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419 hedge funds and large institutions have $6.02B invested in Chemed in 2022 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 143 increasing their positions, 168 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

557% more call options, than puts

Call options by funds: $5.19M | Put options by funds: $791K

1.96% more ownership

Funds ownership: 90.15%92.11% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

10% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 41

2% less funds holding

Funds holding: 429419 (-10)

5% less capital invested

Capital invested by funds: $6.34B → $6.02B (-$321M)

15% less repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 168

Holders
419
Holders Change
-10
Holders Change %
-2.33%
% of All Funds
7.22%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
37
Increased
143
Reduced
168
Closed
41
Calls
$5.19M
Puts
$791K
Net Calls
+$4.4M
Net Calls Change
+$1.45M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$57.5M +$2.93M +6,086 +5%
Norges Bank
27
Norges Bank
Norway
$56.8M -$930K -1,933 -1%
Bank of America
28
Bank of America
North Carolina
$56.3M -$9.29M -19,312 -13%
Charles Schwab
29
Charles Schwab
California
$51.7M +$745K +1,550 +1%
Wells Fargo
30
Wells Fargo
California
$50.8M -$12.3M -25,559 -18%
SIC
31
Schwartz Investment Counsel
Michigan
$49.2M
Fisher Asset Management
32
Fisher Asset Management
Washington
$49M -$16.1M -33,441 -23%
Ninety One (UK)
33
Ninety One (UK)
United Kingdom
$48.8M -$13.1M -27,309 -20%
VBA
34
Van Berkom & Associates
Quebec, Canada
$46.6M -$604K -1,255 -1%
RP
35
Riverbridge Partners
Minnesota
$44.9M -$382K -794 -0.8%
ACB
36
Aristotle Capital Boston
Massachusetts
$43.5M -$4.47M -9,302 -9%
PAMS
37
Pictet Asset Management (Switzerland)
Switzerland
$43.4M +$1.47M +3,054 +3%
EAM
38
Eagle Asset Management
Florida
$41.5M +$375K +780 +0.8%
EAM
39
EULAV Asset Management
Florida
$36.1M -$3.7M -7,700 -9%
Fuller & Thaler Asset Management
40
Fuller & Thaler Asset Management
California
$35M -$7.21K -15 -0%
BCIM
41
British Columbia Investment Management
British Columbia, Canada
$33.3M -$34.1M -70,824 -48%
TD Asset Management
42
TD Asset Management
Ontario, Canada
$33.2M +$4.15M +8,625 +13%
EIP
43
Epoch Investment Partners
New York
$31.3M -$697K -1,450 -2%
Rockefeller Capital Management
44
Rockefeller Capital Management
New York
$30.5M -$504K -1,048 -1%
MAM
45
Martingale Asset Management
Massachusetts
$29.4M -$327K -679 -1%
Goldman Sachs
46
Goldman Sachs
New York
$28.1M -$1.55M -3,225 -5%
MDSL
47
M.D. Sass LLC
New York
$25.7M +$1.59M +3,304 +6%
Principal Financial Group
48
Principal Financial Group
Iowa
$25.4M -$462K -961 -2%
California Public Employees Retirement System
49
California Public Employees Retirement System
California
$24.2M +$10.2M +21,288 +62%
New York State Common Retirement Fund
50
New York State Common Retirement Fund
New York
$24.1M +$1.65M +3,430 +7%

CHE Hedge Fund Activity: Q3 2022 in Review

419 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Chemed (CHE) for Q3 2022, worth a combined $6.02B — down 5.1% from $6.34B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of CHE and 37 opened new positions — a net loss of 4 holders — while 168 trimmed existing stakes and 143 added.

The largest buyer was Vaughan Nelson Investment Management, opening a new position worth an estimated $83.3M. The largest seller was British Columbia Investment Management, cutting an estimated $34.1M.

  • 419 institutional investors held Chemed (CHE) as of Q3 2022, down from 429 in Q2 2022.
  • Funds reported $6.02B of Chemed stock for Q3 2022, down 5.1% quarter-over-quarter.
  • 37 funds opened new Chemed positions in Q3 2022 and 41 closed out, a net change of -4 holders.
  • The largest Chemed buyer in Q3 2022 was Vaughan Nelson Investment Management, an estimated $83.3M added.
  • The largest Chemed seller in Q3 2022 was British Columbia Investment Management, an estimated $34.1M sold.

Based on aggregated 13F filings for Q3 2022.