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382 hedge funds and large institutions have $4.53B invested in Chemed in 2019 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 130 increasing their positions, 133 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 32

73% more call options, than puts

Call options by funds: $15.5M | Put options by funds: $8.99M

14% more capital invested

Capital invested by funds: $3.98B → $4.53B (+$548M)

6% more funds holding

Funds holding: 359382 (+23)

0.34% more ownership

Funds ownership: 88.14%88.47% (+0.34%)

2% less repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 133

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
382
Holders Change
+23
Holders Change %
+6.41%
% of All Funds
8.27%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.09%
New
59
Increased
130
Reduced
133
Closed
32
Calls
$15.5M
Puts
$8.99M
Net Calls
+$6.53M
Net Calls Change
+$1.53M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
326
Carson Wealth (CWM LLC)
Nebraska
$109K +$69.7K +227 +11,350%
NFG
327
Next Financial Group
Texas
$95K +$88.1K +287 +3,189%
NFH
328
NEXT Financial Holdings
Texas
$95K +$90.9K +296 New
GWM
329
Geneos Wealth Management
Colorado
$94K
CFGS
330
Concourse Financial Group Securities
Alabama
$90K +$12K +39 +16%
WT
331
Whittier Trust
California
$61K -$287K -935 -83%
IWP
332
Icon Wealth Partners
Texas
$61K +$58.4K +190 New
CFB
333
Cullen/Frost Bankers
Texas
$60K +$58K +189 New
RFA
334
Reilly Financial Advisors
California
$52K
TNBTD
335
Trustmark National Bank Trust Department
Mississippi
$50K +$47.6K +155 New
FGAM
336
Financial Gravity Asset Management
Texas
$49K +$46.7K +152 New
PA
337
Parallel Advisors
California
$48K
RCAG
338
Rehmann Capital Advisory Group
Michigan
$44.8K -$1.84K -6 -4%
PGA
339
Premia Global Advisors
Florida
$42K +$41.2K +134 New
PCMK
340
Paragon Capital Management (Kansas)
Kansas
$40K +$38.4K +125 New
HNB
341
Huntington National Bank
Ohio
$39K -$307 -1 -0.8%
FHB
342
First Hawaiian Bank
Hawaii
$38K -$52.2K -170 -59%
VCM
343
Versant Capital Management
Arizona
$32K -$10.4K -34 -25%
MC
344
Machina Capital
France
$32K +$30.7K +100 New
EWM
345
Executive Wealth Management
Michigan
$30K
BBNA
346
Bremer Bank National Association
Minnesota
$29K +$27.6K +90 New
FHA
347
First Horizon Advisors
Tennessee
$28K
QCG
348
Quadrant Capital Group
Ohio
$26K +$18.7K +61 +185%
AQA
349
Alpha Quant Advisors
Texas
$25K -$24.9K -81 -51%
MA
350
MUFG Americas
New York
$25K +$24K +78 New

CHE Hedge Fund Activity: Q1 2019 in Review

382 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Chemed (CHE) for Q1 2019, worth a combined $4.53B — up 14% from $3.98B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new CHE positions and 32 closed out — a net gain of 27 holders — while 130 added to existing stakes and 133 trimmed.

The largest buyer was TimesSquare Capital Management, opening a new position worth an estimated $52.1M. The largest seller was Jupiter Investment Management, cutting an estimated $58.1M.

  • 382 institutional investors held Chemed (CHE) as of Q1 2019, up from 359 in Q4 2018.
  • Funds reported $4.53B of Chemed stock for Q1 2019, up 14% quarter-over-quarter.
  • 59 funds opened new Chemed positions in Q1 2019 and 32 closed out, a net change of +27 holders.
  • The largest Chemed buyer in Q1 2019 was TimesSquare Capital Management, an estimated $52.1M added.
  • The largest Chemed seller in Q1 2019 was Jupiter Investment Management, an estimated $58.1M sold.

Based on aggregated 13F filings for Q1 2019.