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510 hedge funds and large institutions have $9.23B invested in Chemed in 2024 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 166 increasing their positions, 187 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more call options, than puts

Call options by funds: $4.37M | Put options by funds: $2.05M

25% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 53

7% more capital invested

Capital invested by funds: $8.66B → $9.23B (+$566M)

2% more funds holding

Funds holding: 500510 (+10)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

3.27% less ownership

Funds ownership: 98.38%95.11% (-3.3%)

11% less repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 187

Holders
510
Holders Change
+10
Holders Change %
+2%
% of All Funds
7.35%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
66
Increased
166
Reduced
187
Closed
53
Calls
$4.37M
Puts
$2.05M
Net Calls
+$2.31M
Net Calls Change
-$2.31M
Name Holding Trade Value Shares
Change
Change in
Stake
PGFC
401
Peapack-Gladstone Financial Corp
New Jersey
$216K +$204K +336 New
WG
402
Welch Group
Alabama
$215K +$204K +335 New
Carson Wealth (CWM LLC)
403
Carson Wealth (CWM LLC)
Nebraska
$215K +$15.8K +26 +8%
BC
404
Burney Company
Virginia
$214K -$48.6K -80 -19%
PAS
405
Park Avenue Securities
New York
$213K +$201K +331 New
WT
406
Whittier Trust
California
$209K
Wealthfront Advisers
407
Wealthfront Advisers
California
$203K +$193K +317 New
HCA
408
Harbor Capital Advisors
Illinois
$203K +$192K +316 New
SOS
409
Silver Oak Securities
Tennessee
$203K +$192K +316 New
TF
410
Tompkins Financial
New York
$199K
KBC Group
411
KBC Group
Belgium
$196K +$38.3K +63 +26%
BCWM
412
Bartlett & Co Wealth Management
Ohio
$177K
A
413
AlphaQuest
New York
$174K +$165K +271 New
SPIA
414
Steward Partners Investment Advisory
New York
$169K
HFM
415
Harvest Fund Management
China
$162K +$147K +242 +2,200%
SAM
416
Shell Asset Management
Netherlands
$161K -$14.6K -24 -8%
CFS
417
CGC Financial Services
Oregon
$155K
SOW
418
State of Wyoming
Wyoming
$151K -$22.5K -37 -14%
TWC
419
TD Waterhouse Canada
Ontario, Canada
$145K +$1.82K +3 +1%
EBA
420
Eagle Bay Advisors
New York
$144K -$24.3K -40 -15%
Northwestern Mutual Wealth Management
421
Northwestern Mutual Wealth Management
Wisconsin
$143K -$14K -23 -9%
C
422
Covestor
United Kingdom
$141K +$12.8K +21 +11%
FDCDDQ
423
Federation des caisses Desjardins du Quebec
Quebec, Canada
$133K -$3.04K -5 -2%
QCG
424
Quadrant Capital Group
Ohio
$129K -$3.04K -5 -2%
TFGT
425
TS Financial Group (TSFG)
Illinois
$128K

CHE Hedge Fund Activity: Q1 2024 in Review

510 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Chemed (CHE) for Q1 2024, worth a combined $9.23B — up 6.5% from $8.66B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new CHE positions and 53 closed out — a net gain of 13 holders — while 166 added to existing stakes and 187 trimmed.

The largest buyer was Durable Capital Partners, adding an estimated $39.4M. The largest seller was Morgan Stanley, cutting an estimated $249M.

  • 510 institutional investors held Chemed (CHE) as of Q1 2024, up from 500 in Q4 2023.
  • Funds reported $9.23B of Chemed stock for Q1 2024, up 6.5% quarter-over-quarter.
  • 66 funds opened new Chemed positions in Q1 2024 and 53 closed out, a net change of +13 holders.
  • The largest Chemed buyer in Q1 2024 was Durable Capital Partners, an estimated $39.4M added.
  • The largest Chemed seller in Q1 2024 was Morgan Stanley, an estimated $249M sold.

Based on aggregated 13F filings for Q1 2024.