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352 hedge funds and large institutions have $4.55B invested in Chemed in 2018 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 109 increasing their positions, 130 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 28

63% more call options, than puts

Call options by funds: $4.99M | Put options by funds: $3.07M

7% more funds holding

Funds holding: 330352 (+22)

3% less capital invested

Capital invested by funds: $4.69B → $4.55B (-$146M)

3.19% less ownership

Funds ownership: 91.49%88.3% (-3.2%)

16% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 130

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
352
Holders Change
+22
Holders Change %
+6.67%
% of All Funds
8.05%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.09%
New
51
Increased
109
Reduced
130
Closed
28
Calls
$4.99M
Puts
$3.07M
Net Calls
+$1.92M
Net Calls Change
+$2.24M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$595M +$11.5M +35,966 +2%
BlackRock
2
BlackRock
New York
$536M -$9.77M -30,664 -2%
Neuberger Berman Group
3
Neuberger Berman Group
New York
$221M -$8.88M -27,878 -4%
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$184M +$2.74M +8,586 +2%
RP
5
Riverbridge Partners
Minnesota
$156M -$4.96M -15,560 -3%
Fisher Asset Management
6
Fisher Asset Management
Washington
$152M -$1.39M -4,376 -0.9%
State Street
7
State Street
Massachusetts
$139M +$2.3M +7,211 +2%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$95M -$62.1M -195,004 -40%
Ameriprise
9
Ameriprise
Minnesota
$87.2M +$5.86M +18,386 +7%
VBA
10
Van Berkom & Associates
Quebec, Canada
$85M -$1.85M -5,809 -2%
Invesco
11
Invesco
Georgia
$83.6M -$651K -2,043 -0.8%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$80M -$631K -1,981 -0.8%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$78.7M -$3.15M -9,895 -4%
Ninety One (UK)
14
Ninety One (UK)
United Kingdom
$75.2M +$27.4M +86,033 +58%
Renaissance Technologies
15
Renaissance Technologies
New York
$74.7M +$30.5M +95,790 +69%
T. Rowe Price Associates
16
T. Rowe Price Associates
Maryland
$65.2M +$1.52M +4,762 +2%
GI
17
GAMCO Investors
Connecticut
$64.8M -$25.3M -79,371 -28%
JIM
18
Jupiter Investment Management
United Kingdom
$57.6M +$11.4M +35,841 +25%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$54.3M +$43.3K +136 +0.1%
Northern Trust
20
Northern Trust
Illinois
$50.1M +$1.93M +6,070 +4%
Boston Partners
21
Boston Partners
Massachusetts
$49.5M -$1.71M -5,373 -3%
Norges Bank
22
Norges Bank
Norway
$47.3M +$5.94M +18,629 +14%
Goldman Sachs
23
Goldman Sachs
New York
$44.9M -$41.1M -128,866 -48%
TCIM
24
TIAA CREF Investment Management
New York
$42.3M +$6.36M +19,963 +18%
Charles Schwab
25
Charles Schwab
California
$39.3M +$9.61M +30,168 +33%

CHE Hedge Fund Activity: Q3 2018 in Review

352 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Chemed (CHE) for Q3 2018, worth a combined $4.55B — down 3.1% from $4.69B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new CHE positions and 28 closed out — a net gain of 23 holders — while 109 added to existing stakes and 130 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $30.5M. The largest seller was Fidelity Investments, cutting an estimated $62.1M.

  • 352 institutional investors held Chemed (CHE) as of Q3 2018, up from 330 in Q2 2018.
  • Funds reported $4.55B of Chemed stock for Q3 2018, down 3.1% quarter-over-quarter.
  • 51 funds opened new Chemed positions in Q3 2018 and 28 closed out, a net change of +23 holders.
  • The largest Chemed buyer in Q3 2018 was Renaissance Technologies, an estimated $30.5M added.
  • The largest Chemed seller in Q3 2018 was Fidelity Investments, an estimated $62.1M sold.

Based on aggregated 13F filings for Q3 2018.