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425 hedge funds and large institutions have $6.52B invested in Chemed in 2020 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 132 increasing their positions, 167 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

372% more call options, than puts

Call options by funds: $13.6M | Put options by funds: $2.88M

40% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 42

3% more funds holding

Funds holding: 412425 (+13)

1.66% more ownership

Funds ownership: 89.3%90.96% (+1.7%)

5% more capital invested

Capital invested by funds: $6.22B → $6.52B (+$302M)

21% less repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 167

36% less funds holding in top 10

Funds holding in top 10: 117 (-4)

Holders
425
Holders Change
+13
Holders Change %
+3.16%
% of All Funds
8.71%
Holding in Top 10
7
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-36.36%
% of All Funds
0.14%
New
59
Increased
132
Reduced
167
Closed
42
Calls
$13.6M
Puts
$2.88M
Net Calls
+$10.7M
Net Calls Change
+$9.26M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
401
Sugarloaf Wealth Management
Georgia
$9K
FRA
402
Front Row Advisors
California
$8K
BFEC
403
Benjamin F. Edwards & Company
Missouri
$7K
BAMG
404
Brand Asset Management Group
Missouri
$7K
GAM
405
Gemmer Asset Management
California
$7K
IA
406
IFP Advisors
Florida
$7K
BCA
407
Berman Capital Advisors
Georgia
$7K +$1.34K +3 +23%
AW
408
Alpha Windward
Massachusetts
$7K +$6.7K +15 New
APA
409
American Portfolios Advisors
New York
$6.77K -$122K -274 -95%
SL
410
Savior LLC
Massachusetts
$6K
SIAS
411
Shine Investment Advisory Services
Colorado
$6K
EARNEST Partners
412
EARNEST Partners
Georgia
$5K
CAM
413
ClariVest Asset Management
California
$5K +$4.91K +11 New
TVWM
414
Tower View Wealth Management
Wisconsin
$5K +$5.36K +12 New
HGWM
415
Harvest Group Wealth Management
Massachusetts
$4K +$4.46K +10 New
ABC
416
Associated Banc-Corp
Wisconsin
$3K
BWM
417
BerganKDV Wealth Management
Minnesota
$3K
FHA
418
Flagship Harbor Advisors
Massachusetts
$3K
TFO
419
Tarbox Family Office
California
$3K +$1.34K +3 +75%
WAMC
420
Western Asset Management Company
California
$3K +$2.23K +5 New
HWM
421
Holloway Wealth Management
Florida
$2K
GI
422
Gradient Investments
Minnesota
$1K -$1.79K -4 -80%
AA
423
AlphaMark Advisors
Kentucky
$1K
GWS
424
Glassman Wealth Services
Virginia
$1K
PFGIA
425
Patriot Financial Group Insurance Agency
Massachusetts
$1K

CHE Hedge Fund Activity: Q2 2020 in Review

425 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Chemed (CHE) for Q2 2020, worth a combined $6.52B — up 4.9% from $6.22B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new CHE positions and 42 closed out — a net gain of 17 holders — while 132 added to existing stakes and 167 trimmed.

The largest buyer was Wells Fargo, adding an estimated $128M. The largest seller was Eagle Asset Management, exiting entirely with an estimated $56.6M sold.

  • 425 institutional investors held Chemed (CHE) as of Q2 2020, up from 412 in Q1 2020.
  • Funds reported $6.52B of Chemed stock for Q2 2020, up 4.9% quarter-over-quarter.
  • 59 funds opened new Chemed positions in Q2 2020 and 42 closed out, a net change of +17 holders.
  • The largest Chemed buyer in Q2 2020 was Wells Fargo, an estimated $128M added.
  • The largest Chemed seller in Q2 2020 was Eagle Asset Management, an estimated $56.6M sold.

Based on aggregated 13F filings for Q2 2020.