We are live on ! Find out more
CHE icon

Chemed
CHE

403 hedge funds and large institutions have $6.5B invested in Chemed in 2021 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 103 increasing their positions, 167 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

383% more call options, than puts

Call options by funds: $15.1M | Put options by funds: $3.12M

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

1.57% more ownership

Funds ownership: 87.35% → 88.92% (+1.6%)

1% less capital invested

Capital invested by funds: $6.6B → $6.5B (-$93.3M)

5% less funds holding

Funds holding: 425 → 403 (-22)

27% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 59

38% less repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 167

Holders
403
Holders Change
-22
Holders Change %
-5.18%
% of All Funds
7.06%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
43
Increased
103
Reduced
167
Closed
59
Calls
$15.1M
Puts
$3.12M
Net Calls
+$12M
Net Calls Change
+$8.49M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$200M
2
William Blair Investment Management
William Blair Investment Management
Illinois
+$161M
3
BCIM
British Columbia Investment Management
British Columbia, Canada
+$49.2M
4
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$22.4M
5
Deutsche Bank
Deutsche Bank
Germany
+$21.2M

Top Sellers

1
RP
Riverbridge Partners
Minnesota
-$100M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$47.7M
3
MWNA
Marshall Wace North America
New York
-$43.9M
4
Goldman Sachs
Goldman Sachs
New York
-$34.5M
5
BlackRock
BlackRock
New York
-$28.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
FRA
376
Front Row Advisors
California
$6K – – –
LF
377
Lee Financial
Texas
$6K – – –
BWM
378
BerganKDV Wealth Management
Minnesota
$5K – – –
EARNEST Partners
379
EARNEST Partners
Georgia
$5K – – –
HFM
380
Harvest Fund Management
China
$5K – – –
LCM
381
Logan Capital Management
Pennsylvania
$4K – – –
WBC
382
West Branch Capital
Massachusetts
$4K – – –
Nisa Investment Advisors
383
Nisa Investment Advisors
Missouri
$3.78K -$613K -1,300 -14%
MCM
384
Manchester Capital Management
Vermont
$3K -$3.77K -8 -57%
TFO
385
Tarbox Family Office
California
$3K – – –
BIA
386
Bell Investment Advisors
California
$3K +$2.83K +6 New
NFG
387
Next Financial Group
Texas
$2K -$340K -722 -99%
FMP
388
Financial Management Professionals
Texas
$2K – – –
LC
389
Lindbrook Capital
California
$2K – – –
PCTC
390
Perkins Coie Trust Company
Washington
$2K – – –
SWM
391
Selective Wealth Management
Virginia
$2K – – –
TJHA
392
Thomas J. Herzfeld Advisors
Florida
$2K – – –
ACM
393
AUA Capital Management
Pennsylvania
$2K +$1.41K +3 +150%
VCM
394
Vigilant Capital Management
Maine
$2K +$1.89K +4 New
RTL
395
Red Tortoise LLC
Georgia
$2K +$2.36K +5 New
AA
396
AlphaMark Advisors
Kentucky
$1K – – –
BWM
397
Baystate Wealth Management
Massachusetts
$1K – – –
GI
398
Gradient Investments
Minnesota
$1K – – –
LIM
399
Longfellow Investment Management
Massachusetts
$1K – – –
PP
400
Pacifica Partners
Canada
$1K – – –
14 15
16
17 18

CHE Hedge Fund Activity: Q3 2021 in Review

403 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Chemed (CHE) for Q3 2021, worth a combined $6.5B — down 1.4% from $6.6B a quarter earlier.

Sellers outnumbered buyers: 59 funds closed out of CHE and 43 opened new positions — a net loss of 16 holders — while 167 trimmed existing stakes and 103 added.

The largest buyer was Wellington Management Group, opening a new position worth an estimated $200M. The largest seller was Riverbridge Partners, cutting an estimated $100M.

  • 403 institutional investors held Chemed (CHE) as of Q3 2021, down from 425 in Q2 2021.
  • Funds reported $6.5B of Chemed stock for Q3 2021, down 1.4% quarter-over-quarter.
  • 43 funds opened new Chemed positions in Q3 2021 and 59 closed out, a net change of -16 holders.
  • The largest Chemed buyer in Q3 2021 was Wellington Management Group, an estimated $200M added.
  • The largest Chemed seller in Q3 2021 was Riverbridge Partners, an estimated $100M sold.

Based on aggregated 13F filings for Q3 2021.