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Chemed
CHE

459 hedge funds and large institutions have $7.52B invested in Chemed in 2023 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 155 increasing their positions, 161 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

247% more call options, than puts

Call options by funds: $6.34M | Put options by funds: $1.83M

66% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 32

8% more capital invested

Capital invested by funds: $6.98B → $7.52B (+$536M)

4% more funds holding

Funds holding: 442 → 459 (+17)

3.34% more ownership

Funds ownership: 93% → 96.34% (+3.3%)

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

4% less repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 161

Holders
459
Holders Change
+17
Holders Change %
+3.85%
% of All Funds
7.31%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
53
Increased
155
Reduced
161
Closed
32
Calls
$6.34M
Puts
$1.83M
Net Calls
+$4.52M
Net Calls Change
-$6.05M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$217M
2
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
+$138M
3
DCP
Durable Capital Partners
Maryland
+$37.6M
4
William Blair Investment Management
William Blair Investment Management
Illinois
+$30.2M
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$29.6M

Top Sellers

1
Invesco
Invesco
Georgia
-$56.2M
2
Fisher Asset Management
Fisher Asset Management
Washington
-$37.5M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$33.3M
4
NIG
NFJ Investment Group
Texas
-$18.2M
5
Charles Schwab
Charles Schwab
California
-$14.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$913M +$2.39M +4,688 +0.3%
BlackRock
2
BlackRock
New York
$750M -$2.6M -5,093 -0.4%
William Blair Investment Management
3
William Blair Investment Management
Illinois
$302M +$30.2M +59,149 +12%
Neuberger Berman Group
4
Neuberger Berman Group
New York
$286M -$3.06M -6,000 -1%
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$274M -$1.48M -2,910 -0.6%
State Street
6
State Street
Massachusetts
$238M +$8.7M +17,059 +4%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$207M -$8.35M -16,378 -4%
Morgan Stanley
8
Morgan Stanley
New York
$197M +$2.01M +3,937 +1%
Ameriprise
9
Ameriprise
Minnesota
$186M -$1.22M -2,392 -0.7%
Impax Asset Management Group
10
Impax Asset Management Group
United Kingdom
$145M +$138M +270,398 New
DCP
11
Durable Capital Partners
Maryland
$144M +$37.6M +73,743 +38%
JP Morgan Chase
12
JP Morgan Chase
New York
$133M +$1.15M +2,260 +0.9%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$133M -$1.62M -3,171 -1%
Victory Capital Management
14
Victory Capital Management
Texas
$124M +$1.25M +2,448 +1%
BTW
15
Boston Trust Walden
Massachusetts
$107M +$2.51M +4,928 +3%
VNIM
16
Vaughan Nelson Investment Management
Texas
$99.8M -$442K -867 -0.5%
Northern Trust
17
Northern Trust
Illinois
$98.2M +$2.22M +4,357 +2%
Fidelity International
18
Fidelity International
Bermuda
$97.4M -$105K -206 -0.1%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$90.1M -$140K -274 -0.2%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$82M +$5.56M +10,897 +8%
TCM
21
TimesSquare Capital Management
New York
$81.6M +$4.85M +9,505 +7%
Norges Bank
22
Norges Bank
Norway
$79.3M +$3.58M +7,029 +5%
Bank of America
23
Bank of America
North Carolina
$79.1M -$5.61M -10,996 -7%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$77.8M -$3.82M -7,492 -5%
CCM
25
Copeland Capital Management
Pennsylvania
$71.1M -$13M -25,586 -16%
1
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CHE Hedge Fund Activity: Q1 2023 in Review

459 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Chemed (CHE) for Q1 2023, worth a combined $7.52B — up 7.7% from $6.98B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new CHE positions and 32 closed out — a net gain of 21 holders — while 155 added to existing stakes and 161 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $217M. The largest seller was Invesco, cutting an estimated $56.2M.

  • 459 institutional investors held Chemed (CHE) as of Q1 2023, up from 442 in Q4 2022.
  • Funds reported $7.52B of Chemed stock for Q1 2023, up 7.7% quarter-over-quarter.
  • 53 funds opened new Chemed positions in Q1 2023 and 32 closed out, a net change of +21 holders.
  • The largest Chemed buyer in Q1 2023 was Envestnet Asset Management, an estimated $217M added.
  • The largest Chemed seller in Q1 2023 was Invesco, an estimated $56.2M sold.

Based on aggregated 13F filings for Q1 2023.