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446 hedge funds and large institutions have $6.84B invested in Chemed in 2020 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 134 increasing their positions, 169 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 38

49% more call options, than puts

Call options by funds: $12.1M | Put options by funds: $8.16M

5% more funds holding

Funds holding: 425446 (+21)

5% more capital invested

Capital invested by funds: $6.52B → $6.84B (+$316M)

1.46% less ownership

Funds ownership: 90.96%89.5% (-1.5%)

21% less repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 169

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
446
Holders Change
+21
Holders Change %
+4.94%
% of All Funds
9%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.1%
New
62
Increased
134
Reduced
169
Closed
38
Calls
$12.1M
Puts
$8.16M
Net Calls
+$3.98M
Net Calls Change
-$6.71M
Name Holding Trade Value Shares
Change
Change in
Stake
WTC
301
WhitTier Trust Company
Nevada
$480K
DAC
302
Dividend Assets Capital
South Carolina
$480K +$56.4K +115 +13%
CAM
303
Cresset Asset Management
Illinois
$462K -$121K -247 -20%
DCM
304
Delta Capital Management
New Jersey
$461K
HEIP
305
Hudson Edge Investment Partners
New Jersey
$455K +$464K +947 New
SCM
306
Shelton Capital Management
Colorado
$448K
MPAM
307
Monarch Partners Asset Management
Massachusetts
$438K +$447K +911 New
CCM
308
Coldstream Capital Management
Washington
$436K -$8.34K -17 -2%
CG
309
Colony Group
Massachusetts
$424K -$45.1K -92 -9%
MSAM
310
Moloney Securities Asset Management
Missouri
$423K -$313K -639 -42%
EDRH
311
Edmond de Rothschild Holding
Switzerland
$423K +$432K +880 New
QT
312
Quantamental Technologies
New York
$412K +$421K +858 New
BHWM
313
Bar Harbor Wealth Management
New Hampshire
$395K
Creative Planning
314
Creative Planning
Kansas
$387K +$2.45K +5 +0.6%
GC
315
Grimes & Company
Massachusetts
$384K
Mackenzie Financial
316
Mackenzie Financial
Ontario, Canada
$374K -$144K -293 -27%
LA
317
LVW Advisors
New York
$373K +$381K +776 New
KFA
318
Krane Funds Advisors
New York
$368K -$35.3K -72 -9%
M&T Bank
319
M&T Bank
New York
$368K -$11.8K -24 -3%
HCM
320
Hengehold Capital Management
Ohio
$367K
Barclays
321
Barclays
United Kingdom
$361K -$556K -1,133 -60%
SAM
322
Strategy Asset Managers
California
$356K
MOS
323
MGO One Seven
Ohio
$352K -$49K -100 -12%
FIM
324
Freedom Investment Management
Connecticut
$350K -$235K -479 -40%
CAAS
325
Capital Asset Advisory Services
Michigan
$347K -$15.7K -32 -4%

CHE Hedge Fund Activity: Q3 2020 in Review

446 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Chemed (CHE) for Q3 2020, worth a combined $6.84B — up 4.8% from $6.52B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new CHE positions and 38 closed out — a net gain of 24 holders — while 134 added to existing stakes and 169 trimmed.

The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $66.8M. The largest seller was T. Rowe Price Associates, cutting an estimated $42.3M.

  • 446 institutional investors held Chemed (CHE) as of Q3 2020, up from 425 in Q2 2020.
  • Funds reported $6.84B of Chemed stock for Q3 2020, up 4.8% quarter-over-quarter.
  • 62 funds opened new Chemed positions in Q3 2020 and 38 closed out, a net change of +24 holders.
  • The largest Chemed buyer in Q3 2020 was Kayne Anderson Rudnick Investment Management, an estimated $66.8M added.
  • The largest Chemed seller in Q3 2020 was T. Rowe Price Associates, an estimated $42.3M sold.

Based on aggregated 13F filings for Q3 2020.