We are live on ! Find out more

425 hedge funds and large institutions have $6.52B invested in Chemed in 2020 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 132 increasing their positions, 167 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

372% more call options, than puts

Call options by funds: $13.6M | Put options by funds: $2.88M

40% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 42

3% more funds holding

Funds holding: 412425 (+13)

1.66% more ownership

Funds ownership: 89.3%90.96% (+1.7%)

5% more capital invested

Capital invested by funds: $6.22B → $6.52B (+$302M)

21% less repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 167

36% less funds holding in top 10

Funds holding in top 10: 117 (-4)

Holders
425
Holders Change
+13
Holders Change %
+3.16%
% of All Funds
8.71%
Holding in Top 10
7
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-36.36%
% of All Funds
0.14%
New
59
Increased
132
Reduced
167
Closed
42
Calls
$13.6M
Puts
$2.88M
Net Calls
+$10.7M
Net Calls Change
+$9.26M
Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
301
Bar Harbor Wealth Management
New Hampshire
$371K
ETC
302
Exchange Traded Concepts
Oklahoma
$363K +$359K +805 New
Creative Planning
303
Creative Planning
Kansas
$361K -$109K -244 -23%
GC
304
Grimes & Company
Massachusetts
$361K
M&T Bank
305
M&T Bank
New York
$357K -$74.1K -166 -17%
VIA
306
Vident Investment Advisory
Georgia
$355K +$351K +786 New
PCS
307
Personal CFO Solutions
New Jersey
$346K +$45.5K +102 +15%
HCM
308
Hengehold Capital Management
Ohio
$344K -$2.68K -6 -0.8%
CWM
309
Chesapeake Wealth Management
Virginia
$341K +$338K +757 New
QI
310
Qtron Investments
Massachusetts
$335K
SAM
311
Strategy Asset Managers
California
$334K +$43.3K +97 +15%
SFM
312
Systematic Financial Management
New Jersey
$332K -$132K -295 -29%
VAS
313
Vestmark Advisory Solutions
Massachusetts
$332K +$37.1K +83 +13%
JIM
314
Jupiter Investment Management
United Kingdom
$314K
ML
315
McAdam LLC
Pennsylvania
$312K +$4.91K +11 +2%
PTC
316
Private Trust Company
Ohio
$309K +$3.57K +8 +1%
TSS
317
Two Sigma Securities
New York
$308K +$305K +683 New
GHA
318
GW Henssler & Associates
Georgia
$301K +$298K +668 New
Macquarie Group
319
Macquarie Group
Australia
$295K -$20.5K -46 -7%
AP
320
Advisor Partners
California
$293K +$17K +38 +6%
WAM
321
World Asset Management
Michigan
$288K -$4.02K -9 -1%
GIA
322
Granite Investment Advisors
New Hampshire
$286K +$24.6K +55 +9%
MIP
323
Marietta Investment Partners
Wisconsin
$281K +$278K +623 New
JWCA
324
J.W. Coons Advisors
Ohio
$276K -$44.6K -100 -14%
OR
325
Olympiad Research
Connecticut
$274K +$65.2K +146 +32%

CHE Hedge Fund Activity: Q2 2020 in Review

425 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Chemed (CHE) for Q2 2020, worth a combined $6.52B — up 4.9% from $6.22B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new CHE positions and 42 closed out — a net gain of 17 holders — while 132 added to existing stakes and 167 trimmed.

The largest buyer was Wells Fargo, adding an estimated $128M. The largest seller was Eagle Asset Management, exiting entirely with an estimated $56.6M sold.

  • 425 institutional investors held Chemed (CHE) as of Q2 2020, up from 412 in Q1 2020.
  • Funds reported $6.52B of Chemed stock for Q2 2020, up 4.9% quarter-over-quarter.
  • 59 funds opened new Chemed positions in Q2 2020 and 42 closed out, a net change of +17 holders.
  • The largest Chemed buyer in Q2 2020 was Wells Fargo, an estimated $128M added.
  • The largest Chemed seller in Q2 2020 was Eagle Asset Management, an estimated $56.6M sold.

Based on aggregated 13F filings for Q2 2020.