6M +$49.9K +1,300 +0.6%
JP Morgan Chase
12
JP Morgan Chase
New York
$8.29M -$457K -11,909 -7%
State Street
13
State Street
Massachusetts
$8.12M +$1.03M +26,953 +19%
Brown Advisory
14
Brown Advisory
Maryland
$7.16M -$80.1K -2,087 -1%
TAM
15
THB Asset Management
Connecticut
$7.04M -$37.5K -977 -0.7%
Northern Trust
16
Northern Trust
Illinois
$6.7M -$51.8K -1,350 -1%
PCM
17
Perritt Capital Management
Illinois
$6.02M -$1.91M -49,675 -30%
JAM
18
Jupiter Asset Management
United Kingdom
$4.56M -$343K -8,926 -9%
Russell Investments Group
19
Russell Investments Group
United Kingdom
$4.49M -$4.73M -123,344 -57%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$4.42M +$42.3K +1,102 +1%
NC
21
Northpointe Capital
Michigan
$4.19M +$3.31M +86,216 New
Geode Capital Management
22
Geode Capital Management
Massachusetts
$3.17M +$19.4K +505 +0.8%
Renaissance Technologies
23
Renaissance Technologies
New York
$3.07M -$372K -9,700 -13%
PAM
24
Panagora Asset Management
Massachusetts
$2.8M -$44.1K -1,150 -2%
Victory Capital Management
25
Victory Capital Management
Texas
$2.66M -$65.8K -1,713 -3%

ADUS Hedge Fund Activity: Q1 2018 in Review

94 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Addus HomeCare (ADUS) for Q1 2018, worth a combined $517M — up 39% from $371M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new ADUS positions and 11 closed out — a net gain of 11 holders — while 21 added to existing stakes and 36 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $11.2M. The largest seller was Cortina Asset Management, cutting an estimated $6.7M.

  • 94 institutional investors held Addus HomeCare (ADUS) as of Q1 2018, up from 84 in Q4 2017.
  • Funds reported $517M of Addus HomeCare stock for Q1 2018, up 39% quarter-over-quarter.
  • 22 funds opened new Addus HomeCare positions in Q1 2018 and 11 closed out, a net change of +11 holders.
  • The largest Addus HomeCare buyer in Q1 2018 was Fidelity Investments, an estimated $11.2M added.
  • The largest Addus HomeCare seller in Q1 2018 was Cortina Asset Management, an estimated $6.7M sold.

Based on aggregated 13F filings for Q1 2018.