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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
CEP
76
Chicago Equity Partners
Illinois
$3.58M +$1.64M +8,230 +88%
CWM
77
Cabot Wealth Management
Massachusetts
$3.55M +$139K +699 +4%
GLA
78
Great Lakes Advisors
Illinois
$3.53M +$681K +3,418 +25%
Comerica Bank
79
Comerica Bank
Texas
$3.47M -$237K -1,191 -7%
New York State Common Retirement Fund
80
New York State Common Retirement Fund
New York
$3.46M -$40K -201 -1%
Goldman Sachs
81
Goldman Sachs
New York
$3.32M -$87.6K -440 -3%
AQR Capital Management
82
AQR Capital Management
Connecticut
$3.25M -$119K -599 -4%
CS
83
Credit Suisse
Switzerland
$3.25M -$803K -4,032 -20%
US Bancorp
84
US Bancorp
Minnesota
$3.21M -$304K -1,524 -9%
AG
85
Aperio Group
California
$3.18M +$201K +1,011 +7%
State of Tennessee, Department of Treasury
86
State of Tennessee, Department of Treasury
Tennessee
$3.1M
Bessemer Group
87
Bessemer Group
New Jersey
$3.09M -$139K -700 -4%
NI
88
Numeric Investors
Massachusetts
$3.07M +$856K +4,300 +40%
SEI Investments
89
SEI Investments
Pennsylvania
$3.01M +$462K +2,318 +19%
VIA
90
Vident Investment Advisory
Georgia
$2.89M +$33.9K +170 +1%
UBS Group
91
UBS Group
Switzerland
$2.78M -$4.34M -21,783 -62%
KTA
92
Keeley-Teton Advisors
Illinois
$2.71M -$99.6K -500 -4%
Susquehanna International Group
93
Susquehanna International Group
Pennsylvania
$2.69M +$252K +1,263 +11%
FL
94
Fort LP
Maryland
$2.56M -$1.38M -6,912 -36%
SGH
95
Sivik Global Healthcare
Connecticut
$2.56M -$498K -2,500 -17%
Manulife (Manufacturers Life Insurance)
96
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.46M -$87.8K -441 -4%
AIG
97
American International Group
New York
$2.42M +$403K +2,024 +21%
TPSF
98
Texas Permanent School Fund
Texas
$2.4M -$13.7K -69 -0.6%
Nisa Investment Advisors
99
Nisa Investment Advisors
Missouri
$2.37M +$9.96K +50 +0.4%
MOACM
100
Mutual of America Capital Management
New York
$2.35M +$251K +1,258 +12%

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.