Chemed
422 hedge funds and large institutions have $6.6B invested in Chemed in 2021 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 154 increasing their positions, 149 reducing their positions, and 67 closing their positions.
3% more repeat investments, than reductions
Existing positions increased: 154 | Existing positions reduced: 149
3% more call options, than puts
Call options by funds: $8.25M | Put options by funds: $8M
0.86% less ownership
Funds ownership: 90.38% → 89.51% (-0.86%)
5% less funds holding
Funds holding: 442 → 422 (-20)
14% less capital invested
Capital invested by funds: $7.68B → $6.6B (-$1.08B)
28% less first-time investments, than exits
New positions opened: 48 | Existing positions closed: 67
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIC
Schwartz Investment Counsel
Plymouth,
Michigan
|
+$34.9M |
| 2 |
JP Morgan Chase
New York
|
+$34.8M |
| 3 |
BTW
Boston Trust Walden
Boston,
Massachusetts
|
+$29.9M |
| 4 |
Janus Henderson Group
London,
|
+$26.1M |
| 5 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
+$25.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$50.6M |
| 2 |
Aberdeen Group
Edinburgh,
United Kingdom
|
-$39.1M |
| 3 |
Renaissance Technologies
New York
|
-$33.2M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$28.7M |
| 5 |
RP
Riverbridge Partners
Minneapolis,
Minnesota
|
-$27.5M |
CHE Hedge Fund Activity: Q1 2021 in Review
422 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in Chemed (CHE) for Q1 2021, worth a combined $6.6B — down 14% from $7.68B a quarter earlier.
Sellers outnumbered buyers: 67 funds closed out of CHE and 48 opened new positions — a net loss of 19 holders — while 149 trimmed existing stakes and 154 added.
The largest buyer was Schwartz Investment Counsel, adding an estimated $34.9M. The largest seller was Wells Fargo, cutting an estimated $50.6M.
- 422 institutional investors held Chemed (CHE) as of Q1 2021, down from 442 in Q4 2020.
- Funds reported $6.6B of Chemed stock for Q1 2021, down 14% quarter-over-quarter.
- 48 funds opened new Chemed positions in Q1 2021 and 67 closed out, a net change of -19 holders.
- The largest Chemed buyer in Q1 2021 was Schwartz Investment Counsel, an estimated $34.9M added.
- The largest Chemed seller in Q1 2021 was Wells Fargo, an estimated $50.6M sold.
Based on aggregated 13F filings for Q1 2021.