We are live on ! Find out more
ADUS icon

Addus HomeCare

186 hedge funds and large institutions have $1.19B invested in Addus HomeCare in 2021 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 73 increasing their positions, 57 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more call options, than puts

Call options by funds: $6.28M | Put options by funds: $2.63M

28% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 57

2.11% more ownership

Funds ownership: 93.28%95.38% (+2.1%)

2% less funds holding

Funds holding: 189186 (-3)

6% less capital invested

Capital invested by funds: $1.26B → $1.19B (-$77.5M)

10% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 30

Holders
186
Holders Change
-3
Holders Change %
-1.59%
% of All Funds
3.26%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
27
Increased
73
Reduced
57
Closed
30
Calls
$6.28M
Puts
$2.63M
Net Calls
+$3.65M
Net Calls Change
+$4.53M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$204M +$9.01M +103,759 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$82.6M +$1.36M +15,600 +2%
Capital World Investors
3
Capital World Investors
California
$74.9M +$8.69M +100,000 +12%
EVM
4
Eaton Vance Management
Massachusetts
$48.2M +$7.87M +90,534 +18%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$43.5M -$1.25M -14,428 -3%
State Street
6
State Street
Massachusetts
$41.3M +$1.21M +13,883 +3%
Principal Financial Group
7
Principal Financial Group
Iowa
$38.9M +$952K +10,957 +2%
Invesco
8
Invesco
Georgia
$37.5M -$359K -4,134 -0.9%
Ameriprise
9
Ameriprise
Minnesota
$36.8M -$3.08M -35,415 -7%
WA
10
Wasatch Advisors
Utah
$36.3M -$3.05M -35,103 -7%
TCM
11
TimesSquare Capital Management
New York
$36.2M -$2.63M -30,295 -6%
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$32.3M +$23K +265 +0.1%
Aberdeen Group
13
Aberdeen Group
United Kingdom
$29.6M +$230K +2,645 +0.7%
WCM Investment Management
14
WCM Investment Management
California
$28.8M +$796K +9,164 +3%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$21.4M +$99.5K +1,145 +0.4%
Northern Trust
16
Northern Trust
Illinois
$20.6M +$843K +9,702 +4%
KCM
17
Kennedy Capital Management
Missouri
$17.6M -$609K -7,004 -3%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$17.1M -$335K -3,861 -2%
Wells Fargo
19
Wells Fargo
California
$17M -$13.2M -152,087 -42%
Fidelity International
20
Fidelity International
Bermuda
$15.2M +$16.5M +190,000 New
Bank of New York Mellon
21
Bank of New York Mellon
New York
$13.2M +$447K +5,148 +3%
SCA
22
Summit Creek Advisors
Minnesota
$13.1M +$14.3M +164,759 New
VOYA Investment Management
23
VOYA Investment Management
Georgia
$12.3M -$3.67M -42,276 -21%
RI
24
Redwood Investments
Massachusetts
$12.2M -$815K -9,382 -6%
KLC
25
Kent Lake Capital
Nevada
$10.8M +$6.95M +80,000 +145%

ADUS Hedge Fund Activity: Q3 2021 in Review

186 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Addus HomeCare (ADUS) for Q3 2021, worth a combined $1.19B — down 6.1% from $1.26B a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of ADUS and 27 opened new positions — a net loss of 3 holders — while 57 trimmed existing stakes and 73 added.

The largest buyer was Fidelity International, opening a new position worth an estimated $16.5M. The largest seller was Wells Fargo, cutting an estimated $13.2M.

  • 186 institutional investors held Addus HomeCare (ADUS) as of Q3 2021, down from 189 in Q2 2021.
  • Funds reported $1.19B of Addus HomeCare stock for Q3 2021, down 6.1% quarter-over-quarter.
  • 27 funds opened new Addus HomeCare positions in Q3 2021 and 30 closed out, a net change of -3 holders.
  • The largest Addus HomeCare buyer in Q3 2021 was Fidelity International, an estimated $16.5M added.
  • The largest Addus HomeCare seller in Q3 2021 was Wells Fargo, an estimated $13.2M sold.

Based on aggregated 13F filings for Q3 2021.