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272 hedge funds and large institutions have $3.21B invested in Chemed in 2017 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 96 increasing their positions, 99 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 12

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

10% more capital invested

Capital invested by funds: $2.91B → $3.21B (+$302M)

9% more funds holding

Funds holding: 250272 (+22)

0.08% more ownership

Funds ownership: 97.31%97.39% (+0.08%)

3% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 99

43% less call options, than puts

Call options by funds: $2.31M | Put options by funds: $4.02M

Holders
272
Holders Change
+22
Holders Change %
+8.8%
% of All Funds
6.78%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.12%
New
34
Increased
96
Reduced
99
Closed
12
Calls
$2.31M
Puts
$4.02M
Net Calls
-$1.71M
Net Calls Change
-$774K
Name Holding Trade Value Shares
Change
Change in
Stake
PAM
251
Panagora Asset Management
Massachusetts
$27K +$26.5K +133 New
Simplex Trading
252
Simplex Trading
Illinois
$26K +$25.7K +129 New
AIL
253
AGF Investments LLC
Ontario, Canada
$19K +$7.97K +40 +77%
QCG
254
Quadrant Capital Group
Ohio
$15K
EWM
255
Evercore Wealth Management
New York
$15K +$14.7K +74 New
AIM
256
Advantage Investment Management
Iowa
$14K
FMA
257
FNY Managed Accounts
New York
$14K +$4.78K +24 +49%
IPC
258
Independent Portfolio Consultants
Florida
$13K -$46.8K -235 -78%
CFA
259
Carroll Financial Associates
North Carolina
$13K -$996 -5 -7%
FHA
260
First Horizon Advisors
Tennessee
$10K
MA
261
MUFG Americas
New York
$10K
Loomis, Sayles & Company
262
Loomis, Sayles & Company
Massachusetts
$9K -$29.7K -149 -77%
IA
263
IFP Advisors
Florida
$9K -$199 -1 -2%
WAM
264
Wealthspire Advisors (Maryland)
Maryland
$9K +$8.56K +43 New
WA
265
Winfield Associates
Ohio
$8K +$7.97K +40 New
AssetMark Inc
266
AssetMark Inc
California
$6K -$3.58K -18 -37%
ASN
267
Advisory Services Network
Georgia
$4K -$4.38K -22 -51%
Federated Hermes
268
Federated Hermes
Pennsylvania
$4K -$797 -4 -17%
GAM
269
Gemmer Asset Management
California
$4K
M
270
MOTCO
Texas
$4K
MCM
271
MV Capital Management
Maryland
$4K +$3.58K +18 New
AA
272
AlphaMark Advisors
Kentucky
$1K
Mackenzie Financial
273
Mackenzie Financial
Ontario, Canada
-$4.46M -24,411 Closed
LCM
274
Laurion Capital Management
New York
-$493K -2,700 Closed
Cerity Partners
275
Cerity Partners
New York
-$411K -2,248 Closed

CHE Hedge Fund Activity: Q2 2017 in Review

272 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Chemed (CHE) for Q2 2017, worth a combined $3.21B — up 10% from $2.91B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new CHE positions and 12 closed out — a net gain of 22 holders — while 96 added to existing stakes and 99 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $12.7M. The largest seller was Fidelity Investments, cutting an estimated $31.9M.

  • 272 institutional investors held Chemed (CHE) as of Q2 2017, up from 250 in Q1 2017.
  • Funds reported $3.21B of Chemed stock for Q2 2017, up 10% quarter-over-quarter.
  • 34 funds opened new Chemed positions in Q2 2017 and 12 closed out, a net change of +22 holders.
  • The largest Chemed buyer in Q2 2017 was Morgan Stanley, an estimated $12.7M added.
  • The largest Chemed seller in Q2 2017 was Fidelity Investments, an estimated $31.9M sold.

Based on aggregated 13F filings for Q2 2017.