Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Addus Homecare Corp (ADUS)

294 + Investors. Track Smart Money conviction in ADUS. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -8
Streak
1Q ▼
Buyers last Q
52%

Smart Money Signals — ADUS

Based on 295 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their ADUS positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (97% of max)

97% of all-time peak
295 hedge funds hold ADUS right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding ADUS is almost the same as a year ago (-8 funds, -3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 52% buying

155 buying142 selling
Last quarter: 155 funds bought or added vs 142 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-7 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 39 → 36 → 49 → 42. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 21% medium ■ 17% new
183 out of 295 hedge funds have held ADUS for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares +2%, value -13%

Value
-13%
Shares
+1%
Last quarter: funds added +2% more shares while total portfolio value only changed -13%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

50 → 39 → 36 → 49 → 42 new funds/Q
New funds entering each quarter: 39 → 36 → 49 → 42. A growing number of institutions are discovering ADUS each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 68% veterans vs 22% newcomers

■ 68% veterans ■ 11% 1-2yr ■ 22% new
Entry-cohort mix of 297 holders: 201 (68%) are 2+ year veterans, 32 entered 1–2 years ago, and 64 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 42% AUM from top-100 funds

42% from top-100 AUM funds
51 of 295 holders are among the 100 largest funds by AUM, controlling 42% of total institutional value in ADUS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.3
out of 10
Low Exit Risk
Exit risk score 3.3/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — ADUS

In 2026 Q1, 155 hedge funds were net buyers of ADUS (42 opened a new position, 113 added to an existing one), while 142 reduced or exited (92 trimmed, 50 sold completely) — a 52% buyer ratio, indicating a slight buying edge. 42% of total institutional value in ADUS is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -8 funds (more exits than new entries). Total institutional holders: 295.

Hedge Fund Ownership: ADUS

How many hedge funds hold ADUS — quarterly history vs. share price
Quarterly hedge fund ownership of ADUS vs. share price

Market Analysis: ADUS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ADUS

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Addus Homecare Corp (ADUS) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much ADUS has moved relative to its sector benchmark (XLV) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 78d ago
ADUS
+0.8%
XLV
+3.7%

ADUS outperformed XLV by -2.9% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
ADUS
+3.8%
XLV
+4.8%

Since the filing became public, ADUS outperformed XLV by -1.0% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

25 top-rated funds 0 high-conviction
Consensus
6.1
/ 10
breadth
×
Elite
1.0
/ 10
conviction
Hedge Fund Positioning: ADUS
294 + Investors

Track Smart Money conviction in ADUS. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 294 303 -2.97%
13F Shares 19M 19M 1.35%
Total Value $1.72B $2.00B -13.81%
New Positions 42 49 -7
Increased Positions 111 118 -7
Closed Positions 51 40 +11
Reduced Positions 90 92 -2
Total Calls 2 2 -
Total Puts 0 1 -100.0%
PUT/CALL Ratio 0.0 0.5 Bullish

Statistics: ADUS

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

294 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in ADUS. Verified SEC 13F-HR filings.

QUARTER:
Top 25 ADUS holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Summit Creek Advisors LLC 3.10% 161,290 $15.1M
2 Bridge City Capital, LLC 2.00% 76,914 $7.2M
3 Tributary Capital Management, LLC 1.63% 179,793 $16.8M
4 Dean Capital Management 1.18% 30,291 $2.8M
5 Apis Capital Advisors, LLC 1.14% 79,000 $7.4M
6 Punch & Associates Investment Management, INC. 1.05% 193,890 $18.2M
7 Aurora Investment Counsel 0.95% 18,305 $1.7M
8 Pier Capital, LLC 0.88% 56,764 $5.3M
9 Dean Investment Associates, LLC 0.57% 43,047 $4.0M
10 Leeward Investments, LLC - MA 0.56% 120,857 $11.3M
11 Wasatch Advisors LP 0.54% 867,825 $81.3M
12 Kennedy Capital Management LLC 0.50% 253,882 $23.8M
13 Silvercrest Asset Management Group LLC 0.49% 729,196 $68.3M
14 Renaissance Group LLC 0.30% 77,791 $7.3M
15 PenderFund Capital Management Ltd. 0.27% 18,475 $1.7M
16 Chatham Capital Group, INC. 0.26% 19,043 $1.8M
17 Legato Capital Management LLC 0.26% 30,041 $2.8M
18 Westwood Holdings Group Inc 0.25% 373,721 $35.0M
19 Oberweis Asset Management Inc/ 0.25% 89,396 $8.4M
20 Globeflex Capital L P 0.24% 16,788 $1.6M
21 Vista Finance, LLC 0.21% 2,815 $264K
22 Argent Capital Management LLC 0.21% 70,235 $6.6M
23 Paradigm Capital Management Inc/Ny 0.19% 52,270 $4.9M
24 Fulcrum Wealth Advisors, LLC 0.18% 2,334 $219K
25 Fund 1 Investments, LLC 0.18% 16,339 $1.5M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Addus Homecare Corp (ADUS)

What does the Smart Money Trend signal show for ADUS?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their ADUS positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for ADUS?

Slight buying edge — 52% buying: Last quarter: 155 funds bought or added vs 142 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for ADUS holders?

Elite ownership — 42% AUM from top-100 funds: 51 of 295 holders are among the 100 largest funds by AUM, controlling 42% of total institutional value in ADUS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held ADUS?

62% of holders stayed for 2+ years: 183 out of 295 hedge funds have held ADUS for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Addus Homecare Corp (ADUS) following the 2026 Q1 hedge fund 13F filings?

As of today, ADUS has moved +3.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLV sector ETF — an outperformance of -1.0%. Since the quarter end (March 31, 2026), ADUS has gained +0.8% vs +3.7% for XLV. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

Full history →