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244 hedge funds and large institutions have $2.21B invested in Chemed in 2016 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 75 increasing their positions, 94 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more call options, than puts

Call options by funds: $1.47M | Put options by funds: $702K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

65% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 17

3% more funds holding

Funds holding: 236244 (+8)

1.91% more ownership

Funds ownership: 96.21%98.12% (+1.9%)

1% more capital invested

Capital invested by funds: $2.19B → $2.21B (+$21.8M)

20% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 94

Holders
244
Holders Change
+8
Holders Change %
+3.39%
% of All Funds
6.51%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
28
Increased
75
Reduced
94
Closed
17
Calls
$1.47M
Puts
$702K
Net Calls
+$771K
Net Calls Change
+$468K
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
26
Copeland Capital Management
Pennsylvania
$18.8M -$65.1K -491 -0.4%
Ameriprise
27
Ameriprise
Minnesota
$17.4M +$3.54M +26,694 +26%
Fiera Capital (Canada)
28
Fiera Capital (Canada)
Quebec, Canada
$17.3M +$16.8M +126,849 New
JP Morgan Chase
29
JP Morgan Chase
New York
$17.2M -$455K -3,428 -3%
Principal Financial Group
30
Principal Financial Group
Iowa
$16.4M -$3.58K -27 -0%
Bank of America
31
Bank of America
North Carolina
$16.1M +$1.19M +8,965 +8%
RFS
32
Rockefeller Financial Services
New York
$16M -$150K -1,130 -1%
Grantham, Mayo, Van Otterloo & Co (GMO)
33
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$15.7M +$4.31M +32,477 +39%
Renaissance Technologies
34
Renaissance Technologies
New York
$15M -$5.07M -38,200 -26%
Morgan Stanley
35
Morgan Stanley
New York
$14.9M -$3.61M -27,249 -20%
GAM
36
Gotham Asset Management
New York
$14.6M +$2.67M +20,093 +23%
TCIM
37
TIAA CREF Investment Management
New York
$13M -$508K -3,830 -4%
Charles Schwab
38
Charles Schwab
California
$11.6M +$371K +2,799 +3%
California Public Employees Retirement System
39
California Public Employees Retirement System
California
$9.99M -$1.27M -9,600 -12%
BIM
40
BlackRock Investment Management
Delaware
$9.26M +$217K +1,638 +2%
Deutsche Bank
41
Deutsche Bank
Germany
$8.9M -$957K -7,214 -10%
EBIM
42
Eagle Boston Investment Management
Massachusetts
$8.66M +$219K +1,649 +3%
PI
43
Putnam Investments
Massachusetts
$8.4M -$3.12M -23,499 -28%
RA
44
Royce & Associates
New York
$7.65M
PPA
45
Parametric Portfolio Associates
Washington
$7.33M -$242K -1,827 -3%
Goldman Sachs
46
Goldman Sachs
New York
$6.86M +$303K +2,287 +5%
AG
47
Aperio Group
California
$6.33M -$146K -1,104 -2%
Prudential Financial
48
Prudential Financial
New Jersey
$6.21M -$524K -3,950 -8%
Wells Fargo
49
Wells Fargo
California
$5.92M -$178K -1,340 -3%
ACB
50
Aristotle Capital Boston
Massachusetts
$5.91M +$178K +1,342 +3%

CHE Hedge Fund Activity: Q2 2016 in Review

244 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Chemed (CHE) for Q2 2016, worth a combined $2.21B — up 1% from $2.19B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new CHE positions and 17 closed out — a net gain of 11 holders — while 75 added to existing stakes and 94 trimmed.

The largest buyer was Fiera Capital (Canada), opening a new position worth an estimated $16.8M. The largest seller was Robeco Institutional Asset Management, cutting an estimated $20.6M.

  • 244 institutional investors held Chemed (CHE) as of Q2 2016, up from 236 in Q1 2016.
  • Funds reported $2.21B of Chemed stock for Q2 2016, up 1% quarter-over-quarter.
  • 28 funds opened new Chemed positions in Q2 2016 and 17 closed out, a net change of +11 holders.
  • The largest Chemed buyer in Q2 2016 was Fiera Capital (Canada), an estimated $16.8M added.
  • The largest Chemed seller in Q2 2016 was Robeco Institutional Asset Management, an estimated $20.6M sold.

Based on aggregated 13F filings for Q2 2016.