Chemed
513 hedge funds and large institutions have $7.79B invested in Chemed in 2024 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 193 increasing their positions, 179 reducing their positions, and 53 closing their positions.
117% more call options, than puts
Call options by funds: $1.41M | Put options by funds: $651K
21% more first-time investments, than exits
New positions opened: 64 | Existing positions closed: 53
8% more repeat investments, than reductions
Existing positions increased: 193 | Existing positions reduced: 179
1% more funds holding
Funds holding: 510 → 513 (+3)
0.32% less ownership
Funds ownership: 95.11% → 94.78% (-0.32%)
16% less capital invested
Capital invested by funds: $9.23B → $7.79B (-$1.44B)
67% less funds holding in top 10
Funds holding in top 10: 6 → 2 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$50.1M |
| 2 |
Amundi
Paris,
France
|
+$35.6M |
| 3 |
Impax Asset Management Group
London,
United Kingdom
|
+$29.8M |
| 4 |
EIP
Epoch Investment Partners
New York
|
+$23.1M |
| 5 |
BIM
Bridges Investment Management
Omaha,
Nebraska
|
+$21.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$68.8M |
| 2 |
Fuller & Thaler Asset Management
San Mateo,
California
|
-$65.1M |
| 3 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
-$58.8M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
-$55.8M |
| 5 |
MDSL
M.D. Sass LLC
New York
|
-$32.8M |
CHE Hedge Fund Activity: Q2 2024 in Review
513 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Chemed (CHE) for Q2 2024, worth a combined $7.79B — down 16% from $9.23B a quarter earlier.
Buyers outnumbered sellers: 64 funds opened new CHE positions and 53 closed out — a net gain of 11 holders — while 193 added to existing stakes and 179 trimmed.
The largest buyer was Thrivent Financial for Lutherans, adding an estimated $50.1M. The largest seller was Wellington Management Group, cutting an estimated $68.8M.
- 513 institutional investors held Chemed (CHE) as of Q2 2024, up from 510 in Q1 2024.
- Funds reported $7.79B of Chemed stock for Q2 2024, down 16% quarter-over-quarter.
- 64 funds opened new Chemed positions in Q2 2024 and 53 closed out, a net change of +11 holders.
- The largest Chemed buyer in Q2 2024 was Thrivent Financial for Lutherans, an estimated $50.1M added.
- The largest Chemed seller in Q2 2024 was Wellington Management Group, an estimated $68.8M sold.
Based on aggregated 13F filings for Q2 2024.