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456 hedge funds and large institutions have $7.46B invested in Chemed in 2023 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 162 increasing their positions, 174 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

679% more call options, than puts

Call options by funds: $5.66M | Put options by funds: $727K

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

0.83% less ownership

Funds ownership: 95.87%95.04% (-0.83%)

4% less capital invested

Capital invested by funds: $7.77B → $7.46B (-$316M)

7% less repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 174

10% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 42

2% less funds holding

Funds holding: 464456 (-8)

Holders
456
Holders Change
-8
Holders Change %
-1.72%
% of All Funds
7.24%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
38
Increased
162
Reduced
174
Closed
42
Calls
$5.66M
Puts
$727K
Net Calls
+$4.94M
Net Calls Change
+$2.28M
Name Holding Trade Value Shares
Change
Change in
Stake
PVH
326
Psagot Value Holdings
Israel
$313K -$3.12K -6 -1%
IIM
327
INTECH Investment Management
Florida
$301K -$920K -1,770 -75%
ISWM
328
Independent Solutions Wealth Management
New York
$299K
PCS
329
Personal CFO Solutions
New Jersey
$296K +$6.76K +13 +2%
AWS
330
Atria Wealth Solutions
New York
$296K +$520 +1 +0.2%
EHWM
331
Eads & Heald Wealth Management
Georgia
$294K
HWAM
332
Hennion & Walsh Asset Management
New Jersey
$293K -$13K -25 -4%
WA
333
Wealth Alliance
New York
$292K -$14.6K -28 -5%
JFG
334
Jefferies Financial Group
New York
$282K +$282K +542 New
SW
335
SkyOak Wealth
Michigan
$273K +$6.24K +12 +2%
CF
336
Centaurus Financial
California
$267K -$21.3K -41 -7%
SCA
337
Stonebridge Capital Advisors
Minnesota
$261K
SFG
338
SNS Financial Group
Minnesota
$260K
VNA
339
Valley National Advisers
Pennsylvania
$260K
FWM
340
Forza Wealth Management
Florida
$260K
MA
341
MCF Advisors
Kentucky
$260K
BFG
342
Berger Financial Group
Minnesota
$253K +$7.28K +14 +3%
EWA
343
EverSource Wealth Advisors
Alabama
$250K -$10.4K -20 -4%
FL
344
Fort LP
Maryland
$249K -$9.88K -19 -4%
PFBT
345
Parkside Financial Bank & Trust
Missouri
$246K
NS
346
NBC Securities
Alabama
$243K +$243K +468 New
WTC
347
WhitTier Trust Company
Nevada
$243K -$2.08K -4 -0.8%
TA
348
TrueWealth Advisors
Alabama
$237K +$237K +456 New
ARMT
349
Amica Retiree Medical Trust
Rhode Island
$231K +$231K +445 New
Cerity Partners
350
Cerity Partners
New York
$231K -$72.8K -140 -24%