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415 hedge funds and large institutions have $6.38B invested in Chemed in 2019 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 145 increasing their positions, 136 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

228% more call options, than puts

Call options by funds: $14.7M | Put options by funds: $4.48M

119% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 27

7% more capital invested

Capital invested by funds: $5.94B → $6.38B (+$438M)

6% more funds holding

Funds holding: 393415 (+22)

7% more repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 136

0.06% less ownership

Funds ownership: 90.57%90.52% (-0.06%)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
415
Holders Change
+22
Holders Change %
+5.6%
% of All Funds
8.18%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.1%
New
59
Increased
145
Reduced
136
Closed
27
Calls
$14.7M
Puts
$4.48M
Net Calls
+$10.2M
Net Calls Change
+$9.16M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$847M +$9.58M +22,770 +1%
BlackRock
2
BlackRock
New York
$694M -$40.3M -95,890 -6%
Neuberger Berman Group
3
Neuberger Berman Group
New York
$294M -$7.75M -18,427 -3%
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$229M +$3.26M +7,738 +2%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$199M +$30.2M +71,736 +19%
State Street
6
State Street
Massachusetts
$175M -$8.06M -19,156 -5%
Invesco
7
Invesco
Georgia
$170M +$6.12M +14,551 +4%
RP
8
Riverbridge Partners
Minnesota
$161M -$2.72M -6,460 -2%
Ameriprise
9
Ameriprise
Minnesota
$142M -$18.3M -43,396 -12%
Fisher Asset Management
10
Fisher Asset Management
Washington
$130M -$19.2M -45,653 -13%
Ninety One (UK)
11
Ninety One (UK)
United Kingdom
$119M +$14.2M +33,684 +14%
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$93.3M -$443K -1,052 -0.5%
VBA
13
Van Berkom & Associates
Quebec, Canada
$92M +$140K +332 +0.2%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$90.2M +$225K +534 +0.3%
Renaissance Technologies
15
Renaissance Technologies
New York
$86.4M +$1.47M +3,500 +2%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$84.8M -$2.25M -5,355 -3%
Norges Bank
17
Norges Bank
Norway
$80.5M
Bank of America
18
Bank of America
North Carolina
$77.4M +$6.65M +15,808 +10%
Northern Trust
19
Northern Trust
Illinois
$75.1M -$5.99M -14,239 -8%
TCM
20
TimesSquare Capital Management
New York
$73.9M +$5.77M +13,725 +9%
VOYA Investment Management
21
VOYA Investment Management
Georgia
$66.8M -$14.9M -35,458 -19%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$62.3M -$4.48M -10,648 -7%
EAM
23
Eagle Asset Management
Florida
$57.8M +$1.22M +2,911 +2%
Teacher Retirement System of Texas
24
Teacher Retirement System of Texas
Texas
$57.7M +$21.5M +51,000 +63%
ACB
25
Aristotle Capital Boston
Massachusetts
$57.7M +$1.25M +2,978 +2%

CHE Hedge Fund Activity: Q4 2019 in Review

415 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Chemed (CHE) for Q4 2019, worth a combined $6.38B — up 7.4% from $5.94B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new CHE positions and 27 closed out — a net gain of 32 holders — while 145 added to existing stakes and 136 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $30.2M. The largest seller was BlackRock, cutting an estimated $40.3M.

  • 415 institutional investors held Chemed (CHE) as of Q4 2019, up from 393 in Q3 2019.
  • Funds reported $6.38B of Chemed stock for Q4 2019, up 7.4% quarter-over-quarter.
  • 59 funds opened new Chemed positions in Q4 2019 and 27 closed out, a net change of +32 holders.
  • The largest Chemed buyer in Q4 2019 was Fidelity Investments, an estimated $30.2M added.
  • The largest Chemed seller in Q4 2019 was BlackRock, an estimated $40.3M sold.

Based on aggregated 13F filings for Q4 2019.