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Addus HomeCare

204 hedge funds and large institutions have $1.73B invested in Addus HomeCare in 2020 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 82 increasing their positions, 60 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,016% more call options, than puts

Call options by funds: $5.22M | Put options by funds: $468K

82% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 17

37% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 60

23% more capital invested

Capital invested by funds: $1.41B → $1.73B (+$326M)

6% more funds holding

Funds holding: 193204 (+11)

0.55% less ownership

Funds ownership: 94.23%93.68% (-0.55%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
204
Holders Change
+11
Holders Change %
+5.7%
% of All Funds
3.61%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
31
Increased
82
Reduced
60
Closed
17
Calls
$5.22M
Puts
$468K
Net Calls
+$4.75M
Net Calls Change
+$2.24M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$275M +$14.7M +142,291 +6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$113M +$1.68M +16,243 +2%
Capital World Investors
3
Capital World Investors
California
$84.5M +$10.3M +100,000 +16%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$72M -$5.44M -52,714 -8%
Invesco
5
Invesco
Georgia
$56.2M -$8.09M -78,417 -14%
TCM
6
TimesSquare Capital Management
New York
$56.2M -$1.92M -18,557 -4%
State Street
7
State Street
Massachusetts
$54.5M +$2.39M +23,164 +5%
Wells Fargo
8
Wells Fargo
California
$53M -$1.08M -10,426 -2%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$50.5M +$19M +183,904 +74%
PCH
10
Polar Capital Holdings
United Kingdom
$48.8M +$43M +416,943 New
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$48.4M -$496K -4,809 -1%
Principal Financial Group
12
Principal Financial Group
Iowa
$47.8M +$32.6K +316 +0.1%
Ameriprise
13
Ameriprise
Minnesota
$43.7M +$3.96M +38,383 +11%
Aberdeen Group
14
Aberdeen Group
United Kingdom
$41.9M -$776K -7,523 -2%
EVM
15
Eaton Vance Management
Massachusetts
$36.1M -$3.21M -31,081 -9%
Northern Trust
16
Northern Trust
Illinois
$27.6M +$824K +7,984 +4%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$26.8M +$2.1M +20,394 +10%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$26.7M -$554K -5,367 -2%
WA
19
Wasatch Advisors
Utah
$26.1M +$271K +2,623 +1%
EMFAT
20
Emerald Mutual Fund Advisers Trust
Pennsylvania
$25.2M +$712K +6,894 +3%
EA
21
Emerald Advisers
Pennsylvania
$25.1M +$52.3K +507 +0.2%
WCM Investment Management
22
WCM Investment Management
California
$24M +$376K +3,647 +2%
VOYA Investment Management
23
VOYA Investment Management
Georgia
$22.5M +$18.9M +182,972 +2,046%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$20.7M +$2.75M +26,617 +18%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$19.6M -$436K -4,225 -2%

ADUS Hedge Fund Activity: Q4 2020 in Review

204 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Addus HomeCare (ADUS) for Q4 2020, worth a combined $1.73B — up 23% from $1.41B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new ADUS positions and 17 closed out — a net gain of 14 holders — while 82 added to existing stakes and 60 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $19M. The largest seller was Eos Management LP, exiting entirely with an estimated $53.6M sold.

  • 204 institutional investors held Addus HomeCare (ADUS) as of Q4 2020, up from 193 in Q3 2020.
  • Funds reported $1.73B of Addus HomeCare stock for Q4 2020, up 23% quarter-over-quarter.
  • 31 funds opened new Addus HomeCare positions in Q4 2020 and 17 closed out, a net change of +14 holders.
  • The largest Addus HomeCare buyer in Q4 2020 was Wellington Management Group, an estimated $19M added.
  • The largest Addus HomeCare seller in Q4 2020 was Eos Management LP, an estimated $53.6M sold.

Based on aggregated 13F filings for Q4 2020.