We are live on ! Find out more

527 hedge funds and large institutions have $8.46B invested in Chemed in 2024 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 186 increasing their positions, 180 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

36% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 50

9% more capital invested

Capital invested by funds: $7.79B → $8.46B (+$675M)

3% more funds holding

Funds holding: 513527 (+14)

5% more call options, than puts

Call options by funds: $2.34M | Put options by funds: $2.22M

3% more repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 180

0.72% less ownership

Funds ownership: 94.78%94.07% (-0.72%)

Holders
527
Holders Change
+14
Holders Change %
+2.73%
% of All Funds
7.57%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
68
Increased
186
Reduced
180
Closed
50
Calls
$2.34M
Puts
$2.22M
Net Calls
+$120K
Net Calls Change
-$640K
Name Holding Trade Value Shares
Change
Change in
Stake
QC
476
Quent Capital
New York
$12.6K -$1.7K -3 -13%
WSFS
477
Wilmington Savings Fund Society
Delaware
$12.6K +$11.9K +21 New
HI
478
Harbour Investments
Wisconsin
$10.2K
LFG
479
Larson Financial Group
Missouri
$9.64K -$102K -180 -92%
LC
480
Lindbrook Capital
California
$9.62K +$567 +1 +7%
GFPC
481
Global Financial Private Client
Florida
$9.62K +$9.07K +16 New
JIP
482
Jaffetilchin Investment Partners
Florida
$9.62K +$9.07K +16 New
AssetMark Inc
483
AssetMark Inc
California
$9.02K +$8.5K +15 New
UB
484
UMB Bank
Missouri
$7.81K +$1.13K +2 +18%
BIG
485
Brooklyn Investment Group
New York
$7.81K +$7.37K +13 New
AF
486
Advisornet Financial
Minnesota
$7.21K -$2.27K -4 -25%
CFO
487
CVA Family Office
Colorado
$7.21K
BBHC
488
Brown Brothers Harriman & Co
New York
$7.21K +$6.8K +12 New
CWC
489
Carolinas Wealth Consulting
North Carolina
$6.8K
TWD
490
True Wealth Design
Ohio
$6.61K +$5.67K +10 +1,000%
CPA
491
Capital Performance Advisors
California
$6.61K +$6.24K +11 New
JWA
492
JFS Wealth Advisors
Pennsylvania
$6.01K
CJ
493
Caitlin John
Michigan
$5.69K
PWMG
494
Private Wealth Management Group
New Jersey
$5.41K
CTC
495
Central Trust Company
Missouri
$4.81K
SWM
496
Spire Wealth Management
Virginia
$4.21K -$2.27K -4 -36%
AF
497
Allworth Financial
California
$4.21K -$1.13K -2 -22%
FFO
498
Fortitude Family Office
Arizona
$4.21K +$3.97K +7 New
ETS
499
ESL Trust Services
New York
$3.61K
FMII
500
Farmers & Merchants Investments Inc
Nebraska
$3.61K

CHE Hedge Fund Activity: Q3 2024 in Review

527 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Chemed (CHE) for Q3 2024, worth a combined $8.46B — up 8.7% from $7.79B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new CHE positions and 50 closed out — a net gain of 18 holders — while 186 added to existing stakes and 180 trimmed.

The largest buyer was Ameriprise, adding an estimated $50.1M. The largest seller was Durable Capital Partners, exiting entirely with an estimated $299M sold.

  • 527 institutional investors held Chemed (CHE) as of Q3 2024, up from 513 in Q2 2024.
  • Funds reported $8.46B of Chemed stock for Q3 2024, up 8.7% quarter-over-quarter.
  • 68 funds opened new Chemed positions in Q3 2024 and 50 closed out, a net change of +18 holders.
  • The largest Chemed buyer in Q3 2024 was Ameriprise, an estimated $50.1M added.
  • The largest Chemed seller in Q3 2024 was Durable Capital Partners, an estimated $299M sold.

Based on aggregated 13F filings for Q3 2024.