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442 hedge funds and large institutions have $7.66B invested in Chemed in 2020 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 169 increasing their positions, 151 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more call options, than puts

Call options by funds: $11.1M | Put options by funds: $5.72M

12% more capital invested

Capital invested by funds: $6.84B → $7.66B (+$824M)

12% more repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 151

2% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 51

0.87% more ownership

Funds ownership: 89.5%90.38% (+0.87%)

1% less funds holding

Funds holding: 446442 (-4)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
442
Holders Change
-4
Holders Change %
-0.9%
% of All Funds
7.82%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
52
Increased
169
Reduced
151
Closed
51
Calls
$11.1M
Puts
$5.72M
Net Calls
+$5.37M
Net Calls Change
+$1.39M
Name Holding Trade Value Shares
Change
Change in
Stake
IRF
326
IBM Retirement Fund
New York
$308K +$37.3K +76 +15%
PHK
327
Point72 Hong Kong
Hong Kong
$306K -$20.1K -41 -7%
WS
328
Wedbush Securities
California
$302K +$67.3K +137 +32%
JWCA
329
J.W. Coons Advisors
Ohio
$299K -$24.6K -50 -8%
HCM
330
Hollencrest Capital Management
California
$295K
Commonwealth Equity Services
331
Commonwealth Equity Services
Massachusetts
$295K +$9.34K +19 +4%
RB
332
Renasant Bank
Mississippi
$284K +$262K +533 New
SCA
333
Stonebridge Capital Advisors
Minnesota
$268K -$1.47K -3 -0.6%
AF
334
Alerus Financial
North Dakota
$266K
MA
335
MCF Advisors
Kentucky
$266K
OSNBOA
336
Old Second National Bank of Aurora
Illinois
$266K
TF
337
Tompkins Financial
New York
$266K
JCM
338
JS Capital Management
New York
$266K +$246K +500 New
OSAM
339
O'Shaughnessy Asset Management
Connecticut
$265K +$6.39K +13 +3%
SFG
340
SNS Financial Group
Minnesota
$264K
VNA
341
Valley National Advisers
Pennsylvania
$264K
WI
342
Wintrust Investments
Illinois
$262K +$242K +492 New
VPIM
343
Vanguard Personalized Indexing Management
California
$257K +$10.8K +22 +5%
GT
344
Greenleaf Trust
Michigan
$251K +$9.83K +20 +4%
Cetera Investment Advisers
345
Cetera Investment Advisers
Illinois
$241K +$223K +453 New
BC
346
Burney Company
Virginia
$239K -$36.9K -75 -14%
Wealthfront Advisers
347
Wealthfront Advisers
California
$236K -$5.41K -11 -2%
BHWM
348
Bar Harbor Wealth Management
New Hampshire
$229K -$193K -392 -48%
DT
349
Diversified Trust
Tennessee
$226K +$209K +425 New
DF
350
Donoghue Forlines
Massachusetts
$222K +$205K +417 New

CHE Hedge Fund Activity: Q4 2020 in Review

442 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Chemed (CHE) for Q4 2020, worth a combined $7.66B — up 12% from $6.84B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new CHE positions and 51 closed out — a net gain of 1 holder — while 169 added to existing stakes and 151 trimmed.

The largest buyer was Wells Fargo, adding an estimated $64.8M. The largest seller was Assenagon Asset Management, cutting an estimated $30.9M.

  • 442 institutional investors held Chemed (CHE) as of Q4 2020, down from 446 in Q3 2020.
  • Funds reported $7.66B of Chemed stock for Q4 2020, up 12% quarter-over-quarter.
  • 52 funds opened new Chemed positions in Q4 2020 and 51 closed out, a net change of +1 holder.
  • The largest Chemed buyer in Q4 2020 was Wells Fargo, an estimated $64.8M added.
  • The largest Chemed seller in Q4 2020 was Assenagon Asset Management, an estimated $30.9M sold.

Based on aggregated 13F filings for Q4 2020.