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359 hedge funds and large institutions have $3.98B invested in Chemed in 2018 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 109 increasing their positions, 138 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

508% more call options, than puts

Call options by funds: $5.98M | Put options by funds: $984K

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

21% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 38

2% more funds holding

Funds holding: 352359 (+7)

0.17% less ownership

Funds ownership: 88.3%88.14% (-0.17%)

12% less capital invested

Capital invested by funds: $4.55B → $3.98B (-$568M)

21% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 138

Holders
359
Holders Change
+7
Holders Change %
+1.99%
% of All Funds
8%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.16%
New
46
Increased
109
Reduced
138
Closed
38
Calls
$5.98M
Puts
$984K
Net Calls
+$5M
Net Calls Change
+$3.08M
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
326
Advantage Investment Management
Iowa
$20K
Macquarie Group
327
Macquarie Group
Australia
$20K
Schroder Investment Management Group
328
Schroder Investment Management Group
United Kingdom
$17.1K +$4.37M +14,493 +32%
AssetMark Inc
329
AssetMark Inc
California
$14K
PAM
330
Panagora Asset Management
Massachusetts
$14K +$2.72K +9 +21%
CFA
331
Carroll Financial Associates
North Carolina
$13K
BWM
332
Baystate Wealth Management
Massachusetts
$13K +$14.2K +47 New
TL
333
TrueWealth LLC
Georgia
$11K
ASN
334
Advisory Services Network
Georgia
$9K
QCG
335
Quadrant Capital Group
Ohio
$7K
GAM
336
Gemmer Asset Management
California
$6K
IA
337
IFP Advisors
Florida
$5K -$205K -679 -98%
OFW
338
Omnia Family Wealth
Florida
$5K
MSA
339
Marino Stram & Associates
Massachusetts
$5K +$4.83K +16 New
APA
340
American Portfolios Advisors
New York
$4.25K
WAM
341
Wealthspire Advisors (Maryland)
Maryland
$4K +$1.51K +5 +63%
C
342
Cerebellum
California
$3K -$136K -452 -98%
EARNEST Partners
343
EARNEST Partners
Georgia
$3K
FRA
344
Front Row Advisors
California
$3K
HAM
345
Highstreet Asset Management
Ontario, Canada
$3K
NFG
346
Next Financial Group
Texas
$3K +$2.72K +9 New
ClearBridge Investments
347
ClearBridge Investments
New York
$3K +$3.62K +12 New
VFA
348
Valeo Financial Advisors
Indiana
$2K
AAMU
349
Amundi Asset Management US
Massachusetts
$1.13K +$317K +1,050 +36%
PCG
350
Private Capital Group
Connecticut
$1K -$12.7K -42 -95%

CHE Hedge Fund Activity: Q4 2018 in Review

359 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Chemed (CHE) for Q4 2018, worth a combined $3.98B — down 12% from $4.55B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new CHE positions and 38 closed out — a net gain of 8 holders — while 109 added to existing stakes and 138 trimmed.

The largest buyer was Invesco, adding an estimated $21.8M. The largest seller was Goldman Sachs, cutting an estimated $24.6M.

  • 359 institutional investors held Chemed (CHE) as of Q4 2018, up from 352 in Q3 2018.
  • Funds reported $3.98B of Chemed stock for Q4 2018, down 12% quarter-over-quarter.
  • 46 funds opened new Chemed positions in Q4 2018 and 38 closed out, a net change of +8 holders.
  • The largest Chemed buyer in Q4 2018 was Invesco, an estimated $21.8M added.
  • The largest Chemed seller in Q4 2018 was Goldman Sachs, an estimated $24.6M sold.

Based on aggregated 13F filings for Q4 2018.