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Chemed
CHE

464 hedge funds and large institutions have $7.77B invested in Chemed in 2023 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 183 increasing their positions, 155 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

215% more call options, than puts

Call options by funds: $3.9M | Put options by funds: $1.24M

18% more repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 155

15% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 39

1% more funds holding

Funds holding: 459 → 464 (+5)

3% more capital invested

Capital invested by funds: $7.52B → $7.77B (+$256M)

0.47% less ownership

Funds ownership: 96.34% → 95.87% (-0.47%)

29% less funds holding in top 10

Funds holding in top 10: 7 → 5 (-2)

Holders
464
Holders Change
+5
Holders Change %
+1.09%
% of All Funds
7.29%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.08%
New
45
Increased
183
Reduced
155
Closed
39
Calls
$3.9M
Puts
$1.24M
Net Calls
+$2.66M
Net Calls Change
-$1.86M

Top Buyers

1
DCP
Durable Capital Partners
Maryland
+$104M
2
VNIM
Vaughan Nelson Investment Management
Texas
+$20.6M
3
Morgan Stanley
Morgan Stanley
New York
+$20.5M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$18.5M
5
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
+$16.9M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$233M
2
Victory Capital Management
Victory Capital Management
Texas
-$44.3M
3
Ameriprise
Ameriprise
Minnesota
-$35.5M
4
OAM
Ophir Asset Management
Australia
-$30.9M
5
WP
Woodline Partners
California
-$24.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
26
Wells Fargo
California
$67M +$2.2M +4,033 +3%
SIC
27
Schwartz Investment Counsel
Michigan
$61M +$21.9K +40 +0%
Ninety One (UK)
28
Ninety One (UK)
United Kingdom
$60.7M -$1.5M -2,749 -2%
Acadian Asset Management
29
Acadian Asset Management
Massachusetts
$59.7M +$8.83M +16,148 +17%
VBA
30
Van Berkom & Associates
Quebec, Canada
$59.5M -$776K -1,419 -1%
Invesco
31
Invesco
Georgia
$56.4M +$6.47M +11,827 +13%
ACB
32
Aristotle Capital Boston
Massachusetts
$55.2M +$1.29M +2,368 +2%
RP
33
Riverbridge Partners
Minnesota
$54.9M -$1.13M -2,066 -2%
PAMS
34
Pictet Asset Management (Switzerland)
Switzerland
$53.7M -$4.81M -8,795 -8%
Renaissance Technologies
35
Renaissance Technologies
New York
$52.7M -$3.72M -6,800 -7%
Charles Schwab
36
Charles Schwab
California
$52M +$708K +1,295 +1%
EAM
37
Eagle Asset Management
Florida
$50.8M -$840K -1,537 -2%
DekaBank Deutsche Girozentrale
38
DekaBank Deutsche Girozentrale
Germany
$48.2M +$16.9M +30,919 +51%
California Public Employees Retirement System
39
California Public Employees Retirement System
California
$46.5M +$356K +651 +0.8%
EIP
40
Epoch Investment Partners
New York
$45.8M +$7.29M +13,339 +19%
TD Asset Management
41
TD Asset Management
Ontario, Canada
$43.7M +$3.25M +5,945 +8%
Fuller & Thaler Asset Management
42
Fuller & Thaler Asset Management
California
$43.3M +$2.82M +5,150 +7%
EAM
43
EULAV Asset Management
Florida
$43M – – –
Natixis Advisors
44
Natixis Advisors
Massachusetts
$39.2M +$7.27M +13,293 +22%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$35.1M +$5.29M +9,683 +18%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$34M +$894K +1,635 +3%
RJA
47
Raymond James & Associates
Florida
$33.9M +$2.52M +4,611 +8%
Rockefeller Capital Management
48
Rockefeller Capital Management
New York
$33.5M -$1.77M -3,236 -5%
AQR Capital Management
49
AQR Capital Management
Connecticut
$32.6M +$3.48M +6,370 +12%
MDSL
50
M.D. Sass LLC
New York
$31.6M +$828K +1,514 +3%
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CHE Hedge Fund Activity: Q2 2023 in Review

464 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Chemed (CHE) for Q2 2023, worth a combined $7.77B — up 3.4% from $7.52B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new CHE positions and 39 closed out — a net gain of 6 holders — while 183 added to existing stakes and 155 trimmed.

The largest buyer was Durable Capital Partners, adding an estimated $104M. The largest seller was Envestnet Asset Management, cutting an estimated $233M.

  • 464 institutional investors held Chemed (CHE) as of Q2 2023, up from 459 in Q1 2023.
  • Funds reported $7.77B of Chemed stock for Q2 2023, up 3.4% quarter-over-quarter.
  • 45 funds opened new Chemed positions in Q2 2023 and 39 closed out, a net change of +6 holders.
  • The largest Chemed buyer in Q2 2023 was Durable Capital Partners, an estimated $104M added.
  • The largest Chemed seller in Q2 2023 was Envestnet Asset Management, an estimated $233M sold.

Based on aggregated 13F filings for Q2 2023.