We are live on ! Find out more

419 hedge funds and large institutions have $6.02B invested in Chemed in 2022 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 143 increasing their positions, 168 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

557% more call options, than puts

Call options by funds: $5.19M | Put options by funds: $791K

1.96% more ownership

Funds ownership: 90.15%92.11% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

10% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 41

2% less funds holding

Funds holding: 429419 (-10)

5% less capital invested

Capital invested by funds: $6.34B → $6.02B (-$321M)

15% less repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 168

Holders
419
Holders Change
-10
Holders Change %
-2.33%
% of All Funds
7.22%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
37
Increased
143
Reduced
168
Closed
41
Calls
$5.19M
Puts
$791K
Net Calls
+$4.4M
Net Calls Change
+$1.45M
Name Holding Trade Value Shares
Change
Change in
Stake
C
376
Covestor
United Kingdom
$12K -$97.6K -203 -89%
MPWT
377
MassMutual Private Wealth & Trust
Connecticut
$11K +$5.77K +12 +86%
AWM
378
Accel Wealth Management
Iowa
$9K
HI
379
Harbour Investments
Wisconsin
$8K
BFEC
380
Benjamin F. Edwards & Company
Missouri
$7K
AWM
381
Avior Wealth Management
Nebraska
$6K
PCH
382
Polar Capital Holdings
United Kingdom
$5.11K -$513K -1,067 -8%
CFO
383
CVA Family Office
Colorado
$5K
HFM
384
Harvest Fund Management
China
$5K
JWM
385
Janiczek Wealth Management
Colorado
$5K +$481 +1 +9%
JWA
386
JFS Wealth Advisors
Pennsylvania
$5K +$1.92K +4 +57%
CFFP
387
Center for Financial Planning
Michigan
$5K +$5.29K +11 New
BWL
388
Bogart Wealth LLC
Virginia
$5K +$5.77K +12 New
EARNEST Partners
389
EARNEST Partners
Georgia
$4K
FRA
390
Front Row Advisors
California
$4K
SC
391
Schubert & Co
Texas
$4K +$962 +2 +29%
BWM
392
BerganKDV Wealth Management
Minnesota
$3K -$2.4K -5 -45%
QC
393
Quent Capital
New York
$3K
TJHA
394
Thomas J. Herzfeld Advisors
Florida
$3K
FMII
395
Farmers & Merchants Investments Inc
Nebraska
$3K +$3.37K +7 New
PPWM
396
PFG Private Wealth Management
Florida
$3K +$3.37K +7 New
TCOV
397
Trust Company of Vermont
Vermont
$3K +$3.37K +7 New
FGAM
398
Financial Gravity Asset Management
Texas
$2.28K -$743K -1,546 -16%
LC
399
Lindbrook Capital
California
$2K -$962 -2 -33%
ACM
400
AUA Capital Management
Pennsylvania
$2K

CHE Hedge Fund Activity: Q3 2022 in Review

419 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Chemed (CHE) for Q3 2022, worth a combined $6.02B — down 5.1% from $6.34B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of CHE and 37 opened new positions — a net loss of 4 holders — while 168 trimmed existing stakes and 143 added.

The largest buyer was Vaughan Nelson Investment Management, opening a new position worth an estimated $83.3M. The largest seller was British Columbia Investment Management, cutting an estimated $34.1M.

  • 419 institutional investors held Chemed (CHE) as of Q3 2022, down from 429 in Q2 2022.
  • Funds reported $6.02B of Chemed stock for Q3 2022, down 5.1% quarter-over-quarter.
  • 37 funds opened new Chemed positions in Q3 2022 and 41 closed out, a net change of -4 holders.
  • The largest Chemed buyer in Q3 2022 was Vaughan Nelson Investment Management, an estimated $83.3M added.
  • The largest Chemed seller in Q3 2022 was British Columbia Investment Management, an estimated $34.1M sold.

Based on aggregated 13F filings for Q3 2022.