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198 hedge funds and large institutions have $2.13B invested in Chemed in 2015 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 82 increasing their positions, 67 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

714% more call options, than puts

Call options by funds: $2.82M | Put options by funds: $346K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

22% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 67

14% more capital invested

Capital invested by funds: $1.87B → $2.13B (+$255M)

9% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 22

0.87% more ownership

Funds ownership: 103.99%104.86% (+0.87%)

0% more funds holding

Funds holding: 198198 (0)

Holders
198
Holders Change
Holders Change %
0%
% of All Funds
5.28%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
24
Increased
82
Reduced
67
Closed
22
Calls
$2.82M
Puts
$346K
Net Calls
+$2.47M
Net Calls Change
+$2.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$203M -$9.46M -85,240 -5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$158M +$5.12M +46,105 +4%
Neuberger Berman Group
3
Neuberger Berman Group
New York
$128M +$35.2M +317,070 +42%
BFA
4
BlackRock Fund Advisors
California
$122M +$6.73M +60,665 +6%
RP
5
Riverbridge Partners
Minnesota
$120M -$247K -2,221 -0.2%
GI
6
GAMCO Investors
Connecticut
$86.1M -$3.11M -27,993 -4%
Invesco
7
Invesco
Georgia
$81.4M -$58.3M -525,195 -44%
Fisher Asset Management
8
Fisher Asset Management
Washington
$69.9M +$1.71M +15,395 +3%
LSV Asset Management
9
LSV Asset Management
Illinois
$66.2M -$15.5M -139,853 -20%
VBA
10
Van Berkom & Associates
Quebec, Canada
$65.5M +$12.2K +110 +0%
Ninety One (UK)
11
Ninety One (UK)
United Kingdom
$63.1M +$1.72M +15,530 +3%
BIT
12
BlackRock Institutional Trust
California
$54.4M +$437K +3,934 +0.9%
State Street
13
State Street
Massachusetts
$52.5M +$140K +1,263 +0.3%
RA
14
Royce & Associates
New York
$42M -$1.18M -10,666 -3%
Northern Trust
15
Northern Trust
Illinois
$42M +$4.18M +37,664 +12%
Acadian Asset Management
16
Acadian Asset Management
Massachusetts
$38.7M +$23.3M +209,919 +183%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$34M +$7.28M +65,598 +30%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$33.1M +$1.14M +10,234 +4%
Norges Bank
19
Norges Bank
Norway
$32.8M
GF
20
Gabelli Funds
New York
$32.8M -$222K -2,000 -0.7%
Boston Partners
21
Boston Partners
Massachusetts
$30.9M -$757K -6,819 -3%
CCMLC
22
Cardinal Capital Management LLC (Connecticut)
Connecticut
$25M +$23.3M +209,719 New
CCM
23
Copeland Capital Management
Pennsylvania
$23.6M +$1.54M +13,915 +8%
Allianz Asset Management
24
Allianz Asset Management
Germany
$20.3M +$747K +6,730 +4%
Ameriprise
25
Ameriprise
Minnesota
$20.1M -$1.72M -15,534 -8%

CHE Hedge Fund Activity: Q1 2015 in Review

198 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Chemed (CHE) for Q1 2015, worth a combined $2.13B — up 14% from $1.87B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new CHE positions and 22 closed out — a net gain of 2 holders — while 82 added to existing stakes and 67 trimmed.

The largest buyer was Neuberger Berman Group, adding an estimated $35.2M. The largest seller was Invesco, cutting an estimated $58.3M.

  • 198 institutional investors held Chemed (CHE) as of Q1 2015, unchanged from Q4 2014.
  • Funds reported $2.13B of Chemed stock for Q1 2015, up 14% quarter-over-quarter.
  • 24 funds opened new Chemed positions in Q1 2015 and 22 closed out, a net change of +2 holders.
  • The largest Chemed buyer in Q1 2015 was Neuberger Berman Group, an estimated $35.2M added.
  • The largest Chemed seller in Q1 2015 was Invesco, an estimated $58.3M sold.

Based on aggregated 13F filings for Q1 2015.