Chemed
515 hedge funds and large institutions have $7.79B invested in Chemed in 2024 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 194 increasing their positions, 179 reducing their positions, and 52 closing their positions.
117% more call options, than puts
Call options by funds: $1.41M | Put options by funds: $651K
23% more first-time investments, than exits
New positions opened: 64 | Existing positions closed: 52
8% more repeat investments, than reductions
Existing positions increased: 194 | Existing positions reduced: 179
1% more funds holding
Funds holding: 511 → 515 (+4)
0.32% less ownership
Funds ownership: 95.11% → 94.79% (-0.32%)
16% less capital invested
Capital invested by funds: $9.23B → $7.79B (-$1.44B)
67% less funds holding in top 10
Funds holding in top 10: 6 → 2 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$50.1M |
| 2 |
Amundi
Paris,
France
|
+$35.6M |
| 3 |
Impax Asset Management Group
London,
United Kingdom
|
+$29.8M |
| 4 |
EIP
Epoch Investment Partners
New York
|
+$23.1M |
| 5 |
BIM
Bridges Investment Management
Omaha,
Nebraska
|
+$21.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$68.8M |
| 2 |
Fuller & Thaler Asset Management
San Mateo,
California
|
-$65.1M |
| 3 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
-$58.8M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
-$55.8M |
| 5 |
MDSL
M.D. Sass LLC
New York
|
-$32.8M |
CHE Hedge Fund Activity: Q2 2024 in Review
515 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in Chemed (CHE) for Q2 2024, worth a combined $7.79B — down 16% from $9.23B a quarter earlier.
Buyers outnumbered sellers: 64 funds opened new CHE positions and 52 closed out — a net gain of 12 holders — while 194 added to existing stakes and 179 trimmed.
The largest buyer was Thrivent Financial for Lutherans, adding an estimated $50.1M. The largest seller was Wellington Management Group, cutting an estimated $68.8M.
- 515 institutional investors held Chemed (CHE) as of Q2 2024, up from 511 in Q1 2024.
- Funds reported $7.79B of Chemed stock for Q2 2024, down 16% quarter-over-quarter.
- 64 funds opened new Chemed positions in Q2 2024 and 52 closed out, a net change of +12 holders.
- The largest Chemed buyer in Q2 2024 was Thrivent Financial for Lutherans, an estimated $50.1M added.
- The largest Chemed seller in Q2 2024 was Wellington Management Group, an estimated $68.8M sold.
Based on aggregated 13F filings for Q2 2024.