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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
WT
326
Whittier Trust
California
$151K
BC
327
Bartlett & Co
Ohio
$142K
BCWM
328
Bartlett & Co Wealth Management
Ohio
$142K
CFGS
329
Concourse Financial Group Securities
Alabama
$138K -$44.8K -95 -24%
GWM
330
Geneos Wealth Management
Colorado
$135K
HWMA
331
Heritage Wealth Management (Arizona)
Arizona
$133K -$200K -425 -60%
ST
332
Sageworth Trust
Pennsylvania
$133K
MAM
333
McCarthy Asset Management
California
$128K
SPIA
334
Steward Partners Investment Advisory
New York
$119K
Fifth Third Bancorp
335
Fifth Third Bancorp
Ohio
$112K -$1.9M -4,027 -94%
EWM
336
Endurance Wealth Management
Rhode Island
$112K
PA
337
Parallel Advisors
California
$105K +$4.24K +9 +4%
FPS
338
Fieldpoint Private Securities
Connecticut
$102K +$6.13K +13 +6%
EIP
339
Ellis Investment Partners
Pennsylvania
$101K
FDCDDQ
340
Federation des caisses Desjardins du Quebec
Quebec, Canada
$93K
CI Investments Inc
341
CI Investments Inc
Ontario, Canada
$82K +$33K +70 +66%
DFCM
342
Dark Forest Capital Management
Puerto Rico
$82K +$83.4K +177 New
MAM
343
Meeder Asset Management
Ohio
$78K -$21.2K -45 -21%
PPWM
344
PFG Private Wealth Management
Florida
$73K +$74.5K +158 New
GLLW
345
Graves Light Lenhart Wealth
Virginia
$71K
SOW
346
State of Wyoming
Wyoming
$67K -$16.5K -35 -19%
ED
347
Exane Derivatives
France
$66K
HFA
348
HC Financial Advisors
California
$61K
EBA
349
Eagle Bay Advisors
New York
$60K -$471 -1 -0.8%
DWP
350
Destiny Wealth Partners
Florida
$53K +$54.2K +115 New

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.