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403 hedge funds and large institutions have $6.5B invested in Chemed in 2021 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 103 increasing their positions, 167 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

383% more call options, than puts

Call options by funds: $15.1M | Put options by funds: $3.12M

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

1.57% more ownership

Funds ownership: 87.35%88.92% (+1.6%)

1% less capital invested

Capital invested by funds: $6.6B → $6.5B (-$93.3M)

5% less funds holding

Funds holding: 425403 (-22)

27% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 59

38% less repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 167

Holders
403
Holders Change
-22
Holders Change %
-5.18%
% of All Funds
7.06%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
43
Increased
103
Reduced
167
Closed
59
Calls
$15.1M
Puts
$3.12M
Net Calls
+$12M
Net Calls Change
+$8.49M
Name Holding Trade Value Shares
Change
Change in
Stake
PP
201
Prudential plc
United Kingdom
$1.02M -$73.1K -155 -7%
Robeco Institutional Asset Management
202
Robeco Institutional Asset Management
Netherlands
$1.01M -$1.22M -2,587 -54%
AC
203
Annandale Capital
Texas
$972K
JCM
204
Jag Capital Management
Missouri
$930K
MFG
205
MidWestOne Financial Group
Iowa
$930K
IAA
206
Independent Advisor Alliance
North Carolina
$929K
Susquehanna International Group
207
Susquehanna International Group
Pennsylvania
$928K -$314K -665 -25%
NW
208
NewEdge Wealth
Pennsylvania
$904K +$101K +214 +12%
State of Wisconsin Investment Board
209
State of Wisconsin Investment Board
Wisconsin
$896K +$30.6K +65 +3%
BU
210
BBVA USA
Alabama
$894K -$75.4K -160 -8%
Cambridge Investment Research Advisors
211
Cambridge Investment Research Advisors
Iowa
$889K
MWM
212
Minot Wealth Management
Massachusetts
$883K -$943 -2 -0.1%
GWSG
213
GPS Wealth Strategies Group
Colorado
$881K
AFA
214
Abacus FCF Advisors
Florida
$860K
PFO
215
Pathstone Family Office
New Jersey
$839K +$209K +443 +33%
Pacer Advisors
216
Pacer Advisors
Pennsylvania
$833K +$4.24K +9 +0.5%
Schroder Investment Management Group
217
Schroder Investment Management Group
United Kingdom
$827K -$19.2M -40,768 -96%
RJFSA
218
Raymond James Financial Services Advisors
Florida
$803K -$129K -273 -14%
CGH
219
Crossmark Global Holdings
Texas
$797K
FP
220
Fiduciary Planning
Florida
$792K +$370K +784 +85%
M&T Bank
221
M&T Bank
New York
$784K +$436K +924 +121%
LSV Asset Management
222
LSV Asset Management
Illinois
$781K
OAM
223
Oppenheimer Asset Management
New York
$754K -$7.46M -15,832 -91%
SCM
224
Silvant Capital Management
Georgia
$739K
SDIC
225
South Dakota Investment Council
South Dakota
$722K

CHE Hedge Fund Activity: Q3 2021 in Review

403 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Chemed (CHE) for Q3 2021, worth a combined $6.5B — down 1.4% from $6.6B a quarter earlier.

Sellers outnumbered buyers: 59 funds closed out of CHE and 43 opened new positions — a net loss of 16 holders — while 167 trimmed existing stakes and 103 added.

The largest buyer was Wellington Management Group, opening a new position worth an estimated $200M. The largest seller was Riverbridge Partners, cutting an estimated $100M.

  • 403 institutional investors held Chemed (CHE) as of Q3 2021, down from 425 in Q2 2021.
  • Funds reported $6.5B of Chemed stock for Q3 2021, down 1.4% quarter-over-quarter.
  • 43 funds opened new Chemed positions in Q3 2021 and 59 closed out, a net change of -16 holders.
  • The largest Chemed buyer in Q3 2021 was Wellington Management Group, an estimated $200M added.
  • The largest Chemed seller in Q3 2021 was Riverbridge Partners, an estimated $100M sold.

Based on aggregated 13F filings for Q3 2021.