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527 hedge funds and large institutions have $8.46B invested in Chemed in 2024 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 186 increasing their positions, 180 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

36% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 50

9% more capital invested

Capital invested by funds: $7.79B → $8.46B (+$675M)

3% more funds holding

Funds holding: 513527 (+14)

5% more call options, than puts

Call options by funds: $2.34M | Put options by funds: $2.22M

3% more repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 180

0.72% less ownership

Funds ownership: 94.78%94.07% (-0.72%)

Holders
527
Holders Change
+14
Holders Change %
+2.73%
% of All Funds
7.57%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
68
Increased
186
Reduced
180
Closed
50
Calls
$2.34M
Puts
$2.22M
Net Calls
+$120K
Net Calls Change
-$640K
Name Holding Trade Value Shares
Change
Change in
Stake
TA
401
TrueWealth Advisors
Alabama
$238K -$13.6K -24 -6%
EFS
402
Essex Financial Services
Connecticut
$234K +$567 +1 +0.3%
TWM
403
Thrive Wealth Management
Pennsylvania
$234K -$1.13K -2 -0.5%
ASN
404
Advisory Services Network
Georgia
$231K
AWM
405
Axxcess Wealth Management
California
$231K -$5.67K -10 -3%
DWT
406
Dorsey & Whitney Trust
South Dakota
$231K +$1.13K +2 +0.5%
PNC
407
Park National Corp
Ohio
$230K
TAM
408
Tucker Asset Management
Colorado
$230K +$217K +382 New
DC
409
Davenport & Co
Virginia
$227K +$214K +378 New
KBC Group
410
KBC Group
Belgium
$227K +$22.1K +39 +12%
MYAM
411
Meiji Yasuda Asset Management
Japan
$222K -$6.24K -11 -3%
CAM
412
Claret Asset Management
Quebec, Canada
$219K +$206K +364 New
DFCM
413
Dark Forest Capital Management
Puerto Rico
$218K -$615K -1,084 -75%
IFG
414
Independent Financial Group
California
$213K +$201K +355 New
Rafferty Asset Management
415
Rafferty Asset Management
New York
$209K -$15.9K -28 -7%
FFA
416
Farther Finance Advisors
California
$203K +$184K +324 +2,314%
JFG
417
Jefferies Financial Group
New York
$201K +$189K +334 New
SIS
418
Sound Income Strategies
Florida
$201K +$189K +334 New
WT
419
Whittier Trust
California
$200K +$3.97K +7 +2%
SOW
420
State of Wyoming
Wyoming
$197K +$40.3K +71 +28%
TF
421
Tompkins Financial
New York
$186K
ARMT
422
Amica Retiree Medical Trust
Rhode Island
$180K +$170K +299 New
SAM
423
Shell Asset Management
Netherlands
$168K +$158K +279 New
Northwestern Mutual Wealth Management
424
Northwestern Mutual Wealth Management
Wisconsin
$163K +$26.1K +46 +20%
BCWM
425
Bartlett & Co Wealth Management
Ohio
$150K

CHE Hedge Fund Activity: Q3 2024 in Review

527 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Chemed (CHE) for Q3 2024, worth a combined $8.46B — up 8.7% from $7.79B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new CHE positions and 50 closed out — a net gain of 18 holders — while 186 added to existing stakes and 180 trimmed.

The largest buyer was Ameriprise, adding an estimated $50.1M. The largest seller was Durable Capital Partners, exiting entirely with an estimated $299M sold.

  • 527 institutional investors held Chemed (CHE) as of Q3 2024, up from 513 in Q2 2024.
  • Funds reported $8.46B of Chemed stock for Q3 2024, up 8.7% quarter-over-quarter.
  • 68 funds opened new Chemed positions in Q3 2024 and 50 closed out, a net change of +18 holders.
  • The largest Chemed buyer in Q3 2024 was Ameriprise, an estimated $50.1M added.
  • The largest Chemed seller in Q3 2024 was Durable Capital Partners, an estimated $299M sold.

Based on aggregated 13F filings for Q3 2024.