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510 hedge funds and large institutions have $9.23B invested in Chemed in 2024 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 166 increasing their positions, 187 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more call options, than puts

Call options by funds: $4.37M | Put options by funds: $2.05M

25% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 53

7% more capital invested

Capital invested by funds: $8.66B → $9.23B (+$566M)

2% more funds holding

Funds holding: 500510 (+10)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

3.27% less ownership

Funds ownership: 98.38%95.11% (-3.3%)

11% less repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 187

Holders
510
Holders Change
+10
Holders Change %
+2%
% of All Funds
7.35%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
66
Increased
166
Reduced
187
Closed
53
Calls
$4.37M
Puts
$2.05M
Net Calls
+$2.31M
Net Calls Change
-$2.31M
Name Holding Trade Value Shares
Change
Change in
Stake
CPBTD
326
Central Pacific Bank - Trust Division
Hawaii
$442K +$419K +690 New
IWM
327
IHT Wealth Management
Illinois
$427K +$1.22K +2 +0.3%
BP
328
Ballentine Partners
Massachusetts
$424K +$13.4K +22 +3%
SPS
329
Susquehanna Portfolio Strategies
Pennsylvania
$417K -$330K -543 -46%
SCM
330
Shelton Capital Management
Colorado
$417K
SAG
331
Spotlight Asset Group
Illinois
$386K +$159K +262 +77%
AP
332
Advisors Preferred
Maryland
$386K -$83.2K -137 -19%
ML
333
McAdam LLC
Pennsylvania
$385K +$2.43K +4 +0.7%
GCM
334
Graham Capital Management
Connecticut
$383K +$152K +250 +72%
BAM
335
Belpointe Asset Management
Nevada
$382K +$361K +595 New
FCA
336
Fortis Capital Advisors
Kansas
$382K +$361K +595 New
PFS
337
Prospera Financial Services
Texas
$381K -$25.5K -42 -7%
PAG
338
Private Advisor Group
New Jersey
$380K +$20K +33 +6%
QEI
339
QSV Equity Investors
Illinois
$375K
PCS
340
Personal CFO Solutions
New Jersey
$374K +$1.82K +3 +0.5%
OAM
341
Oppenheimer Asset Management
New York
$371K -$244K -402 -41%
HWMA
342
Heritage Wealth Management (Arizona)
Arizona
$370K -$14K -23 -4%
ISWM
343
Independent Solutions Wealth Management
New York
$370K
EWM
344
Empirical Wealth Management
Washington
$369K
ILI
345
Invesco LLC (Illinois)
Illinois
$368K -$65K -107 -16%
Bank of Nova Scotia
346
Bank of Nova Scotia
Ontario, Canada
$367K -$69.9K -115 -17%
NRD
347
Nebula Research & Development
New York
$367K +$347K +572 New
WA
348
Wealth Alliance
New York
$367K -$3.65K -6 -1%
EHWM
349
Eads & Heald Wealth Management
Georgia
$363K
AWS
350
Atria Wealth Solutions
New York
$357K

CHE Hedge Fund Activity: Q1 2024 in Review

510 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Chemed (CHE) for Q1 2024, worth a combined $9.23B — up 6.5% from $8.66B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new CHE positions and 53 closed out — a net gain of 13 holders — while 166 added to existing stakes and 187 trimmed.

The largest buyer was Durable Capital Partners, adding an estimated $39.4M. The largest seller was Morgan Stanley, cutting an estimated $249M.

  • 510 institutional investors held Chemed (CHE) as of Q1 2024, up from 500 in Q4 2023.
  • Funds reported $9.23B of Chemed stock for Q1 2024, up 6.5% quarter-over-quarter.
  • 66 funds opened new Chemed positions in Q1 2024 and 53 closed out, a net change of +13 holders.
  • The largest Chemed buyer in Q1 2024 was Durable Capital Partners, an estimated $39.4M added.
  • The largest Chemed seller in Q1 2024 was Morgan Stanley, an estimated $249M sold.

Based on aggregated 13F filings for Q1 2024.