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527 hedge funds and large institutions have $8.46B invested in Chemed in 2024 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 186 increasing their positions, 180 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

36% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 50

9% more capital invested

Capital invested by funds: $7.79B → $8.46B (+$675M)

3% more funds holding

Funds holding: 513527 (+14)

5% more call options, than puts

Call options by funds: $2.34M | Put options by funds: $2.22M

3% more repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 180

0.72% less ownership

Funds ownership: 94.78%94.07% (-0.72%)

Holders
527
Holders Change
+14
Holders Change %
+2.73%
% of All Funds
7.57%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
68
Increased
186
Reduced
180
Closed
50
Calls
$2.34M
Puts
$2.22M
Net Calls
+$120K
Net Calls Change
-$640K
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
276
MML Investors Services
Massachusetts
$876K +$31.2K +55 +4%
KAS
277
Kestra Advisory Services
Texas
$872K +$328K +578 +66%
QCM
278
QRG Capital Management
Illinois
$822K +$37.4K +66 +5%
EWA
279
EP Wealth Advisors
California
$814K +$14.2K +25 +2%
AAS
280
Avantax Advisory Services
Texas
$807K +$30.6K +54 +4%
Envestnet Portfolio Solutions
281
Envestnet Portfolio Solutions
Illinois
$782K -$3.4K -6 -0.5%
Prudential Financial
282
Prudential Financial
New Jersey
$771K -$215K -380 -23%
Baird Financial Group
283
Baird Financial Group
Wisconsin
$766K -$43.7K -77 -6%
AFM
284
Abbot Financial Management
Massachusetts
$721K
Wealth Enhancement Advisory Services
285
Wealth Enhancement Advisory Services
Minnesota
$706K +$42.5K +75 +7%
SAM
286
Securian Asset Management
Minnesota
$704K -$60.1K -106 -8%
VPIM
287
Vanguard Personalized Indexing Management
California
$695K +$31.2K +55 +5%
EGM
288
Engineers Gate Manager
New York
$691K -$1.02M -1,808 -61%
OPOWM
289
One Plus One Wealth Management
Florida
$680K +$68K +120 +12%
Aviva
290
Aviva
United Kingdom
$671K -$13K -23 -2%
Robeco Institutional Asset Management
291
Robeco Institutional Asset Management
Netherlands
$662K
SAI
292
Systematic Alpha Investments
New Jersey
$661K
OTPPB
293
Ontario Teachers' Pension Plan Board
Ontario, Canada
$653K -$1.89M -3,336 -75%
MPPW
294
Mitchell & Pahl Private Wealth
Oklahoma
$651K +$27.2K +48 +5%
SIA
295
Schechter Investment Advisors
Michigan
$644K
AO
296
Advisor OS
Illinois
$643K -$278K -491 -31%
PA
297
Parallel Advisors
California
$641K +$96.9K +171 +19%
LA
298
LVW Advisors
New York
$625K +$59K +104 +11%
RT
299
Rockland Trust
Massachusetts
$601K
UW
300
Unique Wealth
Florida
$601K

CHE Hedge Fund Activity: Q3 2024 in Review

527 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Chemed (CHE) for Q3 2024, worth a combined $8.46B — up 8.7% from $7.79B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new CHE positions and 50 closed out — a net gain of 18 holders — while 186 added to existing stakes and 180 trimmed.

The largest buyer was Ameriprise, adding an estimated $50.1M. The largest seller was Durable Capital Partners, exiting entirely with an estimated $299M sold.

  • 527 institutional investors held Chemed (CHE) as of Q3 2024, up from 513 in Q2 2024.
  • Funds reported $8.46B of Chemed stock for Q3 2024, up 8.7% quarter-over-quarter.
  • 68 funds opened new Chemed positions in Q3 2024 and 50 closed out, a net change of +18 holders.
  • The largest Chemed buyer in Q3 2024 was Ameriprise, an estimated $50.1M added.
  • The largest Chemed seller in Q3 2024 was Durable Capital Partners, an estimated $299M sold.

Based on aggregated 13F filings for Q3 2024.