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415 hedge funds and large institutions have $6.38B invested in Chemed in 2019 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 145 increasing their positions, 136 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

228% more call options, than puts

Call options by funds: $14.7M | Put options by funds: $4.48M

119% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 27

7% more capital invested

Capital invested by funds: $5.94B → $6.38B (+$438M)

6% more funds holding

Funds holding: 393415 (+22)

7% more repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 136

0.06% less ownership

Funds ownership: 90.57%90.52% (-0.06%)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
415
Holders Change
+22
Holders Change %
+5.6%
% of All Funds
8.18%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.1%
New
59
Increased
145
Reduced
136
Closed
27
Calls
$14.7M
Puts
$4.48M
Net Calls
+$10.2M
Net Calls Change
+$9.16M
Name Holding Trade Value Shares
Change
Change in
Stake
RFC
351
Regions Financial Corp
Alabama
$218K +$1.68K +4 +0.8%
SFG
352
SNS Financial Group
Minnesota
$217K
VNA
353
Valley National Advisers
Pennsylvania
$217K +$421 +1 +0.2%
Mirae Asset Global Investments
354
Mirae Asset Global Investments
South Korea
$210K +$201K +477 New
CWP
355
CFM Wealth Partners
Texas
$205K +$183K +434 New
TI
356
Trexquant Investment
Connecticut
$204K +$195K +464 New
VCP
357
Verus Capital Partners
Arizona
$201K +$192K +457 New
SI
358
Stephens Inc
Arkansas
$200K -$206K -490 -52%
Point72 Asset Management
359
Point72 Asset Management
Connecticut
$192K -$168K -400 -48%
OSAM
360
O'Shaughnessy Asset Management
Connecticut
$186K +$178K +424 New
HFM
361
Harvest Fund Management
China
$169K
PAM
362
Panagora Asset Management
Massachusetts
$166K
IA
363
IFP Advisors
Florida
$154K -$17.2K -41 -10%
CMBA
364
C.M. Bidwell & Associates
Hawaii
$153K -$10.9K -26 -7%
WT
365
Whittier Trust
California
$143K
GWM
366
Geneos Wealth Management
Colorado
$129K
CFGS
367
Concourse Financial Group Securities
Alabama
$129K +$83.7K +199 +212%
SPIA
368
Steward Partners Investment Advisory
New York
$112K
ACM
369
Anfield Capital Management
California
$110K +$95.1K +226 New
Carson Wealth (CWM LLC)
370
Carson Wealth (CWM LLC)
Nebraska
$109K
EIP
371
Ellis Investment Partners
Pennsylvania
$96K
ED
372
Exane Derivatives
France
$88.9K +$79.9K +190 New
PCM
373
Prelude Capital Management
New York
$88K -$37.9K -90 -31%
PG
374
Pendal Group
Australia
$87K +$83.3K +198 New
FPS
375
Fieldpoint Private Securities
Connecticut
$80K +$33.2K +79 +77%

CHE Hedge Fund Activity: Q4 2019 in Review

415 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Chemed (CHE) for Q4 2019, worth a combined $6.38B — up 7.4% from $5.94B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new CHE positions and 27 closed out — a net gain of 32 holders — while 145 added to existing stakes and 136 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $30.2M. The largest seller was BlackRock, cutting an estimated $40.3M.

  • 415 institutional investors held Chemed (CHE) as of Q4 2019, up from 393 in Q3 2019.
  • Funds reported $6.38B of Chemed stock for Q4 2019, up 7.4% quarter-over-quarter.
  • 59 funds opened new Chemed positions in Q4 2019 and 27 closed out, a net change of +32 holders.
  • The largest Chemed buyer in Q4 2019 was Fidelity Investments, an estimated $30.2M added.
  • The largest Chemed seller in Q4 2019 was BlackRock, an estimated $40.3M sold.

Based on aggregated 13F filings for Q4 2019.