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393 hedge funds and large institutions have $5.94B invested in Chemed in 2019 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 125 increasing their positions, 144 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 35

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

16% more capital invested

Capital invested by funds: $5.12B → $5.94B (+$817M)

6% more funds holding

Funds holding: 370393 (+23)

1.64% more ownership

Funds ownership: 88.93%90.57% (+1.6%)

8% more call options, than puts

Call options by funds: $14.4M | Put options by funds: $13.3M

13% less repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 144

Holders
393
Holders Change
+23
Holders Change %
+6.22%
% of All Funds
8.62%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.15%
New
59
Increased
125
Reduced
144
Closed
35
Calls
$14.4M
Puts
$13.3M
Net Calls
+$1.07M
Net Calls Change
-$300K
Name Holding Trade Value Shares
Change
Change in
Stake
BAMG
376
Brand Asset Management Group
Missouri
$7K
BFEC
377
Benjamin F. Edwards & Company
Missouri
$7K +$6.53K +16 New
UCFA
378
United Capital Financial Advisors
Texas
$6K +$5.71K +14 New
BCA
379
Berman Capital Advisors
Georgia
$5K
SFS
380
Sowell Financial Services
Arkansas
$5K +$5.31K +13 New
EARNEST Partners
381
EARNEST Partners
Georgia
$4K
FRA
382
Front Row Advisors
California
$4K
HAM
383
Highstreet Asset Management
Ontario, Canada
$4K
S
384
SignatureFD
Georgia
$3K
VFA
385
Valeo Financial Advisors
Indiana
$3K
TFO
386
Tarbox Family Office
California
$3K +$816 +2 +40%
GT
387
Glenmede Trust
Pennsylvania
$2.85K +$44.9K +110 +2%
EW
388
Evoke Wealth
California
$2.5K +$2.45K +6 New
HWM
389
Holloway Wealth Management
Florida
$2K
PFGIA
390
Patriot Financial Group Insurance Agency
Massachusetts
$1K -$2.04K -5 -63%
AA
391
AlphaMark Advisors
Kentucky
$1K
GRP
392
Global Retirement Partners
California
$1K +$816 +2 New
TWA
393
TCI Wealth Advisors
Arizona
$1K +$816 +2 New
BIM
394
Bogle Investment Management
Massachusetts
-$11.1M -30,700 Closed
EIP
395
Epoch Investment Partners
New York
-$10.7M -29,700 Closed
RA
396
Royce & Associates
New York
-$3.04M -8,420 Closed
USAA
397
United Services Automobile Association
Texas
-$2.16M -5,991 Closed
MCM
398
McKinley Capital Management
Alaska
-$2.04M -5,653 Closed
Balyasny Asset Management
399
Balyasny Asset Management
Illinois
-$1.29M -3,569 Closed
AWE
400
Avidian Wealth Enterprises
Texas
-$1.12M -3,116 Closed

CHE Hedge Fund Activity: Q3 2019 in Review

393 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Chemed (CHE) for Q3 2019, worth a combined $5.94B — up 16% from $5.12B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new CHE positions and 35 closed out — a net gain of 24 holders — while 125 added to existing stakes and 144 trimmed.

The largest buyer was Eagle Asset Management, opening a new position worth an estimated $52.5M. The largest seller was Point72 Asset Management, cutting an estimated $32.9M.

  • 393 institutional investors held Chemed (CHE) as of Q3 2019, up from 370 in Q2 2019.
  • Funds reported $5.94B of Chemed stock for Q3 2019, up 16% quarter-over-quarter.
  • 59 funds opened new Chemed positions in Q3 2019 and 35 closed out, a net change of +24 holders.
  • The largest Chemed buyer in Q3 2019 was Eagle Asset Management, an estimated $52.5M added.
  • The largest Chemed seller in Q3 2019 was Point72 Asset Management, an estimated $32.9M sold.

Based on aggregated 13F filings for Q3 2019.