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Chemed
CHE

510 hedge funds and large institutions have $9.23B invested in Chemed in 2024 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 166 increasing their positions, 187 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more call options, than puts

Call options by funds: $4.37M | Put options by funds: $2.05M

25% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 53

7% more capital invested

Capital invested by funds: $8.66B → $9.23B (+$566M)

2% more funds holding

Funds holding: 500 → 510 (+10)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

3.27% less ownership

Funds ownership: 98.38% → 95.11% (-3.3%)

11% less repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 187

Holders
510
Holders Change
+10
Holders Change %
+2%
% of All Funds
7.35%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
66
Increased
166
Reduced
187
Closed
53
Calls
$4.37M
Puts
$2.05M
Net Calls
+$2.31M
Net Calls Change
-$2.31M

Top Buyers

Rank Fund Capital Flow
1
DCP
Durable Capital Partners
Maryland
+$39.4M
2
Invesco
Invesco
Georgia
+$34.2M
3
BlackRock
BlackRock
New York
+$31.3M
4
ProShare Advisors
ProShare Advisors
Maryland
+$30.3M
5
TD Asset Management
TD Asset Management
Ontario, Canada
+$29.9M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$249M
2
VNIM
Vaughan Nelson Investment Management
Texas
-$96.2M
3
Victory Capital Management
Victory Capital Management
Texas
-$41.2M
4
Natixis Advisors
Natixis Advisors
Massachusetts
-$33.9M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$26.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
WTG
551
West Tower Group
Virginia
– -$24.6K -42 Closed
LA
552
LM Advisors
California
– -$14.8K -25 Closed
MFG
553
Mendota Financial Group
Wisconsin
– -$14K -24 Closed
DAC
554
Dividend Assets Capital
South Carolina
– -$13K -22 Closed
CA
555
Crewe Advisors
Utah
– -$8.19K -14 Closed
BGAI
556
Bruce G. Allen Investments
Colorado
– -$3.51K -6 Closed
RFG
557
RFP Financial Group
Georgia
– -$2.92K -5 Closed
BFPW
558
BOK Financial Private Wealth
Colorado
– -$2.34K -4 Closed
LTI
559
Laffer Tengler Investments
Tennessee
– -$2.34K -4 Closed
PWA
560
Provenance Wealth Advisors
Florida
– -$2.34K -4 Closed
CA
561
Clearstead Advisors
Ohio
– -$1.75K -3 Closed
AF
562
Allworth Financial
California
– -$1.17K -2 Closed
GWS
563
Glassman Wealth Services
Virginia
– -$585 -1 Closed
19 20 21 22
23

CHE Hedge Fund Activity: Q1 2024 in Review

510 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Chemed (CHE) for Q1 2024, worth a combined $9.23B — up 6.5% from $8.66B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new CHE positions and 53 closed out — a net gain of 13 holders — while 166 added to existing stakes and 187 trimmed.

The largest buyer was Durable Capital Partners, adding an estimated $39.4M. The largest seller was Morgan Stanley, cutting an estimated $249M.

  • 510 institutional investors held Chemed (CHE) as of Q1 2024, up from 500 in Q4 2023.
  • Funds reported $9.23B of Chemed stock for Q1 2024, up 6.5% quarter-over-quarter.
  • 66 funds opened new Chemed positions in Q1 2024 and 53 closed out, a net change of +13 holders.
  • The largest Chemed buyer in Q1 2024 was Durable Capital Partners, an estimated $39.4M added.
  • The largest Chemed seller in Q1 2024 was Morgan Stanley, an estimated $249M sold.

Based on aggregated 13F filings for Q1 2024.