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500 hedge funds and large institutions have $8.66B invested in Chemed in 2023 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 171 increasing their positions, 172 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

316% more call options, than puts

Call options by funds: $6.08M | Put options by funds: $1.46M

173% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 30

16% more capital invested

Capital invested by funds: $7.46B → $8.66B (+$1.21B)

10% more funds holding

Funds holding: 456500 (+44)

3.34% more ownership

Funds ownership: 95.04%98.38% (+3.3%)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

1% less repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 172

Holders
500
Holders Change
+44
Holders Change %
+9.65%
% of All Funds
7.29%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
82
Increased
171
Reduced
172
Closed
30
Calls
$6.08M
Puts
$1.46M
Net Calls
+$4.62M
Net Calls Change
-$318K
Name Holding Trade Value Shares
Change
Change in
Stake
PAM
226
Panagora Asset Management
Massachusetts
$1.46M
LIM
227
Leavell Investment Management
Alabama
$1.46M
Skandinaviska Enskilda Banken (SEB)
228
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.46M -$727K -1,300 -34%
MCM
229
MAI Capital Management
Ohio
$1.46M +$253K +452 +22%
URS
230
Utah Retirement Systems
Utah
$1.46M +$14K +25 +1%
B
231
Bailard
California
$1.44M -$20.7K -37 -1%
OSAM
232
O'Shaughnessy Asset Management
Connecticut
$1.44M -$308K -551 -18%
William Blair & Company
233
William Blair & Company
Illinois
$1.41M -$34.7K -62 -3%
Handelsbanken Fonder
234
Handelsbanken Fonder
Sweden
$1.39M
Creative Planning
235
Creative Planning
Kansas
$1.35M +$91.2K +163 +8%
FFB
236
First Financial Bankshares
Texas
$1.35M +$1.29M +2,308 New
RJFSA
237
Raymond James Financial Services Advisors
Florida
$1.35M +$463K +827 +56%
LWAM
238
Legacy Wealth Asset Management
Minnesota
$1.33M +$11.8K +21 +0.9%
CL
239
CIM LLC
New York
$1.33M +$18.5K +33 +2%
WC
240
Waterloo Capital
Texas
$1.32M +$14K +25 +1%
HighTower Advisors
241
HighTower Advisors
Illinois
$1.31M +$153K +274 +14%
GWSG
242
GPS Wealth Strategies Group
Colorado
$1.25M +$40.8K +73 +4%
MFG
243
MidWestOne Financial Group
Iowa
$1.17M
CC
244
Chicago Capital
Illinois
$1.17M +$1.12M +2,000 New
CCA
245
Catalyst Capital Advisors
New York
$1.14M -$5.6K -10 -0.5%
EWA
246
EP Wealth Advisors
California
$1.1M +$31.9K +57 +3%
Bessemer Group
247
Bessemer Group
New Jersey
$1.09M -$51.5K -92 -5%
TI
248
Tidal Investments
Wisconsin
$1.08M -$79.5K -142 -7%
Capstone Investment Advisors
249
Capstone Investment Advisors
New York
$1.08M +$309K +553 +43%
Mitsubishi UFJ Trust & Banking
250
Mitsubishi UFJ Trust & Banking
Japan
$1.05M +$635K +1,135 +170%

CHE Hedge Fund Activity: Q4 2023 in Review

500 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Chemed (CHE) for Q4 2023, worth a combined $8.66B — up 16% from $7.46B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new CHE positions and 30 closed out — a net gain of 52 holders — while 171 added to existing stakes and 172 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $234M. The largest seller was Wellington Management Group, cutting an estimated $86M.

  • 500 institutional investors held Chemed (CHE) as of Q4 2023, up from 456 in Q3 2023.
  • Funds reported $8.66B of Chemed stock for Q4 2023, up 16% quarter-over-quarter.
  • 82 funds opened new Chemed positions in Q4 2023 and 30 closed out, a net change of +52 holders.
  • The largest Chemed buyer in Q4 2023 was Morgan Stanley, an estimated $234M added.
  • The largest Chemed seller in Q4 2023 was Wellington Management Group, an estimated $86M sold.

Based on aggregated 13F filings for Q4 2023.