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299 hedge funds and large institutions have $3.72B invested in Chemed in 2017 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 74 increasing their positions, 107 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 20

58% more call options, than puts

Call options by funds: $9.11M | Put options by funds: $5.78M

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

17% more capital invested

Capital invested by funds: $3.18B → $3.72B (+$542M)

15% more funds holding

Funds holding: 259299 (+40)

2.5% less ownership

Funds ownership: 98.47%95.97% (-2.5%)

31% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 107

Holders
299
Holders Change
+40
Holders Change %
+15.44%
% of All Funds
6.78%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.14%
New
64
Increased
74
Reduced
107
Closed
20
Calls
$9.11M
Puts
$5.78M
Net Calls
+$3.33M
Net Calls Change
+$29.2M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$505M +$11.2M +49,135 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$466M -$539K -2,372 -0.1%
Neuberger Berman Group
3
Neuberger Berman Group
New York
$227M -$12.3M -54,068 -5%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$171M +$7.46M +32,830 +5%
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$138M -$421K -1,852 -0.3%
RP
6
Riverbridge Partners
Minnesota
$131M -$6.04M -26,577 -5%
GI
7
GAMCO Investors
Connecticut
$121M -$6.82M -30,034 -6%
Fisher Asset Management
8
Fisher Asset Management
Washington
$119M -$1.19M -5,250 -1%
State Street
9
State Street
Massachusetts
$110M +$1.85M +8,163 +2%
VBA
10
Van Berkom & Associates
Quebec, Canada
$92.8M -$2.98M -13,100 -3%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$89.4M -$5.92M -26,059 -7%
Invesco
12
Invesco
Georgia
$81.2M -$8.17M -35,988 -10%
Ninety One (UK)
13
Ninety One (UK)
United Kingdom
$71.9M -$6.26M -27,574 -9%
VOYA Investment Management
14
VOYA Investment Management
Georgia
$67.9M -$7.56M -33,286 -11%
Northern Trust
15
Northern Trust
Illinois
$59.7M -$319K -1,403 -0.6%
GF
16
Gabelli Funds
New York
$55.9M -$1.32M -5,800 -2%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$52.4M -$4.29M -18,896 -8%
T. Rowe Price Associates
18
T. Rowe Price Associates
Maryland
$45.1M +$632K +2,784 +2%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$40.4M -$1.14M -5,032 -3%
Boston Partners
20
Boston Partners
Massachusetts
$39.6M -$12.2M -53,501 -25%
BTW
21
Boston Trust Walden
Massachusetts
$37.8M -$4.7M -20,689 -12%
Russell Investments Group
22
Russell Investments Group
United Kingdom
$37M -$1.68M -7,392 -5%
Norges Bank
23
Norges Bank
Norway
$36.9M +$1.48M +6,528 +4%
Principal Financial Group
24
Principal Financial Group
Iowa
$31.2M -$661K -2,912 -2%
CCM
25
Copeland Capital Management
Pennsylvania
$30.7M -$623K -2,743 -2%

CHE Hedge Fund Activity: Q4 2017 in Review

299 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Chemed (CHE) for Q4 2017, worth a combined $3.72B — up 17% from $3.18B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new CHE positions and 20 closed out — a net gain of 44 holders — while 74 added to existing stakes and 107 trimmed.

The largest buyer was Eaton Vance Management, opening a new position worth an estimated $18.7M. The largest seller was JP Morgan Chase, cutting an estimated $24.5M.

  • 299 institutional investors held Chemed (CHE) as of Q4 2017, up from 259 in Q3 2017.
  • Funds reported $3.72B of Chemed stock for Q4 2017, up 17% quarter-over-quarter.
  • 64 funds opened new Chemed positions in Q4 2017 and 20 closed out, a net change of +44 holders.
  • The largest Chemed buyer in Q4 2017 was Eaton Vance Management, an estimated $18.7M added.
  • The largest Chemed seller in Q4 2017 was JP Morgan Chase, an estimated $24.5M sold.

Based on aggregated 13F filings for Q4 2017.