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Addus HomeCare

192 hedge funds and large institutions have $1.57B invested in Addus HomeCare in 2021 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 70 increasing their positions, 76 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

195% more call options, than puts

Call options by funds: $3.54M | Put options by funds: $1.2M

1.27% more ownership

Funds ownership: 93.68%94.95% (+1.3%)

8% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 76

6% less funds holding

Funds holding: 204192 (-12)

9% less capital invested

Capital invested by funds: $1.73B → $1.57B (-$162M)

36% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 28

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
192
Holders Change
-12
Holders Change %
-5.88%
% of All Funds
3.37%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
18
Increased
70
Reduced
76
Closed
28
Calls
$3.54M
Puts
$1.2M
Net Calls
+$2.34M
Net Calls Change
-$2.41M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$254M +$9.94M +87,210 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$107M +$6.4M +56,171 +6%
Capital World Investors
3
Capital World Investors
California
$84M +$9.35M +82,100 +11%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$59.5M -$5.26M -46,157 -8%
Ameriprise
5
Ameriprise
Minnesota
$53M +$15.3M +134,189 +36%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$51.5M +$7.04M +61,824 +14%
Invesco
7
Invesco
Georgia
$50.6M +$450K +3,951 +0.8%
State Street
8
State Street
Massachusetts
$48.7M +$17.5K +154 +0%
Principal Financial Group
9
Principal Financial Group
Iowa
$44.5M +$1.95M +17,092 +4%
Wells Fargo
10
Wells Fargo
California
$44.3M -$3.29M -28,913 -6%
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$42.4M -$844K -7,409 -2%
TCM
12
TimesSquare Capital Management
New York
$42M -$8.95M -78,520 -16%
Aberdeen Group
13
Aberdeen Group
United Kingdom
$38.1M +$818K +7,184 +2%
Loomis, Sayles & Company
14
Loomis, Sayles & Company
Massachusetts
$31.4M +$27.6M +242,582 +424%
PCH
15
Polar Capital Holdings
United Kingdom
$30.4M -$14.4M -126,116 -30%
EVM
16
Eaton Vance Management
Massachusetts
$26.6M -$6.15M -53,981 -18%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$26.3M +$2.49M +21,818 +10%
WCM Investment Management
18
WCM Investment Management
California
$24.6M +$3.43M +30,108 +15%
WA
19
Wasatch Advisors
Utah
$24.5M +$1.23M +10,774 +5%
Northern Trust
20
Northern Trust
Illinois
$24.1M -$643K -5,646 -2%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$22.9M -$997K -8,753 -4%
VOYA Investment Management
22
VOYA Investment Management
Georgia
$20.8M +$772K +6,776 +4%
EMFAT
23
Emerald Mutual Fund Advisers Trust
Pennsylvania
$18.7M -$4.14M -36,372 -17%
EA
24
Emerald Advisers
Pennsylvania
$18.1M -$4.72M -41,427 -19%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$18M +$497K +4,363 +3%

ADUS Hedge Fund Activity: Q1 2021 in Review

192 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Addus HomeCare (ADUS) for Q1 2021, worth a combined $1.57B — down 9.4% from $1.73B a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of ADUS and 18 opened new positions — a net loss of 10 holders — while 76 trimmed existing stakes and 70 added.

The largest buyer was Loomis, Sayles & Company, adding an estimated $27.6M. The largest seller was Polar Capital Holdings, cutting an estimated $14.4M.

  • 192 institutional investors held Addus HomeCare (ADUS) as of Q1 2021, down from 204 in Q4 2020.
  • Funds reported $1.57B of Addus HomeCare stock for Q1 2021, down 9.4% quarter-over-quarter.
  • 18 funds opened new Addus HomeCare positions in Q1 2021 and 28 closed out, a net change of -10 holders.
  • The largest Addus HomeCare buyer in Q1 2021 was Loomis, Sayles & Company, an estimated $27.6M added.
  • The largest Addus HomeCare seller in Q1 2021 was Polar Capital Holdings, an estimated $14.4M sold.

Based on aggregated 13F filings for Q1 2021.