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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
CAAS
251
Capital Asset Advisory Services
Michigan
$499K -$11.8K -25 -2%
FGAM
252
Financial Gravity Asset Management
Texas
$465K
DCM
253
Delta Capital Management
New Jersey
$465K +$14.1K +30 +3%
GSWM
254
Golden State Wealth Management
California
$460K +$25.5K +54 +6%
CAM
255
Cresset Asset Management
Illinois
$452K +$38.7K +82 +9%
PA
256
Profund Advisors
Maryland
$447K -$40.5K -86 -8%
CCM
257
Coldstream Capital Management
Washington
$445K +$27.8K +59 +7%
Mercer Global Advisors
258
Mercer Global Advisors
Colorado
$443K -$157K -332 -26%
PSUF
259
People's United Financial
Connecticut
$423K -$3.3K -7 -0.8%
MC
260
Maverick Capital
Texas
$416K +$216K +459 +106%
HCM
261
Hengehold Capital Management
Ohio
$414K -$128K -272 -23%
SCM
262
Shelton Capital Management
Colorado
$413K
ISWM
263
Independent Solutions Wealth Management
New York
$409K -$54.2K -115 -12%
HighTower Advisors
264
HighTower Advisors
Illinois
$402K -$521K -1,105 -56%
BBVA
265
Banco Bilbao Vizcaya Argentaria
Spain
$397K +$32.1K +68 +9%
AO
266
Advisor OS
Illinois
$397K +$62.7K +133 +18%
TI
267
Tidal Investments
Wisconsin
$394K +$396K +841 New
CAM
268
ClariVest Asset Management
California
$377K
VRS
269
Virginia Retirement Systems
Virginia
$372K -$283K -600 -43%
TRCT
270
Tower Research Capital (TRC)
New York
$364K -$616K -1,306 -63%
CF
271
Centaurus Financial
California
$359K +$364K +772 New
MSAM
272
Moloney Securities Asset Management
Missouri
$355K
TAM
273
Tocqueville Asset Management
New York
$349K
GTCM
274
Gyon Technologies Capital Management
New Jersey
$335K +$44.8K +95 +15%
SCA
275
Snowden Capital Advisors
New York
$333K +$18.4K +39 +6%

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.