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Addus HomeCare

261 hedge funds and large institutions have $1.48B invested in Addus HomeCare in 2023 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 88 increasing their positions, 100 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 19

20% more call options, than puts

Call options by funds: $3.41M | Put options by funds: $2.83M

13% more capital invested

Capital invested by funds: $1.31B → $1.48B (+$166M)

7% more funds holding

Funds holding: 244261 (+17)

3.42% more ownership

Funds ownership: 94.63%98.05% (+3.4%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

12% less repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 100

Holders
261
Holders Change
+17
Holders Change %
+6.97%
% of All Funds
3.81%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
38
Increased
88
Reduced
100
Closed
19
Calls
$3.41M
Puts
$2.83M
Net Calls
+$576K
Net Calls Change
-$1.46M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$243M +$10.3M +118,043 +5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$117M +$3.38M +38,876 +3%
Morgan Stanley
3
Morgan Stanley
New York
$81.2M +$41.8M +480,248 +122%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$74.1M +$830K +9,548 +1%
SAM
5
Silvercrest Asset Management
New York
$66.1M -$1.24M -14,296 -2%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$64.9M +$492K +5,654 +0.8%
Principal Financial Group
7
Principal Financial Group
Iowa
$58.8M -$129K -1,487 -0.2%
State Street
8
State Street
Massachusetts
$56.3M +$2.89M +33,212 +6%
WCM Investment Management
9
WCM Investment Management
California
$47.2M -$1.3M -15,007 -3%
Invesco
10
Invesco
Georgia
$35.7M -$3.05M -35,092 -8%
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$35.1M -$128K -1,475 -0.4%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$32.9M +$1.41M +16,201 +5%
PCH
13
Polar Capital Holdings
United Kingdom
$31.2M -$257K -2,961 -0.9%
WA
14
Wasatch Advisors
Utah
$28.6M +$38.5K +443 +0.1%
Northern Trust
15
Northern Trust
Illinois
$25.7M -$527K -6,056 -2%
SCA
16
Summit Creek Advisors
Minnesota
$24.7M -$1.88M -21,673 -8%
TCM
17
TimesSquare Capital Management
New York
$24.5M +$2.64M +30,330 +13%
Ameriprise
18
Ameriprise
Minnesota
$22.5M -$4.55M -52,340 -18%
TCM
19
Tributary Capital Management
Nebraska
$19.4M -$428K -4,918 -2%
Charles Schwab
20
Charles Schwab
California
$16.7M +$1.08M +12,392 +7%
Millennium Management
21
Millennium Management
New York
$15.5M -$4.87M -56,064 -25%
PAIM
22
Punch & Associates Investment Management
Minnesota
$13M +$82K +943 +0.7%
Jacobs Levy Equity Management
23
Jacobs Levy Equity Management
New Jersey
$12.9M +$3.34M +38,470 +38%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$12.4M -$79.3K -912 -0.7%
JP Morgan Chase
25
JP Morgan Chase
New York
$10.9M +$5.5M +63,210 +116%

ADUS Hedge Fund Activity: Q4 2023 in Review

261 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Addus HomeCare (ADUS) for Q4 2023, worth a combined $1.48B — up 13% from $1.31B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new ADUS positions and 19 closed out — a net gain of 19 holders — while 88 added to existing stakes and 100 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $41.8M. The largest seller was Redwood Investments, cutting an estimated $8.68M.

  • 261 institutional investors held Addus HomeCare (ADUS) as of Q4 2023, up from 244 in Q3 2023.
  • Funds reported $1.48B of Addus HomeCare stock for Q4 2023, up 13% quarter-over-quarter.
  • 38 funds opened new Addus HomeCare positions in Q4 2023 and 19 closed out, a net change of +19 holders.
  • The largest Addus HomeCare buyer in Q4 2023 was Morgan Stanley, an estimated $41.8M added.
  • The largest Addus HomeCare seller in Q4 2023 was Redwood Investments, an estimated $8.68M sold.

Based on aggregated 13F filings for Q4 2023.