We are live on ! Find out more

446 hedge funds and large institutions have $6.84B invested in Chemed in 2020 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 134 increasing their positions, 169 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 38

49% more call options, than puts

Call options by funds: $12.1M | Put options by funds: $8.16M

5% more funds holding

Funds holding: 425446 (+21)

5% more capital invested

Capital invested by funds: $6.52B → $6.84B (+$316M)

1.46% less ownership

Funds ownership: 90.96%89.5% (-1.5%)

21% less repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 169

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
446
Holders Change
+21
Holders Change %
+4.94%
% of All Funds
9%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.1%
New
62
Increased
134
Reduced
169
Closed
38
Calls
$12.1M
Puts
$8.16M
Net Calls
+$3.98M
Net Calls Change
-$6.71M
Name Holding Trade Value Shares
Change
Change in
Stake
JWM
426
Janiczek Wealth Management
Colorado
$7K +$7.36K +15 New
SL
427
Savior LLC
Massachusetts
$6K
SIAS
428
Shine Investment Advisory Services
Colorado
$6K
TVWM
429
Tower View Wealth Management
Wisconsin
$6K
EARNEST Partners
430
EARNEST Partners
Georgia
$5K
HGWM
431
Harvest Group Wealth Management
Massachusetts
$5K
ABC
432
Associated Banc-Corp
Wisconsin
$3K
BWM
433
BerganKDV Wealth Management
Minnesota
$3K
TFO
434
Tarbox Family Office
California
$3K
HWM
435
Holloway Wealth Management
Florida
$2K
ADL
436
Asset Dedication LLC
California
$2K +$1.96K +4 New
AA
437
AlphaMark Advisors
Kentucky
$1K
GWS
438
Glassman Wealth Services
Virginia
$1K
GI
439
Gradient Investments
Minnesota
$1K
PFGIA
440
Patriot Financial Group Insurance Agency
Massachusetts
$1K
ACM
441
AUA Capital Management
Pennsylvania
$1K +$981 +2 New
EFSCE
442
Enterprise Financial Services Corp (EFSC)
Missouri
$1K +$981 +2 New
NFSG
443
Newbridge Financial Services Group
Florida
$1K +$981 +2 New
PCIA
444
Prime Capital Investment Advisors
Kansas
$1K +$1.47K +3 New
SSB
445
Sandy Spring Bank
Maryland
$1K +$1.47K +3 New
WOSD
446
WFA of San Diego
California
-$27.8M -58,342 Closed
KBC Group
447
KBC Group
Belgium
-$5.67M -12,570 Closed
N
448
Natixis
France
-$4.79M -10,627 Closed
Canada Pension Plan Investment Board
449
Canada Pension Plan Investment Board
Ontario, Canada
-$3.64M -8,073 Closed
BCM
450
Bridgeway Capital Management
Texas
-$1.71M -3,780 Closed

CHE Hedge Fund Activity: Q3 2020 in Review

446 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Chemed (CHE) for Q3 2020, worth a combined $6.84B — up 4.8% from $6.52B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new CHE positions and 38 closed out — a net gain of 24 holders — while 134 added to existing stakes and 169 trimmed.

The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $66.8M. The largest seller was T. Rowe Price Associates, cutting an estimated $42.3M.

  • 446 institutional investors held Chemed (CHE) as of Q3 2020, up from 425 in Q2 2020.
  • Funds reported $6.84B of Chemed stock for Q3 2020, up 4.8% quarter-over-quarter.
  • 62 funds opened new Chemed positions in Q3 2020 and 38 closed out, a net change of +24 holders.
  • The largest Chemed buyer in Q3 2020 was Kayne Anderson Rudnick Investment Management, an estimated $66.8M added.
  • The largest Chemed seller in Q3 2020 was T. Rowe Price Associates, an estimated $42.3M sold.

Based on aggregated 13F filings for Q3 2020.