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527 hedge funds and large institutions have $8.46B invested in Chemed in 2024 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 186 increasing their positions, 180 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

36% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 50

9% more capital invested

Capital invested by funds: $7.79B → $8.46B (+$675M)

3% more funds holding

Funds holding: 513527 (+14)

5% more call options, than puts

Call options by funds: $2.34M | Put options by funds: $2.22M

3% more repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 180

0.72% less ownership

Funds ownership: 94.78%94.07% (-0.72%)

Holders
527
Holders Change
+14
Holders Change %
+2.73%
% of All Funds
7.57%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
68
Increased
186
Reduced
180
Closed
50
Calls
$2.34M
Puts
$2.22M
Net Calls
+$120K
Net Calls Change
-$640K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1B -$12M -21,254 -1%
BlackRock
2
BlackRock
New York
$854M -$10.8M -19,133 -1%
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$356M +$7.16M +12,638 +2%
Neuberger Berman Group
4
Neuberger Berman Group
New York
$298M -$3.89M -6,867 -1%
William Blair Investment Management
5
William Blair Investment Management
Illinois
$292M +$5.9M +10,410 +2%
State Street
6
State Street
Massachusetts
$279M +$2.02M +3,564 +0.8%
Morgan Stanley
7
Morgan Stanley
New York
$253M -$7.55M -13,315 -3%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$202M +$8.95M +15,791 +5%
Impax Asset Management Group
9
Impax Asset Management Group
United Kingdom
$200M +$8.4M +14,814 +5%
TD Asset Management
10
TD Asset Management
Ontario, Canada
$175M +$5.62M +9,907 +4%
JP Morgan Chase
11
JP Morgan Chase
New York
$148M -$14.1M -24,863 -9%
EIP
12
Epoch Investment Partners
New York
$144M +$9.6M +16,936 +8%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$143M +$26M +45,917 +24%
Ameriprise
14
Ameriprise
Minnesota
$141M +$50.1M +88,422 +60%
BTW
15
Boston Trust Walden
Massachusetts
$132M -$778K -1,373 -0.6%
Massachusetts Financial Services
16
Massachusetts Financial Services
Massachusetts
$121M -$23.2K -41 -0%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$109M +$15.1M +26,713 +17%
Acadian Asset Management
18
Acadian Asset Management
Massachusetts
$107M -$1.03M -1,810 -1%
Norges Bank
19
Norges Bank
Norway
$106M +$989K +1,744 +1%
Invesco
20
Invesco
Georgia
$105M -$6.29M -11,095 -6%
Northern Trust
21
Northern Trust
Illinois
$105M -$2.31M -4,075 -2%
TCM
22
TimesSquare Capital Management
New York
$100M +$6.57M +11,595 +7%
DekaBank Deutsche Girozentrale
23
DekaBank Deutsche Girozentrale
Germany
$91.8M +$4.36M +7,692 +5%
Thrivent Financial for Lutherans
24
Thrivent Financial for Lutherans
Minnesota
$87.8M +$16.7M +29,445 +25%
Wells Fargo
25
Wells Fargo
California
$84.9M +$2.44M +4,311 +3%

CHE Hedge Fund Activity: Q3 2024 in Review

527 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Chemed (CHE) for Q3 2024, worth a combined $8.46B — up 8.7% from $7.79B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new CHE positions and 50 closed out — a net gain of 18 holders — while 186 added to existing stakes and 180 trimmed.

The largest buyer was Ameriprise, adding an estimated $50.1M. The largest seller was Durable Capital Partners, exiting entirely with an estimated $299M sold.

  • 527 institutional investors held Chemed (CHE) as of Q3 2024, up from 513 in Q2 2024.
  • Funds reported $8.46B of Chemed stock for Q3 2024, up 8.7% quarter-over-quarter.
  • 68 funds opened new Chemed positions in Q3 2024 and 50 closed out, a net change of +18 holders.
  • The largest Chemed buyer in Q3 2024 was Ameriprise, an estimated $50.1M added.
  • The largest Chemed seller in Q3 2024 was Durable Capital Partners, an estimated $299M sold.

Based on aggregated 13F filings for Q3 2024.