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421 hedge funds and large institutions have $6.58B invested in Chemed in 2021 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 154 increasing their positions, 149 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 149

3% more call options, than puts

Call options by funds: $8.25M | Put options by funds: $8M

0.86% less ownership

Funds ownership: 90.38%89.51% (-0.86%)

5% less funds holding

Funds holding: 442421 (-21)

14% less capital invested

Capital invested by funds: $7.66B → $6.58B (-$1.08B)

30% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 67

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
421
Holders Change
-21
Holders Change %
-4.75%
% of All Funds
7.39%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
47
Increased
154
Reduced
149
Closed
67
Calls
$8.25M
Puts
$8M
Net Calls
+$246K
Net Calls Change
-$5.13M
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$61.7M +$532K +1,085 +0.8%
Dimensional Fund Advisors
27
Dimensional Fund Advisors
Texas
$59.6M +$676K +1,378 +1%
ACB
28
Aristotle Capital Boston
Massachusetts
$56.1M -$2.91M -5,933 -5%
Citadel Advisors
29
Citadel Advisors
Florida
$54.8M -$1.52M -3,093 -3%
CCM
30
Copeland Capital Management
Pennsylvania
$53.5M +$8.55M +17,442 +18%
Charles Schwab
31
Charles Schwab
California
$49M +$1.22M +2,486 +2%
Ninety One (UK)
32
Ninety One (UK)
United Kingdom
$47M -$1.01M -2,053 -2%
BTW
33
Boston Trust Walden
Massachusetts
$46.4M +$29.9M +61,052 +153%
T. Rowe Price Associates
34
T. Rowe Price Associates
Maryland
$44.8M -$7.23M -14,753 -13%
EAM
35
EULAV Asset Management
Florida
$43.9M
MAM
36
Martingale Asset Management
Massachusetts
$40.4M +$1.33M +2,716 +3%
PAMU
37
Pictet Asset Management (UK)
United Kingdom
$39.3M +$22.4M +45,678 +115%
N
38
Nuveen
North Carolina
$34M -$1.83M -3,741 -5%
SIC
39
Schwartz Investment Counsel
Michigan
$33.8M +$34.9M +71,230 +3,043%
Rockefeller Capital Management
40
Rockefeller Capital Management
New York
$33M -$149K -303 -0.4%
Morgan Stanley
41
Morgan Stanley
New York
$32.7M +$2.92M +5,966 +9%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$32.2M +$543K +1,108 +2%
BCIM
43
British Columbia Investment Management
British Columbia, Canada
$32M -$1.46M -2,975 -4%
Schroder Investment Management Group
44
Schroder Investment Management Group
United Kingdom
$31.7M +$606K +1,236 +2%
MWNA
45
Marshall Wace North America
New York
$30.2M +$41.2K +84 +0.1%
NIG
46
NFJ Investment Group
Texas
$29.8M +$31.7M +64,705 New
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$29.4M +$1.95M +3,969 +7%
PPA
48
Parametric Portfolio Associates
Washington
$28.8M -$719K -1,466 -2%
EIP
49
Epoch Investment Partners
New York
$28.7M +$20.4M +41,687 +201%
TD Asset Management
50
TD Asset Management
Ontario, Canada
$28.2M +$19.9M +40,565 +195%

CHE Hedge Fund Activity: Q1 2021 in Review

421 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Chemed (CHE) for Q1 2021, worth a combined $6.58B — down 14% from $7.66B a quarter earlier.

Sellers outnumbered buyers: 67 funds closed out of CHE and 47 opened new positions — a net loss of 20 holders — while 149 trimmed existing stakes and 154 added.

The largest buyer was Schwartz Investment Counsel, adding an estimated $34.9M. The largest seller was Wells Fargo, cutting an estimated $50.6M.

  • 421 institutional investors held Chemed (CHE) as of Q1 2021, down from 442 in Q4 2020.
  • Funds reported $6.58B of Chemed stock for Q1 2021, down 14% quarter-over-quarter.
  • 47 funds opened new Chemed positions in Q1 2021 and 67 closed out, a net change of -20 holders.
  • The largest Chemed buyer in Q1 2021 was Schwartz Investment Counsel, an estimated $34.9M added.
  • The largest Chemed seller in Q1 2021 was Wells Fargo, an estimated $50.6M sold.

Based on aggregated 13F filings for Q1 2021.