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442 hedge funds and large institutions have $7.66B invested in Chemed in 2020 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 169 increasing their positions, 151 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more call options, than puts

Call options by funds: $11.1M | Put options by funds: $5.72M

12% more capital invested

Capital invested by funds: $6.84B → $7.66B (+$824M)

12% more repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 151

2% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 51

0.87% more ownership

Funds ownership: 89.5%90.38% (+0.87%)

1% less funds holding

Funds holding: 446442 (-4)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
442
Holders Change
-4
Holders Change %
-0.9%
% of All Funds
7.82%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
52
Increased
169
Reduced
151
Closed
51
Calls
$11.1M
Puts
$5.72M
Net Calls
+$5.37M
Net Calls Change
+$1.39M
Name Holding Trade Value Shares
Change
Change in
Stake
JWM
401
Janiczek Wealth Management
Colorado
$24K +$14.7K +30 +200%
PCG
402
Private Capital Group
Connecticut
$23K -$16.7K -34 -44%
MAM
403
Meeder Asset Management
Ohio
$20K -$1.44M -2,926 -99%
IA
404
IFP Advisors
Florida
$20K +$11.3K +23 +153%
VCG
405
Vantage Consulting Group
Virginia
$16K +$14.7K +30 New
AIG
406
American International Group
New York
$15.4K -$201K -410 -1%
IAIM
407
International Assets Investment Management
Florida
$14K +$12.8K +26 New
BCA
408
Berman Capital Advisors
Georgia
$13K +$5.41K +11 +69%
M
409
MOTCO
Texas
$13K +$12.3K +25 New
LF
410
Lee Financial
Texas
$11K
AWM
411
Accel Wealth Management
Iowa
$11K +$9.83K +20 New
FTDI
412
First Trust Direct Indexing
Massachusetts
$11K +$9.83K +20 New
FRA
413
Front Row Advisors
California
$10K
BFEC
414
Benjamin F. Edwards & Company
Missouri
$9K
BAMG
415
Brand Asset Management Group
Missouri
$9K
EWM
416
Endurance Wealth Management
Rhode Island
$9K
GAM
417
Gemmer Asset Management
California
$9K
SFO
418
Standard Family Office
South Dakota
$8K +$7.37K +15 New
APA
419
American Portfolios Advisors
New York
$7.99K
SL
420
Savior LLC
Massachusetts
$7K
VAIA
421
Virtus Alternative Investment Advisers
Connecticut
$6K -$5.41K -11 -48%
TVWM
422
Tower View Wealth Management
Wisconsin
$6K
BWM
423
BerganKDV Wealth Management
Minnesota
$6K +$1.97K +4 +57%
AA
424
Ancora Advisors
Ohio
$6K +$5.9K +12 New
EARNEST Partners
425
EARNEST Partners
Georgia
$5K

CHE Hedge Fund Activity: Q4 2020 in Review

442 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Chemed (CHE) for Q4 2020, worth a combined $7.66B — up 12% from $6.84B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new CHE positions and 51 closed out — a net gain of 1 holder — while 169 added to existing stakes and 151 trimmed.

The largest buyer was Wells Fargo, adding an estimated $64.8M. The largest seller was Assenagon Asset Management, cutting an estimated $30.9M.

  • 442 institutional investors held Chemed (CHE) as of Q4 2020, down from 446 in Q3 2020.
  • Funds reported $7.66B of Chemed stock for Q4 2020, up 12% quarter-over-quarter.
  • 52 funds opened new Chemed positions in Q4 2020 and 51 closed out, a net change of +1 holder.
  • The largest Chemed buyer in Q4 2020 was Wells Fargo, an estimated $64.8M added.
  • The largest Chemed seller in Q4 2020 was Assenagon Asset Management, an estimated $30.9M sold.

Based on aggregated 13F filings for Q4 2020.