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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
Bessemer Group
301
Bessemer Group
New Jersey
$236K -$26.4K -56 -10%
SCA
302
Stonebridge Capital Advisors
Minnesota
$234K -$237K -503 -50%
Mackenzie Financial
303
Mackenzie Financial
Ontario, Canada
$234K -$47.1K -100 -17%
WTC
304
WhitTier Trust Company
Nevada
$233K -$236K -500 -50%
AF
305
Alerus Financial
North Dakota
$233K
MA
306
MCF Advisors
Kentucky
$233K
Creative Planning
307
Creative Planning
Kansas
$233K +$236K +500 New
II
308
Inspire Investing
Idaho
$233K +$236K +500 New
Macquarie Group
309
Macquarie Group
Australia
$231K -$1.62M -3,438 -87%
VNA
310
Valley National Advisers
Pennsylvania
$231K
SFG
311
SNS Financial Group
Minnesota
$230K
HAG
312
HighPoint Advisor Group
Illinois
$225K +$228K +484 New
6M
313
6 Meridian
Kansas
$217K +$220K +466 New
BFM
314
Boothbay Fund Management
New York
$215K +$218K +462 New
MCM
315
MAI Capital Management
Ohio
$212K +$13.7K +29 +7%
WG
316
Winton Group
United Kingdom
$211K -$313K -663 -59%
VI
317
Vestcor Inc
New Brunswick, Canada
$211K
GCIA
318
Gabelli & Co Investment Advisers
New York
$209K +$212K +450 New
Wealthfront Advisers
319
Wealthfront Advisers
California
$203K +$6.13K +13 +3%
PP
320
Paloma Partners
Connecticut
$202K -$509K -1,080 -71%
IWA
321
Intercontinental Wealth Advisors
Texas
$202K -$37.7K -80 -16%
IRF
322
IBM Retirement Fund
New York
$202K
OSNBOA
323
Old Second National Bank of Aurora
Illinois
$186K
TF
324
Tompkins Financial
New York
$186K +$189K +400 New
VanEck Associates
325
VanEck Associates
New York
$177K -$651K -1,380 -78%

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.