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420 hedge funds and large institutions have $7.12B invested in Chemed in 2021 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 121 increasing their positions, 155 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 43

9% more capital invested

Capital invested by funds: $6.5B → $7.12B (+$614M)

4% more funds holding

Funds holding: 403420 (+17)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.9% less ownership

Funds ownership: 88.92%88.02% (-0.9%)

17% less call options, than puts

Call options by funds: $8.94M | Put options by funds: $10.8M

22% less repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 155

Holders
420
Holders Change
+17
Holders Change %
+4.22%
% of All Funds
6.46%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
65
Increased
121
Reduced
155
Closed
43
Calls
$8.94M
Puts
$10.8M
Net Calls
-$1.85M
Net Calls Change
-$13.8M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
301
Axxcess Wealth Management
California
$275K +$249K +519 New
Verition Fund Management
302
Verition Fund Management
Connecticut
$273K +$248K +516 New
CCP
303
Corient Capital Partners
California
$272K
MOS
304
MGO One Seven
Ohio
$266K -$2.88K -6 -1%
SCA
305
Stonebridge Capital Advisors
Minnesota
$266K
AF
306
Alerus Financial
North Dakota
$265K
Creative Planning
307
Creative Planning
Kansas
$265K
WTC
308
WhitTier Trust Company
Nevada
$265K
PRC
309
Pearl River Capital
Michigan
$265K +$241K +501 New
VNA
310
Valley National Advisers
Pennsylvania
$263K +$480 +1 +0.2%
SFG
311
SNS Financial Group
Minnesota
$262K
6M
312
6 Meridian
Kansas
$248K +$1.44K +3 +0.6%
SW
313
SkyOak Wealth
Michigan
$247K +$224K +467 New
CCIA
314
Campbell & Co Investment Adviser
Maryland
$238K +$216K +450 New
Connor, Clark & Lunn Investment Management (CC&L)
315
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$237K -$2.82M -5,878 -93%
Macquarie Group
316
Macquarie Group
Australia
$234K -$25.9K -54 -11%
EWA
317
EverSource Wealth Advisors
Alabama
$229K +$208K +433 New
Wealthfront Advisers
318
Wealthfront Advisers
California
$226K -$4.8K -10 -2%
MC
319
Manteio Capital
New Jersey
$226K +$205K +428 New
BC
320
Burney Company
Virginia
$222K +$202K +420 New
HGERS
321
Householder Group Estate & Retirement Specialist
Arizona
$221K +$201K +418 New
WA
322
Wealth Alliance
New York
$217K +$197K +411 New
VI
323
Vestcor Inc
New Brunswick, Canada
$216K -$22.1K -46 -10%
Cerity Partners
324
Cerity Partners
New York
$215K +$193K +401 New
TF
325
Tompkins Financial
New York
$212K