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Addus HomeCare

174 hedge funds and large institutions have $912M invested in Addus HomeCare in 2018 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 65 increasing their positions, 46 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

435% more call options, than puts

Call options by funds: $5.04M | Put options by funds: $941K

213% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 16

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

41% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 46

24% more funds holding

Funds holding: 140174 (+34)

6.85% more ownership

Funds ownership: 95.77%102.62% (+6.8%)

6% more capital invested

Capital invested by funds: $858M → $912M (+$54.4M)

Holders
174
Holders Change
+34
Holders Change %
+24.29%
% of All Funds
3.88%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
50
Increased
65
Reduced
46
Closed
16
Calls
$5.04M
Puts
$941K
Net Calls
+$4.1M
Net Calls Change
-$147K
Name Holding Trade Value Shares
Change
Change in
Stake
EML
1
Eos Management LP
New York
$147M -$36.9M -540,000 -20%
BlackRock
2
BlackRock
New York
$103M +$54.1M +790,824 +108%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$61.5M -$486K -7,110 -0.8%
TCM
4
TimesSquare Capital Management
New York
$51.2M +$1.71M +24,980 +3%
Vanguard Group
5
Vanguard Group
Pennsylvania
$46.8M +$9.93M +145,219 +27%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$41.4M -$9.01M -131,742 -18%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$30.7M +$10.3M +150,092 +50%
Renaissance Technologies
8
Renaissance Technologies
New York
$28.5M +$10.1M +147,653 +54%
State Street
9
State Street
Massachusetts
$22.4M +$5.81M +85,026 +35%
Principal Financial Group
10
Principal Financial Group
Iowa
$20.4M +$7.04M +102,996 +52%
CAM
11
Cortina Asset Management
Wisconsin
$16.8M -$215K -3,140 -1%
AQR Capital Management
12
AQR Capital Management
Connecticut
$15.9M +$3.84M +56,111 +32%
DM
13
Deerfield Management
New York
$15.8M +$11.4M +167,310 +255%
O
14
OppenheimerFunds
New York
$15.5M +$945K +13,825 +6%
PAIM
15
Punch & Associates Investment Management
Minnesota
$14.2M -$564K -8,255 -4%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$12.9M +$1.34M +19,569 +11%
Invesco
17
Invesco
Georgia
$12.6M +$9.03M +132,013 +245%
JP Morgan Chase
18
JP Morgan Chase
New York
$12M +$281K +4,114 +2%
Acadian Asset Management
19
Acadian Asset Management
Massachusetts
$11.9M +$1.36M +19,902 +13%
Northern Trust
20
Northern Trust
Illinois
$9.82M +$45.9K +672 +0.5%
TAM
21
THB Asset Management
Connecticut
$9.81M -$3.11M -45,480 -24%
EVM
22
Eaton Vance Management
Massachusetts
$8.7M +$135K +1,978 +2%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$8.2M +$4.47M +65,356 +118%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$7.59M +$505K +7,384 +7%
CM
25
Castleark Management
Illinois
$7.56M -$1.74M -25,440 -19%

ADUS Hedge Fund Activity: Q4 2018 in Review

174 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Addus HomeCare (ADUS) for Q4 2018, worth a combined $912M — up 6.3% from $858M a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new ADUS positions and 16 closed out — a net gain of 34 holders — while 65 added to existing stakes and 46 trimmed.

The largest buyer was BlackRock, adding an estimated $54.1M. The largest seller was Eos Management LP, cutting an estimated $36.9M.

  • 174 institutional investors held Addus HomeCare (ADUS) as of Q4 2018, up from 140 in Q3 2018.
  • Funds reported $912M of Addus HomeCare stock for Q4 2018, up 6.3% quarter-over-quarter.
  • 50 funds opened new Addus HomeCare positions in Q4 2018 and 16 closed out, a net change of +34 holders.
  • The largest Addus HomeCare buyer in Q4 2018 was BlackRock, an estimated $54.1M added.
  • The largest Addus HomeCare seller in Q4 2018 was Eos Management LP, an estimated $36.9M sold.

Based on aggregated 13F filings for Q4 2018.