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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
AAP
451
Arax Advisory Partners
Colorado
$58.3K
BWP
452
Baldwin Wealth Partners
Massachusetts
$54.1K +$51K +90 New
Jones Financial Companies
453
Jones Financial Companies
Missouri
$50.3K +$47.6K +84 New
PS
454
Principal Securities
Iowa
$45.1K +$5.67K +10 +15%
ABWM
455
Alpine Bank Wealth Management
Colorado
$40.9K +$38.5K +68 New
BCM
456
Blume Capital Management
California
$39.2K -$2.83K -5 -7%
CFGS
457
Concourse Financial Group Securities
Alabama
$34.9K +$2.27K +4 +7%
GM
458
GeoWealth Management
Illinois
$31.9K -$9.64K -17 -24%
N
459
Natixis
France
$28.8K +$26.6K +47 +4,700%
TIM
460
Tortoise Investment Management
New York
$26.4K +$2.83K +5 +13%
Mitsubishi UFJ Asset Management
461
Mitsubishi UFJ Asset Management
Japan
$25.2K
RA
462
Rise Advisors
New York
$24.1K
PTC
463
Private Trust Company
Ohio
$23.4K
MPWT
464
MassMutual Private Wealth & Trust
Connecticut
$22.8K +$3.97K +7 +23%
CIAS
465
CBIZ Investment Advisory Services
Ohio
$20.5K +$1.13K +2 +6%
Nomura Asset Management
466
Nomura Asset Management
Japan
$19.8K
SAM
467
Smartleaf Asset Management
Massachusetts
$19.2K +$11.3K +20 +167%
HWM
468
Hemington Wealth Management
Virginia
$19K +$20.4K +36 New
CA
469
Centerpoint Advisors
Massachusetts
$17K
CTA
470
Colonial Trust Advisors
South Carolina
$16.8K
SNB
471
Security National Bank
Nebraska
$15K
AWM
472
Avior Wealth Management
Nebraska
$14.4K
LFA
473
LGT Financial Advisors
Texas
$14.4K
Simplex Trading
474
Simplex Trading
Illinois
$14K +$13.6K +24 New
GWM
475
Geneos Wealth Management
Colorado
$13.2K +$12.5K +22 New

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.