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272 hedge funds and large institutions have $3.21B invested in Chemed in 2017 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 96 increasing their positions, 99 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 12

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

10% more capital invested

Capital invested by funds: $2.91B → $3.21B (+$302M)

9% more funds holding

Funds holding: 250272 (+22)

0.08% more ownership

Funds ownership: 97.31%97.39% (+0.08%)

3% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 99

43% less call options, than puts

Call options by funds: $2.31M | Put options by funds: $4.02M

Holders
272
Holders Change
+22
Holders Change %
+8.8%
% of All Funds
6.78%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.12%
New
34
Increased
96
Reduced
99
Closed
12
Calls
$2.31M
Puts
$4.02M
Net Calls
-$1.71M
Net Calls Change
-$774K
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
51
Wellington Management Group
Massachusetts
$7.86M +$5.38M +27,037 +238%
OC
52
Oppenheimer & Co
New York
$7.85M -$161K -806 -2%
FQ
53
First Quadrant
California
$7.56M +$65.3K +328 +0.9%
MAM
54
Martingale Asset Management
Massachusetts
$7.3M -$378K -1,900 -5%
JIM
55
Jupiter Investment Management
United Kingdom
$7.12M +$6.04M +30,307 +673%
Robeco Institutional Asset Management
56
Robeco Institutional Asset Management
Netherlands
$6.63M +$2.38M +11,932 +58%
GAM
57
Gotham Asset Management
New York
$6.48M +$830K +4,169 +15%
TA
58
Teachers Advisors
New York
$6.46M +$230K +1,153 +4%
EAM
59
EULAV Asset Management
Florida
$6.38M +$797K +4,000 +15%
Legal & General Group
60
Legal & General Group
United Kingdom
$6.38M +$540K +2,709 +10%
TCMG
61
TSP Capital Management Group
New Jersey
$6.37M
California State Teachers Retirement System (CalSTRS)
62
California State Teachers Retirement System (CalSTRS)
California
$5.7M -$826K -4,146 -13%
Envestnet Asset Management
63
Envestnet Asset Management
Illinois
$5.64M +$111K +557 +2%
Swiss National Bank
64
Swiss National Bank
Switzerland
$5.56M +$79.7K +400 +1%
SCP
65
Seizert Capital Partners
Michigan
$5.33M +$1.57M +7,870 +43%
Grantham, Mayo, Van Otterloo & Co (GMO)
66
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$5.28M -$1.63M -8,200 -24%
Canada Life
67
Canada Life
Manitoba, Canada
$4.78M +$100K +503 +2%
OAM
68
Oppenheimer Asset Management
New York
$4.67M -$292K -1,468 -6%
Allianz Asset Management
69
Allianz Asset Management
Germany
$4.64M -$900K -4,517 -17%
SGAM
70
Smith Group Asset Management
Texas
$4.44M -$455K -2,284 -10%
RA
71
Royce & Associates
New York
$4.26M
Citigroup
72
Citigroup
New York
$4.25M -$194K -976 -4%
American Century Companies
73
American Century Companies
Missouri
$4.2M +$4.09M +20,538 New
CAM
74
ClariVest Asset Management
California
$4.05M +$3.95M +19,828 New
OSAM
75
O'Shaughnessy Asset Management
Connecticut
$3.97M +$3.79M +19,024 +5,114%

CHE Hedge Fund Activity: Q2 2017 in Review

272 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Chemed (CHE) for Q2 2017, worth a combined $3.21B — up 10% from $2.91B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new CHE positions and 12 closed out — a net gain of 22 holders — while 96 added to existing stakes and 99 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $12.7M. The largest seller was Fidelity Investments, cutting an estimated $31.9M.

  • 272 institutional investors held Chemed (CHE) as of Q2 2017, up from 250 in Q1 2017.
  • Funds reported $3.21B of Chemed stock for Q2 2017, up 10% quarter-over-quarter.
  • 34 funds opened new Chemed positions in Q2 2017 and 12 closed out, a net change of +22 holders.
  • The largest Chemed buyer in Q2 2017 was Morgan Stanley, an estimated $12.7M added.
  • The largest Chemed seller in Q2 2017 was Fidelity Investments, an estimated $31.9M sold.

Based on aggregated 13F filings for Q2 2017.