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Addus HomeCare

234 hedge funds and large institutions have $1.51B invested in Addus HomeCare in 2022 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 83 increasing their positions, 75 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 16

22% more call options, than puts

Call options by funds: $3.33M | Put options by funds: $2.73M

11% more funds holding

Funds holding: 211234 (+23)

11% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 75

3% more capital invested

Capital invested by funds: $1.47B → $1.51B (+$41.7M)

0.11% less ownership

Funds ownership: 98.27%98.16% (-0.11%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
234
Holders Change
+23
Holders Change %
+10.9%
% of All Funds
3.76%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
44
Increased
83
Reduced
75
Closed
16
Calls
$3.33M
Puts
$2.73M
Net Calls
+$601K
Net Calls Change
-$361K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$257M -$4.63M -44,234 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$110M -$824K -7,877 -0.7%
Morgan Stanley
3
Morgan Stanley
New York
$90.3M +$83.6M +799,785 +745%
SAM
4
Silvercrest Asset Management
New York
$75M -$3.17M -30,321 -4%
Capital World Investors
5
Capital World Investors
California
$68.6M -$26.1M -249,550 -27%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$64.8M +$46M +440,195 +209%
Principal Financial Group
7
Principal Financial Group
Iowa
$61.6M -$1.36M -12,972 -2%
State Street
8
State Street
Massachusetts
$53.5M -$2.65M -25,310 -4%
WCM Investment Management
9
WCM Investment Management
California
$51.2M -$3.13M -29,966 -6%
Invesco
10
Invesco
Georgia
$49.6M +$2M +19,088 +4%
Ameriprise
11
Ameriprise
Minnesota
$44.2M +$4.43M +42,356 +11%
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$38.1M +$57.7K +552 +0.1%
PCH
13
Polar Capital Holdings
United Kingdom
$37.8M +$3.52M +33,616 +10%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$30M +$1.34M +12,844 +4%
Northern Trust
15
Northern Trust
Illinois
$29.9M -$464K -4,442 -1%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$27.3M +$3.22M +30,772 +13%
KCM
17
Kennedy Capital Management
Missouri
$26.8M -$823K -7,874 -3%
SCA
18
Summit Creek Advisors
Minnesota
$24.8M -$2.85M -27,301 -10%
WA
19
Wasatch Advisors
Utah
$22.8M -$10.2M -97,326 -30%
TCM
20
TimesSquare Capital Management
New York
$20.5M -$2.26M -21,615 -9%
Charles Schwab
21
Charles Schwab
California
$15.8M +$595K +5,692 +4%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$14.5M -$1.09M -10,416 -7%
RI
23
Redwood Investments
Massachusetts
$14.3M +$2.83M +27,062 +23%
Wells Fargo
24
Wells Fargo
California
$14.1M -$64.7K -619 -0.4%
PAIM
25
Punch & Associates Investment Management
Minnesota
$14.1M +$45.8K +438 +0.3%

ADUS Hedge Fund Activity: Q4 2022 in Review

234 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Addus HomeCare (ADUS) for Q4 2022, worth a combined $1.51B — up 2.8% from $1.47B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new ADUS positions and 16 closed out — a net gain of 28 holders — while 83 added to existing stakes and 75 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $83.6M. The largest seller was Capital World Investors, cutting an estimated $26.1M.

  • 234 institutional investors held Addus HomeCare (ADUS) as of Q4 2022, up from 211 in Q3 2022.
  • Funds reported $1.51B of Addus HomeCare stock for Q4 2022, up 2.8% quarter-over-quarter.
  • 44 funds opened new Addus HomeCare positions in Q4 2022 and 16 closed out, a net change of +28 holders.
  • The largest Addus HomeCare buyer in Q4 2022 was Morgan Stanley, an estimated $83.6M added.
  • The largest Addus HomeCare seller in Q4 2022 was Capital World Investors, an estimated $26.1M sold.

Based on aggregated 13F filings for Q4 2022.