We are live on ! Find out more

272 hedge funds and large institutions have $3.21B invested in Chemed in 2017 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 96 increasing their positions, 99 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 12

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

10% more capital invested

Capital invested by funds: $2.91B → $3.21B (+$302M)

9% more funds holding

Funds holding: 250272 (+22)

0.08% more ownership

Funds ownership: 97.31%97.39% (+0.08%)

3% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 99

43% less call options, than puts

Call options by funds: $2.31M | Put options by funds: $4.02M

Holders
272
Holders Change
+22
Holders Change %
+8.8%
% of All Funds
6.78%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.12%
New
34
Increased
96
Reduced
99
Closed
12
Calls
$2.31M
Puts
$4.02M
Net Calls
-$1.71M
Net Calls Change
-$774K
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
26
Copeland Capital Management
Pennsylvania
$26.1M +$4.47M +22,425 +21%
Ameriprise
27
Ameriprise
Minnesota
$25M -$593K -2,979 -2%
Bank of America
28
Bank of America
North Carolina
$22.4M -$6.93M -34,813 -24%
Schroder Investment Management Group
29
Schroder Investment Management Group
United Kingdom
$21.6M -$173K -870 -0.8%
Charles Schwab
30
Charles Schwab
California
$21.5M +$77.1K +387 +0.4%
CCMLC
31
Cardinal Capital Management LLC (Connecticut)
Connecticut
$19.7M -$12.3M -61,969 -39%
AL
32
AJO LP
Pennsylvania
$19.3M +$6.21M +31,200 +50%
Deutsche Bank
33
Deutsche Bank
Germany
$19.2M +$9.35M +46,938 +100%
Morgan Stanley
34
Morgan Stanley
New York
$19.1M +$12.7M +63,756 +215%
FAM
35
Formidable Asset Management
Ohio
$18.8M +$251K +1,258 +1%
TCIM
36
TIAA CREF Investment Management
New York
$18.4M -$1.38M -6,944 -7%
JP Morgan Chase
37
JP Morgan Chase
New York
$17.7M +$5.38M +27,027 +46%
RFS
38
Rockefeller Financial Services
New York
$16.6M -$465K -2,333 -3%
AP
39
AHL Partners
United Kingdom
$15.3M +$3.87M +19,420 +35%
Renaissance Technologies
40
Renaissance Technologies
New York
$14.4M +$10M +50,200 +249%
PPA
41
Parametric Portfolio Associates
Washington
$14.3M +$513K +2,577 +4%
Wells Fargo
42
Wells Fargo
California
$13.9M +$80.9K +406 +0.6%
EBIM
43
Eagle Boston Investment Management
Massachusetts
$13.9M +$83.6K +420 +0.6%
California Public Employees Retirement System
44
California Public Employees Retirement System
California
$13.9M +$856K +4,300 +7%
ACB
45
Aristotle Capital Boston
Massachusetts
$13.8M +$2.33M +11,682 +21%
Fiera Capital (Canada)
46
Fiera Capital (Canada)
Quebec, Canada
$13.3M -$7.33M -36,791 -36%
Prudential Financial
47
Prudential Financial
New Jersey
$11.3M +$96.6K +485 +0.9%
AllianceBernstein
48
AllianceBernstein
Tennessee
$9.08M -$2.42M -12,130 -21%
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$8.66M -$259K -1,302 -3%
New York State Teachers Retirement System (NYSTRS)
50
New York State Teachers Retirement System (NYSTRS)
New York
$8.32M -$39.8K -200 -0.5%

CHE Hedge Fund Activity: Q2 2017 in Review

272 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Chemed (CHE) for Q2 2017, worth a combined $3.21B — up 10% from $2.91B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new CHE positions and 12 closed out — a net gain of 22 holders — while 96 added to existing stakes and 99 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $12.7M. The largest seller was Fidelity Investments, cutting an estimated $31.9M.

  • 272 institutional investors held Chemed (CHE) as of Q2 2017, up from 250 in Q1 2017.
  • Funds reported $3.21B of Chemed stock for Q2 2017, up 10% quarter-over-quarter.
  • 34 funds opened new Chemed positions in Q2 2017 and 12 closed out, a net change of +22 holders.
  • The largest Chemed buyer in Q2 2017 was Morgan Stanley, an estimated $12.7M added.
  • The largest Chemed seller in Q2 2017 was Fidelity Investments, an estimated $31.9M sold.

Based on aggregated 13F filings for Q2 2017.