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553 hedge funds and large institutions have $8.5B invested in Chemed in 2025 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 184 increasing their positions, 198 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

62% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 53

57% more call options, than puts

Call options by funds: $8.12M | Put options by funds: $5.16M

16% more capital invested

Capital invested by funds: $7.35B → $8.5B (+$1.14B)

5% more funds holding

Funds holding: 528553 (+25)

1.67% more ownership

Funds ownership: 92.67%94.35% (+1.7%)

7% less repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 198

Holders
553
Holders Change
+25
Holders Change %
+4.73%
% of All Funds
7.41%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
86
Increased
184
Reduced
198
Closed
53
Calls
$8.12M
Puts
$5.16M
Net Calls
+$2.96M
Net Calls Change
-$7.96M
Name Holding Trade Value Shares
Change
Change in
Stake
P
251
&Partners
Tennessee
$1.25M +$24.4K +43 +2%
LRWM
252
Lord & Richards Wealth Management
Colorado
$1.25M +$602K +1,060 +109%
SG Americas Securities
253
SG Americas Securities
New York
$1.25M +$1.15M +2,032 New
CL
254
CIM LLC
New York
$1.25M +$11.9K +21 +1%
RC
255
Roundview Capital
New Jersey
$1.25M
Wellington Management Group
256
Wellington Management Group
Massachusetts
$1.24M -$131K -230 -10%
BRCM
257
Bright Rock Capital Management
Massachusetts
$1.23M
LIM
258
Leavell Investment Management
Alabama
$1.23M
MFG
259
MidWestOne Financial Group
Iowa
$1.23M
OSAM
260
O'Shaughnessy Asset Management
Connecticut
$1.22M -$5.68K -10 -0.5%
Vontobel Holding
261
Vontobel Holding
Switzerland
$1.2M -$52.9K -93 -5%
AAM
262
Advisors Asset Management
Colorado
$1.2M -$103K -182 -9%
PNC Financial Services Group
263
PNC Financial Services Group
Pennsylvania
$1.14M -$1.14K -2 -0.1%
DFCM
264
Dark Forest Capital Management
Puerto Rico
$1.14M +$1.05M +1,846 New
X
265
Xponance
Pennsylvania
$1.14M -$72.8K -128 -6%
SF
266
Synovus Financial
Georgia
$1.12M +$336K +592 +48%
A
267
AlphaQuest
New York
$1.12M +$872K +1,534 +527%
NRD
268
Nebula Research & Development
New York
$1.06M -$1.2M -2,117 -55%
KIM
269
Kestra Investment Management
Texas
$1.06M +$375K +660 +62%
Cetera Investment Advisers
270
Cetera Investment Advisers
Illinois
$1.06M +$56.8K +100 +6%
MML Investors Services
271
MML Investors Services
Massachusetts
$1.05M +$87.5K +154 +10%
WCF
272
West Coast Financial
California
$1.04M -$168K -295 -15%
BTI
273
Blue Trust Inc
Georgia
$1.01M +$57.4K +101 +7%
VPIM
274
Vanguard Personalized Indexing Management
California
$999K +$189K +332 +26%
NYLIM
275
New York Life Investment Management
New York
$970K +$10.2K +18 +1%

CHE Hedge Fund Activity: Q1 2025 in Review

553 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Chemed (CHE) for Q1 2025, worth a combined $8.5B — up 16% from $7.35B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new CHE positions and 53 closed out — a net gain of 33 holders — while 184 added to existing stakes and 198 trimmed.

The largest buyer was Fuller & Thaler Asset Management, adding an estimated $52.8M. The largest seller was Freestone Grove Partners, exiting entirely with an estimated $61.7M sold.

  • 553 institutional investors held Chemed (CHE) as of Q1 2025, up from 528 in Q4 2024.
  • Funds reported $8.5B of Chemed stock for Q1 2025, up 16% quarter-over-quarter.
  • 86 funds opened new Chemed positions in Q1 2025 and 53 closed out, a net change of +33 holders.
  • The largest Chemed buyer in Q1 2025 was Fuller & Thaler Asset Management, an estimated $52.8M added.
  • The largest Chemed seller in Q1 2025 was Freestone Grove Partners, an estimated $61.7M sold.

Based on aggregated 13F filings for Q1 2025.