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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
OIA
351
OneDigital Investment Advisors
Kansas
$24K
AIM
352
Advantage Investment Management
Iowa
$22K
HFM
353
Harvest Fund Management
China
$22K
PCP
354
Proficio Capital Partners
Massachusetts
$20K +$19.3K +63 New
CFA
355
Carroll Financial Associates
North Carolina
$16K
PAM
356
Panagora Asset Management
Massachusetts
$16K
BWM
357
Baystate Wealth Management
Massachusetts
$15K
AssetMark Inc
358
AssetMark Inc
California
$14K -$2.46K -8 -16%
TL
359
TrueWealth LLC
Georgia
$13K
ASN
360
Advisory Services Network
Georgia
$13K +$2.46K +8 +26%
AS
361
Altshuler Shaham
Israel
$8K +$7.37K +24 New
GAM
362
Gemmer Asset Management
California
$7K
OFW
363
Omnia Family Wealth
Florida
$6K
MSA
364
Marino Stram & Associates
Massachusetts
$5K +$307 +1 +6%
BAMG
365
Brand Asset Management Group
Missouri
$5K +$4.91K +16 New
APA
366
American Portfolios Advisors
New York
$4.8K
BCA
367
Berman Capital Advisors
Georgia
$4K +$2.15K +7 +117%
GRP
368
Global Retirement Partners
California
$4K +$3.69K +12 New
MFW
369
Mosaic Family Wealth
Missouri
$4K +$3.99K +13 New
EARNEST Partners
370
EARNEST Partners
Georgia
$3K
FRA
371
Front Row Advisors
California
$3K
HAM
372
Highstreet Asset Management
Ontario, Canada
$3K
VFA
373
Valeo Financial Advisors
Indiana
$3K
GT
374
Glenmede Trust
Pennsylvania
$2.11K +$1.89M +6,170 +1,487%
CAW
375
Cornerstone Advisors (Washington)
Washington
$2K

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.