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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
JWM
426
Janiczek Wealth Management
Colorado
$126K +$72.3K +119 +155%
IPW
427
Impact Partnership Wealth
Georgia
$119K +$112K +185 New
PAM
428
Palisade Asset Management
Minnesota
$112K -$238K -392 -69%
FHA
429
First Horizon Advisors
Tennessee
$109K
HCM
430
Hollencrest Capital Management
California
$95.6K -$1.82K -3 -2%
EC
431
EntryPoint Capital
New York
$94.4K +$10.9K +18 +14%
AWM
432
Avior Wealth Management
Nebraska
$93.1K +$64.4K +106 +272%
CIBC Private Wealth Group
433
CIBC Private Wealth Group
Georgia
$83.3K +$79K +130 New
CTC
434
Central Trust Company
Missouri
$70.6K -$14.6K -24 -18%
Asset Management One
435
Asset Management One
Japan
$70.6K
ZB
436
Zions Bancorporation
Utah
$70.6K +$66.8K +110 New
MG
437
Mather Group
Illinois
$66.7K +$69.3K +114 New
AAP
438
Arax Advisory Partners
Colorado
$63.6K
GM
439
GeoWealth Management
Illinois
$62.9K -$608 -1 -1%
HCM
440
Highlander Capital Management
New Jersey
$51.4K
NA
441
NewEdge Advisors
Louisiana
$47.5K -$309K -509 -87%
BEI
442
Benjamin Edwards Inc
Missouri
$47K +$608 +1 +1%
BCM
443
Blume Capital Management
California
$45K -$6.08K -10 -13%
GI
444
GAMMA Investing
California
$41.1K +$1.22K +2 +3%
SWS
445
SYSTM Wealth Solutions
Illinois
$40.5K
PS
446
Principal Securities
Iowa
$39.2K -$15.8K -26 -30%
CFGS
447
Concourse Financial Group Securities
Alabama
$38.5K +$608 +1 +2%
National Bank of Canada
448
National Bank of Canada
Quebec, Canada
$34.5K +$608 +1 +2%
CIM
449
Contravisory Investment Management
Massachusetts
$28.9K +$2.43K +4 +10%
RCM
450
Raleigh Capital Management
North Carolina
$28.9K +$27.3K +45 New

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.