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229 hedge funds and large institutions have $2.54B invested in Chemed in 2015 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 87 increasing their positions, 78 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more call options, than puts

Call options by funds: $2.55M | Put options by funds: $1.05M

79% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 19

12% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 78

10% more capital invested

Capital invested by funds: $2.3B → $2.54B (+$237M)

7% more funds holding

Funds holding: 215229 (+14)

1.64% less ownership

Funds ownership: 102.09%100.45% (-1.6%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
229
Holders Change
+14
Holders Change %
+6.51%
% of All Funds
6.01%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
34
Increased
87
Reduced
78
Closed
19
Calls
$2.55M
Puts
$1.05M
Net Calls
+$1.5M
Net Calls Change
+$462K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$240M
Vanguard Group
2
Vanguard Group
Pennsylvania
$221M +$9.23M +62,459 +4%
BFA
3
BlackRock Fund Advisors
California
$161M +$6.47M +43,782 +4%
Neuberger Berman Group
4
Neuberger Berman Group
New York
$141M -$16.2M -109,426 -10%
RP
5
Riverbridge Partners
Minnesota
$136M -$3.24M -21,940 -2%
Invesco
6
Invesco
Georgia
$104M +$3.98M +26,946 +4%
GI
7
GAMCO Investors
Connecticut
$95.8M -$3.55M -24,020 -4%
Acadian Asset Management
8
Acadian Asset Management
Massachusetts
$89.7M -$2.51M -17,019 -3%
Fisher Asset Management
9
Fisher Asset Management
Washington
$82.3M -$645K -4,365 -0.8%
Ninety One (UK)
10
Ninety One (UK)
United Kingdom
$81.4M +$2.1M +14,203 +3%
BIT
11
BlackRock Institutional Trust
California
$64.3M +$373K +2,526 +0.6%
State Street
12
State Street
Massachusetts
$61M +$223K +1,512 +0.4%
VBA
13
Van Berkom & Associates
Quebec, Canada
$58.2M -$2.89M -19,579 -5%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$55.5M +$4.35M +29,461 +9%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$46.8M -$2.55M -17,242 -5%
Boston Partners
16
Boston Partners
Massachusetts
$45.5M +$2.54M +17,155 +6%
Northern Trust
17
Northern Trust
Illinois
$44.8M +$1.03M +6,977 +2%
Norges Bank
18
Norges Bank
Norway
$40.5M
GF
19
Gabelli Funds
New York
$39.5M -$961K -6,500 -2%
Schroder Investment Management Group
20
Schroder Investment Management Group
United Kingdom
$38.1M +$21.1M +142,700 +128%
Robeco Institutional Asset Management
21
Robeco Institutional Asset Management
Netherlands
$32.9M +$5.65M +38,241 +21%
RFC
22
Russell Frank Company
Washington
$25.6M -$5.98M -40,498 -19%
Allianz Asset Management
23
Allianz Asset Management
Germany
$22M -$2.61M -17,655 -11%
BTW
24
Boston Trust Walden
Massachusetts
$21.1M -$6.98M -47,211 -25%
NAP
25
New Amsterdam Partners
New York
$21M -$46.1K -312 -0.2%

CHE Hedge Fund Activity: Q4 2015 in Review

229 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Chemed (CHE) for Q4 2015, worth a combined $2.54B — up 10% from $2.3B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new CHE positions and 19 closed out — a net gain of 15 holders — while 87 added to existing stakes and 78 trimmed.

The largest buyer was Schroder Investment Management Group, adding an estimated $21.1M. The largest seller was LSV Asset Management, cutting an estimated $43.2M.

  • 229 institutional investors held Chemed (CHE) as of Q4 2015, up from 215 in Q3 2015.
  • Funds reported $2.54B of Chemed stock for Q4 2015, up 10% quarter-over-quarter.
  • 34 funds opened new Chemed positions in Q4 2015 and 19 closed out, a net change of +15 holders.
  • The largest Chemed buyer in Q4 2015 was Schroder Investment Management Group, an estimated $21.1M added.
  • The largest Chemed seller in Q4 2015 was LSV Asset Management, an estimated $43.2M sold.

Based on aggregated 13F filings for Q4 2015.