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Addus HomeCare

244 hedge funds and large institutions have $1.31B invested in Addus HomeCare in 2023 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 96 increasing their positions, 85 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more call options, than puts

Call options by funds: $3.92M | Put options by funds: $1.88M

21% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 24

13% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 85

2% more funds holding

Funds holding: 240244 (+4)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.48% less ownership

Funds ownership: 95.11%94.63% (-0.48%)

8% less capital invested

Capital invested by funds: $1.43B → $1.31B (-$118M)

Holders
244
Holders Change
+4
Holders Change %
+1.67%
% of All Funds
3.87%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
29
Increased
96
Reduced
85
Closed
24
Calls
$3.92M
Puts
$1.88M
Net Calls
+$2.04M
Net Calls Change
+$1.29M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$213M -$6.89M -77,259 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$104M +$5.08M +57,040 +5%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$67.2M +$1.68M +18,872 +2%
SAM
4
Silvercrest Asset Management
New York
$61.9M +$2.19M +24,564 +4%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$59M +$3.22M +36,181 +6%
Principal Financial Group
6
Principal Financial Group
Iowa
$54.1M -$325K -3,644 -0.6%
State Street
7
State Street
Massachusetts
$48.9M +$803K +9,012 +2%
WCM Investment Management
8
WCM Investment Management
California
$44M +$213K +2,390 +0.5%
Invesco
9
Invesco
Georgia
$35.7M -$889K -9,980 -2%
Morgan Stanley
10
Morgan Stanley
New York
$33.6M -$15.5M -174,287 -31%
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$32.3M +$3.12K +35 +0%
PCH
12
Polar Capital Holdings
United Kingdom
$28.9M -$3.63M -40,772 -11%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$28.8M +$1.02M +11,406 +3%
WA
14
Wasatch Advisors
Utah
$26.2M +$1.18M +13,269 +5%
Ameriprise
15
Ameriprise
Minnesota
$25.1M -$3.17M -35,535 -11%
SCA
16
Summit Creek Advisors
Minnesota
$24.5M +$3.26M +36,578 +15%
Northern Trust
17
Northern Trust
Illinois
$24.1M -$580K -6,512 -2%
TCM
18
TimesSquare Capital Management
New York
$19.9M +$7.39M +82,920 +55%
Millennium Management
19
Millennium Management
New York
$19M +$13.7M +153,666 +222%
TCM
20
Tributary Capital Management
Nebraska
$18.2M +$4.21M +47,215 +28%
Charles Schwab
21
Charles Schwab
California
$14.2M +$466K +5,225 +3%
PAIM
22
Punch & Associates Investment Management
Minnesota
$11.8M +$57.9K +650 +0.5%
RI
23
Redwood Investments
Massachusetts
$11.6M -$880K -9,870 -7%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$11.4M -$428K -4,805 -3%
KCM
25
Kennedy Capital Management
Missouri
$10.3M -$2.88M -32,364 -21%

ADUS Hedge Fund Activity: Q3 2023 in Review

244 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Addus HomeCare (ADUS) for Q3 2023, worth a combined $1.31B — down 8.2% from $1.43B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new ADUS positions and 24 closed out — a net gain of 5 holders — while 96 added to existing stakes and 85 trimmed.

The largest buyer was Millennium Management, adding an estimated $13.7M. The largest seller was Fidelity Investments, cutting an estimated $21.7M.

  • 244 institutional investors held Addus HomeCare (ADUS) as of Q3 2023, up from 240 in Q2 2023.
  • Funds reported $1.31B of Addus HomeCare stock for Q3 2023, down 8.2% quarter-over-quarter.
  • 29 funds opened new Addus HomeCare positions in Q3 2023 and 24 closed out, a net change of +5 holders.
  • The largest Addus HomeCare buyer in Q3 2023 was Millennium Management, an estimated $13.7M added.
  • The largest Addus HomeCare seller in Q3 2023 was Fidelity Investments, an estimated $21.7M sold.

Based on aggregated 13F filings for Q3 2023.