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403 hedge funds and large institutions have $6.5B invested in Chemed in 2021 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 103 increasing their positions, 167 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

383% more call options, than puts

Call options by funds: $15.1M | Put options by funds: $3.12M

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

1.57% more ownership

Funds ownership: 87.35%88.92% (+1.6%)

1% less capital invested

Capital invested by funds: $6.6B → $6.5B (-$93.3M)

5% less funds holding

Funds holding: 425403 (-22)

27% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 59

38% less repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 167

Holders
403
Holders Change
-22
Holders Change %
-5.18%
% of All Funds
7.06%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
43
Increased
103
Reduced
167
Closed
59
Calls
$15.1M
Puts
$3.12M
Net Calls
+$12M
Net Calls Change
+$8.49M
Name Holding Trade Value Shares
Change
Change in
Stake
DAC
226
Dividend Assets Capital
South Carolina
$719K -$75.4K -160 -9%
MFGM
227
Marshall Financial Group (Maryland)
Maryland
$696K +$73.1K +155 +12%
JMPWA
228
JP Morgan Private Wealth Advisors
California
$694K +$99.9K +212 +17%
Zurich Cantonal Bank
229
Zurich Cantonal Bank
Switzerland
$689K
OTPPB
230
Ontario Teachers' Pension Plan Board
Ontario, Canada
$684K -$652K -1,382 -48%
ProShare Advisors
231
ProShare Advisors
Maryland
$679K -$151K -321 -18%
SAM
232
Securian Asset Management
Minnesota
$656K -$63.6K -135 -9%
ISB
233
Iowa State Bank
Iowa
$651K
BCI
234
Brinker Capital Investments
Pennsylvania
$646K
MML Investors Services
235
MML Investors Services
Massachusetts
$644K -$325K -690 -33%
XT
236
XTX Topco
Cayman Islands
$641K -$294K -624 -31%
ACM
237
AlphaCrest Capital Management
New York
$640K -$1M -2,130 -61%
American Century Companies
238
American Century Companies
Missouri
$640K -$47.1K -100 -7%
ETC
239
Exchange Traded Concepts
Oklahoma
$622K +$138K +292 +28%
AG
240
Algert Global
California
$592K +$600K +1,273 New
PAM
241
Panagora Asset Management
Massachusetts
$588K
RFC
242
Regions Financial Corp
Alabama
$577K -$4.71K -10 -0.8%
MSRPS
243
Maryland State Retirement & Pension System
Maryland
$563K
AFM
244
Abbot Financial Management
Massachusetts
$558K
William Blair & Company
245
William Blair & Company
Illinois
$551K +$558K +1,184 New
LWAM
246
Legacy Wealth Asset Management
Minnesota
$550K -$943 -2 -0.2%
LA
247
LVW Advisors
New York
$531K +$8.49K +18 +2%
TF
248
Threadgill Financial
Texas
$528K +$580K +1,231 New
SGAM
249
Smith Group Asset Management
Texas
$523K -$8.96K -19 -2%
YMRC
250
Yorktown Management & Research Company
Virginia
$512K

CHE Hedge Fund Activity: Q3 2021 in Review

403 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Chemed (CHE) for Q3 2021, worth a combined $6.5B — down 1.4% from $6.6B a quarter earlier.

Sellers outnumbered buyers: 59 funds closed out of CHE and 43 opened new positions — a net loss of 16 holders — while 167 trimmed existing stakes and 103 added.

The largest buyer was Wellington Management Group, opening a new position worth an estimated $200M. The largest seller was Riverbridge Partners, cutting an estimated $100M.

  • 403 institutional investors held Chemed (CHE) as of Q3 2021, down from 425 in Q2 2021.
  • Funds reported $6.5B of Chemed stock for Q3 2021, down 1.4% quarter-over-quarter.
  • 43 funds opened new Chemed positions in Q3 2021 and 59 closed out, a net change of -16 holders.
  • The largest Chemed buyer in Q3 2021 was Wellington Management Group, an estimated $200M added.
  • The largest Chemed seller in Q3 2021 was Riverbridge Partners, an estimated $100M sold.

Based on aggregated 13F filings for Q3 2021.