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Addus HomeCare

181 hedge funds and large institutions have $1.37B invested in Addus HomeCare in 2022 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 74 increasing their positions, 51 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

379% more call options, than puts

Call options by funds: $1.52M | Put options by funds: $317K

45% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 51

43% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 21

5% more funds holding

Funds holding: 172181 (+9)

2% less capital invested

Capital invested by funds: $1.4B → $1.37B (-$31.6M)

2.54% less ownership

Funds ownership: 96.76%94.22% (-2.5%)

Holders
181
Holders Change
+9
Holders Change %
+5.23%
% of All Funds
2.85%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
30
Increased
74
Reduced
51
Closed
21
Calls
$1.52M
Puts
$317K
Net Calls
+$1.2M
Net Calls Change
+$269K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$249M +$3.04M +37,830 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$102M +$2.05M +25,467 +2%
Capital World Investors
3
Capital World Investors
California
$87.6M
SAM
4
Silvercrest Asset Management
New York
$72.7M +$699K +8,696 +1%
EVM
5
Eaton Vance Management
Massachusetts
$70.3M +$10.5M +130,469 +21%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$52.8M +$1.33M +16,507 +3%
State Street
7
State Street
Massachusetts
$51.3M +$1.33M +16,562 +3%
WCM Investment Management
8
WCM Investment Management
California
$50.7M +$844K +10,499 +2%
Principal Financial Group
9
Principal Financial Group
Iowa
$48M +$1.54M +19,119 +4%
Invesco
10
Invesco
Georgia
$47.3M +$904K +11,240 +2%
WA
11
Wasatch Advisors
Utah
$39.6M +$3.12M +38,741 +10%
Ameriprise
12
Ameriprise
Minnesota
$37.4M -$4.64M -57,763 -13%
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$35.3M -$2.05M -25,557 -6%
Northern Trust
14
Northern Trust
Illinois
$27.5M +$715K +8,887 +3%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$27M -$343K -4,263 -1%
TCM
16
TimesSquare Capital Management
New York
$25.4M +$298K +3,700 +1%
SCA
17
Summit Creek Advisors
Minnesota
$22.5M +$2.44M +30,328 +14%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$21.3M +$2.15M +26,786 +13%
KCM
19
Kennedy Capital Management
Missouri
$18.9M -$1.46M -18,153 -8%
Charles Schwab
20
Charles Schwab
California
$13.6M +$787K +9,792 +7%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$13.5M -$1.66M -20,640 -13%
PAIM
22
Punch & Associates Investment Management
Minnesota
$12.8M +$327K +4,068 +3%
VOYA Investment Management
23
VOYA Investment Management
Georgia
$11.4M -$5.9M -73,351 -37%
Wells Fargo
24
Wells Fargo
California
$11.2M +$67.3K +837 +0.7%
Bank of America
25
Bank of America
North Carolina
$10.4M +$590K +7,332 +7%

ADUS Hedge Fund Activity: Q1 2022 in Review

181 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Addus HomeCare (ADUS) for Q1 2022, worth a combined $1.37B — down 2.3% from $1.4B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new ADUS positions and 21 closed out — a net gain of 9 holders — while 74 added to existing stakes and 51 trimmed.

The largest buyer was Eaton Vance Management, adding an estimated $10.5M. The largest seller was Aberdeen Group, exiting entirely with an estimated $33.6M sold.

  • 181 institutional investors held Addus HomeCare (ADUS) as of Q1 2022, up from 172 in Q4 2021.
  • Funds reported $1.37B of Addus HomeCare stock for Q1 2022, down 2.3% quarter-over-quarter.
  • 30 funds opened new Addus HomeCare positions in Q1 2022 and 21 closed out, a net change of +9 holders.
  • The largest Addus HomeCare buyer in Q1 2022 was Eaton Vance Management, an estimated $10.5M added.
  • The largest Addus HomeCare seller in Q1 2022 was Aberdeen Group, an estimated $33.6M sold.

Based on aggregated 13F filings for Q1 2022.