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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
SL
401
Savior LLC
Massachusetts
$6K +$5.47K +13 New
BCA
402
Berman Capital Advisors
Georgia
$5K
EARNEST Partners
403
EARNEST Partners
Georgia
$4K
FRA
404
Front Row Advisors
California
$4K
VFA
405
Valeo Financial Advisors
Indiana
$4K
TFO
406
Tarbox Family Office
California
$3K
BWM
407
BerganKDV Wealth Management
Minnesota
$3K +$2.52K +6 New
FHA
408
Flagship Harbor Advisors
Massachusetts
$3K +$2.94K +7 New
EW
409
Evoke Wealth
California
$2.64K
HWM
410
Holloway Wealth Management
Florida
$2K
ADL
411
Asset Dedication LLC
California
$2K +$1.68K +4 New
AA
412
AlphaMark Advisors
Kentucky
$1K
GRP
413
Global Retirement Partners
California
$1K
PFGIA
414
Patriot Financial Group Insurance Agency
Massachusetts
$1K
GWS
415
Glassman Wealth Services
Virginia
$1K +$1.26K +3 New
Two Sigma Investments
416
Two Sigma Investments
New York
-$7.9M -18,917 Closed
Assenagon Asset Management
417
Assenagon Asset Management
Luxembourg
-$3.59M -8,590 Closed
QT
418
Quantbot Technologies
New York
-$2.47M -5,916 Closed
DIM
419
Delta Investment Management
California
-$2.33M -5,580 Closed
BFA
420
Brendel Financial Advisors
New Hampshire
-$1.9M -4,537 Closed
WA
421
WESPAC Advisors
California
-$1.78M -4,269 Closed
Credit Agricole
422
Credit Agricole
France
-$1.03M -2,470 Closed
CCM
423
Cadence Capital Management
Massachusetts
-$946K -2,265 Closed
SSA
424
Schonfeld Strategic Advisors
New York
-$585K -1,400 Closed
RP
425
Rice Partnership
Hawaii
-$522K -1,250 Closed

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.