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510 hedge funds and large institutions have $9.23B invested in Chemed in 2024 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 166 increasing their positions, 187 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more call options, than puts

Call options by funds: $4.37M | Put options by funds: $2.05M

25% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 53

7% more capital invested

Capital invested by funds: $8.66B → $9.23B (+$566M)

2% more funds holding

Funds holding: 500510 (+10)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

3.27% less ownership

Funds ownership: 98.38%95.11% (-3.3%)

11% less repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 187

Holders
510
Holders Change
+10
Holders Change %
+2%
% of All Funds
7.35%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
66
Increased
166
Reduced
187
Closed
53
Calls
$4.37M
Puts
$2.05M
Net Calls
+$2.31M
Net Calls Change
-$2.31M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.09B +$965K +1,588 +0.1%
BlackRock
2
BlackRock
New York
$938M +$31.3M +51,569 +4%
DCP
3
Durable Capital Partners
Maryland
$366M +$39.4M +64,792 +13%
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$363M +$13.5M +22,171 +4%
Neuberger Berman Group
5
Neuberger Berman Group
New York
$328M -$4.18M -6,874 -1%
State Street
6
State Street
Massachusetts
$300M +$5.29M +8,700 +2%
William Blair Investment Management
7
William Blair Investment Management
Illinois
$297M -$8.37M -13,779 -3%
Morgan Stanley
8
Morgan Stanley
New York
$267M -$249M -409,799 -50%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$193M +$12.4M +20,347 +7%
Impax Asset Management Group
10
Impax Asset Management Group
United Kingdom
$171M +$4.24M +6,977 +3%
TD Asset Management
11
TD Asset Management
Ontario, Canada
$164M +$29.9M +49,176 +24%
JP Morgan Chase
12
JP Morgan Chase
New York
$160M -$3.78M -6,219 -2%
Massachusetts Financial Services
13
Massachusetts Financial Services
Massachusetts
$150M +$18.6M +30,678 +15%
BTW
14
Boston Trust Walden
Massachusetts
$135M +$6.84M +11,257 +6%
Wellington Management Group
15
Wellington Management Group
Massachusetts
$121M -$26.7M -43,930 -19%
Invesco
16
Invesco
Georgia
$120M +$34.2M +56,374 +43%
EIP
17
Epoch Investment Partners
New York
$117M +$18.6M +30,614 +20%
Acadian Asset Management
18
Acadian Asset Management
Massachusetts
$115M +$24.7M +40,695 +29%
Northern Trust
19
Northern Trust
Illinois
$109M -$8.76M -14,423 -8%
TCM
20
TimesSquare Capital Management
New York
$108M -$9.34M -15,382 -8%
Norges Bank
21
Norges Bank
Norway
$107M +$5.55M +9,137 +6%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$107M +$848K +1,396 +0.8%
Fuller & Thaler Asset Management
23
Fuller & Thaler Asset Management
California
$102M +$12.9M +21,179 +15%
DekaBank Deutsche Girozentrale
24
DekaBank Deutsche Girozentrale
Germany
$98.5M +$24.1M +39,633 +34%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$96.4M -$4.86M -7,999 -5%

CHE Hedge Fund Activity: Q1 2024 in Review

510 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Chemed (CHE) for Q1 2024, worth a combined $9.23B — up 6.5% from $8.66B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new CHE positions and 53 closed out — a net gain of 13 holders — while 166 added to existing stakes and 187 trimmed.

The largest buyer was Durable Capital Partners, adding an estimated $39.4M. The largest seller was Morgan Stanley, cutting an estimated $249M.

  • 510 institutional investors held Chemed (CHE) as of Q1 2024, up from 500 in Q4 2023.
  • Funds reported $9.23B of Chemed stock for Q1 2024, up 6.5% quarter-over-quarter.
  • 66 funds opened new Chemed positions in Q1 2024 and 53 closed out, a net change of +13 holders.
  • The largest Chemed buyer in Q1 2024 was Durable Capital Partners, an estimated $39.4M added.
  • The largest Chemed seller in Q1 2024 was Morgan Stanley, an estimated $249M sold.

Based on aggregated 13F filings for Q1 2024.