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Chemed
CHE

464 hedge funds and large institutions have $7.77B invested in Chemed in 2023 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 183 increasing their positions, 155 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

215% more call options, than puts

Call options by funds: $3.9M | Put options by funds: $1.24M

18% more repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 155

15% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 39

1% more funds holding

Funds holding: 459 → 464 (+5)

3% more capital invested

Capital invested by funds: $7.52B → $7.77B (+$256M)

0.47% less ownership

Funds ownership: 96.34% → 95.87% (-0.47%)

29% less funds holding in top 10

Funds holding in top 10: 7 → 5 (-2)

Holders
464
Holders Change
+5
Holders Change %
+1.09%
% of All Funds
7.29%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.08%
New
45
Increased
183
Reduced
155
Closed
39
Calls
$3.9M
Puts
$1.24M
Net Calls
+$2.66M
Net Calls Change
-$1.86M

Top Buyers

1
DCP
Durable Capital Partners
Maryland
+$104M
2
VNIM
Vaughan Nelson Investment Management
Texas
+$20.6M
3
Morgan Stanley
Morgan Stanley
New York
+$20.5M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$18.5M
5
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
+$16.9M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$233M
2
Victory Capital Management
Victory Capital Management
Texas
-$44.3M
3
Ameriprise
Ameriprise
Minnesota
-$35.5M
4
OAM
Ophir Asset Management
Australia
-$30.9M
5
WP
Woodline Partners
California
-$24.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$918M -$1.16M -2,127 -0.1%
BlackRock
2
BlackRock
New York
$767M +$11.6M +21,237 +2%
William Blair Investment Management
3
William Blair Investment Management
Illinois
$303M -$312K -570 -0.1%
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$280M +$3.45M +6,310 +1%
Neuberger Berman Group
5
Neuberger Berman Group
New York
$276M -$13.2M -24,081 -5%
DCP
6
Durable Capital Partners
Maryland
$248M +$104M +190,309 +71%
State Street
7
State Street
Massachusetts
$240M +$862K +1,577 +0.4%
Morgan Stanley
8
Morgan Stanley
New York
$219M +$20.5M +37,487 +10%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$209M +$245K +449 +0.1%
Impax Asset Management Group
10
Impax Asset Management Group
United Kingdom
$162M +$15.4M +28,185 +10%
Ameriprise
11
Ameriprise
Minnesota
$152M -$35.5M -64,859 -19%
JP Morgan Chase
12
JP Morgan Chase
New York
$143M +$8.66M +15,850 +6%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$142M +$8.78M +16,057 +7%
VNIM
14
Vaughan Nelson Investment Management
Texas
$121M +$20.6M +37,743 +20%
BTW
15
Boston Trust Walden
Massachusetts
$113M +$5.41M +9,905 +5%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$101M +$18.5M +33,900 +22%
Northern Trust
17
Northern Trust
Illinois
$100M +$1.38M +2,520 +1%
Fidelity International
18
Fidelity International
Bermuda
$99.2M +$1.06M +1,944 +1%
TCM
19
TimesSquare Capital Management
New York
$95.6M +$13.6M +24,816 +16%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$89M -$1.81M -3,305 -2%
Norges Bank
21
Norges Bank
Norway
$83.6M +$3.69M +6,742 +5%
Victory Capital Management
22
Victory Capital Management
Texas
$81.2M -$44.3M -81,015 -35%
CCM
23
Copeland Capital Management
Pennsylvania
$79M +$7.39M +13,526 +10%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$78.7M +$297K +544 +0.4%
Bank of America
25
Bank of America
North Carolina
$68.5M -$11.3M -20,733 -14%
1
2 3 4 5

CHE Hedge Fund Activity: Q2 2023 in Review

464 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Chemed (CHE) for Q2 2023, worth a combined $7.77B — up 3.4% from $7.52B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new CHE positions and 39 closed out — a net gain of 6 holders — while 183 added to existing stakes and 155 trimmed.

The largest buyer was Durable Capital Partners, adding an estimated $104M. The largest seller was Envestnet Asset Management, cutting an estimated $233M.

  • 464 institutional investors held Chemed (CHE) as of Q2 2023, up from 459 in Q1 2023.
  • Funds reported $7.77B of Chemed stock for Q2 2023, up 3.4% quarter-over-quarter.
  • 45 funds opened new Chemed positions in Q2 2023 and 39 closed out, a net change of +6 holders.
  • The largest Chemed buyer in Q2 2023 was Durable Capital Partners, an estimated $104M added.
  • The largest Chemed seller in Q2 2023 was Envestnet Asset Management, an estimated $233M sold.

Based on aggregated 13F filings for Q2 2023.