We are live on ! Find out more

442 hedge funds and large institutions have $7.66B invested in Chemed in 2020 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 169 increasing their positions, 151 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more call options, than puts

Call options by funds: $11.1M | Put options by funds: $5.72M

12% more capital invested

Capital invested by funds: $6.84B → $7.66B (+$824M)

12% more repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 151

2% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 51

0.87% more ownership

Funds ownership: 89.5%90.38% (+0.87%)

1% less funds holding

Funds holding: 446442 (-4)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
442
Holders Change
-4
Holders Change %
-0.9%
% of All Funds
7.82%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
52
Increased
169
Reduced
151
Closed
51
Calls
$11.1M
Puts
$5.72M
Net Calls
+$5.37M
Net Calls Change
+$1.39M
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
226
LPL Financial
California
$1.09M +$459K +935 +84%
MFG
227
MidWestOne Financial Group
Iowa
$1.06M
State of Wisconsin Investment Board
228
State of Wisconsin Investment Board
Wisconsin
$1.06M -$39.3K -80 -4%
Zurich Cantonal Bank
229
Zurich Cantonal Bank
Switzerland
$1.06M +$124K +252 +14%
QIM
230
Quantitative Investment Management
Virginia
$1.05M +$968K +1,970 New
BB
231
Bell Bank
North Dakota
$1.04M +$2.46K +5 +0.3%
Sumitomo Mitsui Trust Group
232
Sumitomo Mitsui Trust Group
Japan
$1.02M
CGH
233
Crossmark Global Holdings
Texas
$1.01M +$19.7K +40 +2%
MWM
234
Minot Wealth Management
Massachusetts
$1.01M
Cambridge Investment Research Advisors
235
Cambridge Investment Research Advisors
Iowa
$991K -$212K -431 -19%
HSBC Holdings
236
HSBC Holdings
United Kingdom
$986K +$156K +317 +21%
IWP
237
Icon Wealth Partners
Texas
$983K +$197K +401 +28%
ISWM
238
Independent Solutions Wealth Management
New York
$946K -$106K -216 -11%
DAC
239
Dividend Assets Capital
South Carolina
$940K +$376K +765 +77%
JMPWA
240
JP Morgan Private Wealth Advisors
California
$933K -$38.8K -79 -4%
MC
241
Maverick Capital
Texas
$930K +$858K +1,747 New
Pacer Advisors
242
Pacer Advisors
Pennsylvania
$926K -$946K -1,926 -53%
LSV Asset Management
243
LSV Asset Management
Illinois
$894K
AAM
244
Azzad Asset Management
Virginia
$894K
GWSG
245
GPS Wealth Strategies Group
Colorado
$891K +$9.83K +20 +1%
Mercer Global Advisors
246
Mercer Global Advisors
Colorado
$876K -$199K -406 -20%
AWM
247
AE Wealth Management
Kansas
$852K +$18.7K +38 +2%
SCM
248
Silvant Capital Management
Georgia
$846K
RJFSA
249
Raymond James Financial Services Advisors
Florida
$829K +$3.44K +7 +0.5%
SAM
250
Securian Asset Management
Minnesota
$823K

CHE Hedge Fund Activity: Q4 2020 in Review

442 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Chemed (CHE) for Q4 2020, worth a combined $7.66B — up 12% from $6.84B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new CHE positions and 51 closed out — a net gain of 1 holder — while 169 added to existing stakes and 151 trimmed.

The largest buyer was Wells Fargo, adding an estimated $64.8M. The largest seller was Assenagon Asset Management, cutting an estimated $30.9M.

  • 442 institutional investors held Chemed (CHE) as of Q4 2020, down from 446 in Q3 2020.
  • Funds reported $7.66B of Chemed stock for Q4 2020, up 12% quarter-over-quarter.
  • 52 funds opened new Chemed positions in Q4 2020 and 51 closed out, a net change of +1 holder.
  • The largest Chemed buyer in Q4 2020 was Wells Fargo, an estimated $64.8M added.
  • The largest Chemed seller in Q4 2020 was Assenagon Asset Management, an estimated $30.9M sold.

Based on aggregated 13F filings for Q4 2020.